Latest Institutional Purchases of American Centy ETF Tr Avantis (AVEM)
This list provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVEM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.17M+ 7.62% |
$68.7M - $77.6M
|
16.6M
$981M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
592K+ 486.18% |
$34.7M - $39.1M
|
714K
$42.2M
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
BUY
|
- |
218KNew |
$12.8M - $14.4M
|
218K
$12.9M
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
208KNew |
$12.2M - $13.8M
|
208K
$12.3M
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
206K+ 327.18% |
$12.1M - $13.6M
|
269K
$15.9M
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
144K+ 222.96% |
$8.42M - $9.51M
|
208K
$12.3M
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
136K+ 105.16% |
$8M - $9.03M
|
266K
$15.8M
|
|
Jan 14, 2025
Q4 2024
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
134KNew |
$7.87M - $8.89M
|
134K
$7.96M
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
112K+ 38.34% |
$6.54M - $7.38M
|
403K
$23.8M
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
88.5KNew |
$5.19M - $5.86M
|
88.5K
$5.24M
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
84.1KNew |
$4.93M - $5.56M
|
84.1K
$4.98M
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
80.7K+ 41.31% |
$4.73M - $5.34M
|
276K
$16.3M
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
71.1K+ 8.0% |
$4.17M - $4.7M
|
960K
$56.9M
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
62.4K+ 17.09% |
$3.66M - $4.13M
|
427K
$25.3M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
60.5K+ 20.9% |
$3.55M - $4M
|
350K
$20.7M
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
58.3KNew |
$3.42M - $3.86M
|
58.3K
$3.45M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
55.3K+ 462.03% |
$3.24M - $3.66M
|
67.3K
$3.98M
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
54.4KNew |
$3.19M - $3.6M
|
54.4K
$3.22M
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
49.6KNew |
$2.91M - $3.28M
|
49.6K
$2.94M
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
46.8K+ 14.81% |
$2.74M - $3.1M
|
363K
$21.5M
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
37.8K+ 4.69% |
$2.22M - $2.5M
|
844K
$50M
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
37KNew |
$2.17M - $2.45M
|
37K
$2.19M
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
29.2KNew |
$1.71M - $1.93M
|
29.2K
$1.73M
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
27.9KNew |
$1.63M - $1.84M
|
27.9K
$1.65M
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
26.5K+ 4.69% |
$1.55M - $1.75M
|
592K
$35.1M
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
26.4K+ 4.58% |
$1.55M - $1.75M
|
604K
$35.8M
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
21.4KNew |
$1.25M - $1.41M
|
21.4K
$1.27M
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
20.4KNew |
$1.2M - $1.35M
|
20.4K
$1.21M
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
20.2K+ 5.18% |
$1.18M - $1.33M
|
410K
$24.3M
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
19.3K+ 7.27% |
$1.13M - $1.28M
|
285K
$16.9M
|
|
Jan 22, 2025
Q4 2024
|
Libra Wealth LLC
|
BUY
|
- |
17.9K+ 14.01% |
$1.05M - $1.18M
|
146K
$8.63M
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
17.8KNew |
$1.04M - $1.18M
|
17.8K
$1.05M
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
17.4K+ 12.14% |
$1.02M - $1.15M
|
161K
$9.54M
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
16.6KNew |
$970K - $1.1M
|
16.6K
$981K
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
15.6KNew |
$912K - $1.03M
|
15.6K
$922K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
15.1K+ 4.24% |
$885K - $1M
|
372K
$22M
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
14.7KNew |
$862K - $973K
|
14.7K
$871K
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13.7K+ 7.03% |
$801K - $904K
|
208K
$12.3M
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
13.5K+ 6.73% |
$790K - $892K
|
214K
$12.7M
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
13.2KNew |
$776K - $876K
|
13.2K
$784K
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
11K+ 24.56% |
$642K - $724K
|
55.6K
$3.29M
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
9.38K+ 11.64% |
$550K - $621K
|
90K
$5.33M
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.17K+ 5.58% |
$537K - $607K
|
173K
$10.3M
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
9.07K+ 8.92% |
$531K - $600K
|
111K
$6.55M
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
9.03K+ 9.47% |
$529K - $597K
|
104K
$6.18M
|
|
Jan 29, 2025
Q4 2024
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
8.74KNew |
$512K - $578K
|
8.74K
$517K
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
7.86KNew |
$460K - $520K
|
7.86K
$465K
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
7.83K+ 5.56% |
$459K - $518K
|
149K
$8.8M
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
7.52K+ 1.91% |
$441K - $498K
|
402K
$23.8M
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
7.29K+ 15.74% |
$427K - $482K
|
53.6K
$3.17M
|