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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
875+ 28.11% |
$55.6K - $61.6K
|
3.99K
$278K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
870K+ 46.25% |
$55.2M - $61.2M
|
2.75M
$192M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
491KNew |
$31.2M - $34.6M
|
491K
$34.3M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-436- 2.96% |
$27.7K - $30.7K
|
14.3K
$997K
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-8- 2.8% |
$508 - $563
|
278
$19.4K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
4.2K+ 46.23% |
$267K - $296K
|
13.3K
$926K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
33.6K+ 2.2% |
$2.13M - $2.36M
|
1.56M
$109M
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
147K+ 83.11% |
$9.33M - $10.3M
|
324K
$22.6M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
255KNew |
$16.2M - $18M
|
255K
$17.8M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-44- 0.89% |
$2.79K - $3.1K
|
4.91K
$342K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.14K+ 2.9% |
$263K - $291K
|
147K
$10.2M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
9.16K+ 36.32% |
$582K - $645K
|
34.4K
$2.4M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
15.5K+ 9.28% |
$982K - $1.09M
|
182K
$12.7M
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
15.1K+ 50.74% |
$956K - $1.06M
|
44.7K
$3.12M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.28K+ 9.87% |
$145K - $161K
|
25.4K
$1.77M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
51.1K+ 98.16% |
$3.24M - $3.6M
|
103K
$7.19M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
700+ 8.97% |
$44.5K - $49.3K
|
8.5K
$593K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
18.5K+ 4.14% |
$1.17M - $1.3M
|
465K
$32.4M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
51.4K+ 74.79% |
$3.26M - $3.62M
|
120K
$8.38M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
85.6K+ 639.67% |
$5.44M - $6.03M
|
99K
$6.91M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
164K+ 33.36% |
$10.4M - $11.5M
|
655K
$45.7M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
70K+ 60.23% |
$4.45M - $4.93M
|
186K
$13M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.68KNew |
$297K - $329K
|
4.68K
$326K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
1.37K+ 4.44% |
$86.8K - $96.3K
|
32.1K
$2.24M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-15- 0.76% |
$953 - $1.06K
|
1.97K
$137K
|
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
2K+ 5.83% |
$127K - $140K
|
36.2K
$2.53M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
478+ 46.23% |
$30.4K - $33.7K
|
1.51K
$105K
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
150K+ 8.65% |
$9.55M - $10.6M
|
1.89M
$132M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-213- 0.86% |
$13.5K - $15K
|
24.6K
$1.72M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.4K+ 26.44% |
$915K - $1.01M
|
68.9K
$4.8M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
17.3K+ 72.74% |
$1.1M - $1.22M
|
41.2K
$2.87M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
15.9K+ 4.03% |
$1.01M - $1.12M
|
412K
$28.7M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
153K+ 22.51% |
$9.7M - $10.8M
|
831K
$58M
|
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-67- 0.59% |
$4.26K - $4.72K
|
11.3K
$786K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
26.8K+ 44.42% |
$1.7M - $1.89M
|
87.2K
$6.08M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
10.6K+ 114.08% |
$676K - $750K
|
20K
$1.39M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.52KNew |
$414K - $459K
|
6.52K
$455K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
6.63KNew |
$421K - $467K
|
6.63K
$462K
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
1.29K+ 14.89% |
$81.9K - $90.8K
|
9.95K
$694K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
98.1K+ 57.63% |
$6.23M - $6.91M
|
268K
$18.7M
|
|
|
May 12, 2025
Q1 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
15.2KNew |
$967K - $1.07M
|
15.2K
$1.06M
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
7.69K+ 6.58% |
$488K - $541K
|
125K
$8.69M
|
|
|
May 12, 2025
Q1 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
5.24KNew |
$333K - $369K
|
5.24K
$366K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
259+ 1.43% |
$16.4K - $18.2K
|
18.3K
$1.28M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
28.9K+ 5.14% |
$1.83M - $2.03M
|
591K
$41.2M
|
|
|
May 12, 2025
Q1 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-7.75K- 49.92% |
$492K - $546K
|
7.77K
$542K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
706+ 8.61% |
$44.8K - $49.7K
|
8.9K
$621K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-15K- 6.44% |
$952K - $1.06M
|
218K
$15.2M
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-9.8K- 5.85% |
$622K - $690K
|
158K
$11M
|