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 05, 2025
Q3 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
5.46KNew |
$373K - $412K
|
5.46K
$424K
|
|
|
Nov 05, 2025
Q3 2025
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.36K+ 1.69% |
$92.9K - $103K
|
82K
$6.36M
|
|
|
Nov 05, 2025
Q3 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
37.4K+ 14.75% |
$2.56M - $2.82M
|
291K
$22.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
139New |
$9.5K - $10.5K
|
139
$10.8K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
55.6K+ 32.11% |
$3.8M - $4.19M
|
229K
$17.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
46New |
$3.14K - $3.47K
|
46
$3.57K
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
533New |
$36.4K - $40.2K
|
533
$41.4K
|
|
|
Nov 05, 2025
Q3 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
24.3KNew |
$1.66M - $1.83M
|
24.3K
$1.88M
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-9.14K- 68.95% |
$624K - $689K
|
4.11K
$319K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-309- 92.51% |
$21.1K - $23.3K
|
25
$1.94K
|
|
|
Nov 05, 2025
Q3 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.64K- 3.61% |
$112K - $123K
|
43.8K
$3.39M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.96K+ 139.05% |
$134K - $148K
|
3.37K
$262K
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
11.4K+ 5.67% |
$782K - $863K
|
213K
$16.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
9.54K+ 5.03% |
$652K - $719K
|
199K
$15.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
10.5K+ 105.54% |
$716K - $790K
|
20.4K
$1.58M
|
|
|
Nov 05, 2025
Q3 2025
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-3.41K- 13.16% |
$233K - $257K
|
22.5K
$1.75M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.35K+ 5.09% |
$229K - $253K
|
69.2K
$5.37M
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
11.1K+ 32.07% |
$759K - $838K
|
45.7K
$3.55M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
44.9KNew |
$3.07M - $3.39M
|
44.9K
$3.48M
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
8.42KNew |
$576K - $635K
|
8.42K
$653K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.72K+ 4.77% |
$254K - $280K
|
81.6K
$6.33M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.56K+ 2.83% |
$106K - $117K
|
56.4K
$4.38M
|
|
|
Nov 05, 2025
Q3 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
4.63KNew |
$316K - $349K
|
4.63K
$359K
|
|
|
Nov 04, 2025
Q3 2025
|
A4 Wealth Advisors LLC
Huntersville, NC |
BUY
|
- |
16.9KNew |
$1.16M - $1.28M
|
16.9K
$1.31M
|
|
|
Nov 04, 2025
Q3 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
17.1KNew |
$1.17M - $1.29M
|
17.1K
$1.33M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
491K+ 32.54% |
$33.6M - $37M
|
2M
$155M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
7.63K+ 1.43% |
$521K - $575K
|
540K
$41.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
113+ 0.48% |
$7.72K - $8.52K
|
23.7K
$1.84M
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
12New |
$820 - $905
|
12
$931
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.56K+ 26.74% |
$106K - $117K
|
7.38K
$572K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
110KNew |
$7.52M - $8.3M
|
110K
$8.54M
|
|
|
Nov 04, 2025
Q3 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
2.01K+ 5.45% |
$137K - $152K
|
38.9K
$3.02M
|
|
|
Nov 04, 2025
Q3 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
811+ 5.66% |
$55.4K - $61.2K
|
15.2K
$1.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
8.84KNew |
$604K - $667K
|
8.84K
$686K
|
|
|
Nov 04, 2025
Q3 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
149KNew |
$10.2M - $11.3M
|
149K
$11.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-164- 0.41% |
$11.2K - $12.4K
|
40.1K
$3.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-415- 4.15% |
$28.4K - $31.3K
|
9.59K
$744K
|
|
|
Nov 04, 2025
Q3 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-757- 3.51% |
$51.7K - $57.1K
|
20.8K
$1.61M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5New |
$342 - $377
|
5
$388
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.06M- 40.31% |
$482M - $532M
|
10.5M
$811M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
139+ 2.18% |
$9.5K - $10.5K
|
6.52K
$506K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
564K+ 3.15% |
$38.6M - $42.6M
|
18.5M
$1.43B
|
|
|
Nov 04, 2025
Q3 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
2.91KNew |
$199K - $219K
|
2.91K
$226K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
16.3K+ 71.33% |
$1.11M - $1.23M
|
39.1K
$3.04M
|
|
|
Nov 04, 2025
Q3 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
210+ 1.67% |
$14.3K - $15.8K
|
12.8K
$994K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
4.12KNew |
$282K - $311K
|
4.12K
$320K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-553- 1.72% |
$37.8K - $41.7K
|
31.6K
$2.45M
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
61KNew |
$4.17M - $4.6M
|
61K
$4.74M
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
97.7K+ 683.17% |
$6.67M - $7.36M
|
112K
$8.68M
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
3.45KNew |
$236K - $260K
|
3.45K
$267K
|
|