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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
19.9KNew |
$1.17M - $1.32M
|
19.9K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-586- 5.86% |
$34.3K - $38.8K
|
9.42K
$548K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
61.8K+ 20.41% |
$3.62M - $4.09M
|
365K
$21.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
194New |
$11.4K - $12.8K
|
194
$11.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
67.4K+ 53.74% |
$3.95M - $4.46M
|
193K
$11.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.77K+ 52.75% |
$397K - $448K
|
19.6K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-27.5K- 16.37% |
$1.61M - $1.82M
|
140K
$8.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
112KNew |
$6.56M - $7.4M
|
112K
$6.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
3.41KNew |
$200K - $225K
|
3.41K
$198K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
437New |
$25.6K - $28.9K
|
437
$25.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
41.9KNew |
$2.46M - $2.77M
|
41.9K
$2.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
638K+ 14.65% |
$37.4M - $42.2M
|
4.99M
$291M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-5.67K- 81.62% |
$332K - $375K
|
1.28K
$74.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
15.1K+ 60.06% |
$882K - $996K
|
40.1K
$2.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.69% |
$117 - $132
|
291
$16.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.03MNew |
$470M - $531M
|
8.03M
$467M
|
|
|
Feb 14, 2025
Q4 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-302- 0.56% |
$17.7K - $20K
|
53.7K
$3.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
174KNew |
$10.2M - $11.5M
|
174K
$10.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
89K+ 9.16% |
$5.22M - $5.89M
|
1.06M
$61.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2.03K+ 38.13% |
$119K - $134K
|
7.37K
$429K
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
2K+ 2.88% |
$117K - $132K
|
71.3K
$4.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-549- 0.21% |
$32.2K - $36.3K
|
258K
$15M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-33K- 23.78% |
$1.94M - $2.19M
|
106K
$6.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
24.2KNew |
$1.42M - $1.6M
|
24.2K
$1.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-6.61K- 6.01% |
$387K - $437K
|
103K
$6.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
18.6K+ 3.75% |
$1.09M - $1.23M
|
515K
$30M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.11KNew |
$64.7K - $73.1K
|
1.11K
$64.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
13.2KNew |
$773K - $873K
|
13.2K
$769K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
60.5K+ 2.83% |
$3.54M - $4M
|
2.19M
$128M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-15.8K- 92.78% |
$927K - $1.05M
|
1.23K
$71.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
43K+ 12.12% |
$2.52M - $2.84M
|
397K
$23.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
542K+ 103.7% |
$31.8M - $35.9M
|
1.07M
$62M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-168- 11.85% |
$9.84K - $11.1K
|
1.25K
$72.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.02K- 16.52% |
$294K - $332K
|
25.4K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-45- 7.29% |
$2.64K - $2.98K
|
572
$33.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
483+ 12.39% |
$28.3K - $31.9K
|
4.38K
$255K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
110K+ 107.94% |
$6.45M - $7.28M
|
212K
$12.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.84K+ 5.13% |
$166K - $188K
|
58.3K
$3.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
16.2K+ 6.38% |
$951K - $1.07M
|
270K
$15.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-949- 4.04% |
$55.6K - $62.8K
|
22.5K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.28K+ 13.35% |
$485K - $548K
|
70.3K
$4.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.85K+ 5.49% |
$343K - $387K
|
112K
$6.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
128K+ 13.6% |
$7.5M - $8.47M
|
1.07M
$62.2M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.19KNew |
$245K - $277K
|
4.19K
$244K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
9.91K+ 4.95% |
$581K - $655K
|
210K
$12.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
32.8K+ 24.51% |
$1.92M - $2.17M
|
166K
$9.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-31.3K- 18.65% |
$1.83M - $2.07M
|
137K
$7.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
33.7K+ 56.19% |
$1.97M - $2.23M
|
93.6K
$5.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
38KNew |
$2.23M - $2.52M
|
38K
$2.21M
|