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 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
221+ 59.25% |
$12.6K - $15.1K
|
594
$42.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-176- 2.7% |
$10K - $12K
|
6.34K
$458K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-435- 80.11% |
$24.7K - $29.7K
|
108
$7.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.49K+ 2.87% |
$141K - $170K
|
89.3K
$6.45M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-12.4K- 6.82% |
$703K - $843K
|
169K
$12.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
37.5K+ 103.57% |
$2.13M - $2.56M
|
73.8K
$5.33M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
51KNew |
$2.9M - $3.48M
|
51K
$3.68M
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
40New |
$2.27K - $2.73K
|
40
$2.89K
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-4.67K- 8.89% |
$265K - $318K
|
47.8K
$3.45M
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
394+ 7.24% |
$22.4K - $26.9K
|
5.84K
$421K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
5.82KNew |
$331K - $397K
|
5.82K
$420K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-380- 0.83% |
$21.6K - $25.9K
|
45.6K
$3.29M
|
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-2.21K- 0.45% |
$125K - $150K
|
488K
$35.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
572K+ 220.94% |
$32.5M - $39M
|
831K
$60M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
37+ 3700.0% |
$2.1K - $2.52K
|
38
$2.74K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
640+ 20.15% |
$36.4K - $43.7K
|
3.82K
$276K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-2.59K- 34.54% |
$147K - $177K
|
4.91K
$354K
|
|
|
Jul 31, 2025
Q2 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
1.06K+ 24.17% |
$60.4K - $72.4K
|
5.46K
$394K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
573+ 1.67% |
$32.6K - $39.1K
|
35K
$2.52M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.36M+ 564.79% |
$532M - $638M
|
11M
$795M
|
|
|
Jul 31, 2025
Q2 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
9.75K+ 91.9% |
$554K - $665K
|
20.4K
$1.47M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.0% |
$56.9 - $68.2
|
27.4K
$1.98M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-4.8K- 33.59% |
$273K - $327K
|
9.49K
$686K
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
5.83K+ 6.82% |
$332K - $398K
|
91.4K
$6.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
4.38K+ 3.27% |
$249K - $299K
|
139K
$10M
|
|
|
Jul 30, 2025
Q2 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
3.35K+ 7.48% |
$191K - $229K
|
48.2K
$3.48M
|
|
|
Jul 30, 2025
Q2 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
15.2K+ 24.55% |
$861K - $1.03M
|
76.8K
$5.55M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
28K+ 8.56% |
$1.59M - $1.91M
|
355K
$25.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.62K+ 2.78% |
$91.9K - $110K
|
59.8K
$4.32M
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
SELL
|
- |
-16.5K- 13.47% |
$940K - $1.13M
|
106K
$7.67M
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.54K+ 5.87% |
$87.5K - $105K
|
27.8K
$2.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
12.6K+ 11.39% |
$717K - $860K
|
123K
$8.91M
|
|
|
Jul 29, 2025
Q2 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
3KNew |
$170K - $205K
|
3K
$217K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.55K- 14.79% |
$88.2K - $106K
|
8.94K
$646K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
280+ 3.91% |
$15.9K - $19.1K
|
7.43K
$537K
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
28.7K+ 12.95% |
$1.63M - $1.95M
|
250K
$18.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
149+ 2.01% |
$8.47K - $10.2K
|
7.55K
$545K
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
5.24KNew |
$298K - $358K
|
5.24K
$379K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
379+ 6.52% |
$21.5K - $25.9K
|
6.19K
$447K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.63K- 1.11% |
$207K - $248K
|
324K
$23.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
12.5K+ 11.51% |
$709K - $851K
|
121K
$8.74M
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-2.86K- 15.94% |
$162K - $195K
|
15.1K
$1.09M
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.47K- 26.35% |
$141K - $169K
|
6.91K
$499K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.57K+ 9.09% |
$203K - $244K
|
42.9K
$3.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-9.09K- 3.76% |
$517K - $620K
|
232K
$16.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
10.6K+ 5.41% |
$603K - $723K
|
206K
$14.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2+ 12.5% |
$114 - $136
|
18
$1.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-9.57K- 3.63% |
$544K - $652K
|
254K
$18.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
10.9K+ 24.61% |
$621K - $746K
|
55.4K
$4M
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.25K+ 11.58% |
$71.3K - $85.5K
|
12.1K
$873K
|