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 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
515K+ 66.34% |
$31.3M - $33M
|
1.29M
$86.9M
|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
168K+ 14.1% |
$10.2M - $10.7M
|
1.36M
$91.3M
|
|
Aug 07, 2024
Q2 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
16+ 0.44% |
$972 - $1.03K
|
3.69K
$248K
|
|
Aug 06, 2024
Q2 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
5.21K+ 6.35% |
$316K - $334K
|
87.2K
$5.87M
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
6.61K+ 10.08% |
$402K - $424K
|
72.2K
$4.86M
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.4K+ 60.0% |
$146K - $154K
|
6.4K
$431K
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
530+ 2.43% |
$32.2K - $34K
|
22.3K
$1.5M
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4.8KNew |
$291K - $308K
|
4.8K
$323K
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
BUY
|
- |
134+ 1.63% |
$8.14K - $8.59K
|
8.34K
$562K
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-769- 2.88% |
$46.7K - $49.3K
|
25.9K
$1.74M
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.02K- 0.63% |
$61.7K - $65.2K
|
161K
$10.8M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
20.5K+ 15.29% |
$1.24M - $1.31M
|
154K
$10.4M
|
|
Aug 05, 2024
Q2 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
101KNew |
$6.14M - $6.49M
|
101K
$6.81M
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-440- 1.49% |
$26.7K - $28.2K
|
29.2K
$1.97M
|
|
Aug 02, 2024
Q2 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
658KNew |
$40M - $42.2M
|
658K
$44.3M
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
60+ 0.72% |
$3.64K - $3.85K
|
8.43K
$568K
|
|
Aug 02, 2024
Q2 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-884- 5.63% |
$53.7K - $56.7K
|
14.8K
$998K
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-43- 1.22% |
$2.61K - $2.76K
|
3.47K
$234K
|
|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
10.4K+ 321.82% |
$634K - $670K
|
13.7K
$921K
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
5.05KNew |
$307K - $324K
|
5.05K
$340K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-2.42K- 2.73% |
$147K - $155K
|
86.1K
$5.8M
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.32KNew |
$202K - $213K
|
3.32K
$224K
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
4.87K+ 2.04% |
$296K - $312K
|
243K
$16.4M
|
|
Aug 01, 2024
Q2 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
17.4K+ 9.32% |
$1.06M - $1.11M
|
204K
$13.7M
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
19.8KNew |
$1.2M - $1.27M
|
19.8K
$1.33M
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
97+ 0.41% |
$5.89K - $6.22K
|
23.5K
$1.58M
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
8+ 0.08% |
$486 - $513
|
10.1K
$678K
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.05K+ 10.37% |
$124K - $131K
|
21.8K
$1.47M
|
|
Aug 01, 2024
Q2 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
22K+ 2.44% |
$1.33M - $1.41M
|
922K
$62.1M
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
5.91K+ 1.3% |
$359K - $379K
|
461K
$31.1M
|
|
Jul 31, 2024
Q2 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
15K+ 12.45% |
$914K - $965K
|
136K
$9.15M
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
994New |
$60.4K - $63.8K
|
994
$66.9K
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
12.4K+ 9.01% |
$752K - $794K
|
150K
$10.1M
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
2.62K+ 2.8% |
$159K - $168K
|
96.2K
$6.48M
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
13.6K+ 5.33% |
$826K - $872K
|
269K
$18.1M
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.27K+ 27.73% |
$259K - $274K
|
19.7K
$1.32M
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
2K+ 14.81% |
$121K - $128K
|
15.5K
$1.04M
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-136- 0.92% |
$8.26K - $8.72K
|
14.6K
$982K
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
2.59K+ 4.96% |
$158K - $166K
|
54.9K
$3.7M
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
24KNew |
$1.46M - $1.54M
|
24K
$1.61M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
386New |
$23.4K - $24.8K
|
386
$26K
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
8.45K+ 26.7% |
$513K - $542K
|
40.1K
$2.7M
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
42.7KNew |
$2.59M - $2.74M
|
42.7K
$2.87M
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-753- 0.49% |
$45.7K - $48.3K
|
154K
$10.4M
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
1.86K+ 11.03% |
$113K - $119K
|
18.7K
$1.26M
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
19K+ 15.24% |
$1.15M - $1.22M
|
144K
$9.67M
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
26.6KNew |
$1.61M - $1.7M
|
26.6K
$1.79M
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
19.2KNew |
$1.17M - $1.23M
|
19.2K
$1.3M
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-30- 4.61% |
$1.82K - $1.92K
|
621
$41.8K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.93K+ 6.93% |
$239K - $252K
|
60.7K
$4.09M
|