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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
15.8KNew |
$789K - $917K
|
15.8K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
87.9KNew |
$4.39M - $5.1M
|
87.9K
$6.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
4.47KNew |
$223K - $259K
|
4.47K
$317K
|
|
|
Feb 08, 2024
Q4 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
5.12KNew |
$256K - $297K
|
5.12K
$363K
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4.08KNew |
$204K - $237K
|
4.08K
$289K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-147- 79.46% |
$7.34K - $8.54K
|
38
$2.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
784+ 39.34% |
$39.2K - $45.5K
|
2.78K
$197K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
137New |
$7.15K - $7.68K
|
137
$9.73K
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.1KNew |
$526K - $564K
|
10.1K
$715K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
SELL
|
- |
-90- 10.91% |
$4.7K - $5.04K
|
735
$52.2K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.01K- 11.29% |
$52.8K - $56.7K
|
7.95K
$564K
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
344+ 8.87% |
$18K - $19.3K
|
4.22K
$300K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
82New |
$4.28K - $4.6K
|
82
$5.82K
|
|
| Q2 2023 | |||||||
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-9- 2.36% |
$443 - $480
|
373
$26.5K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-16.7K- 18.06% |
$821K - $890K
|
75.7K
$5.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
401New |
$19.7K - $21.4K
|
401
$28.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
14.3KNew |
$703K - $762K
|
14.3K
$1.01M
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
SELL
|
CALL |
-20K- 80.97% |
$984K - $1.07M
|
4.7K
$334K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
117New |
$5.76K - $6.24K
|
117
$8.31K
|
|
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
3.15K+ 74.64% |
$155K - $168K
|
7.37K
$523K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
860New |
$42.3K - $45.9K
|
860
$61.1K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
PUT |
15.4KNew |
$758K - $822K
|
15.4K
$1.09M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
32New |
$1.58K - $1.71K
|
32
$2.27K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.13K+ 10.17% |
$249K - $279K
|
55.6K
$3.95M
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
5KNew |
$243K - $272K
|
5K
$355K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
10.4K+ 16.54% |
$507K - $569K
|
73.6K
$5.22M
|
|
| Q4 2022 | |||||||
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
2.84KNew |
$130K - $152K
|
2.84K
$201K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
180New |
$8.27K - $9.63K
|
180
$12.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.44KNew |
$250K - $291K
|
5.44K
$386K
|
|
| Q3 2022 | |||||||
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.8KNew |
$565K - $663K
|
12.8K
$908K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-497- 3.03% |
$21.9K - $25.7K
|
15.9K
$1.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
5.35KNew |
$236K - $277K
|
5.35K
$380K
|
|
|
Nov 14, 2022
Q3 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
25.1K+ 7.05% |
$1.11M - $1.3M
|
381K
$27.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
20.6KNew |
$911K - $1.07M
|
20.6K
$1.46M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
16.6KNew |
$733K - $860K
|
16.6K
$1.18M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-2.34K- 17.52% |
$103K - $121K
|
11K
$783K
|
|
|
Oct 13, 2022
Q3 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
320+ 74.42% |
$14.1K - $16.6K
|
750
$53.2K
|
|
| Q2 2022 | |||||||
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
179New |
$8.21K - $9.81K
|
179
$12.7K
|
|
|
Jul 07, 2022
Q2 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
10KNew |
$459K - $548K
|
10K
$710K
|
|