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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
4.93KNew |
$337K - $358K
|
4.93K
$358K
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-174- 4.55% |
$11.9K - $12.6K
|
3.65K
$265K
|
|
|
Oct 23, 2025
Q3 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-250- 2.6% |
$17.1K - $18.2K
|
9.37K
$680K
|
|
|
Oct 23, 2025
Q3 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-8.2K- 8.08% |
$560K - $596K
|
93.3K
$6.78M
|
|
|
Oct 23, 2025
Q3 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
2.76K+ 2.6% |
$188K - $200K
|
109K
$7.91M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
2.7KNew |
$184K - $196K
|
2.7K
$196K
|
|
|
Oct 23, 2025
Q3 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
5.23K+ 2.95% |
$357K - $380K
|
183K
$13.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7.69K+ 15.09% |
$526K - $559K
|
58.7K
$4.26M
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-964- 2.02% |
$65.9K - $70.1K
|
46.8K
$3.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
65.3K+ 6.36% |
$4.46M - $4.74M
|
1.09M
$79.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
5.16K+ 4.22% |
$352K - $375K
|
127K
$9.25M
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
19.9K+ 7.98% |
$1.36M - $1.45M
|
270K
$19.6M
|
|
|
Oct 23, 2025
Q3 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
25.9K+ 31.92% |
$1.77M - $1.88M
|
107K
$7.77M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.97K+ 1.12% |
$271K - $288K
|
359K
$26.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
4.56K+ 6.18% |
$311K - $331K
|
78.3K
$5.69M
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-99- 0.18% |
$6.76K - $7.2K
|
54.2K
$3.94M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-7.64K- 12.69% |
$522K - $555K
|
52.6K
$3.82M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
47+ 0.15% |
$3.21K - $3.42K
|
31.6K
$2.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-526- 1.41% |
$35.9K - $38.2K
|
36.8K
$2.68M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
139K+ 14.48% |
$9.52M - $10.1M
|
1.1M
$80M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.1K+ 10.15% |
$74.9K - $79.7K
|
11.9K
$864K
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
6.7KNew |
$458K - $487K
|
6.7K
$487K
|
|
|
Oct 22, 2025
Q3 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
2.43K+ 1.55% |
$166K - $177K
|
159K
$11.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
64.5K+ 2.92% |
$4.41M - $4.69M
|
2.27M
$165M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
314New |
$21.5K - $22.8K
|
314
$22.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-7.13K- 2.51% |
$487K - $518K
|
277K
$20.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-325- 56.23% |
$22.2K - $23.6K
|
253
$18.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Brickley Wealth Management
|
SELL
|
- |
-484- 12.49% |
$33.1K - $35.2K
|
3.39K
$246K
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
534+ 2.63% |
$36.5K - $38.8K
|
20.8K
$1.51M
|
|
|
Oct 21, 2025
Q3 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
10+ 0.27% |
$683 - $727
|
3.76K
$273K
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.8KNew |
$191K - $203K
|
2.8K
$203K
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
4.6K+ 12.01% |
$314K - $335K
|
42.9K
$3.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
13.7K+ 17.79% |
$938K - $998K
|
90.9K
$6.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-91- 0.43% |
$6.22K - $6.61K
|
21.2K
$1.54M
|
|
|
Oct 21, 2025
Q3 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
2.95K+ 1.42% |
$202K - $214K
|
211K
$15.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
58+ 0.25% |
$3.96K - $4.22K
|
23.5K
$1.71M
|
|
|
Oct 21, 2025
Q3 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
408+ 1.07% |
$27.9K - $29.7K
|
38.4K
$2.79M
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
8.26K+ 22.52% |
$564K - $600K
|
44.9K
$3.26M
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
876+ 28.29% |
$59.9K - $63.7K
|
3.97K
$289K
|
|
|
Oct 20, 2025
Q3 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
168+ 0.58% |
$11.5K - $12.2K
|
29.1K
$2.12M
|
|
|
Oct 20, 2025
Q3 2025
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-53.3K- 21.94% |
$3.64M - $3.87M
|
190K
$13.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
577New |
$39.4K - $41.9K
|
577
$41.9K
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
3.29KNew |
$225K - $239K
|
3.29K
$239K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
48.3K+ 23.92% |
$3.3M - $3.51M
|
250K
$18.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.74K+ 2.27% |
$255K - $272K
|
169K
$12.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.07K- 1.46% |
$73.1K - $77.8K
|
72K
$5.23M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
4.65K+ 5.08% |
$317K - $338K
|
96K
$6.98M
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-2.59K- 2.62% |
$177K - $188K
|
96.2K
$6.99M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-6.12K- 25.95% |
$418K - $445K
|
17.5K
$1.27M
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
46.2K+ 38.3% |
$3.15M - $3.36M
|
167K
$12.1M
|
|