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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
36New |
$2.36K - $2.56K
|
36
$2.62K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
3.02KNew |
$198K - $215K
|
3.02K
$219K
|
|
| Q3 2024 | |||||||
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.25KNew |
$195K - $214K
|
3.25K
$236K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.6K+ 261.86% |
$759K - $832K
|
17.5K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
3.2K+ 9.89% |
$192K - $211K
|
35.6K
$2.58M
|
|
|
Nov 07, 2024
Q3 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
2New |
$120 - $132
|
2
$145
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
279New |
$16.8K - $18.4K
|
279
$20.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
911New |
$54.7K - $60K
|
911
$66.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-996- 21.98% |
$59.8K - $65.6K
|
3.54K
$257K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-37.9K- 24.24% |
$2.28M - $2.5M
|
118K
$8.61M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
358K+ 162.81% |
$21.5M - $23.6M
|
578K
$42M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.2K+ 36.48% |
$850K - $932K
|
53K
$3.85M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3.13KNew |
$188K - $206K
|
3.13K
$228K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
867New |
$52.1K - $57.1K
|
867
$63K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
19+ 0.41% |
$1.14K - $1.25K
|
4.69K
$341K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$60.7 - $64.1
|
6.97K
$507K
|
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
79New |
$4.8K - $5.07K
|
79
$5.74K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
36.7KNew |
$2.23M - $2.35M
|
36.7K
$2.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
803+ 1.12% |
$48.8K - $51.5K
|
72.2K
$5.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
8New |
$486 - $513
|
8
$581
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
994New |
$60.4K - $63.8K
|
994
$72.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
42.7KNew |
$2.59M - $2.74M
|
42.7K
$3.1M
|
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
1.89K+ 40.91% |
$115K - $121K
|
6.52K
$474K
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
232New |
$14.1K - $14.9K
|
232
$16.9K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
172+ 0.14% |
$10.4K - $11K
|
124K
$9.02M
|
|
| Q1 2024 | |||||||
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
759New |
$42.9K - $48.8K
|
759
$55.1K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
242New |
$13.7K - $15.6K
|
242
$17.6K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
385New |
$21.7K - $24.7K
|
385
$28K
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-14.4K- 19.1% |
$816K - $928K
|
61.2K
$4.45M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
3.24KNew |
$183K - $208K
|
3.24K
$235K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.93K+ 72.4% |
$335K - $381K
|
14.1K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
32.6K+ 3.58% |
$1.84M - $2.1M
|
945K
$68.6M
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
365New |
$20.6K - $23.5K
|
365
$26.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
7.32KNew |
$414K - $471K
|
7.32K
$532K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
335New |
$18.9K - $21.5K
|
335
$24.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
696+ 15.8% |
$39.3K - $44.7K
|
5.1K
$371K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
17+ 1.7% |
$960 - $1.09K
|
1.02K
$73.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
18KNew |
$1.01M - $1.15M
|
18K
$1.31M
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
15.8KNew |
$789K - $917K
|
15.8K
$1.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
87.9KNew |
$4.39M - $5.1M
|
87.9K
$6.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
4.47KNew |
$223K - $259K
|
4.47K
$324K
|
|
|
Feb 08, 2024
Q4 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
5.12KNew |
$256K - $297K
|
5.12K
$372K
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4.08KNew |
$204K - $237K
|
4.08K
$296K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-147- 79.46% |
$7.34K - $8.54K
|
38
$2.76K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
137New |
$7.15K - $7.68K
|
137
$9.95K
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.1KNew |
$526K - $564K
|
10.1K
$732K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.01K- 11.29% |
$52.8K - $56.7K
|
7.95K
$577K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
82New |
$4.28K - $4.6K
|
82
$5.96K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-16.7K- 18.06% |
$821K - $890K
|
75.7K
$5.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
14.3KNew |
$703K - $762K
|
14.3K
$1.04M
|
|