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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-12.3K- 31.61% |
$738K - $831K
|
26.6K
$1.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.7K- 28.0% |
$643K - $724K
|
27.5K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-7.32K- 20.7% |
$440K - $495K
|
28K
$1.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-6.49K- 3.03% |
$390K - $439K
|
208K
$13.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-5.46K- 4.92% |
$328K - $369K
|
105K
$6.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-5.37K- 16.63% |
$322K - $363K
|
26.9K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
SELL
|
- |
-3.69K- 1.84% |
$221K - $249K
|
196K
$12.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-3.4K- 31.93% |
$205K - $230K
|
7.26K
$463K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-3.38K- 2.89% |
$203K - $228K
|
113K
$7.24M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-3.32K- 4.87% |
$199K - $224K
|
64.8K
$4.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-3.12K- 0.34% |
$187K - $211K
|
902K
$57.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.9K- 9.05% |
$174K - $196K
|
29.1K
$1.86M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-2.79K- 13.58% |
$168K - $189K
|
17.7K
$1.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-1.73K- 1.4% |
$104K - $117K
|
122K
$7.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-1.56K- 3.45% |
$93.4K - $105K
|
43.6K
$2.78M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.16K- 2.25% |
$69.6K - $78.4K
|
50.4K
$3.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-1K- 20.31% |
$60.3K - $67.9K
|
3.94K
$251K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-974- 23.58% |
$58.5K - $65.9K
|
3.16K
$202K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-965- 1.69% |
$58K - $65.3K
|
56.1K
$3.58M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-828- 1.29% |
$49.8K - $56K
|
63.1K
$4.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-828- 3.51% |
$49.8K - $56K
|
22.7K
$1.45M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-791- 16.65% |
$47.5K - $53.5K
|
3.96K
$253K
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-786- 9.01% |
$47.2K - $53.2K
|
7.93K
$507K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-785- 42.48% |
$47.2K - $53.1K
|
1.06K
$67.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-538- 3.0% |
$32.3K - $36.4K
|
17.4K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-525- 4.93% |
$31.5K - $35.5K
|
10.1K
$647K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-494- 27.43% |
$29.7K - $33.4K
|
1.31K
$83.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-185- 3.91% |
$11.1K - $12.5K
|
4.54K
$290K
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-185- 0.57% |
$11.1K - $12.5K
|
32.1K
$2.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-128- 0.43% |
$7.69K - $8.66K
|
29.4K
$1.87M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-125- 5.6% |
$7.51K - $8.46K
|
2.11K
$135K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-119- 5.21% |
$7.15K - $8.05K
|
2.17K
$138K
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-101- 1.84% |
$6.07K - $6.83K
|
5.39K
$344K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-33- 0.66% |
$1.98K - $2.23K
|
4.94K
$316K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-28- 0.86% |
$1.68K - $1.89K
|
3.23K
$206K
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
SELL
|
- |
-10- -0.0% |
$601 - $677
|
689K
$44M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2- 0.56% |
$120 - $135
|
353
$22.5K
|
|
| Q2 2024 | |||||||
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-16.1K- 9.92% |
$985K - $1.05M
|
146K
$9.34M
|
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-12.8K- 7.92% |
$781K - $834K
|
148K
$9.48M
|
|
|
Jul 23, 2024
Q2 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-2.94K- 32.64% |
$180K - $192K
|
6.07K
$387K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-390- 6.33% |
$23.9K - $25.5K
|
5.77K
$368K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-169- 2.37% |
$10.3K - $11K
|
6.97K
$445K
|
|
|
Jul 17, 2024
Q2 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-9- 0.27% |
$551 - $588
|
3.28K
$209K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-3.15K- 12.6% |
$184K - $201K
|
21.9K
$1.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-1.43K- 16.23% |
$83.4K - $91.3K
|
7.38K
$471K
|
|
|
Apr 26, 2024
Q1 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-650- 11.32% |
$37.9K - $41.5K
|
5.09K
$325K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-609- 87.0% |
$35.5K - $38.9K
|
91
$5.81K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-82- 61.19% |
$4.78K - $5.23K
|
52
$3.32K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.5K- 11.19% |
$79.6K - $91.1K
|
11.9K
$762K
|
|
|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-878- 18.34% |
$46.5K - $53.2K
|
3.91K
$250K
|
|