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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.48KNew |
$93.7K - $104K
|
1.48K
$103K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
685+ 3.28% |
$43.5K - $48.2K
|
21.6K
$1.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
523New |
$33.2K - $36.8K
|
523
$36.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-14.2K- 12.69% |
$904K - $1M
|
97.9K
$6.83M
|
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
7.52K+ 13.88% |
$478K - $529K
|
61.7K
$4.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
4.21K+ 1.81% |
$267K - $296K
|
236K
$16.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Family Capital Trust CO
|
BUY
|
- |
62New |
$3.94K - $4.37K
|
62
$4.33K
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
10.6KNew |
$674K - $747K
|
10.6K
$740K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
149+ 0.23% |
$9.46K - $10.5K
|
64.3K
$4.49M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
256K+ 21.58% |
$16.2M - $18M
|
1.44M
$100M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
903+ 6.79% |
$57.3K - $63.6K
|
14.2K
$990K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-6.04K- 25.22% |
$384K - $425K
|
17.9K
$1.25M
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.32K+ 7.28% |
$83.5K - $92.6K
|
19.4K
$1.35M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
2.65K+ 2.45% |
$168K - $186K
|
111K
$7.73M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
38.6K+ 29.73% |
$2.45M - $2.72M
|
168K
$11.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
13.4K+ 5.49% |
$854K - $947K
|
258K
$18M
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1.66K- 47.87% |
$105K - $117K
|
1.81K
$126K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.67K+ 9.33% |
$106K - $118K
|
19.6K
$1.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.27K- 3.06% |
$334K - $371K
|
167K
$11.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-645- 1.66% |
$41K - $45.4K
|
38.2K
$2.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
1.58K+ 0.94% |
$100K - $111K
|
169K
$11.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-115K- 7.17% |
$7.3M - $8.09M
|
1.49M
$104M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-49- 0.04% |
$3.11K - $3.45K
|
110K
$7.69M
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
350+ 47.04% |
$22.2K - $24.6K
|
1.09K
$76.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
17.9KNew |
$1.14M - $1.26M
|
17.9K
$1.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.39K+ 10.56% |
$279K - $309K
|
46K
$3.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
56.3K+ 6.61% |
$3.58M - $3.97M
|
909K
$63.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-1.32K- 2.05% |
$83.7K - $92.8K
|
63.1K
$4.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
4.45K+ 3.02% |
$282K - $313K
|
151K
$10.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
2.98K+ 47.34% |
$189K - $210K
|
9.26K
$646K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
41.1KNew |
$2.61M - $2.9M
|
41.1K
$2.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
4.22K+ 12.03% |
$268K - $297K
|
39.3K
$2.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
3.16KNew |
$201K - $223K
|
3.16K
$221K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
16New |
$1.02K - $1.13K
|
16
$1.12K
|
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2.76K+ 85.97% |
$175K - $194K
|
5.97K
$416K
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
95+ 0.4% |
$6.03K - $6.69K
|
23.8K
$1.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-310- 8.89% |
$19.7K - $21.8K
|
3.18K
$222K
|
|
|
Apr 22, 2025
Q1 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
17.1K+ 7.98% |
$1.09M - $1.21M
|
232K
$16.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
910New |
$57.8K - $64.1K
|
910
$63.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
58+ 0.21% |
$3.68K - $4.08K
|
27.4K
$1.91M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.69K- 35.91% |
$362K - $401K
|
10.2K
$709K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.26K+ 2.68% |
$144K - $159K
|
86.8K
$6.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
3.73K+ 2.57% |
$237K - $263K
|
149K
$10.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
46+ 0.55% |
$2.92K - $3.24K
|
8.4K
$586K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.6K+ 3.36% |
$165K - $183K
|
80.1K
$5.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
24.6K+ 11.18% |
$1.56M - $1.74M
|
245K
$17.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
3.11KNew |
$197K - $219K
|
3.11K
$217K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
153+ 3.34% |
$9.72K - $10.8K
|
4.74K
$331K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
446New |
$28.3K - $31.4K
|
446
$31.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
273+ 58.09% |
$17.3K - $19.2K
|
743
$51.8K
|