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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12K- 8.58% |
$537K - $584K
|
128K
$6.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-5.06K- 42.07% |
$226K - $246K
|
6.96K
$332K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-2K- 0.92% |
$89.3K - $97.2K
|
216K
$10.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.77K- 12.08% |
$79.2K - $86.2K
|
12.9K
$616K
|
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.31K- 4.51% |
$58.4K - $63.5K
|
27.7K
$1.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-1.04K- 18.21% |
$46.5K - $50.5K
|
4.67K
$223K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-460- 1.92% |
$20.6K - $22.4K
|
23.5K
$1.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-98- 9.53% |
$4.38K - $4.77K
|
930
$44.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-92- 0.52% |
$4.11K - $4.48K
|
17.4K
$833K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-29- 0.12% |
$1.3K - $1.41K
|
25K
$1.19M
|
|
| Q4 2024 | |||||||
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-57.3K- 56.2% |
$2.65M - $3.04M
|
44.7K
$2.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-26.8K- 81.16% |
$1.24M - $1.42M
|
6.22K
$297K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-26K- 38.59% |
$1.2M - $1.38M
|
41.4K
$1.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.62K- 49.4% |
$306K - $352K
|
6.78K
$324K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.76K- 4.94% |
$220K - $252K
|
91.5K
$4.37M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.29K- 3.28% |
$152K - $175K
|
97.1K
$4.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.71K- 5.21% |
$125K - $144K
|
49.4K
$2.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-935- 93.13% |
$43.2K - $49.6K
|
69
$3.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-500- 10.3% |
$23.1K - $26.5K
|
4.36K
$208K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-192- 1.69% |
$8.87K - $10.2K
|
11.2K
$535K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-25- 0.54% |
$1.16K - $1.33K
|
4.57K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-20- 0.19% |
$924 - $1.06K
|
10.8K
$515K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-10- 0.1% |
$462 - $531
|
10.5K
$501K
|
|
| Q3 2024 | |||||||
|
Oct 02, 2024
Q3 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-90- 0.91% |
$4.14K - $4.73K
|
9.83K
$470K
|
|
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-2- -0.0% |
$92 - $105
|
59.8K
$2.86M
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.89K- 34.42% |
$169K - $186K
|
7.41K
$354K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-720- 70.24% |
$31.2K - $34.4K
|
305
$14.6K
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-29- 0.49% |
$1.26K - $1.39K
|
5.85K
$279K
|
|
| Q4 2023 | |||||||
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-325- 86.67% |
$13.6K - $15K
|
50
$2.39K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-86- 1.38% |
$3.59K - $3.98K
|
6.14K
$293K
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-4.1K- 41.76% |
$176K - $191K
|
5.72K
$273K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-699- 4.69% |
$30K - $32.5K
|
14.2K
$678K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-147K- 55.7% |
$6.18M - $6.64M
|
117K
$5.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-618- 2.48% |
$26K - $27.9K
|
24.3K
$1.16M
|
|
| Q1 2023 | |||||||
|
Jul 03, 2024
Q1 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-17.9KClosed |
$734K - $813K
|
0
$0
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-4.36K- 20.43% |
$163K - $189K
|
17K
$810K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-2.63K- 23.39% |
$98.2K - $114K
|
8.6K
$411K
|
|
| 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
|
|