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 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
103K+ 587.2% |
$5.86M - $7.03M
|
121K
$8.71M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
10K+ 17.65% |
$571K - $685K
|
66.9K
$4.83M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
5.05K+ 47.79% |
$287K - $344K
|
15.6K
$1.13M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-764- 3.6% |
$43.4K - $52.1K
|
20.5K
$1.48M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4.5K+ 24.36% |
$256K - $307K
|
23K
$1.66M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-259K- 2.61% |
$14.7M - $17.6M
|
9.65M
$697M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 0.0% |
$56.9 - $68.2
|
31.5K
$2.27M
|
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
2.21K+ 16.57% |
$126K - $151K
|
15.5K
$1.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
855New |
$48.6K - $58.3K
|
855
$61.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-7.7K- 2.18% |
$438K - $525K
|
346K
$25M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
570+ 0.58% |
$32.4K - $38.9K
|
99.4K
$7.18M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
72.7K+ 15.66% |
$4.13M - $4.96M
|
537K
$38.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-6.76K- 1.33% |
$384K - $461K
|
501K
$36.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
145+ 0.08% |
$8.24K - $9.89K
|
191K
$13.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-86- 32.82% |
$4.89K - $5.87K
|
176
$12.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1.28K+ 9.89% |
$73K - $87.6K
|
14.3K
$1.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.29K+ 6.53% |
$130K - $156K
|
37.4K
$2.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-3.02K- 1.71% |
$172K - $206K
|
173K
$12.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
31.2K+ 2.38% |
$1.77M - $2.13M
|
1.34M
$97M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
SELL
|
- |
-2.51K- 2.11% |
$143K - $171K
|
117K
$8.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
6.82K+ 5.96% |
$388K - $465K
|
121K
$8.75M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
22+ 0.12% |
$1.25K - $1.5K
|
18.8K
$1.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
7.43K+ 14.04% |
$422K - $507K
|
60.3K
$4.36M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.71K+ 12.26% |
$97.2K - $117K
|
15.6K
$1.13M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
19+ 0.44% |
$1.08K - $1.3K
|
4.36K
$315K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
82K+ 68.4% |
$4.66M - $5.59M
|
202K
$14.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
3.89K+ 1.92% |
$221K - $266K
|
207K
$15M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
14.8K+ 211.15% |
$839K - $1.01M
|
21.7K
$1.57M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
31.7K+ 35.4% |
$1.8M - $2.16M
|
121K
$8.76M
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
2.16K+ 28.89% |
$123K - $147K
|
9.62K
$694K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
11.8K+ 7.19% |
$671K - $805K
|
176K
$12.7M
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
9.84K+ 4.96% |
$559K - $671K
|
208K
$15M
|
|
| Q1 2025 | |||||||
|
Aug 12, 2025
Q1 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
139+ 0.3% |
$8.83K - $9.79K
|
46.9K
$3.39M
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-12.7K- 80.33% |
$807K - $895K
|
3.11K
$225K
|
|
|
May 30, 2025
Q1 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
5.47KNew |
$347K - $385K
|
5.47K
$395K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
480New |
$30.5K - $33.8K
|
480
$34.7K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
598New |
$38K - $42.1K
|
598
$43.2K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-173- 66.03% |
$11K - $12.2K
|
89
$6.43K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
2.15KNew |
$136K - $151K
|
2.15K
$155K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-12.7K- 80.33% |
$807K - $895K
|
3.11K
$225K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-726- 20.49% |
$46.1K - $51.1K
|
2.82K
$203K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
139KNew |
$8.83M - $9.8M
|
139K
$10M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1.64KNew |
$104K - $115K
|
1.64K
$118K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
4.2K+ 46.23% |
$267K - $296K
|
13.3K
$959K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
875+ 28.11% |
$55.6K - $61.6K
|
3.99K
$288K
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
6.28KNew |
$399K - $442K
|
6.28K
$454K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-15- 0.76% |
$953 - $1.06K
|
1.97K
$142K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
6.63KNew |
$421K - $467K
|
6.63K
$479K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
98.1K+ 57.63% |
$6.23M - $6.91M
|
268K
$19.4M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
706+ 8.61% |
$44.8K - $49.7K
|
8.9K
$643K
|
|