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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.1K- 14.54% |
$62.5K - $75K
|
6.46K
$467K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-542- 0.67% |
$30.8K - $37K
|
80.8K
$5.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
212+ 0.34% |
$12.1K - $14.5K
|
63.5K
$4.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.62K- 35.29% |
$149K - $179K
|
4.8K
$347K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.19M+ 12655.12% |
$124M - $149M
|
2.21M
$159M
|
|
|
Aug 13, 2025
Q2 2025
|
B&D White Capital Company, LLC
|
SELL
|
- |
-243K- 74.96% |
$13.8M - $16.5M
|
81K
$5.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-1.59K- 1.8% |
$90.3K - $108K
|
86.5K
$6.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.46K+ 20.21% |
$481K - $577K
|
50.3K
$3.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
10.4K+ 2.2% |
$593K - $711K
|
485K
$35M
|
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
9.95K+ 7.99% |
$565K - $678K
|
134K
$9.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.1KNew |
$233K - $280K
|
4.1K
$296K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-3.67K- 30.72% |
$209K - $250K
|
8.27K
$597K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-180K- 8.88% |
$10.2M - $12.3M
|
1.85M
$134M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.81K+ 1.51% |
$160K - $192K
|
189K
$13.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
555+ 0.38% |
$31.6K - $37.9K
|
147K
$10.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-160- 1.4% |
$9.1K - $10.9K
|
11.3K
$813K
|
|
|
Aug 13, 2025
Q2 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
SELL
|
- |
-1.19K- 1.53% |
$67.9K - $81.4K
|
77K
$5.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
20K+ 3.39% |
$1.14M - $1.37M
|
611K
$44.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
10.8K+ 2.32% |
$613K - $736K
|
475K
$34.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
1.98K+ 0.13% |
$112K - $135K
|
1.56M
$113M
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
451+ 501.11% |
$25.6K - $30.8K
|
541
$39.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
BUY
|
- |
174+ 0.87% |
$9.89K - $11.9K
|
20.2K
$1.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
16.4K+ 192.94% |
$932K - $1.12M
|
24.9K
$1.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-3.14K- 6.56% |
$178K - $214K
|
44.7K
$3.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
16.3K+ 348.25% |
$926K - $1.11M
|
21K
$1.51M
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
78.5K+ 4.16% |
$4.46M - $5.36M
|
1.97M
$142M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-369- 24.4% |
$21K - $25.2K
|
1.14K
$82.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
79.4K+ 3.48% |
$4.51M - $5.42M
|
2.36M
$171M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
9+ 0.2% |
$512 - $614
|
4.53K
$327K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-824- 86.74% |
$46.8K - $56.2K
|
126
$9.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.56K+ 35.38% |
$316K - $379K
|
21.3K
$1.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
90.1K+ 4776.36% |
$5.12M - $6.15M
|
92K
$6.65M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
17.4K+ 6.81% |
$987K - $1.18M
|
272K
$19.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
4.75K+ 440.63% |
$270K - $324K
|
5.83K
$421K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
12.6K+ 12.17% |
$719K - $863K
|
117K
$8.42M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
16K+ 16.21% |
$912K - $1.09M
|
115K
$8.31M
|
|
|
Aug 12, 2025
Q2 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
18.5K+ 121.42% |
$1.05M - $1.26M
|
33.7K
$2.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-8- 0.98% |
$455 - $546
|
810
$58.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
6+ 0.17% |
$341 - $409
|
3.55K
$256K
|
|
|
Aug 12, 2025
Q2 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
1.46K+ 4.74% |
$83.1K - $99.7K
|
32.3K
$2.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
28.8KNew |
$1.64M - $1.96M
|
28.8K
$2.08M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-232K- 81.19% |
$13.2M - $15.8M
|
53.7K
$3.88M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
5.65KNew |
$321K - $385K
|
5.65K
$408K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.2K+ 7.46% |
$923K - $1.11M
|
234K
$16.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
11.8K+ 13.48% |
$668K - $802K
|
98.9K
$7.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-260- 11.61% |
$14.8K - $17.7K
|
1.98K
$143K
|
|
|
Aug 11, 2025
Q2 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
2.97K+ 2.18% |
$169K - $203K
|
139K
$10.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
15.9K+ 12.0% |
$906K - $1.09M
|
149K
$10.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
34.5K+ 80.99% |
$1.96M - $2.36M
|
77.2K
$5.57M
|