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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
876+ 28.29% |
$59.9K - $63.7K
|
3.97K
$289K
|
|
|
Nov 12, 2025
Q3 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
813+ 1.06% |
$55.6K - $59.1K
|
77.8K
$5.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
748+ 0.56% |
$51.1K - $54.4K
|
135K
$9.82M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
734+ 19.23% |
$50.2K - $53.4K
|
4.55K
$331K
|
|
|
Nov 03, 2025
Q3 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
725+ 6.59% |
$49.5K - $52.7K
|
11.7K
$852K
|
|
|
Oct 14, 2025
Q3 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
719+ 4.04% |
$49.1K - $52.3K
|
18.5K
$1.35M
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
715+ 2.57% |
$48.9K - $52K
|
28.5K
$2.07M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
628+ 1.68% |
$42.9K - $45.6K
|
38K
$2.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
610+ 7.96% |
$41.7K - $44.3K
|
8.27K
$601K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
581+ 461.11% |
$39.7K - $42.2K
|
707
$51.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
577New |
$39.4K - $41.9K
|
577
$41.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
560+ 9.62% |
$38.3K - $40.7K
|
6.38K
$464K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
548+ 12.05% |
$37.4K - $39.8K
|
5.1K
$370K
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
547+ 2.34% |
$37.4K - $39.8K
|
23.9K
$1.74M
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
534+ 2.63% |
$36.5K - $38.8K
|
20.8K
$1.51M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
532+ 2.81% |
$36.4K - $38.7K
|
19.4K
$1.41M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
525+ 1.5% |
$35.9K - $38.2K
|
35.5K
$2.58M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
517+ 2.1% |
$35.3K - $37.6K
|
25.2K
$1.83M
|
|
|
Oct 15, 2025
Q3 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
509+ 7.79% |
$34.8K - $37K
|
7.05K
$512K
|
|
|
Nov 06, 2025
Q3 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
508New |
$34.7K - $36.9K
|
508
$36.9K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
445+ 7.02% |
$30.4K - $32.3K
|
6.79K
$493K
|
|
|
Oct 21, 2025
Q3 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
408+ 1.07% |
$27.9K - $29.7K
|
38.4K
$2.79M
|
|
|
Nov 06, 2025
Q3 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
358+ 8.2% |
$24.5K - $26K
|
4.72K
$343K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
355+ 3.15% |
$24.3K - $25.8K
|
11.6K
$843K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
347+ 7.07% |
$23.7K - $25.2K
|
5.25K
$382K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
335New |
$22.9K - $24.4K
|
335
$24.3K
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
334+ 1.28% |
$22.8K - $24.3K
|
26.3K
$1.91M
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
320+ 4.24% |
$21.9K - $23.3K
|
7.87K
$572K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
314New |
$21.5K - $22.8K
|
314
$22.8K
|
|
|
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 07, 2025
Q3 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
283+ 4.62% |
$19.3K - $20.6K
|
6.41K
$466K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
280+ 0.74% |
$19.1K - $20.4K
|
38.1K
$2.77M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
279+ 0.61% |
$19.1K - $20.3K
|
45.9K
$3.33M
|
|
|
Oct 20, 2025
Q3 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
168+ 0.58% |
$11.5K - $12.2K
|
29.1K
$2.12M
|
|
|
Oct 15, 2025
Q3 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
165+ 2.08% |
$11.3K - $12K
|
8.09K
$588K
|
|
|
Nov 14, 2025
Q3 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
149+ 0.75% |
$10.2K - $10.8K
|
20K
$1.45M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
120+ 3.79% |
$8.2K - $8.72K
|
3.28K
$239K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
105+ 0.72% |
$7.17K - $7.63K
|
14.7K
$1.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
101+ 0.89% |
$6.9K - $7.34K
|
11.5K
$834K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
94New |
$6.42K - $6.83K
|
94
$6.83K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
82+ 7.92% |
$5.6K - $5.96K
|
1.12K
$81.2K
|
|
|
Oct 28, 2025
Q3 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
79+ 1.01% |
$5.4K - $5.74K
|
7.89K
$573K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
63+ 1.32% |
$4.3K - $4.58K
|
4.83K
$351K
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
58+ 0.25% |
$3.96K - $4.22K
|
23.5K
$1.71M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
57+ 52.78% |
$3.89K - $4.14K
|
165
$12K
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
51+ 1.52% |
$3.48K - $3.71K
|
3.4K
$247K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
47+ 0.15% |
$3.21K - $3.42K
|
31.6K
$2.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
43+ 10.89% |
$2.94K - $3.13K
|
438
$31.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
36+ 0.23% |
$2.46K - $2.62K
|
15.7K
$1.14M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
33+ 0.58% |
$2.25K - $2.4K
|
5.68K
$413K
|
|