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 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
18.3K+ 12.45% |
$1.2M - $1.3M
|
165K
$11.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
21.8K+ 13.54% |
$1.43M - $1.55M
|
182K
$12.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
9.68KNew |
$634K - $689K
|
9.68K
$673K
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
17+ 0.46% |
$1.11K - $1.21K
|
3.72K
$259K
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
14.4K+ 3.04% |
$943K - $1.02M
|
487K
$33.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-32K- 89.86% |
$2.1M - $2.28M
|
3.62K
$252K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
7.49KNew |
$490K - $533K
|
7.49K
$521K
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
6.57K+ 30.17% |
$430K - $468K
|
28.3K
$1.97M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.09K+ 5.57% |
$464K - $505K
|
134K
$9.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
5.56K+ 22.14% |
$364K - $396K
|
30.7K
$2.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-468- 1.66% |
$30.7K - $33.3K
|
27.7K
$1.93M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
87New |
$5.7K - $6.2K
|
87
$6.05K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
38+ 0.7% |
$2.49K - $2.71K
|
5.47K
$380K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
3.93K+ 3.77% |
$257K - $280K
|
108K
$7.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
2.01K+ 47.14% |
$132K - $143K
|
6.29K
$437K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
994+ 22.4% |
$65.1K - $70.8K
|
5.43K
$378K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.74K+ 41.52% |
$114K - $124K
|
5.92K
$412K
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
6.73K+ 2.83% |
$441K - $480K
|
245K
$17M
|
|
|
Jan 24, 2025
Q4 2024
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
4.07KNew |
$267K - $290K
|
4.07K
$283K
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-558- 10.31% |
$36.6K - $39.7K
|
4.85K
$338K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.2K+ 1.03% |
$210K - $228K
|
314K
$21.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
724+ 1.23% |
$47.4K - $51.6K
|
59.4K
$4.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-153- 0.69% |
$10K - $10.9K
|
22.2K
$1.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
3.3KNew |
$216K - $235K
|
3.3K
$230K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
3.38K+ 3.17% |
$222K - $241K
|
110K
$7.67M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
9.55KNew |
$626K - $680K
|
9.55K
$665K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
24.4K+ 8.43% |
$1.6M - $1.74M
|
314K
$21.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-305- 0.34% |
$20K - $21.7K
|
89.6K
$6.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-655- 0.79% |
$42.9K - $46.6K
|
82.6K
$5.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
5.61K+ 20.69% |
$368K - $400K
|
32.7K
$2.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
741+ 19.27% |
$48.5K - $52.8K
|
4.59K
$319K
|
|
|
Jan 22, 2025
Q4 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-959- 2.41% |
$62.8K - $68.3K
|
38.9K
$2.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-20.2K- 9.29% |
$1.32M - $1.44M
|
197K
$13.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2.92K+ 2.13% |
$191K - $208K
|
140K
$9.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
31.2KNew |
$2.04M - $2.22M
|
31.2K
$2.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
29KNew |
$1.9M - $2.06M
|
29K
$2.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
3.16KNew |
$207K - $225K
|
3.16K
$220K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
25.4K+ 6.59% |
$1.66M - $1.81M
|
410K
$28.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
68.6K+ 6.15% |
$4.49M - $4.89M
|
1.18M
$82.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
29.8K+ 21.0% |
$1.95M - $2.12M
|
172K
$12M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.49K+ 10.22% |
$163K - $177K
|
26.8K
$1.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
6.73K+ 11.65% |
$441K - $479K
|
64.4K
$4.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.66K+ 1.1% |
$109K - $118K
|
153K
$10.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
220+ 55.0% |
$14.4K - $15.7K
|
620
$43.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.01K+ 6.44% |
$131K - $143K
|
33.2K
$2.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
1.11K+ 1.18% |
$72.8K - $79.1K
|
95.5K
$6.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-762- 0.52% |
$49.9K - $54.3K
|
147K
$10.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2+ 0.01% |
$131 - $142
|
31.5K
$2.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
5.69KNew |
$373K - $405K
|
5.69K
$396K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.41K+ 13.09% |
$92.3K - $100K
|
12.2K
$847K
|