Latest Institutional Purchases of American Centy ETF Tr Avantis (AVLV)
This list provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVLV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
5.49K+ 2.37% |
$359K - $391K
|
237K
$16.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
5.45K+ 10.87% |
$357K - $388K
|
55.6K
$3.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
5.31KNew |
$348K - $378K
|
5.31K
$370K
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
4.24K+ 21.15% |
$278K - $302K
|
24.3K
$1.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
4.18K+ 55.76% |
$274K - $297K
|
11.7K
$812K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
4.16K+ 16.82% |
$272K - $296K
|
28.9K
$2.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
4.07KNew |
$267K - $290K
|
4.07K
$283K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
3.93K+ 3.77% |
$257K - $280K
|
108K
$7.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
3.38K+ 3.17% |
$222K - $241K
|
110K
$7.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.38K+ 4.16% |
$221K - $241K
|
84.5K
$5.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
3.3KNew |
$216K - $235K
|
3.3K
$230K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
3.3KNew |
$216K - $235K
|
3.3K
$230K
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
3.21KNew |
$210K - $228K
|
3.21K
$223K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.2K+ 1.03% |
$210K - $228K
|
314K
$21.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.16K+ 34.2% |
$207K - $225K
|
12.4K
$864K
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
3.16KNew |
$207K - $225K
|
3.16K
$220K
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
3.03K+ 20.3% |
$198K - $215K
|
17.9K
$1.25M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
3.02KNew |
$198K - $215K
|
3.02K
$210K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2.92K+ 2.13% |
$191K - $208K
|
140K
$9.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.49K+ 10.22% |
$163K - $177K
|
26.8K
$1.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.48K+ 18.73% |
$162K - $176K
|
15.7K
$1.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
2.07K+ 0.9% |
$136K - $148K
|
232K
$16.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
2.07K+ 3.34% |
$136K - $148K
|
64.2K
$4.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
2.01K+ 47.14% |
$132K - $143K
|
6.29K
$437K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.01K+ 6.44% |
$131K - $143K
|
33.2K
$2.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.88K+ 32.82% |
$123K - $134K
|
7.6K
$529K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.74K+ 41.52% |
$114K - $124K
|
5.92K
$412K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.68K+ 22.89% |
$110K - $120K
|
9.02K
$628K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.66K+ 1.1% |
$109K - $118K
|
153K
$10.6M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.44KNew |
$94.5K - $103K
|
1.44K
$100K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.41K+ 13.09% |
$92.3K - $100K
|
12.2K
$847K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.3K+ 20.31% |
$85.2K - $92.6K
|
7.7K
$536K
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
1.25K+ 20.05% |
$81.6K - $88.7K
|
7.46K
$519K
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1.18K+ 0.39% |
$77.1K - $83.8K
|
301K
$20.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
1.11K+ 1.18% |
$72.8K - $79.1K
|
95.5K
$6.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
994+ 22.4% |
$65.1K - $70.8K
|
5.43K
$378K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
741+ 19.27% |
$48.5K - $52.8K
|
4.59K
$319K
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
724+ 1.23% |
$47.4K - $51.6K
|
59.4K
$4.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
573New |
$37.5K - $40.8K
|
573
$39.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
276+ 2.12% |
$18.1K - $19.7K
|
13.3K
$925K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
249+ 1.31% |
$16.3K - $17.7K
|
19.3K
$1.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
238+ 6.62% |
$15.6K - $17K
|
3.83K
$267K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
232+ 0.98% |
$15.2K - $16.5K
|
24K
$1.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
220+ 55.0% |
$14.4K - $15.7K
|
620
$43.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
196+ 151.94% |
$12.8K - $14K
|
325
$22.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
106+ 0.45% |
$6.94K - $7.55K
|
23.7K
$1.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
88+ 0.2% |
$5.76K - $6.27K
|
44.1K
$3.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
87New |
$5.7K - $6.2K
|
87
$6.05K
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
40+ 0.45% |
$2.62K - $2.85K
|
8.86K
$617K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
40+ 0.62% |
$2.62K - $2.85K
|
6.5K
$452K
|