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 07, 2025
Q3 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
64.3KNew |
$4.39M - $4.67M
|
64.3K
$4.67M
|
|
|
Oct 07, 2025
Q3 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
5.58K+ 2.2% |
$381K - $405K
|
259K
$18.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-689- 2.19% |
$47.1K - $50.1K
|
30.8K
$2.24M
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
4.12K+ 45.85% |
$282K - $300K
|
13.1K
$952K
|
|
|
Oct 06, 2025
Q3 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
13+ 0.04% |
$888 - $945
|
36.5K
$2.65M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.2K+ 7.5% |
$1.38M - $1.65M
|
347K
$25.2M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
620+ 100.0% |
$35.2K - $42.3K
|
1.24K
$90.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
44.7K+ 4.52% |
$2.54M - $3.05M
|
1.03M
$75M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-171- 4.91% |
$9.72K - $11.7K
|
3.31K
$241K
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.1K- 14.54% |
$62.5K - $75K
|
6.46K
$470K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.44KNew |
$81.6K - $97.9K
|
1.44K
$104K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.67KNew |
$379K - $455K
|
6.67K
$484K
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
BUY
|
- |
174+ 0.87% |
$9.89K - $11.9K
|
20.2K
$1.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-3.14K- 6.56% |
$178K - $214K
|
44.7K
$3.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.1KNew |
$233K - $280K
|
4.1K
$298K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
4.75K+ 440.63% |
$270K - $324K
|
5.83K
$423K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
17.4K+ 6.81% |
$987K - $1.18M
|
272K
$19.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
15.9K+ 12.0% |
$906K - $1.09M
|
149K
$10.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
4.02KNew |
$229K - $274K
|
4.02K
$292K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
5.41KNew |
$308K - $369K
|
5.41K
$393K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-603- 3.5% |
$34.3K - $41.1K
|
16.6K
$1.21M
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
19+ 0.39% |
$1.08K - $1.3K
|
4.93K
$358K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
32.7K+ 14.08% |
$1.86M - $2.23M
|
265K
$19.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
16+ 3.59% |
$910 - $1.09K
|
462
$33.6K
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1New |
$56.9 - $68.2
|
1
$72.7
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
221+ 59.25% |
$12.6K - $15.1K
|
594
$43.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
3.03KNew |
$172K - $207K
|
3.03K
$220K
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
40New |
$2.27K - $2.73K
|
40
$2.91K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
37+ 3700.0% |
$2.1K - $2.52K
|
38
$2.76K
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
5.24KNew |
$298K - $358K
|
5.24K
$381K
|
|
|
Jul 29, 2025
Q2 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
3KNew |
$170K - $205K
|
3K
$218K
|
|
|
Jul 28, 2025
Q2 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2+ 12.5% |
$114 - $136
|
18
$1.31K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.51K- 14.86% |
$85.8K - $103K
|
8.65K
$629K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-810- 11.45% |
$46K - $55.3K
|
6.26K
$455K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
27.3K+ 2.26% |
$1.55M - $1.86M
|
1.23M
$89.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
1.17K+ 18.13% |
$66.6K - $79.9K
|
7.64K
$555K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-217- 78.06% |
$12.3K - $14.8K
|
61
$4.43K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13New |
$739 - $887
|
13
$944
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
2.13K+ 286.94% |
$121K - $145K
|
2.88K
$209K
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
3.14KNew |
$179K - $214K
|
3.14K
$228K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
3.99K+ 2.43% |
$227K - $272K
|
168K
$12.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
219New |
$12.5K - $14.9K
|
219
$15.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
9.55KNew |
$543K - $651K
|
9.55K
$693K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-86- 32.82% |
$4.89K - $5.87K
|
176
$12.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
31.7K+ 35.4% |
$1.8M - $2.16M
|
121K
$8.81M
|
|
| Q1 2025 | |||||||
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-12.7K- 80.33% |
$807K - $895K
|
3.11K
$226K
|
|
|
May 30, 2025
Q1 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
5.47KNew |
$347K - $385K
|
5.47K
$397K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
480New |
$30.5K - $33.8K
|
480
$34.9K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
598New |
$38K - $42.1K
|
598
$43.4K
|
|