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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
3.57KNew |
$190K - $245K
|
3.57K
$277K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.23KNew |
$171K - $221K
|
3.23K
$250K
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
3.22KNew |
$171K - $220K
|
3.22K
$249K
|
|
|
Jul 17, 2025
Q2 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
3.19KNew |
$169K - $218K
|
3.19K
$247K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.15KNew |
$167K - $216K
|
3.15K
$245K
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
3.04KNew |
$161K - $208K
|
3.04K
$235K
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.86K+ 12.06% |
$152K - $196K
|
26.6K
$2.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
2.64K+ 47.75% |
$140K - $181K
|
8.16K
$633K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
2.3K+ 1.22% |
$122K - $158K
|
190K
$14.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1.42K+ 2.67% |
$75.2K - $97.1K
|
54.5K
$4.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
BUY
|
- |
1.16K+ 5.14% |
$61.5K - $79.4K
|
23.7K
$1.84M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.11K+ 74.0% |
$58.9K - $76.1K
|
2.61K
$202K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.01KNew |
$53.8K - $69.4K
|
1.01K
$78.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
921+ 19.69% |
$48.9K - $63.1K
|
5.6K
$434K
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
831+ 21.72% |
$44.1K - $57K
|
4.66K
$361K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
673+ 7.78% |
$35.7K - $46.1K
|
9.32K
$723K
|
|
|
Jul 28, 2025
Q2 2025
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
594+ 6.38% |
$31.5K - $40.7K
|
9.91K
$769K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
370New |
$19.6K - $25.4K
|
370
$28.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
355+ 2366.67% |
$18.8K - $24.3K
|
370
$28.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
348New |
$18.5K - $23.9K
|
348
$27K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
260New |
$13.8K - $17.8K
|
260
$20.2K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
227New |
$12K - $15.6K
|
227
$17.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
220New |
$11.7K - $15.1K
|
220
$17.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
196New |
$10.4K - $13.4K
|
196
$15.2K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
187New |
$9.93K - $12.8K
|
187
$14.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
150New |
$7.96K - $10.3K
|
150
$11.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
109New |
$5.79K - $7.47K
|
109
$8.46K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
80+ 1.28% |
$4.25K - $5.48K
|
6.33K
$491K
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
68+ 1.06% |
$3.61K - $4.66K
|
6.47K
$502K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
44+ 0.24% |
$2.34K - $3.02K
|
18.5K
$1.43M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
43+ 0.69% |
$2.28K - $2.95K
|
6.23K
$484K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
39New |
$2.07K - $2.67K
|
39
$3.03K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
35+ 0.66% |
$1.86K - $2.4K
|
5.31K
$412K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
32+ 0.13% |
$1.7K - $2.19K
|
24.6K
$1.91M
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
19+ 0.11% |
$1.01K - $1.3K
|
18.1K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
9+ 0.05% |
$478 - $617
|
16.7K
$1.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7New |
$372 - $480
|
7
$543
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
5+ 1.67% |
$265 - $343
|
304
$23.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
4New |
$212 - $274
|
4
$310
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 1.04% |
$212 - $274
|
388
$30.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 1.14% |
$212 - $274
|
355
$27.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 0.29% |
$106 - $137
|
698
$54.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
515K+ 368.08% |
$29.4M - $32.1M
|
655K
$50.8M
|
|
|
May 15, 2025
Q1 2025
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
169KNew |
$9.68M - $10.6M
|
169K
$13.1M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
117KNew |
$6.68M - $7.3M
|
117K
$9.07M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
87.3K+ 18.58% |
$4.99M - $5.45M
|
557K
$43.2M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
57.3KNew |
$3.27M - $3.58M
|
57.3K
$4.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
50K+ 5.2% |
$2.85M - $3.12M
|
1.01M
$78.4M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
17.2KNew |
$981K - $1.07M
|
17.2K
$1.33M
|
|