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 |
---|---|---|---|---|---|---|---|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-52- 28.89% |
$2.93K - $3.25K
|
128
$7.78K
|
|
Jul 17, 2024
Q2 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-48- 0.95% |
$2.71K - $3K
|
5.02K
$305K
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-29- 19.08% |
$1.64K - $1.81K
|
123
$7.48K
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-24- 0.03% |
$1.35K - $1.5K
|
85.7K
$5.21M
|
|
Jul 09, 2024
Q2 2024
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-24- 0.04% |
$1.35K - $1.5K
|
54.9K
$3.34M
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-22- 3.33% |
$1.24K - $1.37K
|
639
$38.9K
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-6- 0.01% |
$339 - $375
|
74.7K
$4.54M
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1- 0.02% |
$56.4 - $62.4
|
5.32K
$323K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-19.5K- 58.64% |
$1.03M - $1.14M
|
13.8K
$837K
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-19K- 43.37% |
$1.01M - $1.11M
|
24.9K
$1.51M
|
|
Apr 15, 2024
Q1 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-2.49K- 30.18% |
$132K - $145K
|
5.75K
$350K
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.87K- 11.87% |
$98.9K - $109K
|
13.9K
$843K
|
|
Apr 25, 2024
Q1 2024
|
Brown Financial Advisory
|
SELL
|
- |
-1.84K- 3.6% |
$97.6K - $108K
|
49.3K
$3M
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-520- 25.68% |
$27.6K - $30.4K
|
1.51K
$91.5K
|
|
Apr 03, 2024
Q1 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-188- 45.41% |
$9.97K - $11K
|
226
$13.7K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-73- 11.28% |
$3.87K - $4.27K
|
574
$34.9K
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-73- 0.52% |
$3.87K - $4.27K
|
13.8K
$841K
|
|
Q4 2023 | |||||||
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.33K- 11.95% |
$119K - $131K
|
17.2K
$1.04M
|
|
Aug 20, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-1.29K- 1.13% |
$65.9K - $72.9K
|
113K
$6.86M
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.03K- 7.23% |
$52.5K - $58K
|
13.2K
$803K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-782- 0.9% |
$39.9K - $44.1K
|
85.9K
$5.22M
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-618- 1.87% |
$31.5K - $34.8K
|
32.5K
$1.97M
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-265- 5.05% |
$13.5K - $14.9K
|
4.99K
$303K
|
|
Jun 25, 2024
Q4 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-226- 2.2% |
$11.5K - $12.7K
|
10.1K
$612K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.72K- 14.98% |
$90.1K - $98.5K
|
9.75K
$593K
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-283- 3.34% |
$14.8K - $16.2K
|
8.2K
$499K
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-163- 3.8% |
$8.55K - $9.34K
|
4.13K
$251K
|
|
Q1 2023 | |||||||
May 01, 2023
Q1 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-8.72K- 97.81% |
$438K - $490K
|
195
$11.9K
|
|
May 01, 2023
Q1 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.08K- 69.4% |
$54.5K - $60.9K
|
478
$29.1K
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-16- 20.0% |
$804 - $899
|
64
$3.89K
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-8.87K- 15.72% |
$398K - $467K
|
47.5K
$2.89M
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.21K- 9.41% |
$144K - $169K
|
30.9K
$1.88M
|
|
Q3 2022 | |||||||
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-163K- 7.1% |
$7.47M - $8.69M
|
2.13M
$130M
|
|
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
$121K
|
|
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
|
|
Q1 2022 | |||||||
May 31, 2023
Q1 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-25.6KClosed |
$1.4M - $1.67M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-5.26KClosed |
$289K - $344K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Applied Capital LLC
|
SELL
|
- |
-5.03KClosed |
$276K - $328K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-3.79KClosed |
$208K - $248K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-13KClosed |
$792K - $866K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.53KClosed |
$93.3K - $102K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-315Closed |
$19.2K - $21K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-10Closed |
$610 - $666
|
0
$0
|
|
Q2 2021 | |||||||
Aug 09, 2021
Q2 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-956Closed |
$62.5K - $67.4K
|
0
$0
|
|
Jul 15, 2021
Q2 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-18Closed |
$1.18K - $1.27K
|
0
$0
|