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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
7.85K+ 11.98% |
$574K - $615K
|
73.4K
$5.69M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
191New |
$14K - $15K
|
191
$14.8K
|
|
|
Jan 07, 2026
Q4 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
SELL
|
- |
-181- 2.67% |
$13.2K - $14.2K
|
6.61K
$512K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.96K- 1.13% |
$216K - $232K
|
258K
$20M
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
129K+ 99.79% |
$9.4M - $10.1M
|
258K
$20M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.08K+ 66.18% |
$152K - $163K
|
5.21K
$404K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
93.7KNew |
$6.85M - $7.34M
|
93.7K
$7.27M
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
12K+ 1.92% |
$875K - $938K
|
635K
$49.3M
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
15New |
$1.1K - $1.18K
|
15
$1.16K
|
|
|
Jan 06, 2026
Q4 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
5.27K+ 4.26% |
$385K - $413K
|
129K
$10M
|
|
|
Jan 06, 2026
Q4 2025
|
Fulcrum Equity Management
|
BUY
|
- |
4.53KNew |
$331K - $355K
|
4.53K
$352K
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
37+ 0.89% |
$2.7K - $2.9K
|
4.2K
$326K
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
SELL
|
- |
-4.53K- 4.11% |
$331K - $355K
|
106K
$8.2M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.38K+ 2.1% |
$393K - $421K
|
262K
$20.3M
|
|
|
Jan 05, 2026
Q4 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
SELL
|
- |
-1.77K- 5.93% |
$129K - $139K
|
28K
$2.18M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
54.9K+ 10.61% |
$4.01M - $4.3M
|
572K
$44.4M
|
|
|
Jan 05, 2026
Q4 2025
|
First Hawaiian Bank
|
BUY
|
- |
7.08K+ 7.68% |
$518K - $555K
|
99.3K
$7.7M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-22- 5.51% |
$1.61K - $1.72K
|
377
$29.2K
|
|
| Q3 2025 | |||||||
|
Dec 18, 2025
Q3 2025
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
10.3KNew |
$702K - $774K
|
10.3K
$797K
|
|
|
Dec 17, 2025
Q3 2025
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-1.77K- 2.77% |
$121K - $133K
|
62.1K
$4.81M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.78K+ 6.69% |
$121K - $134K
|
28.3K
$2.2M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
25.3K+ 94.75% |
$1.73M - $1.91M
|
52.1K
$4.04M
|
|
|
Nov 26, 2025
Q3 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
7.67KNew |
$524K - $578K
|
7.67K
$595K
|
|
|
Nov 25, 2025
Q3 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-13.9K- 18.91% |
$950K - $1.05M
|
59.6K
$4.62M
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
4.1K+ 5.9% |
$280K - $309K
|
73.7K
$5.72M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.22KNew |
$83.1K - $91.7K
|
1.22K
$94.3K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-702- 2.8% |
$48K - $52.9K
|
24.4K
$1.89M
|
|
|
Nov 20, 2025
Q3 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
4.59K+ 16.37% |
$314K - $346K
|
32.6K
$2.53M
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-9.28K- 99.84% |
$634K - $700K
|
15
$1.16K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-516- 8.34% |
$35.3K - $38.9K
|
5.67K
$440K
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
27.7KNew |
$1.89M - $2.09M
|
27.7K
$2.15M
|
|
|
Nov 18, 2025
Q3 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-62- 1.77% |
$4.24K - $4.68K
|
3.44K
$267K
|
|
|
Nov 18, 2025
Q3 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
35New |
$2.39K - $2.64K
|
35
$2.72K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
8.42K+ 35.04% |
$576K - $635K
|
32.5K
$2.52M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
12.5K+ 45.83% |
$852K - $940K
|
39.7K
$3.08M
|
|
|
Nov 17, 2025
Q3 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
40.7KNew |
$2.78M - $3.07M
|
40.7K
$3.16M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.29K+ 3.64% |
$87.9K - $97K
|
36.6K
$2.84M
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.04KNew |
$71.1K - $78.4K
|
1.04K
$80.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.97K- 1.16% |
$134K - $148K
|
167K
$13M
|
|
|
Nov 14, 2025
Q3 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
348+ 3.61% |
$23.8K - $26.2K
|
9.99K
$775K
|
|
|
Nov 14, 2025
Q3 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
17KNew |
$1.16M - $1.28M
|
17K
$1.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
59New |
$4.03K - $4.45K
|
59
$4.58K
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-45- 23.2% |
$3.07K - $3.39K
|
149
$11.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
233New |
$15.9K - $17.6K
|
233
$18.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
BUY
|
- |
4.19K+ 5.92% |
$286K - $316K
|
75K
$5.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
109KNew |
$7.45M - $8.22M
|
109K
$8.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
868K+ 4.95% |
$59.3M - $65.4M
|
18.4M
$1.43B
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
505K+ 11.18% |
$34.5M - $38.1M
|
5.03M
$390M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-17.1K- 2.07% |
$1.17M - $1.29M
|
810K
$62.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-2.73K- 7.18% |
$186K - $206K
|
35.3K
$2.74M
|
|