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 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
3.37K+ 11.89% |
$214K - $237K
|
31.7K
$2.21M
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
147+ 0.01% |
$9.34K - $10.4K
|
996K
$69.5M
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
18.3K+ 7.48% |
$1.17M - $1.29M
|
264K
$18.4M
|
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
28.8KNew |
$1.83M - $2.03M
|
28.8K
$2.01M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
144+ 15.53% |
$9.15K - $10.1K
|
1.07K
$74.7K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-997- 1.2% |
$63.3K - $70.2K
|
81.9K
$5.71M
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
5.65K+ 6.84% |
$359K - $398K
|
88.3K
$6.16M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
64.5K+ 6.53% |
$4.09M - $4.54M
|
1.05M
$73.4M
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-568- 0.42% |
$36.1K - $40K
|
134K
$9.31M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
70.2K+ 43.31% |
$4.46M - $4.94M
|
232K
$16.2M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.68K+ 28.9% |
$170K - $189K
|
11.9K
$833K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
4.52K+ 5.04% |
$287K - $318K
|
94.2K
$6.57M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
27.4KNew |
$1.74M - $1.93M
|
27.4K
$1.91M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
17K+ 99.61% |
$1.08M - $1.2M
|
34.1K
$2.38M
|
|
|
May 01, 2025
Q1 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
9.46K+ 7.51% |
$601K - $666K
|
135K
$9.44M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
6.81K+ 4.87% |
$432K - $479K
|
147K
$10.2M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
80.4K+ 286.1% |
$5.1M - $5.66M
|
108K
$7.57M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-2.68K- 57.89% |
$170K - $189K
|
1.95K
$136K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
36.7K+ 645.12% |
$2.33M - $2.58M
|
42.4K
$2.96M
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
3.36K+ 12.23% |
$214K - $237K
|
30.9K
$2.15M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
283K+ 28.18% |
$17.9M - $19.9M
|
1.29M
$89.6M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
3.14K+ 1.89% |
$199K - $221K
|
169K
$11.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1.08KNew |
$68.5K - $75.9K
|
1.08K
$75.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.82K+ 38.78% |
$306K - $339K
|
17.2K
$1.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
13.7K+ 8.29% |
$870K - $964K
|
179K
$12.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-124K- 92.18% |
$7.86M - $8.72M
|
10.5K
$732K
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-4.36K- 0.88% |
$277K - $307K
|
490K
$34.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.33K+ 9.26% |
$212K - $235K
|
39.3K
$2.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
168New |
$10.7K - $11.8K
|
168
$11.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
1.42K+ 1.64% |
$90.4K - $100K
|
88.1K
$6.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
5.47K+ 2.87% |
$348K - $385K
|
196K
$13.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
346+ 6.33% |
$22K - $24.4K
|
5.81K
$405K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.3K- 19.89% |
$273K - $303K
|
17.3K
$1.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
5.08K+ 3.41% |
$323K - $358K
|
154K
$10.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
1.39K+ 46.27% |
$88.3K - $97.9K
|
4.39K
$307K
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
27.9K+ 14.68% |
$1.77M - $1.97M
|
218K
$15.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-425- 4.33% |
$27K - $29.9K
|
9.38K
$655K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-122- 19.65% |
$7.75K - $8.59K
|
499
$34.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
12.5K+ 3.98% |
$795K - $882K
|
327K
$22.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-12.1K- 2.8% |
$769K - $852K
|
419K
$29.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
15.3KNew |
$970K - $1.08M
|
15.3K
$1.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-89.7K- 5.14% |
$5.7M - $6.32M
|
1.66M
$116M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.11K- 4.45% |
$70.2K - $77.9K
|
23.8K
$1.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
5.01K+ 234.21% |
$318K - $353K
|
7.15K
$499K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
3.78K+ 4.62% |
$240K - $266K
|
85.5K
$5.97M
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
168K+ 27.86% |
$10.6M - $11.8M
|
769K
$53.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
SELL
|
- |
-2.92K- 2.32% |
$185K - $205K
|
123K
$8.56M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
500+ 15.15% |
$31.8K - $35.2K
|
3.8K
$265K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
331+ 10.4% |
$21K - $23.3K
|
3.51K
$245K
|
|
|
Apr 28, 2025
Q1 2025
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-174- 4.27% |
$11.1K - $12.3K
|
3.9K
$272K
|