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 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
522+ 9.31% |
$29.7K - $35.6K
|
6.13K
$433K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-4.51K- 5.51% |
$256K - $307K
|
77.3K
$5.47M
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
5.41KNew |
$308K - $369K
|
5.41K
$383K
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
94K+ 43.11% |
$5.34M - $6.41M
|
312K
$22.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
3.22K+ 32.0% |
$183K - $220K
|
13.3K
$940K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9.98M+ 161.49% |
$567M - $681M
|
16.2M
$1.14B
|
|
|
Aug 08, 2025
Q2 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
1.32K+ 0.31% |
$74.9K - $89.8K
|
421K
$29.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
7.92KNew |
$450K - $540K
|
7.92K
$560K
|
|
|
Aug 08, 2025
Q2 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
24.8K+ 2.45% |
$1.41M - $1.69M
|
1.03M
$73.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-90- 2.31% |
$5.12K - $6.14K
|
3.81K
$269K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
7.06K+ 27.82% |
$401K - $482K
|
32.4K
$2.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.14K+ 5.27% |
$292K - $350K
|
103K
$7.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.54K+ 1.25% |
$87.5K - $105K
|
124K
$8.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
145K+ 12.17% |
$8.22M - $9.86M
|
1.33M
$94.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-603- 3.5% |
$34.3K - $41.1K
|
16.6K
$1.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
BUY
|
- |
27.9K+ 280.84% |
$1.59M - $1.91M
|
37.9K
$2.68M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
293+ 1.6% |
$16.7K - $20K
|
18.6K
$1.32M
|
|
|
Aug 07, 2025
Q2 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.08K+ 3.42% |
$61.6K - $73.9K
|
32.8K
$2.32M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-878- 17.01% |
$49.9K - $59.9K
|
4.28K
$303K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
16+ 3.59% |
$910 - $1.09K
|
462
$32.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-2.85K- 6.92% |
$162K - $194K
|
38.3K
$2.71M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
32.7K+ 14.08% |
$1.86M - $2.23M
|
265K
$18.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
42.3K+ 184.78% |
$2.4M - $2.88M
|
65.1K
$4.61M
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
31.2K+ 17.46% |
$1.78M - $2.13M
|
210K
$14.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
2.26K+ 5.72% |
$128K - $154K
|
41.7K
$2.95M
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
19+ 0.39% |
$1.08K - $1.3K
|
4.93K
$348K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
278+ 36.72% |
$15.8K - $19K
|
1.04K
$73.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
247KNew |
$14.1M - $16.9M
|
247K
$17.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.91K+ 0.72% |
$393K - $472K
|
962K
$68M
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-1.84K- 3.09% |
$105K - $126K
|
57.7K
$4.08M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
319K+ 130.48% |
$18.1M - $21.7M
|
563K
$39.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
53K+ 5.32% |
$3.01M - $3.62M
|
1.05M
$74.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
337+ 1.74% |
$19.2K - $23K
|
19.7K
$1.39M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
16.6K+ 121.25% |
$946K - $1.14M
|
30.4K
$2.15M
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
13.3K+ 9.04% |
$755K - $905K
|
160K
$11.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
11.9KNew |
$679K - $815K
|
11.9K
$844K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
3.16KNew |
$180K - $216K
|
3.16K
$224K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
3.73K+ 4.66% |
$212K - $255K
|
83.8K
$5.93M
|
|
|
Aug 05, 2025
Q2 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-12.7K- 41.18% |
$722K - $867K
|
18.2K
$1.28M
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
23K+ 2.19% |
$1.31M - $1.57M
|
1.07M
$76M
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1New |
$56.9 - $68.2
|
1
$70.7
|
|
|
Aug 05, 2025
Q2 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
14.1K+ 31.54% |
$802K - $962K
|
58.8K
$4.16M
|
|
|
Aug 05, 2025
Q2 2025
|
Cloud Capital Management, LLC
Seattle, WA |
SELL
|
- |
-2.19K- 14.32% |
$124K - $149K
|
13.1K
$925K
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
3.03KNew |
$172K - $207K
|
3.03K
$215K
|
|
|
Aug 04, 2025
Q2 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
17K+ 9.92% |
$966K - $1.16M
|
188K
$13.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.81K+ 11.69% |
$273K - $328K
|
45.9K
$3.25M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
221+ 59.25% |
$12.6K - $15.1K
|
594
$42K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-176- 2.7% |
$10K - $12K
|
6.34K
$448K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-435- 80.11% |
$24.7K - $29.7K
|
108
$7.64K
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.49K+ 2.87% |
$141K - $170K
|
89.3K
$6.31M
|