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 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-110K- 36.41% |
$6.96M - $7.71M
|
191K
$12.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
13.9KNew |
$885K - $982K
|
13.9K
$902K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
395New |
$25.1K - $27.8K
|
395
$25.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
4.12K+ 1.74% |
$262K - $290K
|
241K
$15.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-19K- 6.92% |
$1.21M - $1.34M
|
256K
$16.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
3.27K+ 3.42% |
$208K - $230K
|
98.8K
$6.39M
|
|
|
Apr 08, 2025
Q1 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-222- 0.11% |
$14.1K - $15.6K
|
203K
$13.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
20.2K+ 4.14% |
$1.28M - $1.42M
|
508K
$32.8M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
6.99KNew |
$444K - $492K
|
6.99K
$452K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
7.34K+ 8.92% |
$466K - $517K
|
89.6K
$5.79M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
17.4K+ 11.86% |
$1.11M - $1.23M
|
164K
$10.6M
|
|
| Q4 2024 | |||||||
|
Apr 04, 2025
Q4 2024
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
40.4KNew |
$2.65M - $2.88M
|
40.4K
$2.61M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
460K+ 5.97% |
$30.2M - $32.8M
|
8.17M
$528M
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
6KNew |
$393K - $427K
|
6K
$388K
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
6.93KNew |
$454K - $493K
|
6.93K
$448K
|
|
|
Mar 13, 2025
Q4 2024
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
126KNew |
$8.23M - $8.95M
|
126K
$8.13M
|
|
|
Mar 07, 2025
Q4 2024
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
129KNew |
$8.47M - $9.2M
|
129K
$8.36M
|
|
|
Mar 03, 2025
Q4 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
2.16K+ 2.56% |
$142K - $154K
|
86.6K
$5.61M
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.5K- 0.89% |
$98.5K - $107K
|
167K
$10.8M
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
24.5KNew |
$1.6M - $1.74M
|
24.5K
$1.58M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
151KNew |
$9.87M - $10.7M
|
151K
$9.74M
|
|
|
Feb 21, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
10.7K+ 9.26% |
$699K - $760K
|
126K
$8.14M
|
|
|
Feb 19, 2025
Q4 2024
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
215KNew |
$14.1M - $15.3M
|
215K
$13.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-46.7K- 24.69% |
$3.06M - $3.33M
|
142K
$9.22M
|
|
|
Feb 18, 2025
Q4 2024
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
147KNew |
$9.62M - $10.5M
|
147K
$9.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.44KNew |
$94K - $102K
|
1.44K
$92.8K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
22.9KNew |
$1.5M - $1.63M
|
22.9K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
225KNew |
$14.8M - $16M
|
225K
$14.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
260K+ 16.03% |
$17M - $18.5M
|
1.88M
$122M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.08K+ 2.13% |
$136K - $148K
|
99.6K
$6.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
106K+ 44.98% |
$6.92M - $7.52M
|
340K
$22M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.59K+ 52.82% |
$170K - $185K
|
7.5K
$485K
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.38KNew |
$221K - $241K
|
3.38K
$219K
|
|
|
Feb 14, 2025
Q4 2024
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
75.4KNew |
$4.94M - $5.37M
|
75.4K
$4.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.91K- 2.44% |
$190K - $207K
|
116K
$7.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
37.1K+ 10.35% |
$2.43M - $2.64M
|
396K
$25.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
676+ 2.25% |
$44.3K - $48.1K
|
30.8K
$1.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
8+ 0.08% |
$524 - $570
|
9.81K
$635K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
106K+ 12.39% |
$6.97M - $7.57M
|
965K
$62.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
269+ 0.33% |
$17.6K - $19.2K
|
81.1K
$5.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.5K+ 200.23% |
$1.21M - $1.32M
|
27.7K
$1.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-21.2K- 33.79% |
$1.39M - $1.51M
|
41.6K
$2.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
36+ 0.98% |
$2.36K - $2.56K
|
3.69K
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
27.9KNew |
$1.82M - $1.98M
|
27.9K
$1.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
109K+ 13.91% |
$7.12M - $7.74M
|
890K
$57.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-55K- 3.48% |
$3.61M - $3.92M
|
1.53M
$98.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
17.7K+ 107.26% |
$1.16M - $1.26M
|
34.2K
$2.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.32K- 1.36% |
$86.3K - $93.9K
|
95.3K
$6.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
48.9KNew |
$3.21M - $3.49M
|
48.9K
$3.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
3.22K+ 14.63% |
$211K - $229K
|
25.2K
$1.63M
|
|