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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
9.21KNew |
$524K - $628K
|
9.21K
$665K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
8.61KNew |
$489K - $587K
|
8.61K
$622K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.46K+ 20.21% |
$481K - $577K
|
50.3K
$3.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
8.45K+ 29.35% |
$480K - $576K
|
37.2K
$2.69M
|
|
|
Jul 17, 2025
Q2 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
8.34K+ 4.93% |
$474K - $569K
|
177K
$12.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
8.23K+ 14.39% |
$468K - $561K
|
65.4K
$4.72M
|
|
|
Aug 08, 2025
Q2 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
7.92KNew |
$450K - $540K
|
7.92K
$572K
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
7.66KNew |
$436K - $523K
|
7.66K
$554K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
7.43K+ 14.04% |
$422K - $507K
|
60.3K
$4.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
7.06K+ 27.82% |
$401K - $482K
|
32.4K
$2.34M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.91K+ 0.72% |
$393K - $472K
|
962K
$69.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
6.82K+ 5.96% |
$388K - $465K
|
121K
$8.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
6.82K+ 5.12% |
$387K - $465K
|
140K
$10.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.67KNew |
$379K - $455K
|
6.67K
$481K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
6.37K+ 0.43% |
$362K - $435K
|
1.5M
$108M
|
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
6.33K+ 7.53% |
$360K - $432K
|
90.4K
$6.53M
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
5.83K+ 6.82% |
$332K - $398K
|
91.4K
$6.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
5.82KNew |
$331K - $397K
|
5.82K
$420K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
5.74K+ 6.5% |
$326K - $391K
|
94K
$6.79M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
5.65KNew |
$321K - $385K
|
5.65K
$408K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.56K+ 35.38% |
$316K - $379K
|
21.3K
$1.54M
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
5.41KNew |
$308K - $369K
|
5.41K
$391K
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
5.24KNew |
$298K - $358K
|
5.24K
$379K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.14K+ 5.27% |
$292K - $350K
|
103K
$7.42M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
5.05K+ 47.79% |
$287K - $344K
|
15.6K
$1.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
4.95K+ 3.27% |
$281K - $338K
|
156K
$11.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.81K+ 11.69% |
$273K - $328K
|
45.9K
$3.32M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
4.79K+ 2.83% |
$272K - $327K
|
174K
$12.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
4.75K+ 440.63% |
$270K - $324K
|
5.83K
$421K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.68K+ 0.36% |
$266K - $319K
|
1.29M
$93.2M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4.5K+ 24.36% |
$256K - $307K
|
23K
$1.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
4.42KNew |
$251K - $302K
|
4.42K
$319K
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
4.38K+ 3.27% |
$249K - $299K
|
139K
$10M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
4.28K+ 19.35% |
$243K - $292K
|
26.4K
$1.91M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
4.19K+ 3.8% |
$238K - $286K
|
114K
$8.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.1KNew |
$233K - $280K
|
4.1K
$296K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
4.02KNew |
$229K - $274K
|
4.02K
$290K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
3.99K+ 2.43% |
$227K - $272K
|
168K
$12.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
3.89K+ 1.92% |
$221K - $266K
|
207K
$15M
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
3.89K+ 56.25% |
$221K - $265K
|
10.8K
$780K
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
3.75K+ 10.99% |
$213K - $256K
|
37.9K
$2.73M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
3.73K+ 4.66% |
$212K - $255K
|
83.8K
$6.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
3.6K+ 3.67% |
$204K - $245K
|
102K
$7.33M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.57K+ 9.09% |
$203K - $244K
|
42.9K
$3.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3.57K+ 17.8% |
$203K - $243K
|
23.6K
$1.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
3.36K+ 2.25% |
$191K - $229K
|
152K
$11M
|
|
|
Jul 30, 2025
Q2 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
3.35K+ 7.48% |
$191K - $229K
|
48.2K
$3.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
3.34K+ 1.41% |
$190K - $228K
|
239K
$17.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
3.22K+ 32.0% |
$183K - $220K
|
13.3K
$960K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
3.16KNew |
$180K - $216K
|
3.16K
$229K
|