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 |
---|---|---|---|---|---|---|---|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-758- 0.87% |
$46K - $52K
|
86.4K
$6.41M
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-723- 0.8% |
$43.8K - $49.6K
|
90.1K
$6.69M
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-600- 32.09% |
$36.4K - $41.1K
|
1.27K
$94.2K
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-574- 2.68% |
$34.8K - $39.3K
|
20.9K
$1.55M
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-495- 0.45% |
$30K - $33.9K
|
110K
$8.2M
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-466- 2.42% |
$28.3K - $31.9K
|
18.8K
$1.4M
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-454- 6.39% |
$27.5K - $31.1K
|
6.65K
$494K
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-423- 0.45% |
$25.6K - $29K
|
93.4K
$6.93M
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-402- 8.15% |
$24.4K - $27.6K
|
4.53K
$336K
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-344- 0.37% |
$20.9K - $23.6K
|
92.2K
$6.85M
|
|
Apr 23, 2025
Q1 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-341- 5.62% |
$20.7K - $23.4K
|
5.72K
$425K
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-330- 1.08% |
$20K - $22.6K
|
30.1K
$2.23M
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-265- 0.36% |
$16.1K - $18.2K
|
73.8K
$5.48M
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-244- 0.78% |
$14.8K - $16.7K
|
31K
$2.3M
|
|
May 06, 2025
Q1 2025
|
Prospect Financial Group LLC
Arlington, VA |
SELL
|
- |
-243- 0.65% |
$14.7K - $16.7K
|
37.4K
$2.77M
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-235- 3.26% |
$14.2K - $16.1K
|
6.97K
$517K
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-192- 1.8% |
$11.6K - $13.2K
|
10.5K
$777K
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-188- 4.57% |
$11.4K - $12.9K
|
3.92K
$291K
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-175- 0.5% |
$10.6K - $12K
|
35K
$2.6M
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-153- 2.62% |
$9.28K - $10.5K
|
5.68K
$422K
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-122- 37.65% |
$7.4K - $8.36K
|
202
$15K
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-63- 0.96% |
$3.82K - $4.32K
|
6.51K
$483K
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-50- 1.27% |
$3.03K - $3.43K
|
3.89K
$288K
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-36- 0.43% |
$2.18K - $2.47K
|
8.39K
$623K
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-29- 0.08% |
$1.76K - $1.99K
|
38.4K
$2.85M
|
|
Q4 2024 | |||||||
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-46.3K- 89.55% |
$2.82M - $3.09M
|
5.41K
$401K
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-30.4K- 57.71% |
$1.85M - $2.03M
|
22.3K
$1.65M
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.4K- 23.01% |
$1.12M - $1.23M
|
61.6K
$4.57M
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-2.95K- 0.76% |
$180K - $197K
|
388K
$28.8M
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-889- 14.5% |
$54.1K - $59.3K
|
5.24K
$389K
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-187- 2.46% |
$11.4K - $12.5K
|
7.43K
$551K
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-117- 66.48% |
$7.13K - $7.8K
|
59
$4.38K
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-65- 0.28% |
$3.96K - $4.33K
|
23.5K
$1.75M
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-34- 20.12% |
$2.07K - $2.27K
|
135
$10K
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-21- 50.0% |
$1.28K - $1.4K
|
21
$1.56K
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-7- 3.78% |
$426 - $467
|
178
$13.2K
|
|
Q3 2024 | |||||||
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-62.8K- 10.0% |
$3.77M - $4.25M
|
565K
$41.9M
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-2.79K- 13.58% |
$168K - $189K
|
17.7K
$1.32M
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-1K- 20.31% |
$60.3K - $67.9K
|
3.94K
$292K
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-101- 1.84% |
$6.07K - $6.83K
|
5.39K
$400K
|
|
Q2 2024 | |||||||
Jul 17, 2024
Q2 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-9- 0.27% |
$551 - $588
|
3.28K
$243K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-3.15K- 12.6% |
$184K - $201K
|
21.9K
$1.62M
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-1.43K- 16.23% |
$83.4K - $91.3K
|
7.38K
$548K
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-990- 58.0% |
$57.7K - $63.2K
|
717
$53.2K
|
|
Apr 26, 2024
Q1 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-650- 11.32% |
$37.9K - $41.5K
|
5.09K
$378K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-609- 87.0% |
$35.5K - $38.9K
|
91
$6.75K
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-82- 61.19% |
$4.78K - $5.23K
|
52
$3.86K
|
|
Q4 2023 | |||||||
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-878- 18.34% |
$46.5K - $53.2K
|
3.91K
$290K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-360- 7.09% |
$19.1K - $21.8K
|
4.71K
$350K
|
|
Q3 2023 | |||||||
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-3.19K- 86.53% |
$177K - $190K
|
497
$36.9K
|