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 07, 2025
Q3 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
2.58K+ 1.08% |
$176K - $188K
|
242K
$17.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
283+ 4.62% |
$19.3K - $20.6K
|
6.41K
$466K
|
|
|
Nov 07, 2025
Q3 2025
|
Providence Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
201KNew |
$13.7M - $14.6M
|
201K
$14.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
66.7K+ 35.43% |
$4.56M - $4.85M
|
255K
$18.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
17.2K+ 1182.51% |
$1.18M - $1.25M
|
18.7K
$1.36M
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
SELL
|
- |
-120- 16.33% |
$8.2K - $8.72K
|
615
$44.7K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
201K+ 74.76% |
$13.7M - $14.6M
|
469K
$34.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.09M- 12.92% |
$143M - $152M
|
14.1M
$1.02B
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
43.8K+ 7.86% |
$3M - $3.19M
|
602K
$43.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
4.72K+ 14.4% |
$323K - $343K
|
37.5K
$2.72M
|
|
|
Nov 07, 2025
Q3 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
4.18K+ 1.65% |
$286K - $304K
|
258K
$18.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
26.1K+ 2.43% |
$1.78M - $1.9M
|
1.1M
$80M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.18K+ 2.18% |
$149K - $159K
|
102K
$7.43M
|
|
|
Nov 07, 2025
Q3 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
13.4K+ 6.71% |
$915K - $973K
|
213K
$15.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.19K+ 9.78% |
$287K - $305K
|
47.1K
$3.42M
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
6+ 0.13% |
$410 - $436
|
4.54K
$330K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
13.8K+ 40.64% |
$944K - $1M
|
47.8K
$3.47M
|
|
|
Nov 06, 2025
Q3 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
3.98KNew |
$272K - $289K
|
3.98K
$289K
|
|
|
Nov 06, 2025
Q3 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
4.32K+ 5.63% |
$295K - $314K
|
81.2K
$5.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-997- 11.15% |
$68.1K - $72.5K
|
7.95K
$577K
|
|
|
Nov 06, 2025
Q3 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
508New |
$34.7K - $36.9K
|
508
$36.9K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
16.7K+ 9.65% |
$1.14M - $1.22M
|
190K
$13.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
445+ 7.02% |
$30.4K - $32.3K
|
6.79K
$493K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
57+ 52.78% |
$3.89K - $4.14K
|
165
$12K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.86K+ 2.88% |
$332K - $353K
|
174K
$12.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
358+ 8.2% |
$24.5K - $26K
|
4.72K
$343K
|
|
|
Nov 06, 2025
Q3 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
35.5K+ 3.38% |
$2.43M - $2.58M
|
1.08M
$78.8M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-85.8K- 36.69% |
$5.86M - $6.24M
|
148K
$10.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-1.64K- 0.79% |
$112K - $119K
|
205K
$14.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-7.17K- 7.62% |
$490K - $521K
|
86.8K
$6.31M
|
|
|
Nov 05, 2025
Q3 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-1.21K- 19.88% |
$82.9K - $88.2K
|
4.89K
$355K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
SELL
|
- |
-1.45K- 1.54% |
$98.9K - $105K
|
92.6K
$6.72M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.82K- 0.12% |
$124K - $132K
|
1.54M
$112M
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
2.51K+ 7.77% |
$172K - $183K
|
34.8K
$2.53M
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.44K+ 5.31% |
$167K - $177K
|
48.4K
$3.51M
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3+ 0.08% |
$205 - $218
|
3.55K
$258K
|
|
|
Nov 05, 2025
Q3 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
4.66K+ 8.07% |
$318K - $338K
|
62.3K
$4.53M
|
|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
19.2K+ 6.16% |
$1.31M - $1.4M
|
331K
$24.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-11.1K- 73.85% |
$760K - $809K
|
3.94K
$286K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
13.8K+ 7.68% |
$944K - $1M
|
194K
$14.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-6.8K- 5.09% |
$465K - $494K
|
127K
$9.21M
|
|
|
Nov 05, 2025
Q3 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
1.93K+ 3.07% |
$132K - $141K
|
65K
$4.72M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
734+ 19.23% |
$50.2K - $53.4K
|
4.55K
$331K
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-65.9K- 13.16% |
$4.5M - $4.79M
|
435K
$31.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.1K- 3.61% |
$75K - $79.8K
|
29.3K
$2.13M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3.67KNew |
$251K - $267K
|
3.67K
$266K
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
7New |
$478 - $509
|
7
$509
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.78K+ 9.53% |
$121K - $129K
|
20.4K
$1.48M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-324- 2.46% |
$22.1K - $23.6K
|
12.9K
$934K
|
|
|
Nov 04, 2025
Q3 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
25.5K+ 29.54% |
$1.75M - $1.86M
|
112K
$8.14M
|
|