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 |
---|---|---|---|---|---|---|---|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-11.3M- 65.7% |
$721M - $794M
|
5.89M
$398M
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-249K- 98.46% |
$15.9M - $17.5M
|
3.89K
$262K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-101K- 94.08% |
$6.45M - $7.11M
|
6.35K
$429K
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-58.9K- 67.01% |
$3.76M - $4.14M
|
29K
$1.96M
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-43K- 90.97% |
$2.75M - $3.03M
|
4.27K
$288K
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-41.6K- 13.68% |
$2.66M - $2.93M
|
263K
$17.7M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-40.1K- 3.89% |
$2.56M - $2.82M
|
991K
$66.9M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-39.3K- 89.13% |
$2.51M - $2.77M
|
4.79K
$323K
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-38.2K- 42.33% |
$2.44M - $2.69M
|
52K
$3.51M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-21.2K- 37.61% |
$1.36M - $1.5M
|
35.2K
$2.38M
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-16.5K- 31.01% |
$1.06M - $1.16M
|
36.8K
$2.48M
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-12.7K- 16.12% |
$812K - $895K
|
66.2K
$4.47M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-12.5K- 25.94% |
$800K - $882K
|
35.8K
$2.41M
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-12K- 9.44% |
$769K - $848K
|
116K
$7.8M
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-10.9K- 38.77% |
$694K - $765K
|
17.2K
$1.16M
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10.7K- 37.83% |
$685K - $755K
|
17.6K
$1.19M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9.54K- 40.17% |
$609K - $671K
|
14.2K
$958K
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-9.36K- 10.36% |
$597K - $659K
|
81K
$5.46M
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-9.04K- 2.0% |
$577K - $636K
|
443K
$29.9M
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-7.11K- 5.03% |
$454K - $500K
|
134K
$9.06M
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-6.9K- 44.27% |
$440K - $485K
|
8.68K
$586K
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-6.4K- 89.9% |
$409K - $451K
|
719
$48.5K
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-5.7K- 9.26% |
$364K - $402K
|
55.9K
$3.77M
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-5.54K- 19.84% |
$354K - $390K
|
22.4K
$1.51M
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.16K- 5.53% |
$330K - $364K
|
88.2K
$5.95M
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.91K- 12.4% |
$314K - $346K
|
34.7K
$2.34M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.75K- 10.15% |
$303K - $335K
|
42.1K
$2.84M
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-3.71K- 1.71% |
$237K - $261K
|
213K
$14.4M
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-3.45K- 2.02% |
$220K - $243K
|
167K
$11.3M
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.86K- 1.7% |
$183K - $201K
|
165K
$11.1M
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-2.72K- 9.29% |
$174K - $191K
|
26.5K
$1.79M
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-2.61K- 1.79% |
$166K - $183K
|
143K
$9.63M
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-2.22K- 9.68% |
$142K - $157K
|
20.8K
$1.4M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.12K- 3.78% |
$135K - $149K
|
54K
$3.64M
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-1.9K- 6.08% |
$121K - $134K
|
29.3K
$1.98M
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-1.84K- 19.64% |
$117K - $129K
|
7.51K
$507K
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.61K- 9.52% |
$103K - $114K
|
15.3K
$1.03M
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-1.5K- 32.3% |
$95.8K - $106K
|
3.15K
$212K
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.47K- 24.42% |
$93.9K - $103K
|
4.55K
$307K
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.46K- 2.51% |
$93K - $103K
|
56.6K
$3.82M
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.25K- 2.15% |
$79.9K - $88.1K
|
56.9K
$3.84M
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-1.13K- 6.61% |
$72K - $79.4K
|
15.9K
$1.08M
|
|
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
$3.29M
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-1.01K- 6.35% |
$64.3K - $70.9K
|
14.8K
$1M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-878- 38.64% |
$56.1K - $61.8K
|
1.39K
$94.1K
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-838- 3.77% |
$53.5K - $59K
|
21.4K
$1.44M
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-788- 42.16% |
$50.3K - $55.5K
|
1.08K
$72.9K
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-781- 5.73% |
$49.9K - $55K
|
12.9K
$867K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-726- 5.05% |
$46.4K - $51.1K
|
13.6K
$921K
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-704- 0.78% |
$45K - $49.6K
|
89.5K
$6.04M
|