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 |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-47.3K- 40.64% |
$2.69M - $3.23M
|
69K
$4.99M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.26K+ 5.38% |
$71.5K - $85.8K
|
24.6K
$1.78M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
40+ 0.42% |
$2.27K - $2.73K
|
9.59K
$693K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
620+ 100.0% |
$35.2K - $42.3K
|
1.24K
$89.6K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-132K- 38.64% |
$7.49M - $8.98M
|
209K
$15.1M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.28K- 5.17% |
$72.5K - $87K
|
23.4K
$1.69M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
108K+ 10.8% |
$6.14M - $7.37M
|
1.11M
$80.1M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
95.9K+ 98.02% |
$5.45M - $6.54M
|
194K
$14M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
88.6K+ 215.1% |
$5.04M - $6.05M
|
130K
$9.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
42.5K+ 784.68% |
$2.41M - $2.9M
|
47.9K
$3.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
305K+ 11.07% |
$17.3M - $20.8M
|
3.05M
$221M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
681K+ 1114.5% |
$38.7M - $46.5M
|
743K
$53.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15.3K+ 22.15% |
$867K - $1.04M
|
84.1K
$6.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
23.2K+ 25.81% |
$1.32M - $1.58M
|
113K
$8.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-54.9K- 3.77% |
$3.12M - $3.75M
|
1.4M
$101M
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-3.24K- 1.13% |
$184K - $221K
|
284K
$20.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.59K+ 16.22% |
$90.2K - $108K
|
11.4K
$821K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
578New |
$32.9K - $39.4K
|
578
$41.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.09K- 3.0% |
$176K - $211K
|
100K
$7.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
23.5K+ 4.4% |
$1.34M - $1.6M
|
558K
$40.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
315+ 214.29% |
$17.9K - $21.5K
|
462
$33.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
78.7K+ 19.11% |
$4.47M - $5.37M
|
490K
$35.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
169K+ 14.28% |
$9.6M - $11.5M
|
1.35M
$97.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
24.4K+ 20.33% |
$1.39M - $1.67M
|
145K
$10.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-5.41K- 3.12% |
$308K - $369K
|
168K
$12.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Navigoe, LLC
Redondo Beach, CA |
SELL
|
- |
-475- 0.77% |
$27K - $32.4K
|
61.2K
$4.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-357K- 54.46% |
$20.3M - $24.3M
|
298K
$21.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-3.76K- 11.7% |
$214K - $257K
|
28.4K
$2.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
8.61KNew |
$489K - $587K
|
8.61K
$622K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
25.8K+ 4.1% |
$1.46M - $1.76M
|
654K
$47.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
9.21KNew |
$524K - $628K
|
9.21K
$665K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-126K- 55.14% |
$7.14M - $8.56M
|
102K
$7.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.44KNew |
$81.6K - $97.9K
|
1.44K
$104K
|
|
|
Aug 14, 2025
Q2 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
121+ 0.61% |
$6.88K - $8.25K
|
19.9K
$1.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
221New |
$12.6K - $15.1K
|
221
$16K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.68K+ 9.74% |
$95.4K - $114K
|
18.9K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-94.4K- 11.36% |
$5.37M - $6.44M
|
737K
$53.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Sentinel Wealth Management, Inc.
Reston, VA |
BUY
|
- |
118KNew |
$6.73M - $8.07M
|
118K
$8.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-18.7K- 3.81% |
$1.06M - $1.28M
|
472K
$34.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.88KNew |
$107K - $128K
|
1.88K
$136K
|
|
|
Aug 14, 2025
Q2 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
26.7K+ 19.73% |
$1.52M - $1.82M
|
162K
$11.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
821+ 4.41% |
$46.7K - $56K
|
19.4K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.67KNew |
$379K - $455K
|
6.67K
$481K
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-11.3K- 6.03% |
$640K - $768K
|
175K
$12.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
79.7K+ 7.13% |
$4.53M - $5.44M
|
1.2M
$86.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
44.7K+ 4.52% |
$2.54M - $3.05M
|
1.03M
$74.6M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-38.1K- 15.78% |
$2.17M - $2.6M
|
203K
$14.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.2K+ 7.5% |
$1.38M - $1.65M
|
347K
$25.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.43K- 34.86% |
$138K - $166K
|
4.55K
$329K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-171- 4.91% |
$9.72K - $11.7K
|
3.31K
$239K
|