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 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
335New |
$22.9K - $24.4K
|
335
$24.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-110K- 1.0% |
$7.49M - $7.97M
|
10.9M
$792M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.19M+ 212.04% |
$81.5M - $86.7M
|
1.76M
$128M
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
290+ 0.32% |
$19.8K - $21.1K
|
89.6K
$6.51M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.96K- 24.8% |
$202K - $215K
|
8.98K
$652K
|
|
|
Nov 04, 2025
Q3 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1.44KNew |
$98.4K - $105K
|
1.44K
$105K
|
|
|
Nov 04, 2025
Q3 2025
|
Esl Trust Services, LLC
|
BUY
|
- |
55.8KNew |
$3.81M - $4.06M
|
55.8K
$4.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
725+ 6.59% |
$49.5K - $52.7K
|
11.7K
$852K
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
5.29K+ 43.8% |
$362K - $385K
|
17.4K
$1.26M
|
|
|
Nov 03, 2025
Q3 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
1.36K+ 7.47% |
$92.7K - $98.6K
|
19.5K
$1.42M
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
320+ 4.24% |
$21.9K - $23.3K
|
7.87K
$572K
|
|
|
Nov 03, 2025
Q3 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
10+ 0.23% |
$683 - $727
|
4.37K
$317K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
8.62K+ 28.38% |
$589K - $627K
|
39K
$2.83M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
1.38K+ 10.56% |
$94.4K - $100K
|
14.5K
$1.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
14.4K+ 10.41% |
$985K - $1.05M
|
153K
$11.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
83K+ 12.09% |
$5.67M - $6.03M
|
769K
$55.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-100- 0.18% |
$6.83K - $7.27K
|
55.3K
$4.01M
|
|
|
Nov 03, 2025
Q3 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
6.92KNew |
$473K - $503K
|
6.92K
$503K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
63+ 1.32% |
$4.3K - $4.58K
|
4.83K
$351K
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-117- 0.02% |
$7.99K - $8.5K
|
488K
$35.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
33+ 0.58% |
$2.25K - $2.4K
|
5.68K
$413K
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-2.52K- 1.79% |
$172K - $183K
|
138K
$10M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
6.24K+ 10.35% |
$427K - $454K
|
66.6K
$4.84M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
105+ 0.72% |
$7.17K - $7.63K
|
14.7K
$1.07M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
347+ 7.07% |
$23.7K - $25.2K
|
5.25K
$382K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-21- 1.13% |
$1.43K - $1.53K
|
1.84K
$133K
|
|
|
Oct 30, 2025
Q3 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
12.6K+ 3.03% |
$863K - $918K
|
430K
$31.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
3.12K+ 21.86% |
$213K - $227K
|
17.4K
$1.26M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
525+ 1.5% |
$35.9K - $38.2K
|
35.5K
$2.58M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
10K+ 1.53% |
$686K - $730K
|
664K
$48.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
715+ 2.57% |
$48.9K - $52K
|
28.5K
$2.07M
|
|
|
Oct 29, 2025
Q3 2025
|
Northland Capital Management LLC
|
BUY
|
- |
1.23K+ 0.55% |
$83.8K - $89.2K
|
222K
$16.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.4KNew |
$95.9K - $102K
|
1.4K
$102K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
15.9K+ 4.92% |
$1.09M - $1.16M
|
340K
$24.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
49K+ 9.42% |
$3.35M - $3.56M
|
569K
$41.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
5.93KNew |
$405K - $431K
|
5.93K
$430K
|
|
|
Oct 28, 2025
Q3 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
5.04KNew |
$345K - $367K
|
5.04K
$366K
|
|
|
Oct 28, 2025
Q3 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
79+ 1.01% |
$5.4K - $5.74K
|
7.89K
$573K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
7.77K+ 7.85% |
$531K - $565K
|
107K
$7.75M
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
SELL
|
- |
-22.4K- 19.55% |
$1.53M - $1.63M
|
92K
$6.68M
|
|
|
Oct 28, 2025
Q3 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
3.42K+ 62.76% |
$234K - $249K
|
8.88K
$645K
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-19.9K- 1.48% |
$1.36M - $1.45M
|
1.32M
$96.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
13.7K+ 8.58% |
$938K - $998K
|
174K
$12.6M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
24+ 0.25% |
$1.64K - $1.74K
|
9.61K
$698K
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
6.81K+ 34.51% |
$465K - $495K
|
26.5K
$1.93M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
6.12K+ 4.96% |
$418K - $445K
|
130K
$9.41M
|
|
|
Oct 27, 2025
Q3 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-30.1K- 7.16% |
$2.06M - $2.19M
|
391K
$28.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
18+ 0.29% |
$1.23K - $1.31K
|
6.21K
$451K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
280+ 0.74% |
$19.1K - $20.4K
|
38.1K
$2.77M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
1.99K+ 1.65% |
$136K - $145K
|
123K
$8.93M
|
|