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
$174M
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-312K- 15.52% |
$18.5M - $23.2M
|
1.7M
$126M
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-298K- 10.46% |
$17.7M - $22.1M
|
2.55M
$189M
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-50.1K- 31.77% |
$2.97M - $3.72M
|
108K
$7.98M
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-31.8K- 36.2% |
$1.89M - $2.36M
|
56K
$4.16M
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-28.2K- 3.0% |
$1.67M - $2.1M
|
914K
$67.9M
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-25.3K- 10.02% |
$1.5M - $1.88M
|
227K
$16.8M
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-13.5K- 1.51% |
$800K - $1M
|
881K
$65.4M
|
|
Jul 15, 2025
Q2 2025
|
Oak Root LLC
Santa Barbara, CA |
SELL
|
- |
-8.78K- 0.58% |
$521K - $653K
|
1.51M
$112M
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-6.98K- 2.16% |
$414K - $519K
|
316K
$23.5M
|
|
Jul 08, 2025
Q2 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
SELL
|
- |
-5.31K- 6.05% |
$315K - $395K
|
82.5K
$6.12M
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-5.21K- 0.8% |
$309K - $388K
|
649K
$48.1M
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-4.29K- 2.04% |
$254K - $319K
|
206K
$15.3M
|
|
Jul 08, 2025
Q2 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-3.71K- 3.9% |
$220K - $276K
|
91.5K
$6.79M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.43K- 0.07% |
$204K - $255K
|
4.73M
$351M
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-3.16K- 0.73% |
$187K - $235K
|
429K
$31.8M
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-2.19K- 7.88% |
$130K - $163K
|
25.6K
$1.9M
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-1.55K- 30.78% |
$92.1K - $115K
|
3.49K
$259K
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-1.32K- 0.56% |
$78.1K - $97.9K
|
234K
$17.4M
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-1.2K- 3.55% |
$71.2K - $89.2K
|
32.6K
$2.42M
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.01K- 1.7% |
$60.2K - $75.4K
|
58.7K
$4.36M
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-970- 0.31% |
$57.5K - $72.1K
|
314K
$23.3M
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-615- 3.56% |
$36.5K - $45.7K
|
16.7K
$1.24M
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-600- 3.6% |
$35.6K - $44.6K
|
16.1K
$1.19M
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-537- 1.07% |
$31.9K - $39.9K
|
49.8K
$3.7M
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-432- 0.88% |
$25.6K - $32.1K
|
48.9K
$3.63M
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-372- 0.28% |
$22.1K - $27.7K
|
130K
$9.66M
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
SELL
|
- |
-273- 3.17% |
$16.2K - $20.3K
|
8.33K
$618K
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-222- 1.11% |
$13.2K - $16.5K
|
19.8K
$1.47M
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-185- 2.98% |
$11K - $13.8K
|
6.01K
$446K
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-134- 20.33% |
$7.95K - $9.96K
|
525
$39K
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-47- 20.43% |
$2.79K - $3.49K
|
183
$13.6K
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-31- 10.47% |
$1.84K - $2.31K
|
265
$19.7K
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4- 0.3% |
$237 - $297
|
1.34K
$99.6K
|
|
Q1 2025 | |||||||
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-200K- 9.02% |
$12.1M - $13.7M
|
2.02M
$150M
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-185K- 96.57% |
$11.2M - $12.7M
|
6.57K
$488K
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-183K- 99.82% |
$11.1M - $12.5M
|
334
$24.8K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-105K- 7.08% |
$6.36M - $7.19M
|
1.38M
$102M
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-64.3K- 7.97% |
$3.9M - $4.41M
|
743K
$55.1M
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-50K- 13.07% |
$3.03M - $3.43M
|
333K
$24.7M
|
|
Apr 29, 2025
Q1 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-46.6K- 6.9% |
$2.83M - $3.2M
|
629K
$46.6M
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-41.5K- 10.77% |
$2.52M - $2.84M
|
344K
$25.5M
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-41.2K- 27.08% |
$2.5M - $2.82M
|
111K
$8.22M
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-39.5K- 5.06% |
$2.4M - $2.71M
|
741K
$55M
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-37.3K- 50.0% |
$2.26M - $2.56M
|
37.3K
$2.77M
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-37.1K- 29.51% |
$2.25M - $2.55M
|
88.7K
$6.58M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-34.6K- 19.06% |
$2.1M - $2.37M
|
147K
$10.9M
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-19.6K- 11.07% |
$1.19M - $1.35M
|
158K
$11.7M
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-13.4K- 2.0% |
$814K - $921K
|
657K
$48.8M
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-12.9K- 11.44% |
$780K - $882K
|
99.6K
$7.39M
|