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 10, 2025
Q3 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-22.6K- 4.09% |
$1.55M - $1.71M
|
530K
$41.1M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
61.2K+ 508.1% |
$4.18M - $4.61M
|
73.2K
$5.68M
|
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-135- 5.6% |
$9.22K - $10.2K
|
2.28K
$177K
|
|
|
Oct 09, 2025
Q3 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
725+ 4.74% |
$49.5K - $54.7K
|
16K
$1.24M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
380+ 0.88% |
$26K - $28.7K
|
43.6K
$3.38M
|
|
|
Oct 09, 2025
Q3 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
238+ 0.17% |
$16.3K - $17.9K
|
138K
$10.7M
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.07% |
$68.3 - $75.4
|
1.35K
$105K
|
|
|
Oct 09, 2025
Q3 2025
|
Act Advisors, Llc.
|
BUY
|
- |
297KNew |
$20.3M - $22.4M
|
297K
$23.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
6.23KNew |
$426K - $470K
|
6.23K
$483K
|
|
|
Oct 09, 2025
Q3 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
765+ 2.23% |
$52.3K - $57.7K
|
35K
$2.72M
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
52KNew |
$3.56M - $3.92M
|
52K
$4.04M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-19- 3.86% |
$1.3K - $1.43K
|
473
$36.7K
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
8.75KNew |
$598K - $659K
|
8.75K
$678K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.53K+ 2.62% |
$446K - $493K
|
256K
$19.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-3.43K- 2.62% |
$235K - $259K
|
127K
$9.89M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.02K+ 10.2% |
$138K - $152K
|
21.8K
$1.69M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
21+ 0.04% |
$1.43K - $1.58K
|
52.3K
$4.06M
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
BUY
|
- |
4.16KNew |
$284K - $314K
|
4.16K
$323K
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
8.46KNew |
$578K - $638K
|
8.46K
$657K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.19KNew |
$423K - $466K
|
6.19K
$480K
|
|
|
Oct 08, 2025
Q3 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-9.6K- 4.52% |
$656K - $724K
|
203K
$15.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
1.03K+ 11.41% |
$70.7K - $78K
|
10.1K
$783K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
170New |
$11.6K - $12.8K
|
170
$13.2K
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
209K+ 152.04% |
$14.3M - $15.8M
|
347K
$26.9M
|
|
|
Oct 07, 2025
Q3 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.57K+ 1.74% |
$107K - $118K
|
91.6K
$7.11M
|
|
|
Oct 07, 2025
Q3 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
18.3K+ 5.71% |
$1.25M - $1.38M
|
339K
$26.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-300- 1.21% |
$20.5K - $22.6K
|
24.4K
$1.89M
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
BUY
|
- |
10.4K+ 18.94% |
$711K - $785K
|
65.4K
$5.07M
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-16.2K- 2.54% |
$1.11M - $1.22M
|
623K
$48.4M
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
SELL
|
- |
-6.6K- 5.65% |
$451K - $498K
|
110K
$8.55M
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
48.1K+ 4.71% |
$3.29M - $3.63M
|
1.07M
$83.1M
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
5.31K+ 2.97% |
$362K - $400K
|
184K
$14.3M
|
|
|
Oct 06, 2025
Q3 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
73+ 0.26% |
$4.99K - $5.5K
|
27.8K
$2.15M
|
|
|
Oct 06, 2025
Q3 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
275+ 2.07% |
$18.8K - $20.7K
|
13.6K
$1.05M
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-87- 1.15% |
$5.94K - $6.56K
|
7.49K
$581K
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
SELL
|
- |
-109- 1.05% |
$7.45K - $8.22K
|
10.3K
$800K
|
|
|
Oct 02, 2025
Q3 2025
|
First Hawaiian Bank
|
BUY
|
- |
2.98K+ 3.34% |
$204K - $225K
|
92.2K
$7.16M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
249+ 166.0% |
$17K - $18.8K
|
399
$31K
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
3.1K+ 9.07% |
$212K - $234K
|
37.3K
$2.89M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
37.8K+ 13.02% |
$2.01M - $2.59M
|
328K
$25.5M
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.86K+ 12.06% |
$152K - $196K
|
26.6K
$2.06M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
227New |
$12K - $15.6K
|
227
$17.6K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.32K- 85.76% |
$336K - $433K
|
1.05K
$81.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
9+ 0.05% |
$478 - $617
|
16.7K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
37.7KNew |
$2M - $2.58M
|
37.7K
$2.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
35+ 0.66% |
$1.86K - $2.4K
|
5.31K
$412K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-379- 0.66% |
$20.1K - $26K
|
57.1K
$4.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-272K- 52.57% |
$14.4M - $18.6M
|
245K
$19M
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
68+ 1.06% |
$3.61K - $4.66K
|
6.47K
$502K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-36.4K- 18.62% |
$1.93M - $2.5M
|
159K
$12.4M
|
|