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 |
---|---|---|---|---|---|---|---|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.71K+ 12.26% |
$97.2K - $117K
|
15.6K
$1.09M
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.4K+ 4.33% |
$79.4K - $95.2K
|
33.7K
$2.35M
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1.28K+ 9.89% |
$73K - $87.6K
|
14.3K
$995K
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.12K+ 20.7% |
$63.7K - $76.5K
|
6.54K
$456K
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
855New |
$48.6K - $58.3K
|
855
$59.6K
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
755+ 1.92% |
$42.9K - $51.5K
|
40.1K
$2.8M
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
699+ 92.09% |
$39.7K - $47.7K
|
1.46K
$102K
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
570+ 0.58% |
$32.4K - $38.9K
|
99.4K
$6.93M
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
285+ 5.44% |
$16.2K - $19.4K
|
5.53K
$386K
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
243+ 7.82% |
$13.8K - $16.6K
|
3.35K
$234K
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
219New |
$12.5K - $14.9K
|
219
$15.3K
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
145+ 0.08% |
$8.24K - $9.89K
|
191K
$13.4M
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
28+ 0.59% |
$1.59K - $1.91K
|
4.77K
$333K
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
22+ 0.12% |
$1.25K - $1.5K
|
18.8K
$1.31M
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
19+ 0.44% |
$1.08K - $1.3K
|
4.36K
$304K
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
15+ 0.4% |
$853 - $1.02K
|
3.75K
$261K
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 0.0% |
$56.9 - $68.2
|
31.5K
$2.2M
|
|
Q1 2025 | |||||||
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.18MNew |
$392M - $435M
|
6.18M
$431M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
870K+ 46.25% |
$55.2M - $61.2M
|
2.75M
$192M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
491KNew |
$31.2M - $34.6M
|
491K
$34.3M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
399K+ 37.72% |
$25.3M - $28.1M
|
1.46M
$102M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
374K+ 19.62% |
$23.8M - $26.4M
|
2.28M
$159M
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
283K+ 28.18% |
$17.9M - $19.9M
|
1.29M
$89.6M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
263K+ 14.9% |
$16.7M - $18.5M
|
2.03M
$142M
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
255KNew |
$16.2M - $18M
|
255K
$17.8M
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
217K+ 22.52% |
$13.8M - $15.3M
|
1.18M
$82.5M
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
168K+ 27.86% |
$10.6M - $11.8M
|
769K
$53.6M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
164K+ 33.36% |
$10.4M - $11.5M
|
655K
$45.7M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
153K+ 22.51% |
$9.7M - $10.8M
|
831K
$58M
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
150K+ 8.65% |
$9.55M - $10.6M
|
1.89M
$132M
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
147K+ 83.11% |
$9.33M - $10.3M
|
324K
$22.6M
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
146K+ 74.79% |
$9.26M - $10.3M
|
341K
$23.8M
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
139KNew |
$8.83M - $9.8M
|
139K
$9.7M
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
123K+ 1297.73% |
$7.83M - $8.69M
|
133K
$9.27M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
113K+ 13.38% |
$7.16M - $7.94M
|
955K
$66.6M
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
113K+ 97.94% |
$7.16M - $7.93M
|
228K
$15.9M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
111K+ 12.52% |
$7.07M - $7.84M
|
1M
$69.8M
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
106K+ 69.22% |
$6.73M - $7.46M
|
259K
$18.1M
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
101K+ 11.15% |
$6.43M - $7.13M
|
1.01M
$70.4M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
98.1K+ 57.63% |
$6.23M - $6.91M
|
268K
$18.7M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
97.9K+ 43.47% |
$6.22M - $6.89M
|
323K
$22.5M
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
97K+ 22.17% |
$6.16M - $6.83M
|
535K
$37.3M
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
86.3K+ 63.89% |
$5.48M - $6.08M
|
221K
$15.4M
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
85.6K+ 639.67% |
$5.44M - $6.03M
|
99K
$6.91M
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
80.5K+ 14.92% |
$5.11M - $5.67M
|
620K
$43.3M
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
80.4K+ 286.1% |
$5.1M - $5.66M
|
108K
$7.57M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
80K+ 7.22% |
$5.08M - $5.63M
|
1.19M
$82.9M
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
78.2KNew |
$4.96M - $5.5M
|
78.2K
$5.45M
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
70.2K+ 43.31% |
$4.46M - $4.94M
|
232K
$16.2M
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
70K+ 60.23% |
$4.45M - $4.93M
|
186K
$13M
|