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 |
|---|---|---|---|---|---|---|---|
|
Mar 03, 2025
Q4 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
2.16K+ 2.56% |
$142K - $154K
|
86.6K
$5.73M
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.5K- 0.89% |
$98.5K - $107K
|
167K
$11M
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
24.5KNew |
$1.6M - $1.74M
|
24.5K
$1.62M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
151KNew |
$9.87M - $10.7M
|
151K
$9.96M
|
|
|
Feb 21, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
10.7K+ 9.26% |
$699K - $760K
|
126K
$8.32M
|
|
|
Feb 19, 2025
Q4 2024
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
215KNew |
$14.1M - $15.3M
|
215K
$14.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
22.9KNew |
$1.5M - $1.63M
|
22.9K
$1.51M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.44KNew |
$94K - $102K
|
1.44K
$94.9K
|
|
|
Feb 18, 2025
Q4 2024
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
147KNew |
$9.62M - $10.5M
|
147K
$9.71M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-46.7K- 24.69% |
$3.06M - $3.33M
|
142K
$9.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
225KNew |
$14.8M - $16M
|
225K
$14.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
260K+ 16.03% |
$17M - $18.5M
|
1.88M
$124M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.08K+ 2.13% |
$136K - $148K
|
99.6K
$6.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
106K+ 44.98% |
$6.92M - $7.52M
|
340K
$22.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.59K+ 52.82% |
$170K - $185K
|
7.5K
$496K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
13.4KNew |
$877K - $953K
|
13.4K
$885K
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.38KNew |
$221K - $241K
|
3.38K
$224K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.91K- 2.44% |
$190K - $207K
|
116K
$7.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
37.1K+ 10.35% |
$2.43M - $2.64M
|
396K
$26.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
676+ 2.25% |
$44.3K - $48.1K
|
30.8K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
8+ 0.08% |
$524 - $570
|
9.81K
$649K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
489K+ 85.97% |
$32M - $34.8M
|
1.06M
$69.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
106K+ 12.39% |
$6.97M - $7.57M
|
965K
$63.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
269+ 0.33% |
$17.6K - $19.2K
|
81.1K
$5.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.5K+ 200.23% |
$1.21M - $1.32M
|
27.7K
$1.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-21.2K- 33.79% |
$1.39M - $1.51M
|
41.6K
$2.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
36+ 0.98% |
$2.36K - $2.56K
|
3.69K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
75.4KNew |
$4.94M - $5.37M
|
75.4K
$4.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
27.9KNew |
$1.82M - $1.98M
|
27.9K
$1.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
109K+ 13.91% |
$7.12M - $7.74M
|
890K
$58.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
4.12K+ 17.61% |
$270K - $293K
|
27.5K
$1.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
43.9K+ 40.29% |
$2.88M - $3.13M
|
153K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-13.7K- 4.67% |
$896K - $975K
|
279K
$18.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
3.22K+ 14.63% |
$211K - $229K
|
25.2K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
48.9KNew |
$3.21M - $3.49M
|
48.9K
$3.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.32K- 1.36% |
$86.3K - $93.9K
|
95.3K
$6.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
17.7K+ 107.26% |
$1.16M - $1.26M
|
34.2K
$2.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.8K+ 41.24% |
$642K - $698K
|
33.5K
$2.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
9.22KNew |
$604K - $657K
|
9.22K
$610K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-4.75K- 2.54% |
$311K - $338K
|
182K
$12.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-55K- 3.48% |
$3.61M - $3.92M
|
1.53M
$101M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.19K- 0.19% |
$78K - $84.8K
|
623K
$41.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
115KNew |
$7.54M - $8.19M
|
115K
$7.61M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-10.8K- 77.98% |
$710K - $772K
|
3.06K
$203K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
29.6K+ 150.02% |
$1.94M - $2.11M
|
49.4K
$3.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
224+ 3.5% |
$14.7K - $16K
|
6.63K
$438K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
100New |
$6.55K - $7.12K
|
100
$6.61K
|
|
|
Feb 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
70.2KNew |
$4.6M - $5M
|
70.2K
$4.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
5.44KNew |
$356K - $388K
|
5.44K
$360K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
14.8K+ 9.36% |
$969K - $1.05M
|
173K
$11.4M
|