Latest Institutional Transactions on American Centy ETF Tr Avantis (AVLV)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVLV) 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 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-4.36K- 0.88% |
$277K - $307K
|
490K
$30.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-124K- 92.18% |
$7.86M - $8.72M
|
10.5K
$659K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-425- 4.33% |
$27K - $29.9K
|
9.38K
$589K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-122- 19.65% |
$7.75K - $8.59K
|
499
$31.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
12.5K+ 3.98% |
$795K - $882K
|
327K
$20.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-12.1K- 2.8% |
$769K - $852K
|
419K
$26.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
15.3KNew |
$970K - $1.08M
|
15.3K
$959K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-89.7K- 5.14% |
$5.7M - $6.32M
|
1.66M
$104M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.11K- 4.45% |
$70.2K - $77.9K
|
23.8K
$1.49M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
5.01K+ 234.21% |
$318K - $353K
|
7.15K
$449K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
3.78K+ 4.62% |
$240K - $266K
|
85.5K
$5.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
168K+ 27.86% |
$10.6M - $11.8M
|
769K
$48.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
SELL
|
- |
-2.92K- 2.32% |
$185K - $205K
|
123K
$7.7M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
500+ 15.15% |
$31.8K - $35.2K
|
3.8K
$239K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
331+ 10.4% |
$21K - $23.3K
|
3.51K
$221K
|
|
|
Apr 28, 2025
Q1 2025
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-174- 4.27% |
$11.1K - $12.3K
|
3.9K
$245K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.48KNew |
$93.7K - $104K
|
1.48K
$92.7K
|
|
|
Apr 25, 2025
Q1 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
15+ 0.4% |
$953 - $1.06K
|
3.73K
$234K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
685+ 3.28% |
$43.5K - $48.2K
|
21.6K
$1.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
523New |
$33.2K - $36.8K
|
523
$32.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-14.2K- 12.69% |
$904K - $1M
|
97.9K
$6.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
4.21K+ 1.81% |
$267K - $296K
|
236K
$14.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Family Capital Trust CO
|
BUY
|
- |
62New |
$3.94K - $4.37K
|
62
$3.89K
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
10.6KNew |
$674K - $747K
|
10.6K
$666K
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
7.8K+ 31.89% |
$496K - $549K
|
32.3K
$2.03M
|
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
7.52K+ 13.88% |
$478K - $529K
|
61.7K
$3.87M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
8.48K+ 19.08% |
$538K - $597K
|
52.9K
$3.32M
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
149+ 0.23% |
$9.46K - $10.5K
|
64.3K
$4.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
256K+ 21.58% |
$16.2M - $18M
|
1.44M
$90.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
903+ 6.79% |
$57.3K - $63.6K
|
14.2K
$891K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-6.04K- 25.22% |
$384K - $425K
|
17.9K
$1.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.32K+ 7.28% |
$83.5K - $92.6K
|
19.4K
$1.22M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
2.65K+ 2.45% |
$168K - $186K
|
111K
$6.96M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
38.6K+ 29.73% |
$2.45M - $2.72M
|
168K
$10.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
13.4K+ 5.49% |
$854K - $947K
|
258K
$16.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1.66K- 47.87% |
$105K - $117K
|
1.81K
$114K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.67K+ 9.33% |
$106K - $118K
|
19.6K
$1.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Northland Capital Management LLC
|
BUY
|
- |
1.91K+ 0.97% |
$121K - $135K
|
199K
$12.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.27K- 3.06% |
$334K - $371K
|
167K
$10.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-645- 1.66% |
$41K - $45.4K
|
38.2K
$2.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
1.58K+ 0.94% |
$100K - $111K
|
169K
$10.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-115K- 7.17% |
$7.3M - $8.09M
|
1.49M
$93.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-49- 0.04% |
$3.11K - $3.45K
|
110K
$6.92M
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
350+ 47.04% |
$22.2K - $24.6K
|
1.09K
$68.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
17.9KNew |
$1.14M - $1.26M
|
17.9K
$1.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.39K+ 10.56% |
$279K - $309K
|
46K
$2.89M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
56.3K+ 6.61% |
$3.58M - $3.97M
|
909K
$57.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-1.32K- 2.05% |
$83.7K - $92.8K
|
63.1K
$3.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
4.45K+ 3.02% |
$282K - $313K
|
151K
$9.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
2.98K+ 47.34% |
$189K - $210K
|
9.26K
$582K
|