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 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-825K- 14.33% |
$50.3M - $55M
|
4.94M
$307M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-8.23K- 34.16% |
$501K - $549K
|
15.9K
$986K
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-5.23K- 19.44% |
$318K - $348K
|
21.7K
$1.35M
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-2.67K- 1.38% |
$162K - $178K
|
191K
$11.9M
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-983- 5.82% |
$59.9K - $65.6K
|
15.9K
$989K
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-899- 11.09% |
$54.7K - $60K
|
7.21K
$448K
|
|
Jan 13, 2025
Q4 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-675- 3.93% |
$41.1K - $45K
|
16.5K
$1.02M
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-171- 0.07% |
$10.4K - $11.4K
|
232K
$14.4M
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 1.39% |
$6.09K - $6.67K
|
7.09K
$441K
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-34- 20.12% |
$2.07K - $2.27K
|
135
$8.39K
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-24- 0.04% |
$1.46K - $1.6K
|
57.8K
$3.59M
|
|
Q3 2024 | |||||||
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-4.66M- 98.29% |
$280M - $316M
|
81.2K
$5.05M
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-135K- 58.27% |
$8.1M - $9.12M
|
96.5K
$6M
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-88.7K- 93.42% |
$5.33M - $6M
|
6.25K
$388K
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-86.5K- 10.35% |
$5.2M - $5.85M
|
749K
$46.6M
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-64.4K- 29.68% |
$3.87M - $4.36M
|
153K
$9.48M
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-62.8K- 10.0% |
$3.77M - $4.25M
|
565K
$35.1M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-59.6K- 6.82% |
$3.58M - $4.04M
|
814K
$50.6M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-53.7K- 52.33% |
$3.23M - $3.63M
|
48.9K
$3.04M
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-52.6K- 49.74% |
$3.16M - $3.56M
|
53.2K
$3.31M
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-46.3K- 85.87% |
$2.78M - $3.13M
|
7.62K
$473K
|
|
Oct 24, 2024
Q3 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-30.2K- 34.37% |
$1.82M - $2.05M
|
57.7K
$3.59M
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-28.8K- 65.64% |
$1.73M - $1.95M
|
15.1K
$938K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-20.3K- 33.28% |
$1.22M - $1.37M
|
40.7K
$2.53M
|
|
Oct 30, 2024
Q3 2024
|
Oak Root LLC
Santa Barbara, CA |
SELL
|
- |
-18.8K- 1.22% |
$1.13M - $1.27M
|
1.52M
$94.2M
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-13.7K- 15.31% |
$822K - $926K
|
75.7K
$4.7M
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-13.6K- 3.18% |
$816K - $918K
|
413K
$25.7M
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-12.8K- 22.41% |
$769K - $866K
|
44.3K
$2.75M
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-12.3K- 31.61% |
$738K - $831K
|
26.6K
$1.65M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.7K- 28.0% |
$643K - $724K
|
27.5K
$1.71M
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-7.65K- 7.48% |
$460K - $518K
|
94.6K
$5.88M
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-7.32K- 20.7% |
$440K - $495K
|
28K
$1.74M
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-6.49K- 3.03% |
$390K - $439K
|
208K
$12.9M
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-5.46K- 4.92% |
$328K - $369K
|
105K
$6.55M
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-5.37K- 16.63% |
$322K - $363K
|
26.9K
$1.67M
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-4.96K- 3.6% |
$298K - $336K
|
133K
$8.25M
|
|
Oct 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-4.42K- 4.79% |
$265K - $299K
|
87.8K
$5.46M
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
SELL
|
- |
-3.69K- 1.84% |
$221K - $249K
|
196K
$12.2M
|
|
Oct 25, 2024
Q3 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-3.4K- 31.93% |
$205K - $230K
|
7.26K
$451K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-3.38K- 2.89% |
$203K - $228K
|
113K
$7.05M
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-3.32K- 4.87% |
$199K - $224K
|
64.8K
$4.03M
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-3.12K- 0.34% |
$187K - $211K
|
902K
$56M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.9K- 9.05% |
$174K - $196K
|
29.1K
$1.81M
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-2.79K- 13.58% |
$168K - $189K
|
17.7K
$1.1M
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-2.45K- 6.27% |
$147K - $166K
|
36.6K
$2.28M
|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-1.73K- 1.4% |
$104K - $117K
|
122K
$7.57M
|
|
Nov 01, 2024
Q3 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-1.66K- 3.51% |
$99.7K - $112K
|
45.6K
$2.83M
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-1.56K- 3.45% |
$93.4K - $105K
|
43.6K
$2.71M
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.16K- 2.25% |
$69.6K - $78.4K
|
50.4K
$3.13M
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-1K- 20.31% |
$60.3K - $67.9K
|
3.94K
$245K
|