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 |
---|---|---|---|---|---|---|---|
Jul 12, 2024
Q2 2024
|
Unison Advisors LLC
|
SELL
|
- |
-565K- 31.78% |
$36M - $38.6M
|
1.21M
$82.1M
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-563K- 59.39% |
$35.9M - $38.5M
|
385K
$26.1M
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-417K- 69.61% |
$26.6M - $28.5M
|
182K
$12.3M
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-395K- 95.38% |
$25.2M - $27M
|
19.2K
$1.3M
|
|
Aug 05, 2024
Q2 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-49.4K- 12.51% |
$3.15M - $3.38M
|
346K
$23.4M
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-41.5K- 14.11% |
$2.65M - $2.84M
|
253K
$17.1M
|
|
Jul 31, 2024
Q2 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-29.6K- 44.08% |
$1.89M - $2.03M
|
37.6K
$2.55M
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-13.4K- 7.01% |
$853K - $914K
|
177K
$12M
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-11.3K- 4.02% |
$721K - $772K
|
269K
$18.2M
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
SELL
|
- |
-9.58K- 6.05% |
$611K - $655K
|
149K
$10.1M
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-9.32K- 20.29% |
$594K - $637K
|
36.6K
$2.48M
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-6.46K- 3.71% |
$412K - $442K
|
168K
$11.4M
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-6.43K- 1.69% |
$410K - $440K
|
374K
$25.3M
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-5.08K- 5.15% |
$324K - $347K
|
93.7K
$6.34M
|
|
Aug 12, 2024
Q2 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-3.45K- 10.65% |
$220K - $236K
|
29K
$1.96M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.18K- 6.97% |
$203K - $217K
|
42.4K
$2.87M
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.59K- 8.97% |
$165K - $177K
|
26.3K
$1.78M
|
|
Jul 25, 2024
Q2 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-2.59K- 15.43% |
$165K - $177K
|
14.2K
$961K
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-2.48K- 2.19% |
$158K - $169K
|
111K
$7.49M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.33K- 49.56% |
$149K - $159K
|
2.37K
$161K
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-2.19K- 6.48% |
$140K - $150K
|
31.5K
$2.14M
|
|
Jul 10, 2024
Q2 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-2.18K- 1.99% |
$139K - $149K
|
107K
$7.27M
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.01K- 1.53% |
$128K - $137K
|
129K
$8.75M
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.88K- 0.66% |
$120K - $129K
|
285K
$19.3M
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-1.87K- 5.08% |
$119K - $128K
|
34.9K
$2.36M
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.75K- 8.7% |
$112K - $120K
|
18.4K
$1.24M
|
|
Jul 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-1.59K- 6.32% |
$102K - $109K
|
23.6K
$1.6M
|
|
Jul 25, 2024
Q2 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-1.52K- 2.87% |
$97K - $104K
|
51.4K
$3.48M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.29K- 3.03% |
$82.1K - $88K
|
41.2K
$2.79M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.26K- 4.58% |
$80.5K - $86.3K
|
26.3K
$1.78M
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.23K- 32.88% |
$78.6K - $84.2K
|
2.51K
$170K
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.16K- 1.96% |
$74.3K - $79.6K
|
58.2K
$3.94M
|
|
Aug 13, 2024
Q2 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-1.15K- 0.98% |
$73.3K - $78.5K
|
117K
$7.9M
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-1.02K- 5.61% |
$64.8K - $69.4K
|
17.1K
$1.16M
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-981- 3.43% |
$62.6K - $67.1K
|
27.7K
$1.87M
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-977- 2.56% |
$62.3K - $66.8K
|
37.2K
$2.52M
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-904- 1.69% |
$57.7K - $61.8K
|
52.6K
$3.56M
|
|
Jul 31, 2024
Q2 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-811- 0.51% |
$51.7K - $55.4K
|
159K
$10.7M
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-699- 9.52% |
$44.6K - $47.8K
|
6.65K
$450K
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-686- 16.4% |
$43.8K - $46.9K
|
3.5K
$237K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-647- 1.53% |
$41.3K - $44.2K
|
41.5K
$2.81M
|
|
Jul 30, 2024
Q2 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-601- 0.65% |
$38.3K - $41.1K
|
91.7K
$6.21M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-562- 5.16% |
$35.9K - $38.4K
|
10.3K
$700K
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-548- 10.8% |
$35K - $37.5K
|
4.53K
$307K
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-524- 3.71% |
$33.4K - $35.8K
|
13.6K
$922K
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-451- 2.09% |
$28.8K - $30.8K
|
21.2K
$1.43M
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-429- 9.56% |
$27.4K - $29.3K
|
4.06K
$275K
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-377- 1.53% |
$24.1K - $25.8K
|
24.2K
$1.64M
|
|
Aug 07, 2024
Q2 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-343- 8.06% |
$21.9K - $23.4K
|
3.91K
$265K
|
|
Aug 13, 2024
Q2 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-292- 4.87% |
$18.6K - $20K
|
5.7K
$386K
|