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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Blvd Private Wealth, LLC
Prospect, KY |
BUY
|
- |
528+ 2.44% |
$36.1K - $39.8K
|
22.1K
$1.72M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5.11KNew |
$349K - $385K
|
5.11K
$396K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
26.7K+ 10.3% |
$1.82M - $2.01M
|
285K
$22.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
SELL
|
- |
-3.62K- 4.4% |
$247K - $273K
|
78.7K
$6.11M
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
68+ 1.66% |
$4.65K - $5.13K
|
4.17K
$324K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
562+ 4.69% |
$38.4K - $42.4K
|
12.5K
$973K
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
6.36KNew |
$435K - $480K
|
6.36K
$493K
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
4.77KNew |
$326K - $360K
|
4.77K
$370K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
213New |
$14.6K - $16.1K
|
213
$16.5K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-9.6K- 13.6% |
$656K - $724K
|
60.9K
$4.73M
|
|
|
Oct 28, 2025
Q3 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
578+ 6.95% |
$39.5K - $43.6K
|
8.89K
$690K
|
|
|
Oct 28, 2025
Q3 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-417- 0.6% |
$28.5K - $31.4K
|
69.3K
$5.37M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.49K+ 28.43% |
$375K - $414K
|
24.8K
$1.92M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-6.08K- 8.85% |
$416K - $459K
|
62.6K
$4.86M
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
397New |
$27.1K - $29.9K
|
397
$30.8K
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.2KNew |
$81.8K - $90.3K
|
1.2K
$92.9K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
8+ 0.11% |
$547 - $603
|
7.46K
$579K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
20.2KNew |
$1.38M - $1.52M
|
20.2K
$1.57M
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
SELL
|
- |
-1.98K- 6.55% |
$135K - $149K
|
28.2K
$2.19M
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
8.83K+ 5.36% |
$603K - $666K
|
173K
$13.5M
|
|
|
Oct 28, 2025
Q3 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
14.1K+ 19.83% |
$964K - $1.06M
|
85.2K
$6.61M
|
|
|
Oct 28, 2025
Q3 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
11.7KNew |
$796K - $879K
|
11.7K
$904K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
32.9K+ 28.59% |
$2.25M - $2.48M
|
148K
$11.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.04K+ 20.45% |
$71.3K - $78.7K
|
6.15K
$477K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
70.4KNew |
$4.81M - $5.31M
|
70.4K
$5.46M
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
397+ 31.68% |
$27.1K - $29.9K
|
1.65K
$128K
|
|
|
Oct 27, 2025
Q3 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
18.6K+ 79.88% |
$1.27M - $1.4M
|
41.9K
$3.25M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
3.2K+ 3.41% |
$218K - $241K
|
96.8K
$7.51M
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
729+ 15.04% |
$49.8K - $55K
|
5.58K
$433K
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
20.1K+ 10.86% |
$1.37M - $1.51M
|
205K
$15.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.29K+ 17.72% |
$361K - $399K
|
35.1K
$2.72M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
41.7K+ 22.91% |
$2.85M - $3.14M
|
224K
$17.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
9.52K+ 12.89% |
$651K - $718K
|
83.4K
$6.47M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
833New |
$56.9K - $62.8K
|
833
$64.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
10.3K+ 5.26% |
$703K - $776K
|
206K
$16M
|
|
|
Oct 27, 2025
Q3 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
50+ 0.2% |
$3.42K - $3.77K
|
24.6K
$1.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
5.62KNew |
$384K - $424K
|
5.62K
$436K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.14KNew |
$214K - $237K
|
3.14K
$243K
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
459+ 12.89% |
$31.4K - $34.6K
|
4.02K
$312K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-484- 0.12% |
$33.1K - $36.5K
|
391K
$30.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
20.9K+ 73.18% |
$1.43M - $1.58M
|
49.4K
$3.83M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
60+ 68.18% |
$4.1K - $4.52K
|
148
$11.5K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-437- 3.21% |
$29.9K - $33K
|
13.2K
$1.02M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-4.93K- 12.88% |
$337K - $371K
|
33.3K
$2.58M
|
|
|
Oct 24, 2025
Q3 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-83- 0.25% |
$5.67K - $6.26K
|
33.8K
$2.62M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens & Northern Corp
|
BUY
|
- |
4.12K+ 68.4% |
$282K - $311K
|
10.1K
$787K
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
SELL
|
- |
-227- 0.74% |
$15.5K - $17.1K
|
30.6K
$2.37M
|
|
|
Oct 24, 2025
Q3 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
5.92K+ 4.91% |
$405K - $447K
|
127K
$9.82M
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-85.5KClosed |
$5.84M - $6.45M
|
0
$0
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
34+ 0.82% |
$2.32K - $2.56K
|
4.19K
$325K
|
|