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 |
---|---|---|---|---|---|---|---|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-42- 0.96% |
$2.4K - $2.62K
|
4.34K
$305K
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-42- 0.96% |
$2.4K - $2.62K
|
4.33K
$305K
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-41- 0.77% |
$2.34K - $2.56K
|
5.28K
$371K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-41- 0.2% |
$2.34K - $2.56K
|
20.9K
$1.47M
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-30- 50.0% |
$1.71K - $1.87K
|
30
$2.11K
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-27- 0.32% |
$1.54K - $1.68K
|
8.51K
$598K
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-18- 0.05% |
$1.03K - $1.12K
|
38K
$2.68M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-14- 0.05% |
$800 - $874
|
26.8K
$1.88M
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-2- -0.0% |
$114 - $125
|
40.1K
$2.82M
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-1- 0.33% |
$57.1 - $62.4
|
299
$21K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-220K- 77.75% |
$12.9M - $14.5M
|
62.9K
$4.42M
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-33K- 23.78% |
$1.94M - $2.19M
|
106K
$7.45M
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-20K- 77.57% |
$1.17M - $1.33M
|
5.8K
$408K
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-15.8K- 92.78% |
$927K - $1.05M
|
1.23K
$86.6K
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-15.1K- 2.84% |
$883K - $997K
|
515K
$36.3M
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-9.67K- 29.85% |
$566K - $639K
|
22.7K
$1.6M
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-3.1K- 47.6% |
$182K - $205K
|
3.41K
$240K
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.6K- 52.35% |
$93.8K - $106K
|
1.46K
$103K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.45K- 15.44% |
$84.8K - $95.8K
|
7.93K
$558K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-556- 19.06% |
$32.6K - $36.8K
|
2.36K
$166K
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-549- 0.21% |
$32.2K - $36.3K
|
258K
$18.2M
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-523- 75.04% |
$30.6K - $34.6K
|
174
$12.2K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-394- 2.88% |
$23.1K - $26.1K
|
13.3K
$935K
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-300- 35.25% |
$17.6K - $19.8K
|
551
$38.8K
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-55- 7.87% |
$3.22K - $3.64K
|
644
$45.3K
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-10- 50.0% |
$586 - $661
|
10
$704
|
|
Q3 2024 | |||||||
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-46.5K- 16.88% |
$2.66M - $3.05M
|
229K
$16.1M
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-4.1K- 14.01% |
$234K - $269K
|
25.1K
$1.77M
|
|
Oct 29, 2024
Q3 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-2.25K- 39.13% |
$129K - $148K
|
3.5K
$246K
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-2.1K- 22.95% |
$120K - $138K
|
7.06K
$497K
|
|
Nov 14, 2024
Q3 2024
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-932- 8.38% |
$53.3K - $61.1K
|
10.2K
$717K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-866- 87.39% |
$49.5K - $56.8K
|
125
$8.8K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-604- 38.32% |
$34.5K - $39.6K
|
972
$68.4K
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-257- 6.6% |
$14.7K - $16.9K
|
3.64K
$256K
|
|
Oct 08, 2024
Q3 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-226- 4.83% |
$12.9K - $14.8K
|
4.45K
$313K
|
|
Q2 2024 | |||||||
Aug 05, 2024
Q2 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-5.91K- 41.66% |
$334K - $369K
|
8.28K
$583K
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-1.5K- 16.8% |
$84.3K - $93.3K
|
7.4K
$521K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-656- 0.21% |
$37K - $40.9K
|
312K
$22M
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-378- 1.53% |
$21.3K - $23.6K
|
24.4K
$1.72M
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-19.5K- 58.64% |
$1.03M - $1.14M
|
13.8K
$969K
|
|
Apr 03, 2024
Q1 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-188- 45.41% |
$9.97K - $11K
|
226
$15.9K
|
|
Q4 2023 | |||||||
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.33K- 11.95% |
$119K - $131K
|
17.2K
$1.21M
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.03K- 7.23% |
$52.5K - $58K
|
13.2K
$929K
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-618- 1.87% |
$31.5K - $34.8K
|
32.5K
$2.28M
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-265- 5.05% |
$13.5K - $14.9K
|
4.99K
$351K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.72K- 14.98% |
$90.1K - $98.5K
|
9.75K
$686K
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-283- 3.34% |
$14.8K - $16.2K
|
8.2K
$577K
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-163- 3.8% |
$8.55K - $9.34K
|
4.13K
$290K
|
|
Q1 2023 | |||||||
May 01, 2023
Q1 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-8.72K- 97.81% |
$438K - $490K
|
195
$13.7K
|
|
May 01, 2023
Q1 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.08K- 69.4% |
$54.5K - $60.9K
|
478
$33.6K
|