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 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.26K- 4.58% |
$80.5K - $86.3K
|
26.3K
$1.76M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.23K- 32.88% |
$78.6K - $84.2K
|
2.51K
$168K
|
|
|
Aug 13, 2024
Q2 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-1.15K- 0.98% |
$73.3K - $78.5K
|
117K
$7.81M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-1.02K- 5.61% |
$64.8K - $69.4K
|
17.1K
$1.14M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-981- 3.43% |
$62.6K - $67.1K
|
27.7K
$1.85M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-904- 1.69% |
$57.7K - $61.8K
|
52.6K
$3.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-686- 16.4% |
$43.8K - $46.9K
|
3.5K
$234K
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-548- 10.8% |
$35K - $37.5K
|
4.53K
$303K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-429- 9.56% |
$27.4K - $29.3K
|
4.06K
$272K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-377- 1.53% |
$24.1K - $25.8K
|
24.2K
$1.62M
|
|
|
Aug 07, 2024
Q2 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-343- 8.06% |
$21.9K - $23.4K
|
3.91K
$262K
|
|
|
Aug 13, 2024
Q2 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-292- 4.87% |
$18.6K - $20K
|
5.7K
$382K
|
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-232- 4.75% |
$14.8K - $15.9K
|
4.66K
$312K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-139- 5.62% |
$8.87K - $9.5K
|
2.34K
$156K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-113- 0.9% |
$7.21K - $7.72K
|
12.4K
$830K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-113- 32.66% |
$7.21K - $7.72K
|
233
$15.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-104- 0.65% |
$6.64K - $7.11K
|
15.9K
$1.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-90- 1.42% |
$5.74K - $6.15K
|
6.23K
$417K
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-67- 1.02% |
$4.28K - $4.58K
|
6.51K
$436K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-56- 0.51% |
$3.57K - $3.83K
|
11K
$738K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-36- 0.73% |
$2.3K - $2.46K
|
4.87K
$326K
|
|
|
Aug 13, 2024
Q2 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-2- 0.01% |
$128 - $137
|
31.8K
$2.13M
|
|
| Q1 2024 | |||||||
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-19.2K- 82.41% |
$1.15M - $1.26M
|
4.09K
$274K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12.4K- 72.95% |
$743K - $816K
|
4.6K
$308K
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-9.91K- 21.68% |
$594K - $653K
|
35.8K
$2.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-3.86K- 16.88% |
$231K - $254K
|
19K
$1.27M
|
|
|
Apr 26, 2024
Q1 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-1.95K- 31.39% |
$117K - $129K
|
4.27K
$286K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.45K- 76.42% |
$87K - $95.7K
|
448
$30K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-983- 19.16% |
$58.9K - $64.8K
|
4.15K
$278K
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-500- 11.11% |
$30K - $32.9K
|
4K
$268K
|
|
|
May 01, 2024
Q1 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-185- 4.55% |
$11.1K - $12.2K
|
3.89K
$260K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-92- 1.24% |
$5.52K - $6.06K
|
7.34K
$492K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-42- 1.01% |
$2.52K - $2.77K
|
4.13K
$277K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-35- 0.68% |
$2.1K - $2.31K
|
5.13K
$344K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-40.2K- 17.89% |
$2.18M - $2.52M
|
185K
$12.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.43K- 9.68% |
$77.7K - $89.7K
|
13.3K
$893K
|
|
|
Oct 15, 2024
Q4 2023
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-729- 5.24% |
$39.6K - $45.7K
|
13.2K
$883K
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
SELL
|
- |
-243- 5.28% |
$13.2K - $15.2K
|
4.36K
$292K
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-89- 2.27% |
$4.84K - $5.58K
|
3.83K
$257K
|
|
| Q3 2023 | |||||||
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-40.9KClosed |
$2.32M - $2.49M
|
0
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-728- 15.15% |
$41.3K - $44.3K
|
4.08K
$273K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-618- 13.82% |
$35K - $37.6K
|
3.85K
$258K
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-425- 10.3% |
$24.1K - $25.9K
|
3.7K
$248K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-135- 0.38% |
$7.65K - $8.22K
|
35.1K
$2.35M
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-119K- 66.54% |
$6.69M - $7.17M
|
60K
$4.02M
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
PUT |
-28.4K- 97.59% |
$1.59M - $1.71M
|
700
$46.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-17K- 8.52% |
$956K - $1.02M
|
183K
$12.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
- |
-100- 10.0% |
$5.61K - $6.01K
|
900
$60.2K
|
|
| Q1 2023 | |||||||
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-16- 20.0% |
$883 - $969
|
64
$4.28K
|
|
| Q4 2022 | |||||||
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-40Closed |
$1.9K - $2.29K
|
0
$0
|
|