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 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.39K+ 15.61% |
$95.3K - $105K
|
10.3K
$801K
|
|
|
Nov 10, 2025
Q3 2025
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
5.4K+ 5.33% |
$369K - $407K
|
107K
$8.28M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
49.7K+ 22.59% |
$3.4M - $3.75M
|
270K
$20.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
6.75K+ 8.45% |
$461K - $509K
|
86.6K
$6.72M
|
|
|
Nov 10, 2025
Q3 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-185- 0.27% |
$12.6K - $14K
|
67.9K
$5.27M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
15.9K+ 241.43% |
$1.08M - $1.2M
|
22.4K
$1.74M
|
|
|
Nov 10, 2025
Q3 2025
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
8.49K+ 8.65% |
$580K - $640K
|
107K
$8.27M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
55+ 1833.33% |
$3.76K - $4.15K
|
58
$4.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
30.2K+ 6016.73% |
$2.06M - $2.28M
|
30.7K
$2.38M
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
148New |
$10.1K - $11.2K
|
148
$11.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
15.2K+ 2.81% |
$1.04M - $1.14M
|
554K
$43M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.52K+ 53.14% |
$104K - $115K
|
4.38K
$340K
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-615- 2.64% |
$42K - $46.4K
|
22.7K
$1.76M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
361+ 2.72% |
$24.7K - $27.2K
|
13.6K
$1.06M
|
|
|
Nov 10, 2025
Q3 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
425+ 7.37% |
$29K - $32K
|
6.19K
$480K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.01K+ 2.45% |
$68.7K - $75.8K
|
42K
$3.26M
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.9K+ 13.38% |
$130K - $143K
|
16.1K
$1.25M
|
|
|
Nov 10, 2025
Q3 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
2.75KNew |
$188K - $207K
|
2.75K
$213K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
239K+ 1405.78% |
$16.3M - $18M
|
256K
$19.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Glassman Wealth Services
|
SELL
|
- |
-84- 70.0% |
$5.74K - $6.33K
|
36
$2.79K
|
|
|
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
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.1K+ 32.64% |
$75.2K - $83K
|
4.47K
$347K
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
13.2K+ 121.45% |
$901K - $995K
|
24K
$1.87M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-1.89K- 22.79% |
$129K - $143K
|
6.41K
$497K
|
|
|
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
|
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
|
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
|
|