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 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
789+ 6.3% |
$45.1K - $51.8K
|
13.3K
$796K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
44.7K+ 77.97% |
$2.56M - $2.93M
|
102K
$6.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
2.13K+ 3.79% |
$122K - $140K
|
58.3K
$3.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
47.1K+ 58.68% |
$2.69M - $3.09M
|
127K
$7.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
SELL
|
- |
-6.75K- 10.01% |
$386K - $442K
|
60.7K
$3.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
25.5K+ 31.49% |
$1.46M - $1.67M
|
106K
$6.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
458K+ 32.29% |
$26.2M - $30.1M
|
1.88M
$112M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-82- 7.85% |
$4.69K - $5.38K
|
963
$57.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
50.7K+ 1404.21% |
$2.9M - $3.32M
|
54.3K
$3.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
3.34K+ 5.31% |
$191K - $219K
|
66.2K
$3.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-1.29K- 1.13% |
$73.9K - $84.7K
|
113K
$6.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
14.8KNew |
$844K - $968K
|
14.8K
$883K
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
17.8K+ 3.71% |
$1.02M - $1.17M
|
497K
$29.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
28.8K+ 26.17% |
$1.65M - $1.89M
|
139K
$8.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
1.42K+ 1.53% |
$81.5K - $93.4K
|
94.8K
$5.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
3.9KNew |
$223K - $256K
|
3.9K
$233K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.7K- 5.87% |
$154K - $177K
|
43.2K
$2.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
14.8KNew |
$844K - $968K
|
14.8K
$883K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
200New |
$11.4K - $13.1K
|
200
$12K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
577+ 7.7% |
$33K - $37.8K
|
8.07K
$483K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
97.3K+ 18.56% |
$5.56M - $6.38M
|
621K
$37.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
41+ 0.4% |
$2.35K - $2.69K
|
10.4K
$623K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
57+ 0.53% |
$3.26K - $3.74K
|
10.9K
$650K
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-160K- 10.33% |
$9.17M - $10.5M
|
1.39M
$83.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.19K- 0.25% |
$125K - $144K
|
891K
$53.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-49.1K- 9.4% |
$2.81M - $3.22M
|
473K
$28.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-6.27K- 1.59% |
$359K - $411K
|
389K
$23.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
196K+ 104.37% |
$11.2M - $12.9M
|
384K
$23M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.38KNew |
$193K - $221K
|
3.38K
$202K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-809- 10.57% |
$46.3K - $53.1K
|
6.84K
$410K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.27K+ 3.48% |
$130K - $149K
|
67.6K
$4.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
15.9K+ 1337.18% |
$907K - $1.04M
|
17K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
76.5K+ 83.81% |
$4.38M - $5.02M
|
168K
$10M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
851New |
$48.7K - $55.8K
|
851
$50.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-136- 0.01% |
$7.78K - $8.92K
|
1.32M
$79.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.12M- 98.17% |
$121M - $139M
|
39.5K
$2.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-454- 0.22% |
$26K - $29.8K
|
209K
$12.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
507K+ 31.14% |
$29M - $33.2M
|
2.13M
$128M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-7.02K- 3.39% |
$402K - $461K
|
200K
$12M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.94K- 19.2% |
$168K - $193K
|
12.4K
$740K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.53KNew |
$87.4K - $100K
|
1.53K
$91.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
628New |
$35.9K - $41.2K
|
628
$37.6K
|
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
25.6K+ 421.26% |
$1.46M - $1.68M
|
31.6K
$1.89M
|
|
|
Nov 08, 2024
Q3 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
5.66K+ 1.28% |
$323K - $371K
|
448K
$26.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
59.7K+ 525.02% |
$3.41M - $3.91M
|
71K
$4.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
937+ 0.86% |
$53.6K - $61.5K
|
110K
$6.59M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
171New |
$9.78K - $11.2K
|
171
$10.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
3.24K+ 17.29% |
$185K - $212K
|
22K
$1.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.35K+ 29.55% |
$77.1K - $88.4K
|
5.91K
$354K
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-257- 6.6% |
$14.7K - $16.9K
|
3.64K
$218K
|