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 13, 2025
Q3 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
128KNew |
$8.73M - $9.28M
|
128K
$9.28M
|
|
|
Nov 13, 2025
Q3 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.2K+ 14.38% |
$218K - $232K
|
25.4K
$1.85M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
4.39K+ 47.71% |
$300K - $319K
|
13.6K
$988K
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.61K+ 0.34% |
$110K - $117K
|
477K
$34.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1.37K+ 3.03% |
$93.7K - $99.7K
|
46.7K
$3.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.06K+ 2.76% |
$278K - $295K
|
151K
$11M
|
|
|
Nov 12, 2025
Q3 2025
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
2.13K+ 0.44% |
$145K - $155K
|
487K
$35.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
21New |
$1.43K - $1.53K
|
21
$1.53K
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
120+ 3.79% |
$8.2K - $8.72K
|
3.28K
$239K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6.93K+ 350.23% |
$474K - $504K
|
8.91K
$647K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
16.1KNew |
$1.1M - $1.17M
|
16.1K
$1.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
916New |
$62.6K - $66.6K
|
916
$66.5K
|
|
|
Nov 12, 2025
Q3 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
165K+ 8.38% |
$11.3M - $12M
|
2.13M
$155M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
581+ 461.11% |
$39.7K - $42.2K
|
707
$51.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
279+ 0.61% |
$19.1K - $20.3K
|
45.9K
$3.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-18.3K- 10.9% |
$1.25M - $1.33M
|
149K
$10.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-156- 0.54% |
$10.7K - $11.3K
|
28.6K
$2.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
18KNew |
$1.23M - $1.31M
|
18K
$1.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-3.68K- 33.51% |
$251K - $267K
|
7.29K
$530K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
610+ 7.96% |
$41.7K - $44.3K
|
8.27K
$601K
|
|
|
Nov 12, 2025
Q3 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
748+ 0.56% |
$51.1K - $54.4K
|
135K
$9.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
24.1KNew |
$1.65M - $1.75M
|
24.1K
$1.75M
|
|
|
Nov 12, 2025
Q3 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
813+ 1.06% |
$55.6K - $59.1K
|
77.8K
$5.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
35.6K+ 27.44% |
$2.43M - $2.59M
|
165K
$12M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
4.34K+ 19.94% |
$296K - $315K
|
26.1K
$1.89M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-36.9K- 68.67% |
$2.52M - $2.68M
|
16.8K
$1.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
11.9K+ 20.16% |
$810K - $862K
|
70.7K
$5.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
16.4K+ 5.94% |
$1.12M - $1.19M
|
292K
$21.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Truepoint, Inc.
|
SELL
|
- |
-108- 0.28% |
$7.38K - $7.85K
|
37.8K
$2.75M
|
|
|
Nov 12, 2025
Q3 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
4.57K+ 10.96% |
$312K - $332K
|
46.3K
$3.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
216K+ 9.15% |
$14.8M - $15.7M
|
2.58M
$187M
|
|
|
Nov 12, 2025
Q3 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.3K- 6.85% |
$89.1K - $94.8K
|
17.7K
$1.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
664K+ 79.94% |
$45.4M - $48.3M
|
1.5M
$109M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.1K+ 11.96% |
$688K - $731K
|
94.2K
$6.84M
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
32+ 0.24% |
$2.19K - $2.33K
|
13.3K
$968K
|
|
|
Nov 12, 2025
Q3 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
4.38K+ 7.44% |
$299K - $318K
|
63.2K
$4.59M
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
560+ 9.62% |
$38.3K - $40.7K
|
6.38K
$464K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
8.43KNew |
$576K - $613K
|
8.43K
$612K
|
|
|
Nov 10, 2025
Q3 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
35.4KNew |
$2.42M - $2.57M
|
35.4K
$2.57M
|
|
|
Nov 10, 2025
Q3 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
2.9KNew |
$198K - $211K
|
2.9K
$211K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-958- 4.57% |
$65.5K - $69.6K
|
20K
$1.45M
|
|
|
Nov 10, 2025
Q3 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
15.4K+ 2.28% |
$1.05M - $1.12M
|
692K
$50.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
926New |
$63.3K - $67.3K
|
926
$67.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.12KNew |
$350K - $372K
|
5.12K
$372K
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
3.43KNew |
$234K - $249K
|
3.43K
$249K
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1.69K+ 311.83% |
$115K - $123K
|
2.23K
$162K
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
532+ 2.81% |
$36.4K - $38.7K
|
19.4K
$1.41M
|
|
|
Nov 10, 2025
Q3 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
26.5K+ 6.33% |
$1.81M - $1.92M
|
445K
$32.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-1.79K- 1.95% |
$122K - $130K
|
90.2K
$6.55M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.79K+ 140.31% |
$122K - $130K
|
3.06K
$223K
|
|