Latest Institutional Sells of American Centy ETF Tr Avantis (AVEM)
This list provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVEM) 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 |
---|---|---|---|---|---|---|---|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.84M- 98.22% |
$167M - $188M
|
51.7K
$3.09M
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-455K- 17.93% |
$26.7M - $30.1M
|
2.08M
$125M
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-168K- 56.56% |
$9.83M - $11.1M
|
129K
$7.71M
|
|
Jan 31, 2025
Q4 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-26K- 32.37% |
$1.52M - $1.72M
|
54.3K
$3.25M
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-20K- 77.57% |
$1.17M - $1.33M
|
5.8K
$347K
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-13.7K- 0.91% |
$801K - $904K
|
1.48M
$88.7M
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-11.3K- 11.35% |
$660K - $745K
|
88K
$5.26M
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-10.5K- 4.67% |
$617K - $697K
|
215K
$12.9M
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-9.29K- 23.14% |
$544K - $614K
|
30.9K
$1.85M
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-9.18K- 4.33% |
$538K - $607K
|
203K
$12.1M
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-8.67K- 3.05% |
$508K - $574K
|
276K
$16.5M
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-8.4K- 6.46% |
$492K - $556K
|
122K
$7.28M
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-7.53K- 15.53% |
$441K - $498K
|
41K
$2.45M
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-7.48K- 1.67% |
$438K - $495K
|
440K
$26.3M
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-7.14K- 7.97% |
$418K - $472K
|
82.4K
$4.93M
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-7.1K- 34.76% |
$416K - $470K
|
13.3K
$797K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.08K- 33.95% |
$415K - $468K
|
13.8K
$824K
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-5.43K- 1.36% |
$318K - $359K
|
395K
$23.6M
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-5.12K- 16.88% |
$300K - $339K
|
25.2K
$1.51M
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-4.45K- 8.5% |
$261K - $295K
|
48K
$2.87M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.83K- 31.01% |
$225K - $254K
|
8.53K
$510K
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-3.64K- 2.97% |
$213K - $240K
|
119K
$7.12M
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-3.1K- 47.6% |
$182K - $205K
|
3.41K
$204K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.83K- 9.55% |
$166K - $187K
|
26.8K
$1.6M
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-2.64K- 21.13% |
$154K - $174K
|
9.83K
$588K
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-2.3K- 0.71% |
$135K - $152K
|
322K
$19.3M
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.94K- 13.87% |
$114K - $128K
|
12K
$720K
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-1.91K- 1.6% |
$112K - $127K
|
118K
$7.04M
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.83K- 0.93% |
$107K - $121K
|
196K
$11.7M
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1.68K- 2.35% |
$98.4K - $111K
|
69.9K
$4.18M
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-1.39K- 1.36% |
$81.6K - $92.1K
|
101K
$6.06M
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-1.33K- 9.85% |
$78K - $88K
|
12.2K
$729K
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-1.25K- 4.75% |
$73.2K - $82.7K
|
25K
$1.5M
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-1.14K- 17.17% |
$66.7K - $75.3K
|
5.49K
$328K
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-930- 0.74% |
$54.5K - $61.5K
|
125K
$7.46M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-877- 4.03% |
$51.4K - $58K
|
20.9K
$1.25M
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-837- 0.93% |
$49K - $55.4K
|
89.4K
$5.35M
|
|
Jan 13, 2025
Q4 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-830- 7.4% |
$48.6K - $54.9K
|
10.4K
$621K
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-825- 13.43% |
$48.3K - $54.6K
|
5.32K
$318K
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-800- 0.33% |
$46.9K - $52.9K
|
245K
$14.7M
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-783- 0.57% |
$45.9K - $51.8K
|
136K
$8.12M
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-740- 1.43% |
$43.4K - $48.9K
|
50.9K
$3.05M
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-608- 2.99% |
$35.6K - $40.2K
|
19.7K
$1.18M
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-530- 0.58% |
$31.1K - $35.1K
|
91K
$5.44M
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-523- 75.04% |
$30.6K - $34.6K
|
174
$10.4K
|
|
Jan 29, 2025
Q4 2024
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-465- 3.01% |
$27.2K - $30.8K
|
15K
$896K
|
|
Jan 23, 2025
Q4 2024
|
Brown Financial Advisory
|
SELL
|
- |
-315- 0.67% |
$18.5K - $20.8K
|
46.4K
$2.78M
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-307- 1.22% |
$18K - $20.3K
|
24.9K
$1.49M
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-249- 3.56% |
$14.6K - $16.5K
|
6.75K
$404K
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-212- 0.77% |
$12.4K - $14K
|
27.3K
$1.63M
|