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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.6KNew |
$925K - $1.03M
|
14.6K
$1.05M
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-4.85K- 44.28% |
$308K - $341K
|
6.1K
$441K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
SELL
|
- |
-823- 98.8% |
$52.3K - $58K
|
10
$722
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-824- 30.73% |
$52.3K - $58K
|
1.86K
$134K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.65K+ 8.49% |
$168K - $186K
|
33.8K
$2.44M
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
8.46K+ 34.8% |
$537K - $595K
|
32.8K
$2.37M
|
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-1.51K- 31.01% |
$95.6K - $106K
|
3.35K
$242K
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-2.87K- 1.88% |
$182K - $202K
|
150K
$10.8M
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-568- 0.42% |
$36.1K - $40K
|
134K
$9.64M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
36.7K+ 645.12% |
$2.33M - $2.58M
|
42.4K
$3.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
168New |
$10.7K - $11.8K
|
168
$12.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.11K- 4.45% |
$70.2K - $77.9K
|
23.8K
$1.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-122- 19.65% |
$7.75K - $8.59K
|
499
$36K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
500+ 15.15% |
$31.8K - $35.2K
|
3.8K
$274K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
331+ 10.4% |
$21K - $23.3K
|
3.51K
$254K
|
|
|
Apr 25, 2025
Q1 2025
|
Family Capital Trust CO
|
BUY
|
- |
62New |
$3.94K - $4.37K
|
62
$4.48K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
523New |
$33.2K - $36.8K
|
523
$37.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.48KNew |
$93.7K - $104K
|
1.48K
$107K
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
350+ 47.04% |
$22.2K - $24.6K
|
1.09K
$79K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
910New |
$57.8K - $64.1K
|
910
$65.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
6.33KNew |
$402K - $446K
|
6.33K
$457K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-5.48K- 56.95% |
$348K - $386K
|
4.14K
$299K
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
3.91K+ 14.14% |
$249K - $276K
|
31.6K
$2.28M
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-128K- 80.33% |
$8.16M - $9.04M
|
31.4K
$2.27M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
395New |
$25.1K - $27.8K
|
395
$28.5K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.38KNew |
$221K - $241K
|
3.38K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
100New |
$6.55K - $7.12K
|
100
$7.22K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
9.22KNew |
$604K - $657K
|
9.22K
$666K
|
|
|
Feb 13, 2025
Q4 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
153+ 4.36% |
$10K - $10.9K
|
3.66K
$265K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-42.1K- 2.09% |
$2.76M - $3M
|
1.97M
$142M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
14.8K+ 9.36% |
$969K - $1.05M
|
173K
$12.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-25.5K- 99.61% |
$1.67M - $1.82M
|
100
$7.22K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
51New |
$3.34K - $3.63K
|
51
$3.68K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
30.1KNew |
$1.97M - $2.14M
|
30.1K
$2.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
343New |
$22.5K - $24.4K
|
343
$24.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.93K+ 39.17% |
$192K - $209K
|
10.4K
$751K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
167KNew |
$10.9M - $11.9M
|
167K
$12M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
5.8KNew |
$380K - $413K
|
5.8K
$419K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
719New |
$47.1K - $51.2K
|
719
$51.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
196+ 151.94% |
$12.8K - $14K
|
325
$23.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-404- 9.76% |
$26.5K - $28.8K
|
3.74K
$270K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
573New |
$37.5K - $40.8K
|
573
$41.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-150- 3.77% |
$9.83K - $10.7K
|
3.83K
$276K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
238+ 6.62% |
$15.6K - $17K
|
3.83K
$277K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.44KNew |
$94.5K - $103K
|
1.44K
$104K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.3K+ 20.31% |
$85.2K - $92.6K
|
7.7K
$556K
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
17.5K+ 448.78% |
$1.15M - $1.25M
|
21.4K
$1.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
87New |
$5.7K - $6.2K
|
87
$6.28K
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
29KNew |
$1.9M - $2.06M
|
29K
$2.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.86KNew |
$384K - $417K
|
5.86K
$423K
|
|