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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3.57K+ 17.8% |
$203K - $243K
|
23.6K
$1.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
4.42KNew |
$251K - $302K
|
4.42K
$309K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
3.1KNew |
$176K - $211K
|
3.1K
$216K
|
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
6.82K+ 5.12% |
$387K - $465K
|
140K
$9.76M
|
|
|
Jul 15, 2025
Q2 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-241- 0.63% |
$13.7K - $16.4K
|
38K
$2.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
699+ 92.09% |
$39.7K - $47.7K
|
1.46K
$102K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
3.99K+ 2.43% |
$227K - $272K
|
168K
$11.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-3.48K- 12.32% |
$198K - $237K
|
24.7K
$1.73M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.4K+ 4.33% |
$79.4K - $95.2K
|
33.7K
$2.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
743KNew |
$42.3M - $50.7M
|
743K
$51.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
219New |
$12.5K - $14.9K
|
219
$15.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
17.4KNew |
$986K - $1.18M
|
17.4K
$1.21M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
16.4K+ 170.99% |
$933K - $1.12M
|
26K
$1.81M
|
|
|
Jul 14, 2025
Q2 2025
|
Northland Capital Management LLC
|
BUY
|
- |
22.1K+ 11.13% |
$1.26M - $1.51M
|
221K
$15.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
2.42K+ 6.75% |
$138K - $165K
|
38.3K
$2.67M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.34K- 17.49% |
$76.3K - $91.5K
|
6.33K
$442K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-51K- 39.38% |
$2.9M - $3.48M
|
78.5K
$5.48M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
9.55KNew |
$543K - $651K
|
9.55K
$666K
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
15+ 0.4% |
$853 - $1.02K
|
3.75K
$261K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-9- 0.07% |
$512 - $614
|
13.2K
$920K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
196K+ 146.73% |
$11.2M - $13.4M
|
330K
$23M
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
99.5KNew |
$5.66M - $6.79M
|
99.5K
$6.94M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
10K+ 17.65% |
$571K - $685K
|
66.9K
$4.67M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
103K+ 587.2% |
$5.86M - $7.03M
|
121K
$8.41M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
5.05K+ 47.79% |
$287K - $344K
|
15.6K
$1.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-764- 3.6% |
$43.4K - $52.1K
|
20.5K
$1.43M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4.5K+ 24.36% |
$256K - $307K
|
23K
$1.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-259K- 2.61% |
$14.7M - $17.6M
|
9.65M
$673M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 0.0% |
$56.9 - $68.2
|
31.5K
$2.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
2.21K+ 16.57% |
$126K - $151K
|
15.5K
$1.08M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
855New |
$48.6K - $58.3K
|
855
$59.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-7.7K- 2.18% |
$438K - $525K
|
346K
$24.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
145+ 0.08% |
$8.24K - $9.89K
|
191K
$13.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-6.76K- 1.33% |
$384K - $461K
|
501K
$34.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
72.7K+ 15.66% |
$4.13M - $4.96M
|
537K
$37.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
570+ 0.58% |
$32.4K - $38.9K
|
99.4K
$6.93M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-86- 32.82% |
$4.89K - $5.87K
|
176
$12.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1.28K+ 9.89% |
$73K - $87.6K
|
14.3K
$995K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.29K+ 6.53% |
$130K - $156K
|
37.4K
$2.61M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-3.02K- 1.71% |
$172K - $206K
|
173K
$12.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
31.2K+ 2.38% |
$1.77M - $2.13M
|
1.34M
$93.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
SELL
|
- |
-2.51K- 2.11% |
$143K - $171K
|
117K
$8.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
6.82K+ 5.96% |
$388K - $465K
|
121K
$8.45M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
22+ 0.12% |
$1.25K - $1.5K
|
18.8K
$1.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
7.43K+ 14.04% |
$422K - $507K
|
60.3K
$4.21M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
82K+ 68.4% |
$4.66M - $5.59M
|
202K
$14.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
19+ 0.44% |
$1.08K - $1.3K
|
4.36K
$304K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.71K+ 12.26% |
$97.2K - $117K
|
15.6K
$1.09M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
14.8K+ 211.15% |
$839K - $1.01M
|
21.7K
$1.52M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
31.7K+ 35.4% |
$1.8M - $2.16M
|
121K
$8.46M
|