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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2.92K+ 2.13% |
$191K - $208K
|
140K
$9.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
31.2KNew |
$2.04M - $2.22M
|
31.2K
$2.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
3.16KNew |
$207K - $225K
|
3.16K
$206K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
25.4K+ 6.59% |
$1.66M - $1.81M
|
410K
$26.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
68.6K+ 6.15% |
$4.49M - $4.89M
|
1.18M
$77.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
29.8K+ 21.0% |
$1.95M - $2.12M
|
172K
$11.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.49K+ 10.22% |
$163K - $177K
|
26.8K
$1.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
6.73K+ 11.65% |
$441K - $479K
|
64.4K
$4.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.66K+ 1.1% |
$109K - $118K
|
153K
$10M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
220+ 55.0% |
$14.4K - $15.7K
|
620
$40.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.01K+ 6.44% |
$131K - $143K
|
33.2K
$2.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
1.11K+ 1.18% |
$72.8K - $79.1K
|
95.5K
$6.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-762- 0.52% |
$49.9K - $54.3K
|
147K
$9.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2+ 0.01% |
$131 - $142
|
31.5K
$2.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
5.69KNew |
$373K - $405K
|
5.69K
$372K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.41K+ 13.09% |
$92.3K - $100K
|
12.2K
$796K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.68K+ 22.89% |
$110K - $120K
|
9.02K
$590K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.18K- 10.95% |
$77.5K - $84.3K
|
9.62K
$629K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
5.31KNew |
$348K - $378K
|
5.31K
$347K
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-27.7K- 14.78% |
$1.82M - $1.97M
|
160K
$10.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
3.21KNew |
$210K - $228K
|
3.21K
$210K
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
88+ 0.2% |
$5.76K - $6.27K
|
44.1K
$2.89M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
57K+ 6.13% |
$3.73M - $4.06M
|
987K
$64.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.16K+ 34.2% |
$207K - $225K
|
12.4K
$812K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3- 0.02% |
$197 - $214
|
12K
$785K
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
20.7K+ 22.16% |
$1.36M - $1.48M
|
114K
$7.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-62.2K- 3.73% |
$4.07M - $4.43M
|
1.6M
$105M
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
1.25K+ 20.05% |
$81.6K - $88.7K
|
7.46K
$487K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
15.8K+ 54.1% |
$1.03M - $1.12M
|
44.9K
$2.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.77K- 2.86% |
$116K - $126K
|
60K
$3.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
14.3K+ 74.26% |
$938K - $1.02M
|
33.6K
$2.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.86KNew |
$384K - $417K
|
5.86K
$383K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
7.55KNew |
$494K - $537K
|
7.55K
$493K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.38K+ 4.16% |
$221K - $241K
|
84.5K
$5.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
174KNew |
$11.4M - $12.4M
|
174K
$11.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
6.14KNew |
$402K - $437K
|
6.14K
$402K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-9.93K- 1.22% |
$650K - $707K
|
802K
$52.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
31.4KNew |
$2.06M - $2.24M
|
31.4K
$2.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-28.7K- 99.09% |
$1.88M - $2.04M
|
262
$17.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1.18K+ 0.39% |
$77.1K - $83.8K
|
301K
$19.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
6.42K+ 6.73% |
$420K - $457K
|
102K
$6.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
40+ 0.62% |
$2.62K - $2.85K
|
6.5K
$425K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
18.1KNew |
$1.18M - $1.29M
|
18.1K
$1.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
249+ 1.31% |
$16.3K - $17.7K
|
19.3K
$1.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
36New |
$2.36K - $2.56K
|
36
$2.35K
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
19.2K+ 12.16% |
$1.26M - $1.37M
|
177K
$11.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
5+ 0.02% |
$328 - $356
|
29.1K
$1.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-6.22K- 2.22% |
$408K - $443K
|
275K
$17.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-477- 0.23% |
$31.2K - $34K
|
203K
$13.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-204- 1.14% |
$13.4K - $14.5K
|
17.7K
$1.16M
|