Latest Institutional Transactions on American Centy ETF Tr Avantis (AVLV)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVLV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2026
Q4 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-13.3K- 1.92% |
$933K - $981K
|
679K
$49.3M
|
|
|
Jan 29, 2026
Q4 2025
|
Approach Retirement Advisors, LLC
Vestavia, AL |
BUY
|
- |
20.1KNew |
$1.41M - $1.48M
|
20.1K
$1.46M
|
|
|
Jan 28, 2026
Q4 2025
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-203- 0.71% |
$14.2K - $15K
|
28.4K
$2.06M
|
|
|
Jan 28, 2026
Q4 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-1.2K- 2.21% |
$84.1K - $88.4K
|
53K
$3.85M
|
|
|
Jan 28, 2026
Q4 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-626- 8.59% |
$43.9K - $46.2K
|
6.67K
$484K
|
|
|
Jan 28, 2026
Q4 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
96.8K+ 12.59% |
$6.79M - $7.14M
|
866K
$62.9M
|
|
|
Jan 28, 2026
Q4 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.46K+ 0.19% |
$173K - $182K
|
1.33M
$96.3M
|
|
|
Jan 28, 2026
Q4 2025
|
White Pine Investment CO
|
BUY
|
- |
1.36K+ 1.67% |
$95K - $99.9K
|
82.5K
$5.99M
|
|
|
Jan 28, 2026
Q4 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.66KNew |
$186K - $196K
|
2.66K
$193K
|
|
|
Jan 28, 2026
Q4 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
36+ 0.37% |
$2.53K - $2.65K
|
9.65K
$701K
|
|
|
Jan 28, 2026
Q4 2025
|
Directional Asset Management
Arlington Heights, IL |
BUY
|
- |
21.4KNew |
$1.5M - $1.58M
|
21.4K
$1.55M
|
|
|
Jan 28, 2026
Q4 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-43- 9.82% |
$3.02K - $3.17K
|
395
$28.7K
|
|
|
Jan 28, 2026
Q4 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
10.3K+ 12.65% |
$720K - $757K
|
91.4K
$6.64M
|
|
|
Jan 28, 2026
Q4 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
6+ 0.17% |
$421 - $442
|
3.52K
$256K
|
|
|
Jan 28, 2026
Q4 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
863+ 27.45% |
$60.5K - $63.6K
|
4.01K
$291K
|
|
|
Jan 28, 2026
Q4 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
312+ 0.09% |
$21.9K - $23K
|
340K
$24.7M
|
|
|
Jan 27, 2026
Q4 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-400- 1.54% |
$28.1K - $29.5K
|
25.6K
$1.86M
|
|
|
Jan 27, 2026
Q4 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
59.4K+ 24.24% |
$4.16M - $4.38M
|
304K
$22.1M
|
|
|
Jan 27, 2026
Q4 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-233- 0.63% |
$16.3K - $17.2K
|
36.6K
$2.66M
|
|
|
Jan 27, 2026
Q4 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-16- 0.23% |
$1.12K - $1.18K
|
6.96K
$506K
|
|
|
Jan 27, 2026
Q4 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
13K+ 14.3% |
$912K - $958K
|
104K
$7.55M
|
|
|
Jan 27, 2026
Q4 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-4.94K- 2.6% |
$346K - $364K
|
185K
$13.4M
|
|
|
Jan 27, 2026
Q4 2025
|
Family Capital Trust CO
|
BUY
|
- |
136+ 219.35% |
$9.54K - $10K
|
198
$14.4K
|
|
|
Jan 27, 2026
Q4 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
6.44KNew |
$452K - $475K
|
6.44K
$468K
|
|
|
Jan 27, 2026
Q4 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-2.88K- 5.47% |
$202K - $212K
|
49.7K
$3.61M
|
|
|
Jan 27, 2026
Q4 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
499+ 9.33% |
$35K - $36.8K
|
5.85K
$425K
|
|
|
Jan 27, 2026
Q4 2025
|
Financial Plan, Inc.
Bellingham, WA |
BUY
|
- |
5.95KNew |
$417K - $438K
|
5.95K
$432K
|
|
|
Jan 27, 2026
Q4 2025
|
Wealth Enhancement Trust Services, Inc.
Sioux Falls, SD |
BUY
|
- |
10.9KNew |
$767K - $806K
|
10.9K
$794K
|
|
|
Jan 26, 2026
Q4 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
11.3K+ 10.59% |
$792K - $833K
|
118K
$8.57M
|
|
|
Jan 26, 2026
Q4 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
17.8K+ 51.22% |
$1.25M - $1.31M
|
52.6K
$3.82M
|
|
|
Jan 26, 2026
Q4 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2.27K+ 57.03% |
$159K - $167K
|
6.24K
$453K
|
|
|
Jan 26, 2026
Q4 2025
|
Equity Wealth Partners, LLC
Independence, MO |
BUY
|
- |
2.76K+ 10.45% |
$194K - $204K
|
29.2K
$2.12M
|
|
|
Jan 26, 2026
Q4 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
17.9K+ 5.41% |
$1.26M - $1.32M
|
349K
$25.4M
|
|
|
Jan 26, 2026
Q4 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
756+ 15.65% |
$53K - $55.7K
|
5.59K
$406K
|
|
|
Jan 26, 2026
Q4 2025
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-17.1K- 9.04% |
$1.2M - $1.26M
|
172K
$12.5M
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
67K+ 672.73% |
$4.7M - $4.94M
|
76.9K
$5.59M
|
|
|
Jan 26, 2026
Q4 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
62+ 1.23% |
$4.35K - $4.57K
|
5.11K
$371K
|
|
|
Jan 26, 2026
Q4 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
7.33K+ 139.77% |
$514K - $540K
|
12.6K
$913K
|
|
|
Jan 26, 2026
Q4 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
128+ 1.82% |
$8.98K - $9.44K
|
7.17K
$521K
|
|
|
Jan 26, 2026
Q4 2025
|
Frankly Finances, LLC
Winter Park, FL |
BUY
|
- |
44.3KNew |
$3.11M - $3.26M
|
44.3K
$3.22M
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
17.5K+ 44.91% |
$1.23M - $1.29M
|
56.5K
$4.11M
|
|
|
Jan 26, 2026
Q4 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-2.03K- 0.84% |
$142K - $149K
|
240K
$17.4M
|
|
|
Jan 26, 2026
Q4 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-20.3K- 5.19% |
$1.42M - $1.5M
|
370K
$26.9M
|
|
|
Jan 26, 2026
Q4 2025
|
Private Trust CO Na
|
BUY
|
- |
400+ 4.8% |
$28.1K - $29.5K
|
8.74K
$635K
|
|
|
Jan 26, 2026
Q4 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
522+ 0.87% |
$36.6K - $38.5K
|
60.2K
$4.37M
|
|
|
Jan 23, 2026
Q4 2025
|
Hudson Oak Wealth Advisory LLC
Hoboken, NJ |
BUY
|
- |
41.2KNew |
$2.89M - $3.04M
|
41.2K
$2.99M
|
|
|
Jan 23, 2026
Q4 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
9.52K+ 7.35% |
$668K - $702K
|
139K
$10.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
6.22K+ 14.35% |
$436K - $459K
|
49.6K
$3.6M
|
|
|
Jan 23, 2026
Q4 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
486+ 12.24% |
$34.1K - $35.8K
|
4.46K
$324K
|
|
|
Jan 23, 2026
Q4 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
35.8K+ 8.24% |
$2.51M - $2.64M
|
471K
$34.2M
|
|