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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3.73KNew |
$213K - $232K
|
3.73K
$289K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.85KNew |
$106K - $116K
|
1.85K
$144K
|
|
|
Apr 18, 2025
Q1 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
1.2K+ 11.56% |
$68.5K - $74.9K
|
11.6K
$898K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
986New |
$56.3K - $61.5K
|
986
$76.5K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
764New |
$43.6K - $47.7K
|
764
$59.3K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
399New |
$22.8K - $24.9K
|
399
$31K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
307New |
$17.5K - $19.2K
|
307
$23.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
148New |
$8.45K - $9.24K
|
148
$11.5K
|
|
|
May 29, 2025
Q1 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
141+ 4.14% |
$8.05K - $8.8K
|
3.55K
$275K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
75New |
$4.28K - $4.68K
|
75
$5.82K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
70New |
$4K - $4.37K
|
70
$5.43K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
9+ 2.09% |
$514 - $562
|
439
$34.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
9New |
$514 - $562
|
9
$698
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
9New |
$514 - $562
|
9
$698
|
|
| Q4 2024 | |||||||
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
54.4KNew |
$3.19M - $3.6M
|
54.4K
$4.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
36.6K+ 3.51% |
$2.15M - $2.42M
|
1.08M
$83.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
20.5K+ 33.75% |
$1.2M - $1.35M
|
81.2K
$6.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.42KNew |
$493K - $557K
|
8.42K
$653K
|
|
|
Sep 08, 2025
Q4 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
4.42K+ 47.88% |
$259K - $292K
|
13.6K
$1.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
3.77KNew |
$221K - $249K
|
3.77K
$292K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.46KNew |
$203K - $229K
|
3.46K
$269K
|
|
|
Jan 30, 2025
Q4 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.98K+ 53.43% |
$116K - $131K
|
5.7K
$442K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
569New |
$33.3K - $37.6K
|
569
$44.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
515+ 29.43% |
$30.2K - $34.1K
|
2.27K
$176K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
437New |
$25.6K - $28.9K
|
437
$33.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
398New |
$23.3K - $26.3K
|
398
$30.9K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
312New |
$18.3K - $20.6K
|
312
$24.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
262New |
$15.4K - $17.3K
|
262
$20.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
247New |
$14.5K - $16.3K
|
247
$19.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
167New |
$9.78K - $11K
|
167
$13K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
51New |
$2.99K - $3.37K
|
51
$3.96K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
38New |
$2.23K - $2.51K
|
38
$2.95K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
33+ 75.0% |
$1.93K - $2.18K
|
77
$5.97K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
32New |
$1.87K - $2.12K
|
32
$2.48K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
16New |
$937 - $1.06K
|
16
$1.24K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
16New |
$937 - $1.06K
|
16
$1.24K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
13+ 0.22% |
$762 - $860
|
5.99K
$465K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
105K+ 123.11% |
$6.02M - $6.9M
|
191K
$14.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
17.3K+ 12.77% |
$987K - $1.13M
|
152K
$11.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.9K+ 16.16% |
$853K - $978K
|
107K
$8.31M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
5.13KNew |
$293K - $336K
|
5.13K
$398K
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
3.11KNew |
$178K - $204K
|
3.11K
$241K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.16K+ 17.29% |
$123K - $141K
|
14.6K
$1.14M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.76K+ 8.82% |
$101K - $116K
|
21.8K
$1.69M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
1.33KNew |
$75.9K - $87K
|
1.33K
$103K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.27KNew |
$72.4K - $83K
|
1.27K
$98.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
628New |
$35.9K - $41.2K
|
628
$48.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
571New |
$32.7K - $37.5K
|
571
$44.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
369New |
$21.1K - $24.2K
|
369
$28.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
185+ 560.61% |
$10.6K - $12.1K
|
218
$16.9K
|
|