Latest Institutional Sells of American Centy ETF Tr Avantis (AVDE)
This list provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVDE) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-6.01M- 98.29% |
$366M - $401M
|
105K
$6.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-916K- 98.37% |
$55.8M - $61.1M
|
15.2K
$1M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-825K- 14.33% |
$50.3M - $55M
|
4.94M
$326M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-572K- 76.31% |
$34.8M - $38.1M
|
177K
$11.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-44.5K- 34.68% |
$2.71M - $2.97M
|
83.9K
$5.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-40.4K- 10.82% |
$2.46M - $2.7M
|
333K
$22M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-39.1K- 67.83% |
$2.38M - $2.61M
|
18.6K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-33.7K- 4.14% |
$2.05M - $2.25M
|
781K
$51.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-32.6K- 4.12% |
$1.98M - $2.17M
|
757K
$50M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-31.5K- 48.63% |
$1.92M - $2.1M
|
33.3K
$2.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-30.4K- 57.71% |
$1.85M - $2.03M
|
22.3K
$1.47M
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-26.1K- 17.18% |
$1.59M - $1.74M
|
126K
$8.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-19.8K- 6.95% |
$1.2M - $1.32M
|
264K
$17.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-19.7K- 26.08% |
$1.2M - $1.32M
|
55.9K
$3.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-18.2K- 10.68% |
$1.11M - $1.21M
|
152K
$10M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-12.8K- 12.19% |
$783K - $857K
|
92.6K
$6.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.59K- 1.15% |
$584K - $639K
|
821K
$54.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-8.23K- 34.16% |
$501K - $549K
|
15.9K
$1.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-8.19K- 6.17% |
$499K - $546K
|
125K
$8.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-8.11K- 1.96% |
$494K - $541K
|
405K
$26.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.76K- 28.21% |
$472K - $517K
|
19.7K
$1.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-6.66K- 18.19% |
$406K - $444K
|
30K
$1.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-6.46K- 48.48% |
$393K - $431K
|
6.87K
$454K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-6.28K- 1.05% |
$382K - $419K
|
591K
$39M
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-6.12K- 4.12% |
$372K - $408K
|
142K
$9.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.5K- 8.71% |
$335K - $367K
|
57.6K
$3.81M
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-5.23K- 19.44% |
$318K - $348K
|
21.7K
$1.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-5.15K- 9.6% |
$314K - $344K
|
48.5K
$3.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-4.94K- 48.72% |
$301K - $329K
|
5.2K
$343K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-4.5K- 17.34% |
$274K - $300K
|
21.4K
$1.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-4.49K- 3.52% |
$274K - $300K
|
123K
$8.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-3.79K- 5.46% |
$231K - $252K
|
65.5K
$4.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-3.76K- 3.27% |
$229K - $250K
|
111K
$7.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.69K- 52.99% |
$225K - $246K
|
3.28K
$216K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-2.95K- 0.76% |
$180K - $197K
|
388K
$25.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-2.67K- 1.38% |
$162K - $178K
|
191K
$12.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-2.47K- 95.3% |
$151K - $165K
|
122
$8.06K
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-2.05K- 1.68% |
$125K - $137K
|
120K
$7.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.92K- 5.97% |
$117K - $128K
|
30.2K
$2M
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-1.82K- 4.1% |
$111K - $121K
|
42.5K
$2.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.7K- 0.82% |
$104K - $114K
|
206K
$13.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.47K- 99.93% |
$89.5K - $98K
|
1
$66.1
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.25K- 15.95% |
$76K - $83.2K
|
6.58K
$434K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.23K- 8.14% |
$74.8K - $82K
|
13.9K
$916K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.2K- 1.06% |
$72.8K - $79.8K
|
112K
$7.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-1.16K- 0.13% |
$70.8K - $77.5K
|
918K
$60.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.06K- 99.81% |
$64.6K - $70.8K
|
2
$132
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1K- 41.67% |
$60.9K - $66.7K
|
1.4K
$92.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-995- 5.54% |
$60.6K - $66.4K
|
17K
$1.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-983- 5.82% |
$59.9K - $65.6K
|
15.9K
$1.05M
|