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 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.2KNew |
$82K - $90.5K
|
1.2K
$93.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-350- 2.4% |
$23.9K - $26.4K
|
14.2K
$1.11M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
267K+ 3397.3% |
$18.2M - $20.1M
|
274K
$21.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
2.88K+ 3.55% |
$197K - $217K
|
83.9K
$6.51M
|
|
|
Nov 03, 2025
Q3 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
11.2K+ 30.46% |
$768K - $847K
|
48.1K
$3.73M
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
52.3KNew |
$3.57M - $3.94M
|
52.3K
$4.06M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
31.5K+ 678.08% |
$2.15M - $2.38M
|
36.1K
$2.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-571- 23.28% |
$39K - $43.1K
|
1.88K
$146K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
24.9KNew |
$1.7M - $1.88M
|
24.9K
$1.93M
|
|
|
Nov 03, 2025
Q3 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
1.35K+ 3.06% |
$92K - $102K
|
45.4K
$3.52M
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
2.77K+ 1.6% |
$190K - $209K
|
176K
$13.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.37KNew |
$230K - $254K
|
3.37K
$262K
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-20.8K- 4.72% |
$1.42M - $1.57M
|
420K
$32.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
393+ 5.21% |
$26.9K - $29.6K
|
7.94K
$616K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-30Closed |
$2.05K - $2.26K
|
0
$0
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
33.2K+ 17.75% |
$2.27M - $2.51M
|
220K
$17.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
2.27MNew |
$155M - $171M
|
2.27M
$176M
|
|
|
Oct 31, 2025
Q3 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
694+ 0.45% |
$47.4K - $52.3K
|
155K
$12M
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
11.7KNew |
$800K - $882K
|
11.7K
$908K
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-92- 0.05% |
$6.29K - $6.94K
|
190K
$14.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
13K+ 30.05% |
$886K - $978K
|
56.1K
$4.35M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.61K- 1.44% |
$178K - $197K
|
178K
$13.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-307- 6.39% |
$21K - $23.2K
|
4.5K
$349K
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
6.51K+ 31.45% |
$445K - $491K
|
27.2K
$2.11M
|
|
|
Oct 31, 2025
Q3 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
1.14K+ 1.22% |
$77.6K - $85.7K
|
94.1K
$7.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
553+ 180.13% |
$37.8K - $41.7K
|
860
$66.7K
|
|
|
Oct 31, 2025
Q3 2025
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-1.1K- 7.02% |
$74.8K - $82.6K
|
14.5K
$1.13M
|
|
|
Oct 31, 2025
Q3 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
9+ 0.08% |
$615 - $679
|
11.1K
$864K
|
|
|
Oct 31, 2025
Q3 2025
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-6.64K- 6.46% |
$454K - $501K
|
96.3K
$7.47M
|
|
|
Oct 31, 2025
Q3 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-2.19K- 4.18% |
$150K - $165K
|
50.3K
$3.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.02K+ 19.25% |
$138K - $152K
|
12.5K
$970K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
48.1KNew |
$3.29M - $3.63M
|
48.1K
$3.73M
|
|
|
Oct 31, 2025
Q3 2025
|
Redw Wealth LLC
|
BUY
|
- |
12.6K+ 26.61% |
$864K - $953K
|
60.1K
$4.67M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
506K+ 92.85% |
$34.6M - $38.1M
|
1.05M
$81.5M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.51K+ 20.24% |
$103K - $114K
|
8.95K
$694K
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
BUY
|
- |
1.12K+ 17.14% |
$76.5K - $84.5K
|
7.66K
$594K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
8.29KNew |
$566K - $625K
|
8.29K
$643K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
40+ 4.74% |
$2.73K - $3.02K
|
884
$68.6K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-191K- 46.47% |
$13.1M - $14.4M
|
220K
$17.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
3.55KNew |
$243K - $268K
|
3.55K
$276K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.04KNew |
$208K - $229K
|
3.04K
$236K
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-9.43K- 5.46% |
$645K - $711K
|
163K
$12.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
8New |
$547 - $603
|
8
$621
|
|
|
Oct 30, 2025
Q3 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-1.7K- 2.05% |
$116K - $128K
|
81.3K
$6.31M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.57K+ 43.19% |
$654K - $722K
|
31.7K
$2.46M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-67- 0.69% |
$4.58K - $5.05K
|
9.64K
$748K
|
|
|
Oct 30, 2025
Q3 2025
|
Sylvest Advisors, LLC
Dallas, TX |
SELL
|
- |
-164- 0.17% |
$11.2K - $12.4K
|
95.6K
$7.42M
|
|
|
Oct 29, 2025
Q3 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.84KNew |
$194K - $214K
|
2.84K
$220K
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-197- 0.61% |
$13.5K - $14.9K
|
32.2K
$2.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
85+ 29.11% |
$5.81K - $6.41K
|
377
$29.2K
|
|