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 |
---|---|---|---|---|---|---|---|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-50- 0.2% |
$2.86K - $3.28K
|
25.2K
$1.5M
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-41- 0.44% |
$2.35K - $2.69K
|
9.22K
$547K
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-22- 3.44% |
$1.26K - $1.44K
|
617
$36.6K
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-20- 0.08% |
$1.14K - $1.31K
|
26.3K
$1.56M
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-19- 0.07% |
$1.09K - $1.25K
|
27.5K
$1.63M
|
|
Oct 21, 2024
Q3 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-15- 0.3% |
$858 - $984
|
5K
$297K
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-11- 0.25% |
$629 - $721
|
4.4K
$261K
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-9- 0.07% |
$515 - $590
|
13.8K
$819K
|
|
Q2 2024 | |||||||
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-40.7K- 9.79% |
$2.3M - $2.54M
|
375K
$22.2M
|
|
Aug 05, 2024
Q2 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-5.91K- 41.66% |
$334K - $369K
|
8.28K
$491K
|
|
Aug 14, 2024
Q2 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-3.71K- 6.8% |
$209K - $232K
|
50.9K
$3.02M
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-1.5K- 16.8% |
$84.3K - $93.3K
|
7.4K
$439K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-656- 0.21% |
$37K - $40.9K
|
312K
$18.5M
|
|
Jul 30, 2024
Q2 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-524- 6.08% |
$29.6K - $32.7K
|
8.1K
$481K
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-378- 1.53% |
$21.3K - $23.6K
|
24.4K
$1.45M
|
|
Nov 01, 2024
Q2 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-357- 2.53% |
$20.1K - $22.3K
|
13.8K
$817K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-320- 11.28% |
$18.1K - $20K
|
2.52K
$149K
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-238- 11.89% |
$13.4K - $14.9K
|
1.76K
$105K
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-129- 1.75% |
$7.28K - $8.05K
|
7.26K
$431K
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-113- 1.34% |
$6.38K - $7.05K
|
8.3K
$493K
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-110- 1.76% |
$6.21K - $6.87K
|
6.14K
$365K
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-103- 0.5% |
$5.81K - $6.43K
|
20.6K
$1.22M
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-99- 25.52% |
$5.59K - $6.18K
|
289
$17.1K
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-52- 28.89% |
$2.93K - $3.25K
|
128
$7.6K
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-29- 19.08% |
$1.64K - $1.81K
|
123
$7.3K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-19.5K- 58.64% |
$1.03M - $1.14M
|
13.8K
$817K
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-520- 25.68% |
$27.6K - $30.4K
|
1.51K
$89.3K
|
|
Apr 03, 2024
Q1 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-188- 45.41% |
$9.97K - $11K
|
226
$13.4K
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-73- 0.52% |
$3.87K - $4.27K
|
13.8K
$821K
|
|
Q4 2023 | |||||||
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.33K- 11.95% |
$119K - $131K
|
17.2K
$1.02M
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.03K- 7.23% |
$52.5K - $58K
|
13.2K
$783K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-782- 0.9% |
$39.9K - $44.1K
|
85.9K
$5.1M
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-618- 1.87% |
$31.5K - $34.8K
|
32.5K
$1.93M
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-265- 5.05% |
$13.5K - $14.9K
|
4.99K
$296K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.72K- 14.98% |
$90.1K - $98.5K
|
9.75K
$579K
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-283- 3.34% |
$14.8K - $16.2K
|
8.2K
$487K
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-163- 3.8% |
$8.55K - $9.34K
|
4.13K
$245K
|
|
Q1 2023 | |||||||
May 01, 2023
Q1 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-8.72K- 97.81% |
$438K - $490K
|
195
$11.6K
|
|
May 01, 2023
Q1 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.08K- 69.4% |
$54.5K - $60.9K
|
478
$28.4K
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-16- 20.0% |
$804 - $899
|
64
$3.8K
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-8.87K- 15.72% |
$398K - $467K
|
47.5K
$2.82M
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.21K- 9.41% |
$144K - $169K
|
30.9K
$1.83M
|
|
Q3 2022 | |||||||
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-163K- 7.1% |
$7.47M - $8.69M
|
2.13M
$126M
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-513Closed |
$23.5K - $27.4K
|
0
$0
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-141- 6.62% |
$6.47K - $7.53K
|
1.99K
$118K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-22.5KClosed |
$1.16M - $1.38M
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-4.38KClosed |
$225K - $268K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
SELL
|
- |
-3.6KClosed |
$185K - $220K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.51KClosed |
$181K - $215K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-536Closed |
$27.6K - $32.9K
|
0
$0
|