Latest Institutional Purchases of American Centy ETF Tr Avantis (AVLV)
This list provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVLV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.74M+ 21.28% |
$110M - $122M
|
9.9M
$622M
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
256K+ 21.58% |
$16.2M - $18M
|
1.44M
$90.4M
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
168K+ 27.86% |
$10.6M - $11.8M
|
769K
$48.3M
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
101K+ 11.15% |
$6.43M - $7.13M
|
1.01M
$63.4M
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
88.4K+ 281.43% |
$5.62M - $6.23M
|
120K
$7.53M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
62.9K+ 88.73% |
$4M - $4.43M
|
134K
$8.4M
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
56.3K+ 6.61% |
$3.58M - $3.97M
|
909K
$57.1M
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
41.1KNew |
$2.61M - $2.9M
|
41.1K
$2.58M
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
38.6K+ 29.73% |
$2.45M - $2.72M
|
168K
$10.6M
|
|
Apr 16, 2025
Q1 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
29.9K+ 26.1% |
$1.9M - $2.1M
|
144K
$9.06M
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
29.1K+ 28.96% |
$1.85M - $2.05M
|
130K
$8.13M
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
28K+ 96.1% |
$1.78M - $1.97M
|
57.1K
$3.59M
|
|
Apr 21, 2025
Q1 2025
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
24.6K+ 11.18% |
$1.56M - $1.74M
|
245K
$15.4M
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
21.6K+ 12.22% |
$1.37M - $1.52M
|
198K
$12.5M
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
20.2K+ 4.14% |
$1.28M - $1.42M
|
508K
$31.9M
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
17.9KNew |
$1.14M - $1.26M
|
17.9K
$1.13M
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
17.5KNew |
$1.11M - $1.24M
|
17.5K
$1.1M
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
17.4K+ 11.86% |
$1.11M - $1.23M
|
164K
$10.3M
|
|
Apr 22, 2025
Q1 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
17.1K+ 7.98% |
$1.09M - $1.21M
|
232K
$14.5M
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
15.3KNew |
$970K - $1.08M
|
15.3K
$959K
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
14.6K+ 195.34% |
$929K - $1.03M
|
22.1K
$1.39M
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
13.9KNew |
$885K - $982K
|
13.9K
$875K
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
13.4K+ 5.49% |
$854K - $947K
|
258K
$16.2M
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
12.5K+ 12.32% |
$797K - $883K
|
114K
$7.18M
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
12.5K+ 3.98% |
$795K - $882K
|
327K
$20.5M
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
12.5K+ 208.41% |
$794K - $880K
|
18.5K
$1.16M
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
12K+ 26.65% |
$760K - $843K
|
56.9K
$3.57M
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
10.6KNew |
$674K - $747K
|
10.6K
$666K
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
8.64K+ 11.46% |
$549K - $608K
|
84.1K
$5.28M
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
8.48K+ 19.08% |
$538K - $597K
|
52.9K
$3.32M
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
7.8K+ 31.89% |
$496K - $549K
|
32.3K
$2.03M
|
|
Apr 17, 2025
Q1 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
7.64K+ 134.18% |
$485K - $538K
|
13.3K
$837K
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
7.52K+ 13.88% |
$478K - $529K
|
61.7K
$3.87M
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
7.34K+ 8.92% |
$466K - $517K
|
89.6K
$5.62M
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
7.02K+ 24.33% |
$446K - $495K
|
35.9K
$2.25M
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
6.99KNew |
$444K - $492K
|
6.99K
$439K
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
6.33KNew |
$402K - $446K
|
6.33K
$398K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
5.01K+ 234.21% |
$318K - $353K
|
7.15K
$449K
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.63K+ 13.76% |
$294K - $326K
|
38.2K
$2.4M
|
|
Apr 22, 2025
Q1 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
4.45K+ 3.02% |
$282K - $313K
|
151K
$9.51M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.39K+ 10.56% |
$279K - $309K
|
46K
$2.89M
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
4.24KNew |
$269K - $298K
|
4.24K
$266K
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
4.22K+ 12.03% |
$268K - $297K
|
39.3K
$2.47M
|
|
Apr 25, 2025
Q1 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
4.21K+ 1.81% |
$267K - $296K
|
236K
$14.8M
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
4.12K+ 1.74% |
$262K - $290K
|
241K
$15.2M
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
3.91K+ 14.14% |
$249K - $276K
|
31.6K
$1.98M
|
|
Apr 15, 2025
Q1 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
3.89K+ 3.01% |
$247K - $274K
|
133K
$8.36M
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
3.78K+ 4.62% |
$240K - $266K
|
85.5K
$5.37M
|
|
Apr 21, 2025
Q1 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
3.73K+ 2.57% |
$237K - $263K
|
149K
$9.36M
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
3.45K+ 56.2% |
$219K - $243K
|
9.59K
$603K
|