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 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-173- 66.03% |
$11K - $12.2K
|
89
$6.47K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
2.15KNew |
$136K - $151K
|
2.15K
$156K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-12.7K- 80.33% |
$807K - $895K
|
3.11K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
139KNew |
$8.83M - $9.8M
|
139K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-726- 20.49% |
$46.1K - $51.1K
|
2.82K
$205K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1.64KNew |
$104K - $115K
|
1.64K
$119K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
875+ 28.11% |
$55.6K - $61.6K
|
3.99K
$290K
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
6.28KNew |
$399K - $442K
|
6.28K
$456K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-15- 0.76% |
$953 - $1.06K
|
1.97K
$143K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
6.63KNew |
$421K - $467K
|
6.63K
$481K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
706+ 8.61% |
$44.8K - $49.7K
|
8.9K
$647K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
SELL
|
- |
-823- 98.8% |
$52.3K - $58K
|
10
$727
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.65K+ 8.49% |
$168K - $186K
|
33.8K
$2.46M
|
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-1.51K- 31.01% |
$95.6K - $106K
|
3.35K
$243K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
36.7K+ 645.12% |
$2.33M - $2.58M
|
42.4K
$3.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.11K- 4.45% |
$70.2K - $77.9K
|
23.8K
$1.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-122- 19.65% |
$7.75K - $8.59K
|
499
$36.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
331+ 10.4% |
$21K - $23.3K
|
3.51K
$255K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
500+ 15.15% |
$31.8K - $35.2K
|
3.8K
$276K
|
|
|
Apr 25, 2025
Q1 2025
|
Family Capital Trust CO
|
BUY
|
- |
62New |
$3.94K - $4.37K
|
62
$4.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.48KNew |
$93.7K - $104K
|
1.48K
$107K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
523New |
$33.2K - $36.8K
|
523
$38K
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
350+ 47.04% |
$22.2K - $24.6K
|
1.09K
$79.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
910New |
$57.8K - $64.1K
|
910
$66.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
6.33KNew |
$402K - $446K
|
6.33K
$460K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-5.48K- 56.95% |
$348K - $386K
|
4.14K
$301K
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-128K- 80.33% |
$8.16M - $9.04M
|
31.4K
$2.28M
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
9.22KNew |
$604K - $657K
|
9.22K
$670K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
100New |
$6.55K - $7.12K
|
100
$7.27K
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.38KNew |
$221K - $241K
|
3.38K
$246K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-25.5K- 99.61% |
$1.67M - $1.82M
|
100
$7.27K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
14.8K+ 9.36% |
$969K - $1.05M
|
173K
$12.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
153+ 4.36% |
$10K - $10.9K
|
3.66K
$266K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-42.1K- 2.09% |
$2.76M - $3M
|
1.97M
$143M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
51New |
$3.34K - $3.63K
|
51
$3.71K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
30.1KNew |
$1.97M - $2.14M
|
30.1K
$2.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
167KNew |
$10.9M - $11.9M
|
167K
$12.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
343New |
$22.5K - $24.4K
|
343
$24.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.93K+ 39.17% |
$192K - $209K
|
10.4K
$756K
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
5.8KNew |
$380K - $413K
|
5.8K
$421K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
719New |
$47.1K - $51.2K
|
719
$52.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
196+ 151.94% |
$12.8K - $14K
|
325
$23.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-404- 9.76% |
$26.5K - $28.8K
|
3.74K
$271K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
573New |
$37.5K - $40.8K
|
573
$41.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
238+ 6.62% |
$15.6K - $17K
|
3.83K
$278K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.3K+ 20.31% |
$85.2K - $92.6K
|
7.7K
$559K
|
|
|
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
$105K
|
|
|
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
$6.32K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.86KNew |
$384K - $417K
|
5.86K
$426K
|
|