Latest Institutional Sells of American Centy ETF Tr Avantis (AVES)
This list provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVES) 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 |
---|---|---|---|---|---|---|---|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.83K- 6.85% |
$176K - $201K
|
52.1K
$2.65M
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-211- 0.14% |
$9.71K - $11.1K
|
155K
$7.87M
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-118- 0.49% |
$5.43K - $6.2K
|
24K
$1.22M
|
|
Oct 02, 2024
Q3 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-90- 0.91% |
$4.14K - $4.73K
|
9.83K
$499K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-11.1K- 52.09% |
$512K - $561K
|
10.2K
$518K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.55K- 22.9% |
$441K - $483K
|
32.1K
$1.63M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.91K- 9.94% |
$88.4K - $96.8K
|
17.3K
$880K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.63K- 10.82% |
$75.4K - $82.6K
|
13.5K
$683K
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-1.11K- 9.05% |
$51.3K - $56.2K
|
11.2K
$566K
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-818- 23.61% |
$37.8K - $41.4K
|
2.65K
$134K
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-786- 14.31% |
$36.3K - $39.8K
|
4.71K
$239K
|
|
Jul 30, 2024
Q2 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-604- 0.66% |
$27.9K - $30.6K
|
91.4K
$4.64M
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-237- 22.99% |
$10.9K - $12K
|
794
$40.3K
|
|
Aug 01, 2024
Q2 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-224- 1.22% |
$10.3K - $11.3K
|
18.1K
$919K
|
|
Q1 2024 | |||||||
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.89K- 34.42% |
$169K - $186K
|
7.41K
$376K
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-720- 70.24% |
$31.2K - $34.4K
|
305
$15.5K
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-226- 1.95% |
$9.8K - $10.8K
|
11.4K
$578K
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-200- 2.15% |
$8.67K - $9.56K
|
9.09K
$461K
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-29- 0.49% |
$1.26K - $1.39K
|
5.85K
$297K
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-4.6K- 27.72% |
$192K - $213K
|
12K
$609K
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-500- 9.09% |
$20.9K - $23.1K
|
5K
$254K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-325- 86.67% |
$13.6K - $15K
|
50
$2.54K
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-86- 1.38% |
$3.59K - $3.98K
|
6.14K
$312K
|
|
Q3 2023 | |||||||
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-4.1K- 41.76% |
$176K - $191K
|
5.72K
$290K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-699- 4.69% |
$30K - $32.5K
|
14.2K
$721K
|
|
Q2 2023 | |||||||
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-147K- 55.7% |
$6.18M - $6.64M
|
117K
$5.94M
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-618- 2.48% |
$26K - $27.9K
|
24.3K
$1.24M
|
|
Q1 2023 | |||||||
Jul 03, 2024
Q1 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-17.9KClosed |
$734K - $813K
|
0
$0
|
|
Apr 24, 2023
Q1 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-1K- 14.29% |
$40.9K - $45.3K
|
6K
$305K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-4.36K- 20.43% |
$163K - $189K
|
17K
$861K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-2.63K- 23.39% |
$98.2K - $114K
|
8.6K
$437K
|
|
Q2 2022 | |||||||
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-6.14KClosed |
$256K - $310K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.37KClosed |
$182K - $220K
|
0
$0
|