Latest Institutional Sells of American Centy ETF Tr Avantis (AVDV)
This list provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVDV) 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 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-41.6K- 13.68% |
$2.66M - $2.93M
|
263K
$17.6M
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-9.36K- 10.36% |
$597K - $659K
|
81K
$5.44M
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-6.9K- 44.27% |
$440K - $485K
|
8.68K
$583K
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-1.9K- 6.08% |
$121K - $134K
|
29.3K
$1.97M
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-1.84K- 19.64% |
$117K - $129K
|
7.51K
$505K
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.47K- 24.42% |
$93.9K - $103K
|
4.55K
$306K
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.46K- 2.51% |
$93K - $103K
|
56.6K
$3.8M
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.25K- 2.15% |
$79.9K - $88.1K
|
56.9K
$3.83M
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-1.13K- 6.61% |
$72K - $79.4K
|
15.9K
$1.07M
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-1.03K- 2.07% |
$65.8K - $72.6K
|
48.8K
$3.28M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-878- 38.64% |
$56.1K - $61.8K
|
1.39K
$93.6K
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-781- 5.73% |
$49.9K - $55K
|
12.9K
$864K
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-704- 0.78% |
$45K - $49.6K
|
89.5K
$6.01M
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-622- 0.4% |
$39.7K - $43.8K
|
157K
$10.5M
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-567- 3.29% |
$36.2K - $39.9K
|
16.7K
$1.12M
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-328- 1.56% |
$20.9K - $23.1K
|
20.8K
$1.39M
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-251- 1.91% |
$16K - $17.7K
|
12.9K
$865K
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-221- 4.49% |
$14.1K - $15.6K
|
4.7K
$316K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-163- 0.12% |
$10.4K - $11.5K
|
140K
$9.4M
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-129- 0.12% |
$8.24K - $9.08K
|
105K
$7.06M
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-76- 0.47% |
$4.85K - $5.35K
|
16.1K
$1.08M
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-60- 0.92% |
$3.83K - $4.22K
|
6.45K
$433K
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-45- 0.42% |
$2.87K - $3.17K
|
10.8K
$723K
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-42- 0.12% |
$2.68K - $2.96K
|
35.9K
$2.41M
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-40- 26.49% |
$2.55K - $2.82K
|
111
$7.46K
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-23- 0.32% |
$1.47K - $1.62K
|
7.09K
$477K
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-18- 0.02% |
$1.15K - $1.27K
|
91K
$6.11M
|
|
Q3 2024 | |||||||
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-156K- 88.25% |
$9.77M - $11.1M
|
20.8K
$1.4M
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-82.5K- 74.65% |
$5.16M - $5.87M
|
28K
$1.88M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-73.5K- 84.5% |
$4.6M - $5.23M
|
13.5K
$906K
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-66.8K- 40.11% |
$4.17M - $4.75M
|
99.7K
$6.7M
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
SELL
|
- |
-49K- 4.04% |
$3.06M - $3.48M
|
1.16M
$78.1M
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-37.5K- 50.68% |
$2.34M - $2.66M
|
36.5K
$2.45M
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-20.7K- 54.93% |
$1.29M - $1.47M
|
17K
$1.14M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-14.5K- 20.45% |
$908K - $1.03M
|
56.5K
$3.79M
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-13.4K- 3.88% |
$838K - $954K
|
332K
$22.3M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-12.6K- 18.86% |
$786K - $894K
|
54.1K
$3.63M
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11.6K- 9.75% |
$725K - $824K
|
107K
$7.21M
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-11.2K- 6.16% |
$702K - $798K
|
171K
$11.5M
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-10.5K- 73.85% |
$655K - $745K
|
3.71K
$249K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-10K- 17.14% |
$625K - $711K
|
48.3K
$3.25M
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-9.91K- 68.81% |
$619K - $705K
|
4.49K
$302K
|
|
Nov 14, 2024
Q3 2024
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-7.79K- 5.39% |
$487K - $554K
|
137K
$9.18M
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-7.34K- 20.04% |
$459K - $522K
|
29.3K
$1.97M
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
SELL
|
- |
-7.31K- 4.92% |
$457K - $520K
|
141K
$9.5M
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-6.64K- 1.45% |
$415K - $473K
|
453K
$30.4M
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-6.35K- 4.54% |
$397K - $451K
|
133K
$8.96M
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.33K- 6.72% |
$396K - $450K
|
87.8K
$5.9M
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-6.07K- 0.26% |
$379K - $432K
|
2.35M
$158M
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-5.43K- 19.62% |
$339K - $386K
|
22.2K
$1.49M
|