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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
2.71K+ 24.34% |
$185K - $204K
|
13.8K
$1.07M
|
|
|
Nov 07, 2025
Q3 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-208- 1.59% |
$14.2K - $15.7K
|
12.9K
$1M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
34.3K+ 6.92% |
$2.34M - $2.58M
|
529K
$41.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
1.59K+ 2.3% |
$109K - $120K
|
70.8K
$5.49M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.19M+ 551.11% |
$81.2M - $89.6M
|
1.4M
$109M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
195K+ 10.86% |
$13.3M - $14.7M
|
1.99M
$154M
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.46K+ 7.45% |
$99.6K - $110K
|
21K
$1.63M
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-55- 1.45% |
$3.76K - $4.15K
|
3.74K
$290K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.91K+ 7.75% |
$198K - $219K
|
40.4K
$3.13M
|
|
|
Nov 07, 2025
Q3 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
11.1KNew |
$758K - $836K
|
11.1K
$860K
|
|
|
Nov 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-8.76K- 43.43% |
$598K - $660K
|
11.4K
$885K
|
|
|
Nov 07, 2025
Q3 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-91- 2.29% |
$6.22K - $6.86K
|
3.89K
$302K
|
|
|
Nov 07, 2025
Q3 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-7.55K- 8.24% |
$516K - $569K
|
84.1K
$6.53M
|
|
|
Nov 07, 2025
Q3 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1.32K+ 0.73% |
$90.4K - $99.8K
|
182K
$14.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-4.02K- 4.35% |
$275K - $303K
|
88.5K
$6.87M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
8.86K+ 105.49% |
$606K - $668K
|
17.3K
$1.34M
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
8.87K+ 12.28% |
$606K - $669K
|
81.1K
$6.29M
|
|
|
Nov 07, 2025
Q3 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.12K+ 1.69% |
$145K - $160K
|
127K
$9.88M
|
|
|
Nov 07, 2025
Q3 2025
|
Vera Bank, N.A.
|
BUY
|
- |
19.9K+ 8.3% |
$1.36M - $1.5M
|
259K
$20.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
9.32KNew |
$637K - $703K
|
9.32K
$723K
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
5.51KNew |
$376K - $415K
|
5.51K
$427K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
57.3KNew |
$3.91M - $4.32M
|
57.3K
$4.44M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
105K+ 28061.5% |
$7.17M - $7.91M
|
105K
$8.17M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.1K+ 38.26% |
$417K - $460K
|
22.1K
$1.71M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
35.3KNew |
$2.41M - $2.67M
|
35.3K
$2.74M
|
|
|
Nov 06, 2025
Q3 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
35.7K+ 65.28% |
$2.44M - $2.69M
|
90.5K
$7.02M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.72K+ 7.69% |
$117K - $130K
|
24.1K
$1.87M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-2.77K- 26.45% |
$189K - $209K
|
7.71K
$598K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.4K+ 7.24% |
$95.9K - $106K
|
20.8K
$1.61M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
53.8K+ 7.74% |
$3.68M - $4.06M
|
749K
$58.1M
|
|
|
Nov 06, 2025
Q3 2025
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-1.22K- 1.61% |
$83.5K - $92.2K
|
74.9K
$5.81M
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
BUY
|
- |
930+ 2.29% |
$63.5K - $70.1K
|
41.6K
$3.22M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.04K+ 30.54% |
$276K - $305K
|
17.3K
$1.34M
|
|
|
Nov 06, 2025
Q3 2025
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
14.1K+ 26.32% |
$961K - $1.06M
|
67.5K
$5.24M
|
|
|
Nov 06, 2025
Q3 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
2.12K+ 2.37% |
$145K - $160K
|
91.8K
$7.12M
|
|
|
Nov 06, 2025
Q3 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
5.51KNew |
$376K - $415K
|
5.51K
$427K
|
|
|
Nov 06, 2025
Q3 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
35.5K+ 963.56% |
$2.43M - $2.68M
|
39.2K
$3.04M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
127K+ 5.94% |
$8.67M - $9.57M
|
2.26M
$176M
|
|
|
Nov 06, 2025
Q3 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-117- 3.02% |
$7.99K - $8.82K
|
3.76K
$291K
|
|
|
Nov 06, 2025
Q3 2025
|
Mason & Associates Inc
|
BUY
|
- |
51.2K+ 58.7% |
$3.5M - $3.86M
|
138K
$10.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
1.75K+ 6.84% |
$119K - $132K
|
27.2K
$2.11M
|
|
|
Nov 06, 2025
Q3 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-15.6K- 4.26% |
$1.06M - $1.17M
|
350K
$27.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
7.55K+ 10.43% |
$516K - $569K
|
79.9K
$6.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
10.1KNew |
$687K - $758K
|
10.1K
$780K
|
|
|
Nov 06, 2025
Q3 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
134KNew |
$9.12M - $10.1M
|
134K
$10.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Libra Wealth LLC
|
BUY
|
- |
18.4K+ 12.17% |
$1.25M - $1.38M
|
169K
$13.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-232- 0.67% |
$15.9K - $17.5K
|
34.4K
$2.67M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
21.7K+ 83.34% |
$1.48M - $1.64M
|
47.7K
$3.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.83K+ 90.52% |
$261K - $289K
|
8.06K
$625K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
45.3K+ 26.14% |
$3.09M - $3.41M
|
218K
$16.9M
|
|