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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
28+ 0.5% |
$1.22K - $1.27K
|
5.66K
$249K
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.88K+ 7.0% |
$81.7K - $85.1K
|
28.7K
$1.26M
|
|
|
Oct 21, 2025
Q3 2025
|
Better Wealth, LLC
|
BUY
|
- |
2.61K+ 0.83% |
$114K - $118K
|
317K
$13.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
9+ 1.06% |
$392 - $408
|
859
$37.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
36+ 0.37% |
$1.57K - $1.63K
|
9.81K
$432K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-124- 0.05% |
$5.4K - $5.62K
|
234K
$10.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
1.03K+ 20.66% |
$44.8K - $46.7K
|
6.02K
$265K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-120- 0.43% |
$5.22K - $5.44K
|
27.6K
$1.22M
|
|
|
Oct 16, 2025
Q3 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
9.97K+ 7.75% |
$434K - $452K
|
139K
$6.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-51- 89.47% |
$2.22K - $2.31K
|
6
$264
|
|
|
Oct 15, 2025
Q3 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
6.99K+ 4.45% |
$304K - $317K
|
164K
$7.23M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-13.1K- 6.69% |
$569K - $592K
|
182K
$8.03M
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
22.2K+ 9.45% |
$965K - $1M
|
257K
$11.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
6.95K+ 3.02% |
$302K - $315K
|
237K
$10.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-3.53K- 15.36% |
$153K - $160K
|
19.4K
$855K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
13KNew |
$564K - $587K
|
13K
$570K
|
|
|
Oct 07, 2025
Q3 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.13K- 28.88% |
$92.6K - $96.5K
|
5.24K
$231K
|
|
| Q2 2025 | |||||||
|
Jan 08, 2026
Q2 2025
|
Sentinel Wealth Management, Inc.
Reston, VA |
SELL
|
- |
-58.4K- 49.0% |
$2.26M - $2.63M
|
60.8K
$2.68M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-6- 20.69% |
$233 - $270
|
23
$1.01K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.14KNew |
$238K - $276K
|
6.14K
$270K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.8K+ 173.18% |
$458K - $531K
|
18.7K
$821K
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1+ 0.01% |
$38.8 - $44.9
|
8.33K
$367K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
172+ 0.85% |
$6.67K - $7.73K
|
20.4K
$898K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
15.6K+ 48.82% |
$605K - $701K
|
47.6K
$2.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
16New |
$620 - $719
|
16
$705
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
2.76K+ 389.3% |
$107K - $124K
|
3.47K
$153K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-76.2K- 6.34% |
$2.95M - $3.42M
|
1.12M
$49.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
274+ 3.36% |
$10.6K - $12.3K
|
8.42K
$371K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-11.4K- 99.57% |
$440K - $510K
|
49
$2.16K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.34K- 99.98% |
$168K - $195K
|
1
$44
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-30- 17.54% |
$1.16K - $1.35K
|
141
$6.21K
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-636- 4.25% |
$24.6K - $28.6K
|
14.3K
$630K
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
533+ 10.12% |
$20.7K - $23.9K
|
5.8K
$255K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-410- 6.48% |
$15.9K - $18.4K
|
5.91K
$260K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2.06K- 82.68% |
$79.9K - $92.6K
|
432
$19K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
237New |
$9.18K - $10.6K
|
237
$10.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-365- 1.04% |
$14.1K - $16.4K
|
34.7K
$1.53M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
15KNew |
$610K - $665K
|
15K
$661K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.29KNew |
$52.4K - $57.1K
|
1.29K
$56.8K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
571+ 122.01% |
$23.2K - $25.3K
|
1.04K
$45.8K
|
|
|
May 12, 2025
Q1 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
500New |
$20.3K - $22.2K
|
500
$22K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
16New |
$650 - $709
|
16
$705
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2+ 0.72% |
$81.2 - $88.6
|
280
$12.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
138New |
$5.61K - $6.11K
|
138
$6.08K
|
|
| Q4 2024 | |||||||
|
May 13, 2025
Q4 2024
|
Ccm Investment Group, LLC
Northfield, MN |
SELL
|
- |
-16.5K- 1.37% |
$677K - $774K
|
1.18M
$52.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.7KNew |
$479K - $548K
|
11.7K
$515K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
19.1K+ 6.76% |
$783K - $895K
|
301K
$13.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-2.34K- 28.06% |
$95.8K - $110K
|
5.99K
$264K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
SELL
|
- |
-13.4K- 9.41% |
$548K - $627K
|
129K
$5.66M
|
|