Latest Institutional Transactions on American Centy ETF Tr Avantis (AVEM)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVEM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
50.8KNew |
$3.47M - $3.83M
|
50.8K
$3.94M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.8K+ 3.98% |
$191K - $211K
|
73.1K
$5.67M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-71- 0.79% |
$4.85K - $5.35K
|
8.94K
$694K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
11K+ 7.98% |
$753K - $832K
|
149K
$11.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
9.71K+ 13.98% |
$664K - $732K
|
79.2K
$6.14M
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
4.5KNew |
$307K - $339K
|
4.5K
$349K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
13K+ 68.13% |
$887K - $979K
|
32.1K
$2.49M
|
|
|
Oct 21, 2025
Q3 2025
|
Better Wealth, LLC
|
BUY
|
- |
1.53K+ 1.47% |
$105K - $115K
|
105K
$8.18M
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.38K+ 0.44% |
$94.5K - $104K
|
314K
$24.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-24.7K- 14.4% |
$1.69M - $1.86M
|
147K
$11.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-234- 6.63% |
$16K - $17.6K
|
3.29K
$256K
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-140- 2.34% |
$9.57K - $10.6K
|
5.84K
$453K
|
|
|
Oct 20, 2025
Q3 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
202KNew |
$13.8M - $15.2M
|
202K
$15.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
186KNew |
$12.7M - $14M
|
186K
$14.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
1.98K+ 3.99% |
$135K - $149K
|
51.6K
$4M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.67KNew |
$319K - $352K
|
4.67K
$362K
|
|
|
Oct 20, 2025
Q3 2025
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-22.8K- 7.78% |
$1.56M - $1.72M
|
271K
$21M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
760New |
$51.9K - $57.3K
|
760
$59K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.52KNew |
$104K - $115K
|
1.52K
$118K
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-2.38K- 0.51% |
$163K - $179K
|
460K
$35.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
3.46KNew |
$237K - $261K
|
3.46K
$269K
|
|
|
Oct 20, 2025
Q3 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
131+ 2.61% |
$8.95K - $9.88K
|
5.15K
$399K
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
10.9K+ 20.43% |
$747K - $824K
|
64.4K
$5M
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
18.7KNew |
$1.28M - $1.41M
|
18.7K
$1.45M
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
9.37K+ 5.93% |
$640K - $707K
|
167K
$13M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
3.58K+ 8.23% |
$244K - $270K
|
47K
$3.65M
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-7.94K- 6.62% |
$542K - $599K
|
112K
$8.69M
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
86New |
$5.88K - $6.49K
|
86
$6.67K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.23K- 2.11% |
$83.9K - $92.6K
|
57K
$4.42M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
26.4KNew |
$1.8M - $1.99M
|
26.4K
$2.05M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
114K+ 17.26% |
$7.76M - $8.56M
|
771K
$59.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
1.33K+ 2.35% |
$91K - $100K
|
57.9K
$4.49M
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-1.86K- 6.22% |
$127K - $140K
|
28K
$2.17M
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-55- 0.16% |
$3.76K - $4.15K
|
34.2K
$2.65M
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
637New |
$43.5K - $48K
|
637
$49.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-24.4K- 1.77% |
$1.67M - $1.84M
|
1.36M
$105M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-2.14K- 2.66% |
$146K - $161K
|
78.3K
$6.08M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
149K+ 5039.63% |
$10.2M - $11.2M
|
152K
$11.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
969+ 5.17% |
$66.2K - $73.1K
|
19.7K
$1.53M
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
284New |
$19.4K - $21.4K
|
284
$22K
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
419K+ 23.7% |
$28.6M - $31.6M
|
2.19M
$170M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
588+ 306.25% |
$40.2K - $44.3K
|
780
$60.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
107K+ 21.71% |
$7.29M - $8.05M
|
598K
$46.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.22K+ 6.44% |
$220K - $243K
|
53.3K
$4.13M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
6.02K+ 17.55% |
$412K - $454K
|
40.3K
$3.13M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10.3K+ 2.11% |
$704K - $777K
|
499K
$38.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
7.33K+ 23.7% |
$501K - $553K
|
38.3K
$2.97M
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-396- 0.96% |
$27.1K - $29.9K
|
40.8K
$3.16M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.87K+ 7.74% |
$128K - $141K
|
26K
$2.02M
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
4.25K+ 0.66% |
$290K - $320K
|
649K
$50.4M
|
|