Latest Institutional Transactions on American Centy ETF Tr Avantis (AVRE)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVRE) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
5.27KNew |
$214K - $233K
|
5.27K
$219K
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
5.37KNew |
$218K - $238K
|
5.37K
$224K
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
8.72K+ 7.88% |
$354K - $386K
|
119K
$4.97M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
616+ 32.8% |
$25K - $27.3K
|
2.49K
$104K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
10.8K+ 8.68% |
$441K - $481K
|
136K
$5.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
9.21K+ 13.44% |
$374K - $408K
|
77.7K
$3.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
10+ 0.18% |
$406 - $443
|
5.62K
$234K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
97.3KNew |
$3.95M - $4.31M
|
97.3K
$4.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
86KNew |
$3.49M - $3.81M
|
86K
$3.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
3.32K+ 29.25% |
$135K - $147K
|
14.7K
$611K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-502- 1.76% |
$20.4K - $22.2K
|
28.1K
$1.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
4.64K+ 3.03% |
$189K - $206K
|
158K
$6.57M
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
801+ 1.51% |
$32.5K - $35.5K
|
54K
$2.25M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
700+ 0.19% |
$28.4K - $31K
|
366K
$15.2M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
7.25K+ 7.04% |
$295K - $321K
|
110K
$4.59M
|
|
| Q4 2024 | |||||||
|
Mar 24, 2025
Q4 2024
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
12.6KNew |
$516K - $590K
|
12.6K
$524K
|
|
|
Mar 06, 2025
Q4 2024
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
48.7KNew |
$2M - $2.29M
|
48.7K
$2.03M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-795- 80.3% |
$32.6K - $37.3K
|
195
$8.13K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
6.56KNew |
$269K - $308K
|
6.56K
$273K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1.19K+ 15.33% |
$48.9K - $56K
|
8.98K
$374K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
444+ 1.6% |
$18.2K - $20.8K
|
28.3K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.85K+ 953.24% |
$199K - $228K
|
5.36K
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.85K- 79.84% |
$76K - $86.9K
|
468
$19.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
251+ 0.44% |
$10.3K - $11.8K
|
57.7K
$2.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.83K- 28.97% |
$239K - $274K
|
14.3K
$596K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
78.1K+ 29.51% |
$3.2M - $3.66M
|
343K
$14.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
32.8K+ 4.48% |
$1.34M - $1.54M
|
764K
$31.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
73.7KNew |
$3.02M - $3.46M
|
73.7K
$3.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.09K- 81.27% |
$127K - $145K
|
713
$29.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
61KNew |
$2.5M - $2.86M
|
61K
$2.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-22.6K- 19.74% |
$928K - $1.06M
|
92K
$3.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
13.1K+ 83.5% |
$539K - $616K
|
28.9K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
15K+ 240.44% |
$617K - $706K
|
21.3K
$888K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
19.1K+ 6.76% |
$783K - $895K
|
301K
$12.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
5.99K+ 4.67% |
$246K - $281K
|
134K
$5.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
13.7KNew |
$562K - $643K
|
13.7K
$571K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-730- 0.6% |
$30K - $34.2K
|
121K
$5.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.08K+ 7.79% |
$85.3K - $97.5K
|
28.8K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.7KNew |
$479K - $548K
|
11.7K
$487K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.79K+ 3.18% |
$73.2K - $83.7K
|
57.8K
$2.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
267+ 2.49% |
$11K - $12.5K
|
11K
$458K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
4.93KNew |
$202K - $231K
|
4.93K
$205K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.86K+ 276.75% |
$76.2K - $87.1K
|
2.53K
$105K
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-1.1M- 97.61% |
$45.2M - $51.6M
|
26.9K
$1.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
13.6K+ 4.96% |
$559K - $639K
|
288K
$12M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-123- 99.19% |
$5.05K - $5.77K
|
1
$41.7
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.6K+ 10.45% |
$597K - $683K
|
154K
$6.41M
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
22.1K+ 7.87% |
$907K - $1.04M
|
303K
$12.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-2.34K- 28.06% |
$95.8K - $110K
|
5.99K
$249K
|
|