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 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.08KNew |
$210K - $232K
|
3.08K
$239K
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
3+ 5.45% |
$205 - $226
|
58
$4.5K
|
|
|
Oct 24, 2025
Q3 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-5.64K- 9.79% |
$385K - $425K
|
52K
$4.03M
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
66.7K+ 102.16% |
$4.56M - $5.03M
|
132K
$10.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
575+ 324.86% |
$39.3K - $43.4K
|
752
$58.3K
|
|
|
Oct 23, 2025
Q3 2025
|
B&D White Capital Company, LLC
|
SELL
|
- |
-1.84K- 1.7% |
$126K - $139K
|
106K
$8.26M
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
128+ 1.98% |
$8.75K - $9.65K
|
6.59K
$511K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
17.9K+ 1.76% |
$1.22M - $1.35M
|
1.04M
$80.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.03K+ 6.99% |
$275K - $304K
|
61.6K
$4.78M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
810New |
$55.3K - $61.1K
|
810
$62.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
73.1K+ 16.46% |
$4.99M - $5.51M
|
517K
$40.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-1.84K- 1.66% |
$126K - $139K
|
109K
$8.44M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
541+ 2.45% |
$37K - $40.8K
|
22.6K
$1.76M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
282K+ 7254.93% |
$19.2M - $21.2M
|
285K
$22.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-530- 4.47% |
$36.2K - $40K
|
11.3K
$878K
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
31K+ 11.02% |
$2.12M - $2.34M
|
313K
$24.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-695- 3.43% |
$47.5K - $52.4K
|
19.6K
$1.52M
|
|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-16.1K- 3.0% |
$1.1M - $1.21M
|
520K
$40.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-440- 6.58% |
$30.1K - $33.2K
|
6.25K
$485K
|
|
|
Oct 23, 2025
Q3 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
2.87K+ 2.84% |
$196K - $216K
|
104K
$8.05M
|
|
|
Oct 23, 2025
Q3 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-830- 5.61% |
$56.7K - $62.6K
|
14K
$1.08M
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-60- 1.43% |
$4.1K - $4.52K
|
4.14K
$321K
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-15.8K- 2.85% |
$1.08M - $1.19M
|
538K
$41.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
6.09K+ 8.06% |
$416K - $459K
|
81.7K
$6.34M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-948- 2.76% |
$64.8K - $71.5K
|
33.4K
$2.59M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
9.37K+ 274.74% |
$641K - $707K
|
12.8K
$992K
|
|
|
Oct 22, 2025
Q3 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-78- 1.43% |
$5.33K - $5.88K
|
5.39K
$418K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
SELL
|
- |
-133- 0.69% |
$9.09K - $10K
|
19.2K
$1.49M
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-8.56K- 0.98% |
$585K - $645K
|
860K
$66.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
185+ 0.24% |
$12.6K - $14K
|
77.9K
$6.05M
|
|
|
Oct 22, 2025
Q3 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
3.07K+ 3.11% |
$210K - $231K
|
102K
$7.89M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.07KNew |
$415K - $458K
|
6.07K
$471K
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
5.15K+ 4.5% |
$352K - $388K
|
120K
$9.27M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
SELL
|
- |
-55- 1.16% |
$3.76K - $4.15K
|
4.69K
$364K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.45K+ 10.58% |
$236K - $260K
|
36.1K
$2.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-12- -0.0% |
$820 - $905
|
261K
$20.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
72.1K+ 2.76% |
$4.93M - $5.44M
|
2.69M
$208M
|
|
|
Oct 22, 2025
Q3 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
8.71K+ 48.38% |
$595K - $657K
|
26.7K
$2.07M
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
14.7K+ 3.78% |
$1M - $1.11M
|
403K
$31.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
3.32K+ 40.7% |
$227K - $250K
|
11.5K
$889K
|
|
|
Oct 22, 2025
Q3 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
1.88K+ 15.15% |
$128K - $141K
|
14.2K
$1.11M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-25.6K- 3.01% |
$1.75M - $1.93M
|
827K
$64.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-2.59K- 5.14% |
$177K - $195K
|
47.8K
$3.71M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.45K+ 11.91% |
$99K - $109K
|
13.6K
$1.06M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
4.19K+ 18.43% |
$286K - $316K
|
26.9K
$2.09M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.8K+ 3.98% |
$191K - $211K
|
73.1K
$5.67M
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
50.8KNew |
$3.47M - $3.83M
|
50.8K
$3.94M
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3.71K+ 0.93% |
$254K - $280K
|
401K
$31.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.6KNew |
$177K - $196K
|
2.6K
$201K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
40New |
$2.73K - $3.02K
|
40
$3.1K
|
|