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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
950New |
$57K - $62.5K
|
950
$66.3K
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
911New |
$54.7K - $60K
|
911
$63.6K
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
867New |
$52.1K - $57.1K
|
867
$60.5K
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
BUY
|
- |
508+ 15.08% |
$30.5K - $33.4K
|
3.88K
$270K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
279New |
$16.8K - $18.4K
|
279
$19.5K
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
19+ 0.41% |
$1.14K - $1.25K
|
4.69K
$327K
|
|
Nov 07, 2024
Q3 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
2New |
$120 - $132
|
2
$140
|
|
Q2 2024 | |||||||
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
42.7KNew |
$2.59M - $2.74M
|
42.7K
$2.98M
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
36.7KNew |
$2.23M - $2.35M
|
36.7K
$2.56M
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
1.92KNew |
$116K - $123K
|
1.92K
$134K
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
1.89K+ 40.91% |
$115K - $121K
|
6.52K
$455K
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
994New |
$60.4K - $63.8K
|
994
$69.3K
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
810New |
$49.2K - $52K
|
810
$56.5K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
803+ 1.12% |
$48.8K - $51.5K
|
72.2K
$5.04M
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
232New |
$14.1K - $14.9K
|
232
$16.2K
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
172+ 0.14% |
$10.4K - $11K
|
124K
$8.66M
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
79New |
$4.8K - $5.07K
|
79
$5.51K
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
8New |
$486 - $513
|
8
$558
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$60.7 - $64.1
|
6.97K
$486K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
32.6K+ 3.58% |
$1.84M - $2.1M
|
945K
$65.9M
|
|
Apr 16, 2024
Q1 2024
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
18KNew |
$1.01M - $1.15M
|
18K
$1.25M
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
7.32KNew |
$414K - $471K
|
7.32K
$511K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.93K+ 72.4% |
$335K - $381K
|
14.1K
$984K
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
3.24KNew |
$183K - $208K
|
3.24K
$226K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.53K+ 765.0% |
$86.4K - $98.3K
|
1.73K
$121K
|
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
759New |
$42.9K - $48.8K
|
759
$52.9K
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
696+ 15.8% |
$39.3K - $44.7K
|
5.1K
$356K
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
385New |
$21.7K - $24.7K
|
385
$26.9K
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
365New |
$20.6K - $23.5K
|
365
$25.5K
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
335New |
$18.9K - $21.5K
|
335
$23.4K
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
242New |
$13.7K - $15.6K
|
242
$16.9K
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
17+ 1.7% |
$960 - $1.09K
|
1.02K
$70.9K
|
|
Q4 2023 | |||||||
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
87.9KNew |
$4.39M - $5.1M
|
87.9K
$6.13M
|
|
Feb 09, 2024
Q4 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
15.8KNew |
$789K - $917K
|
15.8K
$1.1M
|
|
Feb 08, 2024
Q4 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
5.12KNew |
$256K - $297K
|
5.12K
$357K
|
|
Feb 09, 2024
Q4 2023
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
4.47KNew |
$223K - $259K
|
4.47K
$311K
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4.08KNew |
$204K - $237K
|
4.08K
$284K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.1KNew |
$526K - $564K
|
10.1K
$703K
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
344+ 8.87% |
$18K - $19.3K
|
4.22K
$295K
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
137New |
$7.15K - $7.68K
|
137
$9.56K
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
82New |
$4.28K - $4.6K
|
82
$5.72K
|
|
Q2 2023 | |||||||
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
PUT |
15.4KNew |
$758K - $822K
|
15.4K
$1.07M
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
14.3KNew |
$703K - $762K
|
14.3K
$996K
|
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
3.15K+ 74.64% |
$155K - $168K
|
7.37K
$514K
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
860New |
$42.3K - $45.9K
|
860
$60K
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
401New |
$19.7K - $21.4K
|
401
$28K
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
117New |
$5.76K - $6.24K
|
117
$8.16K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
32New |
$1.58K - $1.71K
|
32
$2.23K
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
10.4K+ 16.54% |
$507K - $569K
|
73.6K
$5.13M
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
5KNew |
$243K - $272K
|
5K
$349K
|