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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.31K+ 38.93% |
$77K - $86.9K
|
4.69K
$273K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-8.4K- 6.46% |
$492K - $556K
|
122K
$7.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
9.07K+ 8.92% |
$531K - $600K
|
111K
$6.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-523- 75.04% |
$30.6K - $34.6K
|
174
$10.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-196- 4.46% |
$11.5K - $13K
|
4.2K
$245K
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
16.6KNew |
$970K - $1.1M
|
16.6K
$964K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
262New |
$15.4K - $17.3K
|
262
$15.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-11.3K- 11.35% |
$660K - $745K
|
88K
$5.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.98K+ 53.43% |
$116K - $131K
|
5.7K
$332K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.12K+ 5.45% |
$65.3K - $73.7K
|
21.6K
$1.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.84M- 98.22% |
$167M - $188M
|
51.7K
$3.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.83K- 9.55% |
$166K - $187K
|
26.8K
$1.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-7.48K- 1.67% |
$438K - $495K
|
440K
$25.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
BUY
|
- |
218KNew |
$12.8M - $14.4M
|
218K
$12.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.18K+ 3.44% |
$69.1K - $78K
|
35.5K
$2.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.99KNew |
$351K - $396K
|
5.99K
$349K
|
|
|
Jan 29, 2025
Q4 2024
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
8.74KNew |
$512K - $578K
|
8.74K
$509K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-212- 0.77% |
$12.4K - $14K
|
27.3K
$1.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
46.8K+ 14.81% |
$2.74M - $3.1M
|
363K
$21.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-465- 3.01% |
$27.2K - $30.8K
|
15K
$872K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
5.41K+ 1.61% |
$317K - $357K
|
342K
$19.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-2.64K- 21.13% |
$154K - $174K
|
9.83K
$572K
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
54.4KNew |
$3.19M - $3.6M
|
54.4K
$3.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-20K- 77.57% |
$1.17M - $1.33M
|
5.8K
$338K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.93K+ 12.45% |
$172K - $194K
|
26.5K
$1.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
15.1K+ 4.24% |
$885K - $1M
|
372K
$21.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-608- 2.99% |
$35.6K - $40.2K
|
19.7K
$1.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
19.3K+ 7.27% |
$1.13M - $1.28M
|
285K
$16.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-1.14K- 17.17% |
$66.7K - $75.3K
|
5.49K
$320K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
49.6KNew |
$2.91M - $3.28M
|
49.6K
$2.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-7.14K- 7.97% |
$418K - $472K
|
82.4K
$4.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
37KNew |
$2.17M - $2.45M
|
37K
$2.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
1.04K+ 3.34% |
$60.8K - $68.7K
|
32.1K
$1.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.99K+ 27.57% |
$292K - $330K
|
23.1K
$1.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
300New |
$17.6K - $19.8K
|
300
$17.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 0.02% |
$117 - $132
|
10.1K
$586K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
17.4K+ 12.14% |
$1.02M - $1.15M
|
161K
$9.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.17M+ 7.62% |
$68.7M - $77.6M
|
16.6M
$965M
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
7.86KNew |
$460K - $520K
|
7.86K
$458K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
3.06K+ 9.6% |
$179K - $202K
|
34.9K
$2.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
2.26K+ 21.65% |
$132K - $149K
|
12.7K
$738K
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
4.86K+ 10.09% |
$285K - $321K
|
53K
$3.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-877- 4.03% |
$51.4K - $58K
|
20.9K
$1.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
400+ 5.0% |
$23.4K - $26.5K
|
8.4K
$489K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
4.23K+ 10.35% |
$248K - $280K
|
45.1K
$2.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-800- 0.33% |
$46.9K - $52.9K
|
245K
$14.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-135- 0.45% |
$7.91K - $8.93K
|
30K
$1.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-3.1K- 47.6% |
$182K - $205K
|
3.41K
$199K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
659+ 21.88% |
$38.6K - $43.6K
|
3.67K
$214K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.01KNew |
$294K - $331K
|
5.01K
$292K
|