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 |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-336K- 59.21% |
$20.5M - $21.9M
|
231K
$15M
|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-239K- 13.83% |
$14.6M - $15.6M
|
1.49M
$96.4M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-90.6K- 3.7% |
$5.54M - $5.91M
|
2.36M
$153M
|
|
Aug 08, 2024
Q2 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-81.8K- 27.03% |
$5M - $5.34M
|
221K
$14.3M
|
|
Jul 24, 2024
Q2 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-71.7K- 7.38% |
$4.39M - $4.68M
|
899K
$58.3M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-45.1K- 42.53% |
$2.76M - $2.95M
|
61K
$3.95M
|
|
Aug 02, 2024
Q2 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-42K- 6.56% |
$2.57M - $2.74M
|
599K
$38.8M
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-31.6K- 4.3% |
$1.93M - $2.06M
|
702K
$45.5M
|
|
Jul 24, 2024
Q2 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-30.1K- 9.37% |
$1.84M - $1.97M
|
291K
$18.9M
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-28.1K- 40.92% |
$1.72M - $1.84M
|
40.6K
$2.63M
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-28K- 4.26% |
$1.71M - $1.83M
|
628K
$40.7M
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-27.4K- 3.04% |
$1.68M - $1.79M
|
874K
$56.7M
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-23.1K- 5.13% |
$1.41M - $1.51M
|
427K
$27.7M
|
|
Jul 19, 2024
Q2 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-20K- 10.12% |
$1.22M - $1.31M
|
178K
$11.5M
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-17.6K- 7.6% |
$1.08M - $1.15M
|
214K
$13.9M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-16.4K- 3.62% |
$1M - $1.07M
|
437K
$28.3M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-16.3K- 9.1% |
$999K - $1.07M
|
163K
$10.6M
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-16.1K- 9.92% |
$985K - $1.05M
|
146K
$9.48M
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-13.6K- 48.64% |
$830K - $886K
|
14.3K
$929K
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-12.8K- 7.92% |
$781K - $834K
|
148K
$9.62M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-10.3K- 2.48% |
$630K - $672K
|
406K
$26.3M
|
|
Aug 06, 2024
Q2 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-9.52K- 9.77% |
$582K - $621K
|
87.9K
$5.7M
|
|
Jul 12, 2024
Q2 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-8.83K- 4.11% |
$540K - $576K
|
206K
$13.4M
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.62K- 11.87% |
$527K - $563K
|
64K
$4.15M
|
|
Jul 30, 2024
Q2 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-8.55K- 3.29% |
$523K - $558K
|
252K
$16.3M
|
|
Aug 13, 2024
Q2 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-8.36K- 59.68% |
$512K - $546K
|
5.65K
$366K
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
SELL
|
- |
-8.33K- 0.91% |
$509K - $544K
|
905K
$58.7M
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
SELL
|
- |
-7.79K- 3.88% |
$476K - $508K
|
193K
$12.5M
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-5.62K- 3.61% |
$344K - $367K
|
150K
$9.74M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.62K- 11.68% |
$283K - $302K
|
34.9K
$2.26M
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-4.42K- 17.19% |
$270K - $288K
|
21.3K
$1.38M
|
|
Aug 01, 2024
Q2 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-4.2K- 1.56% |
$257K - $274K
|
265K
$17.2M
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-3.94K- 3.59% |
$241K - $257K
|
106K
$6.86M
|
|
Aug 05, 2024
Q2 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-3.58K- 2.82% |
$219K - $234K
|
123K
$8M
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-3.31K- 2.75% |
$202K - $216K
|
117K
$7.57M
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.26K- 6.9% |
$199K - $213K
|
43.9K
$2.85M
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
SELL
|
- |
-3.23K- 13.61% |
$198K - $211K
|
20.5K
$1.33M
|
|
Jul 23, 2024
Q2 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-2.94K- 32.64% |
$180K - $192K
|
6.07K
$393K
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-2.5K- 4.2% |
$153K - $163K
|
57.1K
$3.7M
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-2.5K- 1.68% |
$153K - $163K
|
146K
$9.5M
|
|
Jul 29, 2024
Q2 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-2.34K- 2.47% |
$143K - $153K
|
92.2K
$5.98M
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-2.23K- 2.2% |
$137K - $146K
|
99.3K
$6.44M
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-2.19K- 0.76% |
$134K - $143K
|
284K
$18.4M
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-2.07K- 1.38% |
$126K - $135K
|
147K
$9.55M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.85K- 28.03% |
$113K - $121K
|
4.75K
$308K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.56K- 0.17% |
$95.3K - $102K
|
922K
$59.7M
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-1.5K- 3.7% |
$91.9K - $98.1K
|
39.1K
$2.53M
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-1.48K- 2.41% |
$90.7K - $96.8K
|
60.1K
$3.9M
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.34K- 2.3% |
$82.1K - $87.6K
|
57.1K
$3.7M
|
|
Jul 10, 2024
Q2 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.32K- 2.36% |
$80.7K - $86.2K
|
54.5K
$3.53M
|