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
$989M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
592K+ 486.18% |
$34.7M - $39.1M
|
714K
$42.6M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
496K+ 129.27% |
$29.1M - $32.8M
|
880K
$52.6M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
273KNew |
$16M - $18M
|
273K
$16.3M
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
BUY
|
- |
218KNew |
$12.8M - $14.4M
|
218K
$13M
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
208KNew |
$12.2M - $13.8M
|
208K
$12.4M
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
206K+ 327.18% |
$12.1M - $13.6M
|
269K
$16.1M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
198K+ 278.35% |
$11.6M - $13.1M
|
269K
$16M
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
166KNew |
$9.74M - $11M
|
166K
$9.92M
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
144K+ 222.96% |
$8.42M - $9.51M
|
208K
$12.4M
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
136K+ 105.16% |
$8M - $9.03M
|
266K
$15.9M
|
|
Jan 14, 2025
Q4 2024
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
134KNew |
$7.87M - $8.89M
|
134K
$8.03M
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
112K+ 38.34% |
$6.54M - $7.38M
|
403K
$24M
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
90.6KNew |
$5.31M - $5.99M
|
90.6K
$5.41M
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
88.5KNew |
$5.19M - $5.86M
|
88.5K
$5.29M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
86.8K+ 4.93% |
$5.09M - $5.74M
|
1.85M
$110M
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
84.1KNew |
$4.93M - $5.56M
|
84.1K
$5.02M
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
80.7K+ 41.31% |
$4.73M - $5.34M
|
276K
$16.5M
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
71.1K+ 8.0% |
$4.17M - $4.7M
|
960K
$57.4M
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
70.3K+ 29.69% |
$4.12M - $4.65M
|
307K
$18.3M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
62.8K+ 38.59% |
$3.68M - $4.16M
|
226K
$13.5M
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
62.4K+ 17.09% |
$3.66M - $4.13M
|
427K
$25.5M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
62.3K+ 15.92% |
$3.65M - $4.12M
|
454K
$27.1M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
60.5K+ 20.9% |
$3.55M - $4M
|
350K
$20.9M
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
58.3KNew |
$3.42M - $3.86M
|
58.3K
$3.48M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
55.3K+ 462.03% |
$3.24M - $3.66M
|
67.3K
$4.02M
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
54.4KNew |
$3.19M - $3.6M
|
54.4K
$3.25M
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
49.6KNew |
$2.91M - $3.28M
|
49.6K
$2.96M
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
46.8K+ 14.81% |
$2.74M - $3.1M
|
363K
$21.7M
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
37.8K+ 4.69% |
$2.22M - $2.5M
|
844K
$50.4M
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
37KNew |
$2.17M - $2.45M
|
37K
$2.21M
|
|
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
$1.74M
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
27.9KNew |
$1.63M - $1.84M
|
27.9K
$1.66M
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
26.5K+ 4.69% |
$1.55M - $1.75M
|
592K
$35.4M
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
26.4K+ 4.58% |
$1.55M - $1.75M
|
604K
$36.1M
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
25KNew |
$1.46M - $1.65M
|
25K
$1.49M
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
21.4KNew |
$1.25M - $1.41M
|
21.4K
$1.28M
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
20.4KNew |
$1.2M - $1.35M
|
20.4K
$1.22M
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
20.2K+ 5.18% |
$1.18M - $1.33M
|
410K
$24.5M
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
19.3K+ 7.27% |
$1.13M - $1.28M
|
285K
$17M
|
|
Jan 22, 2025
Q4 2024
|
Libra Wealth LLC
|
BUY
|
- |
17.9K+ 14.01% |
$1.05M - $1.18M
|
146K
$8.7M
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
17.8KNew |
$1.04M - $1.18M
|
17.8K
$1.06M
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
17.4K+ 12.14% |
$1.02M - $1.15M
|
161K
$9.62M
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
16.6KNew |
$970K - $1.1M
|
16.6K
$989K
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
16.2KNew |
$949K - $1.07M
|
16.2K
$967K
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
16.1KNew |
$942K - $1.06M
|
16.1K
$960K
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
15.6KNew |
$912K - $1.03M
|
15.6K
$930K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
15.1K+ 4.24% |
$885K - $1M
|
372K
$22.2M
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
15K+ 171.58% |
$880K - $993K
|
23.8K
$1.42M
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
14.7KNew |
$862K - $973K
|
14.7K
$879K
|