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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
25.5K+ 20.2% |
$1.11M - $1.15M
|
151K
$6.67M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3+ 1.62% |
$131 - $136
|
188
$8.28K
|
|
|
Nov 12, 2025
Q3 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
5.71K+ 24.52% |
$249K - $259K
|
29K
$1.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
224+ 4.21% |
$9.75K - $10.2K
|
5.55K
$244K
|
|
|
Nov 12, 2025
Q3 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
418+ 0.67% |
$18.2K - $19K
|
62.7K
$2.76M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10.1K- 10.19% |
$438K - $456K
|
88.6K
$3.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
455+ 6.6% |
$19.8K - $20.6K
|
7.35K
$323K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.22K+ 20.98% |
$183K - $191K
|
24.3K
$1.07M
|
|
|
Nov 07, 2025
Q3 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
9.06K+ 13.66% |
$394K - $411K
|
75.4K
$3.32M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.54K- 84.33% |
$110K - $115K
|
471
$20.7K
|
|
|
Nov 06, 2025
Q3 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
1.06K+ 10.72% |
$46.1K - $48.1K
|
11K
$482K
|
|
|
Nov 06, 2025
Q3 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
1.52K+ 7.71% |
$66.3K - $69.1K
|
21.3K
$937K
|
|
|
Nov 05, 2025
Q3 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
4.52KNew |
$197K - $205K
|
4.52K
$199K
|
|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
8.72K+ 7.18% |
$380K - $396K
|
130K
$5.73M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
21.9K+ 10.97% |
$954K - $993K
|
222K
$9.76M
|
|
|
Nov 05, 2025
Q3 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
11.6K+ 125.83% |
$505K - $526K
|
20.8K
$916K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
53+ 34.19% |
$2.31K - $2.4K
|
208
$9.16K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
31.1K+ 17.34% |
$1.35M - $1.41M
|
210K
$9.26M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
20.9KNew |
$909K - $947K
|
20.9K
$920K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
33+ 1.82% |
$1.44K - $1.5K
|
1.84K
$81.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
2.1K+ 4.01% |
$91.4K - $95.2K
|
54.5K
$2.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
8.01K+ 39.15% |
$349K - $363K
|
28.5K
$1.25M
|
|
|
Nov 03, 2025
Q3 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
1.68K+ 12.58% |
$73.2K - $76.2K
|
15K
$663K
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.13K+ 5.02% |
$49.3K - $51.3K
|
23.7K
$1.04M
|
|
|
Oct 31, 2025
Q3 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
2.2K+ 9.0% |
$95.8K - $99.7K
|
26.6K
$1.17M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-341- 6.16% |
$14.8K - $15.5K
|
5.2K
$229K
|
|
|
Oct 31, 2025
Q3 2025
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-4.33K- 34.1% |
$188K - $196K
|
8.37K
$368K
|
|
|
Oct 31, 2025
Q3 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
220+ 0.35% |
$9.58K - $9.97K
|
62.2K
$2.74M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-102K- 49.18% |
$4.44M - $4.63M
|
105K
$4.65M
|
|
|
Oct 29, 2025
Q3 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
35K+ 14.03% |
$1.53M - $1.59M
|
285K
$12.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.08K+ 1.15% |
$47.2K - $49.1K
|
95.1K
$4.19M
|
|
|
Oct 29, 2025
Q3 2025
|
Blvd Private Wealth, LLC
Prospect, KY |
BUY
|
- |
3.99K+ 10.22% |
$174K - $181K
|
43K
$1.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
100+ 2.04% |
$4.35K - $4.53K
|
5K
$220K
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
SELL
|
- |
-3.35K- 7.65% |
$146K - $152K
|
40.4K
$1.78M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
238KNew |
$10.3M - $10.8M
|
238K
$10.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
8.48K+ 10.62% |
$369K - $385K
|
88.4K
$3.89M
|
|
|
Oct 27, 2025
Q3 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
13.7K+ 11.85% |
$598K - $623K
|
130K
$5.71M
|
|
|
Oct 27, 2025
Q3 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
360+ 1.02% |
$15.7K - $16.3K
|
35.6K
$1.57M
|
|
|
Oct 24, 2025
Q3 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
18.5K+ 10.89% |
$805K - $839K
|
188K
$8.29M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-4.95K- 12.12% |
$216K - $225K
|
35.9K
$1.58M
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-11.4K- 12.08% |
$496K - $517K
|
83K
$3.65M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.9K+ 4.43% |
$257K - $268K
|
139K
$6.14M
|
|
|
Oct 23, 2025
Q3 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
5.89K+ 55.17% |
$257K - $267K
|
16.6K
$730K
|
|
|
Oct 23, 2025
Q3 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
11.7K+ 13.12% |
$509K - $530K
|
101K
$4.44M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-45- 46.39% |
$1.96K - $2.04K
|
52
$2.29K
|
|
|
Oct 23, 2025
Q3 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
2.45K+ 8.41% |
$107K - $111K
|
31.6K
$1.39M
|
|
|
Oct 22, 2025
Q3 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
90+ 1.19% |
$3.92K - $4.08K
|
7.66K
$338K
|
|
|
Oct 22, 2025
Q3 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
100+ 0.19% |
$4.35K - $4.53K
|
53.4K
$2.35M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.4K+ 3.37% |
$60.7K - $63.2K
|
42.7K
$1.88M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
SELL
|
- |
-166- 1.44% |
$7.23K - $7.53K
|
11.3K
$499K
|
|