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 |
|---|---|---|---|---|---|---|---|
|
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
|
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
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
8.48K+ 4.03% |
$579K - $616K
|
219K
$15.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-249- 4.45% |
$17K - $18.1K
|
5.35K
$388K
|
|
|
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 Futures LTD Liability Co.
|
BUY
|
- |
6.12K+ 4.96% |
$418K - $445K
|
130K
$9.41M
|
|
|
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
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
24+ 0.25% |
$1.64K - $1.74K
|
9.61K
$698K
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-269- 3.89% |
$18.4K - $19.6K
|
6.64K
$483K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.34K- 4.88% |
$91.2K - $97K
|
26K
$1.89M
|
|
|
Oct 24, 2025
Q3 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
3.14KNew |
$215K - $228K
|
3.14K
$228K
|
|
|
Oct 24, 2025
Q3 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
SELL
|
- |
-339- 7.66% |
$23.2K - $24.6K
|
4.08K
$297K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
2.85KNew |
$194K - $207K
|
2.85K
$207K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
4.93KNew |
$337K - $358K
|
4.93K
$358K
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-174- 4.55% |
$11.9K - $12.6K
|
3.65K
$265K
|
|
|
Oct 23, 2025
Q3 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
5.16K+ 4.22% |
$352K - $375K
|
127K
$9.25M
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
19.9K+ 7.98% |
$1.36M - $1.45M
|
270K
$19.6M
|
|
|
Oct 23, 2025
Q3 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
25.9K+ 31.92% |
$1.77M - $1.88M
|
107K
$7.77M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.97K+ 1.12% |
$271K - $288K
|
359K
$26.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
4.56K+ 6.18% |
$311K - $331K
|
78.3K
$5.69M
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-99- 0.18% |
$6.76K - $7.2K
|
54.2K
$3.94M
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
65.3K+ 6.36% |
$4.46M - $4.74M
|
1.09M
$79.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-250- 2.6% |
$17.1K - $18.2K
|
9.37K
$680K
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-964- 2.02% |
$65.9K - $70.1K
|
46.8K
$3.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7.69K+ 15.09% |
$526K - $559K
|
58.7K
$4.26M
|
|
|
Oct 23, 2025
Q3 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
5.23K+ 2.95% |
$357K - $380K
|
183K
$13.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
2.7KNew |
$184K - $196K
|
2.7K
$196K
|
|
|
Oct 23, 2025
Q3 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
2.76K+ 2.6% |
$188K - $200K
|
109K
$7.91M
|
|
|
Oct 23, 2025
Q3 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-8.2K- 8.08% |
$560K - $596K
|
93.3K
$6.78M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.1K+ 10.15% |
$74.9K - $79.7K
|
11.9K
$864K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
139K+ 14.48% |
$9.52M - $10.1M
|
1.1M
$80M
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-526- 1.41% |
$35.9K - $38.2K
|
36.8K
$2.68M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
47+ 0.15% |
$3.21K - $3.42K
|
31.6K
$2.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-7.64K- 12.69% |
$522K - $555K
|
52.6K
$3.82M
|
|
|
Oct 22, 2025
Q3 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
2.43K+ 1.55% |
$166K - $177K
|
159K
$11.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Brickley Wealth Management
|
SELL
|
- |
-484- 12.49% |
$33.1K - $35.2K
|
3.39K
$246K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-325- 56.23% |
$22.2K - $23.6K
|
253
$18.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-7.13K- 2.51% |
$487K - $518K
|
277K
$20.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
314New |
$21.5K - $22.8K
|
314
$22.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
64.5K+ 2.92% |
$4.41M - $4.69M
|
2.27M
$165M
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
534+ 2.63% |
$36.5K - $38.8K
|
20.8K
$1.51M
|
|
|
Oct 21, 2025
Q3 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
10+ 0.27% |
$683 - $727
|
3.76K
$273K
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.8KNew |
$191K - $203K
|
2.8K
$203K
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
4.6K+ 12.01% |
$314K - $335K
|
42.9K
$3.12M
|
|