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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
10.6K+ 82.27% |
$670K - $743K
|
23.4K
$1.63M
|
|
|
May 01, 2025
Q1 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
9.46K+ 7.51% |
$601K - $666K
|
135K
$9.44M
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
9.35K+ 19.15% |
$594K - $659K
|
58.2K
$4.06M
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
9.16K+ 36.32% |
$582K - $645K
|
34.4K
$2.4M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
8.67K+ 9.1% |
$551K - $611K
|
104K
$7.25M
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
8.46K+ 34.8% |
$537K - $595K
|
32.8K
$2.29M
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
7.69K+ 6.58% |
$488K - $541K
|
125K
$8.69M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
7.6K+ 2.72% |
$483K - $535K
|
287K
$20M
|
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
7.52K+ 13.88% |
$478K - $529K
|
61.7K
$4.3M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
7.16K+ 108.84% |
$454K - $504K
|
13.7K
$958K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
6.81K+ 4.87% |
$432K - $479K
|
147K
$10.2M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
6.63KNew |
$421K - $467K
|
6.63K
$462K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.52KNew |
$414K - $459K
|
6.52K
$455K
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
6.33KNew |
$402K - $446K
|
6.33K
$442K
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
6.28KNew |
$399K - $442K
|
6.28K
$438K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
5.93K+ 0.95% |
$377K - $418K
|
629K
$43.8M
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
5.65K+ 6.84% |
$359K - $398K
|
88.3K
$6.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
5.47K+ 2.87% |
$348K - $385K
|
196K
$13.7M
|
|
|
May 30, 2025
Q1 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
5.47KNew |
$347K - $385K
|
5.47K
$382K
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.18K+ 30.82% |
$329K - $365K
|
22K
$1.53M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
5.17K+ 13.16% |
$328K - $364K
|
44.4K
$3.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
5.01K+ 234.21% |
$318K - $353K
|
7.15K
$499K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.82K+ 38.78% |
$306K - $339K
|
17.2K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.68KNew |
$297K - $329K
|
4.68K
$326K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.63K+ 13.76% |
$294K - $326K
|
38.2K
$2.67M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
4.52K+ 5.04% |
$287K - $318K
|
94.2K
$6.57M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
4.5K+ 147.0% |
$286K - $317K
|
7.56K
$528K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
4.46K+ 2.45% |
$284K - $314K
|
187K
$13M
|
|
|
Apr 22, 2025
Q1 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
4.45K+ 3.02% |
$282K - $313K
|
151K
$10.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.39K+ 10.56% |
$279K - $309K
|
46K
$3.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
4.24KNew |
$269K - $298K
|
4.24K
$295K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
4.2K+ 46.23% |
$267K - $296K
|
13.3K
$926K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.14K+ 2.9% |
$263K - $291K
|
147K
$10.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
4.12K+ 1.74% |
$262K - $290K
|
241K
$16.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
3.91K+ 14.14% |
$249K - $276K
|
31.6K
$2.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
3.78K+ 4.62% |
$240K - $266K
|
85.5K
$5.97M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
3.37K+ 11.89% |
$214K - $237K
|
31.7K
$2.21M
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
3.36K+ 12.23% |
$214K - $237K
|
30.9K
$2.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.33K+ 9.26% |
$212K - $235K
|
39.3K
$2.74M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.27K+ 40.08% |
$207K - $230K
|
11.4K
$796K
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
3.16KNew |
$201K - $223K
|
3.16K
$221K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
3.14K+ 1.89% |
$199K - $221K
|
169K
$11.8M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.99K+ 74.79% |
$190K - $210K
|
6.98K
$487K
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
2.98K+ 47.34% |
$189K - $210K
|
9.26K
$646K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.77K+ 2.91% |
$176K - $195K
|
97.9K
$6.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2.76K+ 85.97% |
$175K - $194K
|
5.97K
$416K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.68K+ 28.9% |
$170K - $189K
|
11.9K
$833K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.65K+ 8.49% |
$168K - $186K
|
33.8K
$2.36M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
2.65K+ 2.45% |
$168K - $186K
|
111K
$7.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.6K+ 3.36% |
$165K - $183K
|
80.1K
$5.59M
|