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 |
---|---|---|---|---|---|---|---|
Oct 21, 2024
Q3 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
356+ 0.81% |
$21.4K - $23.4K
|
44K
$2.97M
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
45+ 0.42% |
$2.7K - $2.96K
|
10.8K
$725K
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
101K+ 11.55% |
$6.05M - $6.63M
|
973K
$65.5M
|
|
Oct 21, 2024
Q3 2024
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
6.93K+ 3.43% |
$416K - $456K
|
209K
$14.1M
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
3.93K+ 172.37% |
$236K - $259K
|
6.21K
$418K
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
230K+ 203.11% |
$13.8M - $15.2M
|
344K
$23.1M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
358K+ 162.81% |
$21.5M - $23.6M
|
578K
$38.9M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.2K+ 36.48% |
$850K - $932K
|
53K
$3.57M
|
|
Oct 18, 2024
Q3 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
54+ 0.14% |
$3.24K - $3.55K
|
39.8K
$2.68M
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
473KNew |
$28.4M - $31.1M
|
473K
$31.9M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30.3K+ 3.99% |
$1.82M - $1.99M
|
789K
$53.1M
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
64.9K+ 80.1% |
$3.9M - $4.27M
|
146K
$9.83M
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
4.62K+ 2.36% |
$277K - $304K
|
200K
$13.5M
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
3.59KNew |
$215K - $236K
|
3.59K
$241K
|
|
Oct 18, 2024
Q3 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
262+ 0.18% |
$15.7K - $17.2K
|
148K
$9.95M
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
62.9K+ 19.53% |
$3.78M - $4.14M
|
385K
$25.9M
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
10.8KNew |
$649K - $711K
|
10.8K
$728K
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
19.8K+ 95.74% |
$1.19M - $1.3M
|
40.4K
$2.72M
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-37.9K- 24.24% |
$2.28M - $2.5M
|
118K
$7.98M
|
|
Oct 18, 2024
Q3 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9.69KNew |
$582K - $638K
|
9.69K
$652K
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
51.5K+ 9.01% |
$3.09M - $3.39M
|
624K
$42M
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
7.08K+ 13.98% |
$425K - $466K
|
57.7K
$3.89M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-237- 2.76% |
$14.2K - $15.6K
|
8.36K
$563K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.12K- 1.64% |
$127K - $139K
|
127K
$8.56M
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3.13KNew |
$188K - $206K
|
3.13K
$211K
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
75.3K+ 374.17% |
$4.52M - $4.95M
|
95.4K
$6.42M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
11.7K+ 788.91% |
$705K - $773K
|
13.2K
$891K
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
12.4K+ 103.8% |
$744K - $816K
|
24.3K
$1.64M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
31.2K+ 28.14% |
$1.87M - $2.05M
|
142K
$9.56M
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-539- 11.94% |
$32.4K - $35.5K
|
3.98K
$268K
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
16+ 14.16% |
$961 - $1.05K
|
129
$8.69K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
395New |
$23.7K - $26K
|
395
$26.6K
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
6.94K+ 9.35% |
$417K - $457K
|
81.2K
$5.47M
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-4.79K- 1.57% |
$288K - $315K
|
300K
$20.2M
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
4.27KNew |
$257K - $281K
|
4.27K
$288K
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
304+ 0.18% |
$18.3K - $20K
|
170K
$11.4M
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.59K- 6.26% |
$95.2K - $104K
|
23.7K
$1.6M
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
17.9KNew |
$1.08M - $1.18M
|
17.9K
$1.21M
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
7.34KNew |
$441K - $483K
|
7.34K
$494K
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
441+ 0.29% |
$26.5K - $29K
|
151K
$10.2M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.05K- 3.03% |
$183K - $201K
|
97.5K
$6.57M
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
4.44KNew |
$267K - $292K
|
4.44K
$299K
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.07K- 3.24% |
$124K - $136K
|
61.8K
$4.16M
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
867New |
$52.1K - $57.1K
|
867
$58.4K
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
6.48K+ 35.55% |
$389K - $427K
|
24.7K
$1.66M
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
4.02K+ 6.8% |
$241K - $264K
|
63.1K
$4.25M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
1.76K+ 6.48% |
$106K - $116K
|
28.9K
$1.95M
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
57K+ 7.14% |
$3.42M - $3.75M
|
854K
$57.5M
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
16+ 0.21% |
$961 - $1.05K
|
7.49K
$504K
|