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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.69K+ 2.16% |
$183K - $195K
|
127K
$9.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
18.7KNew |
$1.28M - $1.36M
|
18.7K
$1.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.68KNew |
$252K - $268K
|
3.68K
$267K
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
10.5K+ 121.47% |
$714K - $760K
|
19.1K
$1.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-638- 0.82% |
$43.6K - $46.4K
|
76.7K
$5.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
101+ 0.89% |
$6.9K - $7.34K
|
11.5K
$834K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-6.79K- 5.9% |
$464K - $494K
|
108K
$7.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
5.53KNew |
$378K - $402K
|
5.53K
$402K
|
|
|
Nov 14, 2025
Q3 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-215- 1.06% |
$14.7K - $15.6K
|
20.1K
$1.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
41.5K+ 5.63% |
$2.83M - $3.01M
|
778K
$56.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
SELL
|
- |
-480- 8.23% |
$32.8K - $34.9K
|
5.36K
$389K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-69- 1.61% |
$4.71K - $5.02K
|
4.22K
$306K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.08K+ 1.02% |
$142K - $151K
|
206K
$14.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-31- 0.81% |
$2.12K - $2.25K
|
3.78K
$274K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
93.9K+ 6.95% |
$6.42M - $6.83M
|
1.44M
$105M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-120- 0.2% |
$8.2K - $8.72K
|
59.7K
$4.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-7.95K- 4.53% |
$543K - $578K
|
167K
$12.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.95K- 4.84% |
$338K - $360K
|
97.2K
$7.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-512- 2.63% |
$35K - $37.2K
|
18.9K
$1.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-14.2K- 1.07% |
$972K - $1.03M
|
1.32M
$95.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.33K- 5.68% |
$90.7K - $96.5K
|
22K
$1.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
548+ 12.05% |
$37.4K - $39.8K
|
5.1K
$370K
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-7.34K- 9.09% |
$502K - $534K
|
73.4K
$5.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
10.6K+ 16.69% |
$724K - $770K
|
74.1K
$5.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-24- 0.5% |
$1.64K - $1.74K
|
4.78K
$347K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.18K- 1.71% |
$80.7K - $85.8K
|
67.9K
$4.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.5K+ 10.25% |
$719K - $765K
|
113K
$8.22M
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
900+ 2.77% |
$61.5K - $65.4K
|
33.3K
$2.42M
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.04K+ 12.55% |
$70.9K - $75.5K
|
9.31K
$676K
|
|
|
Nov 13, 2025
Q3 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
33.3K+ 29.39% |
$2.27M - $2.42M
|
146K
$10.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-1.64K- 34.27% |
$112K - $119K
|
3.14K
$228K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
51.1K+ 17.12% |
$3.49M - $3.71M
|
350K
$25.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-202- 24.94% |
$13.8K - $14.7K
|
608
$44.2K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.77K+ 329.92% |
$258K - $274K
|
4.91K
$357K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-1K- 7.56% |
$68.5K - $72.9K
|
12.3K
$892K
|
|
|
Nov 13, 2025
Q3 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
9.65K+ 28.64% |
$660K - $702K
|
43.4K
$3.15M
|
|
|
Nov 13, 2025
Q3 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
18.7K+ 11.57% |
$1.28M - $1.36M
|
181K
$13.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-196- 24.2% |
$13.4K - $14.2K
|
614
$44.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
355+ 3.15% |
$24.3K - $25.8K
|
11.6K
$843K
|
|
|
Nov 13, 2025
Q3 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
4.09K+ 14.4% |
$279K - $297K
|
32.5K
$2.36M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.99K- 0.41% |
$136K - $145K
|
488K
$35.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-3.5K- 14.06% |
$239K - $254K
|
21.4K
$1.55M
|
|
|
Nov 13, 2025
Q3 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-1.07K- 4.32% |
$73K - $77.7K
|
23.7K
$1.72M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
15.9K+ 8.43% |
$1.09M - $1.16M
|
205K
$14.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-2.44K- 0.16% |
$167K - $177K
|
1.56M
$113M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
27.4K+ 5.8% |
$1.87M - $1.99M
|
500K
$36.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
27.6K+ 23.64% |
$1.88M - $2M
|
144K
$10.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-51.1K- 78.44% |
$3.49M - $3.71M
|
14K
$1.02M
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
89.9K+ 7.51% |
$6.14M - $6.53M
|
1.29M
$93.5M
|
|