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 |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-125- 69.44% |
$7.97K - $9K
|
55
$4.41K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-120- 44.44% |
$7.65K - $8.64K
|
150
$12K
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-117- 0.78% |
$7.46K - $8.42K
|
14.9K
$1.2M
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-94- 2.92% |
$5.99K - $6.76K
|
3.12K
$250K
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-87- 0.82% |
$5.55K - $6.26K
|
10.5K
$846K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-84- 50.0% |
$5.35K - $6.04K
|
84
$6.74K
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-60- 0.71% |
$3.82K - $4.32K
|
8.38K
$672K
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-55- 7.72% |
$3.51K - $3.96K
|
657
$52.7K
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-48- 0.74% |
$3.06K - $3.45K
|
6.44K
$516K
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-37- 15.48% |
$2.36K - $2.66K
|
202
$16.2K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-28- 9.46% |
$1.78K - $2.01K
|
268
$21.5K
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-27- 0.62% |
$1.72K - $1.94K
|
4.33K
$347K
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-18- 4.01% |
$1.15K - $1.3K
|
431
$34.6K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-8- 1.71% |
$510 - $576
|
460
$36.9K
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-7- 0.04% |
$446 - $504
|
16.3K
$1.3M
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-6- 0.11% |
$382 - $432
|
5.23K
$419K
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-3- 60.0% |
$191 - $216
|
2
$160
|
|
Q4 2024 | |||||||
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-249K- 98.46% |
$15.9M - $17.5M
|
3.89K
$312K
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-10.9K- 38.77% |
$694K - $765K
|
17.2K
$1.38M
|
|
May 13, 2025
Q4 2024
|
Ccm Investment Group, LLC
Northfield, MN |
SELL
|
- |
-9.82K- 1.37% |
$627K - $692K
|
705K
$56.6M
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-7.11K- 5.03% |
$454K - $500K
|
134K
$10.8M
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-6.4K- 89.9% |
$409K - $451K
|
719
$57.7K
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-5.54K- 19.84% |
$354K - $390K
|
22.4K
$1.8M
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.15K- 10.98% |
$265K - $292K
|
33.7K
$2.7M
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-1.5K- 32.3% |
$95.8K - $106K
|
3.15K
$252K
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-838- 3.77% |
$53.5K - $59K
|
21.4K
$1.72M
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-587- 9.77% |
$37.5K - $41.3K
|
5.42K
$435K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-494- 95.37% |
$31.5K - $34.8K
|
24
$1.92K
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-299- 30.86% |
$19.1K - $21K
|
670
$53.7K
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-48- 44.44% |
$3.06K - $3.38K
|
60
$4.81K
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-45- 0.42% |
$2.87K - $3.17K
|
10.8K
$863K
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-40- 26.49% |
$2.55K - $2.82K
|
111
$8.9K
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-23- 0.32% |
$1.47K - $1.62K
|
7.09K
$569K
|
|
Q3 2024 | |||||||
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-10.5K- 73.85% |
$655K - $745K
|
3.71K
$297K
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-880- 21.69% |
$55K - $62.6K
|
3.18K
$255K
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-486- 2.51% |
$30.4K - $34.6K
|
18.9K
$1.51M
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-312- 1.32% |
$19.5K - $22.2K
|
23.3K
$1.87M
|
|
Q2 2024 | |||||||
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-548- 10.8% |
$35K - $37.5K
|
4.53K
$363K
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-113- 32.66% |
$7.21K - $7.72K
|
233
$18.7K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-9.91K- 21.68% |
$594K - $653K
|
35.8K
$2.87M
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-3.86K- 16.88% |
$231K - $254K
|
19K
$1.52M
|
|
Apr 26, 2024
Q1 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-1.95K- 31.39% |
$117K - $129K
|
4.27K
$342K
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-500- 11.11% |
$30K - $32.9K
|
4K
$321K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-35- 0.68% |
$2.1K - $2.31K
|
5.13K
$412K
|
|
Q4 2023 | |||||||
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.43K- 9.68% |
$77.7K - $89.7K
|
13.3K
$1.07M
|
|
Oct 15, 2024
Q4 2023
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-729- 5.24% |
$39.6K - $45.7K
|
13.2K
$1.06M
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
SELL
|
- |
-243- 5.28% |
$13.2K - $15.2K
|
4.36K
$350K
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-89- 2.27% |
$4.84K - $5.58K
|
3.83K
$307K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-618- 13.82% |
$35K - $37.6K
|
3.85K
$309K
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-425- 10.3% |
$24.1K - $25.9K
|
3.7K
$297K
|