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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-880- 21.69% |
$55K - $62.6K
|
3.18K
$211K
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-764- 5.09% |
$47.8K - $54.3K
|
14.3K
$949K
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-693- 29.67% |
$43.3K - $49.3K
|
1.64K
$109K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-670- 2.75% |
$41.9K - $47.7K
|
23.7K
$1.58M
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-654- 3.88% |
$40.9K - $46.5K
|
16.2K
$1.08M
|
|
Oct 21, 2024
Q3 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-643- 0.7% |
$40.2K - $45.7K
|
91K
$6.06M
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-512- 2.79% |
$32K - $36.4K
|
17.9K
$1.19M
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-490- 60.49% |
$30.6K - $34.8K
|
320
$21.3K
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-490- 2.82% |
$30.6K - $34.8K
|
16.9K
$1.12M
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-486- 2.51% |
$30.4K - $34.6K
|
18.9K
$1.26M
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-464- 6.12% |
$29K - $33K
|
7.12K
$474K
|
|
Oct 25, 2024
Q3 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-443- 0.86% |
$27.7K - $31.5K
|
50.9K
$3.39M
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-440- 40.93% |
$27.5K - $31.3K
|
635
$42.3K
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-424- 2.0% |
$26.5K - $30.2K
|
20.8K
$1.38M
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-410- 2.58% |
$25.6K - $29.2K
|
15.5K
$1.03M
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-330- 0.62% |
$20.6K - $23.5K
|
52.5K
$3.49M
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-312- 1.32% |
$19.5K - $22.2K
|
23.3K
$1.55M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-300- 60.0% |
$18.8K - $21.3K
|
200
$13.3K
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-250- 1.17% |
$15.6K - $17.8K
|
21.1K
$1.4M
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-241- 9.59% |
$15.1K - $17.1K
|
2.27K
$151K
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-236- 0.47% |
$14.8K - $16.8K
|
49.8K
$3.31M
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-216- 1.96% |
$13.5K - $15.4K
|
10.8K
$719K
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-200- 0.86% |
$12.5K - $14.2K
|
23K
$1.53M
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-177- 0.67% |
$11.1K - $12.6K
|
26.1K
$1.74M
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-167- 0.17% |
$10.4K - $11.9K
|
101K
$6.69M
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-136- 5.56% |
$8.5K - $9.67K
|
2.31K
$154K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-86- 29.86% |
$5.38K - $6.12K
|
202
$13.4K
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-4- 0.01% |
$250 - $284
|
71.6K
$4.77M
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-6.43K- 1.69% |
$410K - $440K
|
374K
$24.9M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.26K- 4.58% |
$80.5K - $86.3K
|
26.3K
$1.75M
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-1.02K- 5.61% |
$64.8K - $69.4K
|
17.1K
$1.14M
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-548- 10.8% |
$35K - $37.5K
|
4.53K
$301K
|
|
Aug 07, 2024
Q2 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-343- 8.06% |
$21.9K - $23.4K
|
3.91K
$260K
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-232- 4.75% |
$14.8K - $15.9K
|
4.66K
$310K
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-113- 32.66% |
$7.21K - $7.72K
|
233
$15.5K
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-90- 1.42% |
$5.74K - $6.15K
|
6.23K
$414K
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-67- 1.02% |
$4.28K - $4.58K
|
6.51K
$433K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-9.91K- 21.68% |
$594K - $653K
|
35.8K
$2.38M
|
|
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
$284K
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-500- 11.11% |
$30K - $32.9K
|
4K
$266K
|
|
May 01, 2024
Q1 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-185- 4.55% |
$11.1K - $12.2K
|
3.89K
$259K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-42- 1.01% |
$2.52K - $2.77K
|
4.13K
$275K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-35- 0.68% |
$2.1K - $2.31K
|
5.13K
$342K
|
|
Q4 2023 | |||||||
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.43K- 9.68% |
$77.7K - $89.7K
|
13.3K
$888K
|
|
Oct 15, 2024
Q4 2023
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-729- 5.24% |
$39.6K - $45.7K
|
13.2K
$878K
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
SELL
|
- |
-243- 5.28% |
$13.2K - $15.2K
|
4.36K
$290K
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-89- 2.27% |
$4.84K - $5.58K
|
3.83K
$255K
|
|
Q3 2023 | |||||||
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-728- 15.15% |
$41.3K - $44.3K
|
4.08K
$271K
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-618- 13.82% |
$35K - $37.6K
|
3.85K
$256K
|