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 |
---|---|---|---|---|---|---|---|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.45M- 38.2% |
$85.9M - $108M
|
2.34M
$179M
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-660K- 56.13% |
$39.2M - $49.1M
|
516K
$39.5M
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-591K- 69.59% |
$35.1M - $44M
|
259K
$19.8M
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-312K- 15.52% |
$18.5M - $23.2M
|
1.7M
$130M
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-298K- 10.46% |
$17.7M - $22.1M
|
2.55M
$195M
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-206K- 27.67% |
$12.2M - $15.3M
|
537K
$41.2M
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-163K- 6.46% |
$9.69M - $12.1M
|
2.37M
$181M
|
|
Aug 08, 2025
Q2 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-76.8K- 12.22% |
$4.56M - $5.71M
|
552K
$42.3M
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-66.4K- 76.15% |
$3.94M - $4.94M
|
20.8K
$1.59M
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-55.5K- 83.4% |
$3.29M - $4.13M
|
11K
$846K
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-50.1K- 31.77% |
$2.97M - $3.72M
|
108K
$8.24M
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-45.8K- 6.17% |
$2.71M - $3.4M
|
695K
$53.3M
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-44K- 41.94% |
$2.61M - $3.27M
|
60.9K
$4.66M
|
|
Aug 05, 2025
Q2 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-38.1K- 53.83% |
$2.26M - $2.83M
|
32.6K
$2.5M
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-31.8K- 36.2% |
$1.89M - $2.36M
|
56K
$4.29M
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-28.2K- 3.0% |
$1.67M - $2.1M
|
914K
$70.1M
|
|
Jul 23, 2025
Q2 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-25.4K- 35.96% |
$1.51M - $1.89M
|
45.2K
$3.46M
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-25.3K- 10.02% |
$1.5M - $1.88M
|
227K
$17.4M
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-24.8K- 7.72% |
$1.47M - $1.84M
|
297K
$22.7M
|
|
Jul 24, 2025
Q2 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-22.4K- 7.8% |
$1.33M - $1.67M
|
265K
$20.3M
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-21.8K- 6.3% |
$1.3M - $1.62M
|
325K
$24.9M
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-21.2K- 38.68% |
$1.26M - $1.57M
|
33.5K
$2.57M
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-20.6K- 9.46% |
$1.22M - $1.53M
|
197K
$15.1M
|
|
Aug 06, 2025
Q2 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-19.8K- 6.74% |
$1.18M - $1.47M
|
274K
$21M
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-16.8K- 18.19% |
$996K - $1.25M
|
75.5K
$5.78M
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-16.4K- 10.01% |
$971K - $1.22M
|
147K
$11.3M
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-13.5K- 1.51% |
$800K - $1M
|
881K
$67.5M
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-11.7K- 10.53% |
$692K - $868K
|
99.2K
$7.6M
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-10.9K- 2.63% |
$646K - $810K
|
403K
$30.9M
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-9.26K- 8.5% |
$549K - $689K
|
99.7K
$7.64M
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-9.01K- 28.9% |
$534K - $670K
|
22.2K
$1.7M
|
|
Jul 15, 2025
Q2 2025
|
Oak Root LLC
Santa Barbara, CA |
SELL
|
- |
-8.78K- 0.58% |
$521K - $653K
|
1.51M
$116M
|
|
Jul 22, 2025
Q2 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-8.31K- 2.42% |
$493K - $618K
|
335K
$25.7M
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-8.05K- 4.07% |
$478K - $599K
|
190K
$14.5M
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-7.18K- 7.96% |
$426K - $534K
|
83K
$6.36M
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-6.98K- 2.16% |
$414K - $519K
|
316K
$24.2M
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.25K- 14.46% |
$371K - $465K
|
37K
$2.83M
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-5.88K- 17.89% |
$349K - $437K
|
27K
$2.07M
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-5.58K- 47.56% |
$331K - $415K
|
6.15K
$471K
|
|
Jul 08, 2025
Q2 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
SELL
|
- |
-5.31K- 6.05% |
$315K - $395K
|
82.5K
$6.32M
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-5.21K- 0.8% |
$309K - $388K
|
649K
$49.7M
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.85K- 52.74% |
$288K - $361K
|
4.35K
$333K
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-4.29K- 2.04% |
$254K - $319K
|
206K
$15.8M
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
SELL
|
- |
-4.1K- 21.93% |
$243K - $305K
|
14.6K
$1.12M
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-3.88K- 4.41% |
$230K - $289K
|
84.2K
$6.45M
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-3.83K- 26.96% |
$227K - $285K
|
10.4K
$795K
|
|
Jul 08, 2025
Q2 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-3.71K- 3.9% |
$220K - $276K
|
91.5K
$7.01M
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.52K- 7.29% |
$209K - $262K
|
44.8K
$3.43M
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
SELL
|
- |
-3.43K- 1.84% |
$204K - $255K
|
183K
$14.1M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.43K- 0.07% |
$204K - $255K
|
4.73M
$362M
|