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 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
24.5K+ 16.68% |
$1.56M - $1.72M
|
171K
$11.9M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-526- 6.92% |
$33.4K - $37K
|
7.07K
$493K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
113K+ 13.38% |
$7.16M - $7.94M
|
955K
$66.6M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.18MNew |
$392M - $435M
|
6.18M
$431M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
392+ 4.05% |
$24.9K - $27.6K
|
10.1K
$702K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.6KNew |
$925K - $1.03M
|
14.6K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-24.1K- 1.96% |
$1.53M - $1.7M
|
1.21M
$84.1M
|
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
12.7K+ 25.91% |
$805K - $893K
|
61.6K
$4.3M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
13K+ 4.12% |
$823K - $912K
|
327K
$22.8M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.89KNew |
$120K - $133K
|
1.89K
$132K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-37- 97.37% |
$2.35K - $2.61K
|
1
$69.8
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
13.5K+ 8.95% |
$856K - $949K
|
164K
$11.4M
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-10.5K- 28.61% |
$668K - $740K
|
26.2K
$1.83M
|
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
78.2KNew |
$4.96M - $5.5M
|
78.2K
$5.45M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
61.6K+ 33.76% |
$3.91M - $4.34M
|
244K
$17M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-824- 30.73% |
$52.3K - $58K
|
1.86K
$130K
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-3.13K- 5.62% |
$199K - $220K
|
52.5K
$3.66M
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-40- 0.08% |
$2.54K - $2.82K
|
47.8K
$3.34M
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
16.1K+ 69.16% |
$1.03M - $1.14M
|
39.5K
$2.75M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
34.7K+ 534.24% |
$2.2M - $2.44M
|
41.2K
$2.88M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.6K+ 30.11% |
$102K - $113K
|
6.91K
$482K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
660+ 124.06% |
$41.9K - $46.5K
|
1.19K
$83.2K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
SELL
|
- |
-823- 98.8% |
$52.3K - $58K
|
10
$698
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-4.85K- 44.28% |
$308K - $341K
|
6.1K
$426K
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
8.46K+ 34.8% |
$537K - $595K
|
32.8K
$2.29M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.65K+ 8.49% |
$168K - $186K
|
33.8K
$2.36M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
374K+ 19.62% |
$23.8M - $26.4M
|
2.28M
$159M
|
|
|
May 07, 2025
Q1 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
23.7K+ 21.45% |
$1.5M - $1.67M
|
134K
$9.36M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-1.73K- 67.88% |
$110K - $122K
|
818
$57.1K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
5.17K+ 13.16% |
$328K - $364K
|
44.4K
$3.1M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
90New |
$5.72K - $6.34K
|
90
$6.28K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-382- 0.7% |
$24.3K - $26.9K
|
54.5K
$3.8M
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
14.1K+ 238.13% |
$896K - $993K
|
20K
$1.4M
|
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-1.51K- 31.01% |
$95.6K - $106K
|
3.35K
$234K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
7.16K+ 108.84% |
$454K - $504K
|
13.7K
$958K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
12K+ 39.08% |
$761K - $844K
|
42.6K
$2.97M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.33K- 11.9% |
$148K - $164K
|
17.2K
$1.2M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
80K+ 7.22% |
$5.08M - $5.63M
|
1.19M
$82.9M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-363- 0.2% |
$23.1K - $25.6K
|
181K
$12.7M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
86.3K+ 63.89% |
$5.48M - $6.08M
|
221K
$15.4M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
115+ 26.87% |
$7.3K - $8.1K
|
543
$37.9K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.67K- 7.54% |
$106K - $118K
|
20.5K
$1.43M
|
|
|
May 05, 2025
Q1 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
745+ 0.55% |
$47.3K - $52.5K
|
136K
$9.51M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-2.87K- 1.88% |
$182K - $202K
|
150K
$10.5M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
5.93K+ 0.95% |
$377K - $418K
|
629K
$43.8M
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
27.7K+ 6.08% |
$1.76M - $1.95M
|
482K
$33.7M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
46.4K+ 19.42% |
$2.95M - $3.27M
|
286K
$19.9M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.55K+ 42.79% |
$98.2K - $109K
|
5.16K
$360K
|
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
3.31K+ 2.86% |
$210K - $233K
|
119K
$8.32M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
20New |
$1.27K - $1.41K
|
20
$1.4K
|