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 |
---|---|---|---|---|---|---|---|
Jul 26, 2024
Q2 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
217K+ 37.34% |
$13.2M - $13.9M
|
798K
$53.7M
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.23K+ 1.74% |
$318K - $336K
|
307K
$20.7M
|
|
Jul 26, 2024
Q2 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-315- 0.99% |
$19.1K - $20.2K
|
31.5K
$2.12M
|
|
Jul 26, 2024
Q2 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
35+ 0.4% |
$2.13K - $2.24K
|
8.71K
$587K
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
415+ 3.62% |
$25.2K - $26.6K
|
11.9K
$799K
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
470New |
$28.5K - $30.1K
|
470
$31.6K
|
|
Jul 25, 2024
Q2 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
5.27K+ 2.41% |
$320K - $338K
|
224K
$15.1M
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
232New |
$14.1K - $14.9K
|
232
$15.6K
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
1.89K+ 40.91% |
$115K - $121K
|
6.52K
$439K
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-23.5K- 14.86% |
$1.43M - $1.5M
|
134K
$9.05M
|
|
Jul 24, 2024
Q2 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
33.8K+ 9.07% |
$2.06M - $2.17M
|
407K
$27.4M
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
14K+ 85.52% |
$849K - $897K
|
30.3K
$2.04M
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
2.24K+ 4.23% |
$136K - $143K
|
55.1K
$3.71M
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
8+ 0.38% |
$486 - $513
|
2.14K
$144K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
244New |
$14.8K - $15.7K
|
244
$16.4K
|
|
Jul 23, 2024
Q2 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
5.82K+ 3.75% |
$353K - $373K
|
161K
$10.8M
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
5.33K+ 5.82% |
$324K - $342K
|
96.9K
$6.53M
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
1.6K+ 1.2% |
$96.9K - $102K
|
134K
$9.03M
|
|
Jul 23, 2024
Q2 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-3.41K- 2.56% |
$207K - $219K
|
130K
$8.74M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
186+ 5.11% |
$11.3K - $11.9K
|
3.83K
$258K
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
BUY
|
- |
43.1KNew |
$2.62M - $2.76M
|
43.1K
$2.9M
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
2.4K+ 7.14% |
$146K - $154K
|
36K
$2.43M
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
65.3K+ 7.4% |
$3.96M - $4.19M
|
947K
$63.8M
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
32.5K+ 30.04% |
$1.97M - $2.08M
|
141K
$9.47M
|
|
Jul 19, 2024
Q2 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-79- 0.28% |
$4.8K - $5.07K
|
28.1K
$1.9M
|
|
Jul 19, 2024
Q2 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
28K+ 17.5% |
$1.7M - $1.8M
|
188K
$12.7M
|
|
Jul 19, 2024
Q2 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
5.97KNew |
$363K - $383K
|
5.97K
$402K
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-27.8K- 1.59% |
$1.69M - $1.78M
|
1.72M
$116M
|
|
Jul 17, 2024
Q2 2024
|
Northland Capital Management LLC
|
BUY
|
- |
47.7K+ 33.4% |
$2.9M - $3.06M
|
190K
$12.8M
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-112- 3.13% |
$6.8K - $7.18K
|
3.47K
$234K
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.3K+ 5.11% |
$79K - $83.4K
|
26.8K
$1.8M
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
BUY
|
- |
262K+ 42.55% |
$15.9M - $16.8M
|
878K
$59.1M
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2.69K+ 1.97% |
$164K - $173K
|
139K
$9.39M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-111- 2.14% |
$6.74K - $7.12K
|
5.09K
$342K
|
|
Jul 16, 2024
Q2 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
3.71K+ 1.69% |
$225K - $238K
|
223K
$15M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
719K+ 11.51% |
$43.7M - $46.1M
|
6.97M
$469M
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.86KNew |
$356K - $376K
|
5.86K
$395K
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
19.7K+ 36.71% |
$1.2M - $1.26M
|
73.4K
$4.94M
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
1.92KNew |
$116K - $123K
|
1.92K
$129K
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
172+ 0.14% |
$10.4K - $11K
|
124K
$8.36M
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
242New |
$13.7K - $15.6K
|
242
$16.3K
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
385New |
$21.7K - $24.7K
|
385
$25.9K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.53K+ 765.0% |
$86.4K - $98.3K
|
1.73K
$116K
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-14.4K- 19.1% |
$816K - $928K
|
61.2K
$4.12M
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
3.24KNew |
$183K - $208K
|
3.24K
$218K
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5.69KNew |
$321K - $365K
|
5.69K
$383K
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.29KNew |
$129K - $147K
|
2.29K
$154K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.93K+ 72.4% |
$335K - $381K
|
14.1K
$950K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
32.6K+ 3.58% |
$1.84M - $2.1M
|
945K
$63.6M
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-9.87K- 42.63% |
$557K - $634K
|
13.3K
$894K
|