Latest Institutional Sells of American Centy ETF Tr Avantis (AVLV)
This list provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVLV) 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 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-55.8K- 81.19% |
$3.35M - $3.67M
|
12.9K
$871K
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-37.9K- 24.24% |
$2.28M - $2.5M
|
118K
$7.98M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-12.2K- 1.48% |
$732K - $803K
|
812K
$54.7M
|
|
Oct 07, 2024
Q3 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-10.6K- 3.63% |
$636K - $697K
|
281K
$18.9M
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-4.79K- 1.57% |
$288K - $315K
|
300K
$20.2M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.05K- 3.03% |
$183K - $201K
|
97.5K
$6.57M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.12K- 1.64% |
$127K - $139K
|
127K
$8.56M
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.07K- 3.24% |
$124K - $136K
|
61.8K
$4.16M
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.59K- 6.26% |
$95.2K - $104K
|
23.7K
$1.6M
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-539- 11.94% |
$32.4K - $35.5K
|
3.98K
$268K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-237- 2.76% |
$14.2K - $15.6K
|
8.36K
$563K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-79- 12.04% |
$4.74K - $5.2K
|
577
$38.9K
|
|
Q2 2024 | |||||||
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-38.7K- 64.07% |
$2.35M - $2.48M
|
21.7K
$1.46M
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-27.8K- 1.59% |
$1.69M - $1.78M
|
1.72M
$116M
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-23.5K- 14.86% |
$1.43M - $1.5M
|
134K
$9.05M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-18.8K- 29.82% |
$1.14M - $1.21M
|
44.3K
$2.98M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.6K- 87.6% |
$644K - $680K
|
1.5K
$101K
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-5.49K- 0.41% |
$334K - $352K
|
1.35M
$90.9M
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.87K- 22.93% |
$235K - $248K
|
13K
$875K
|
|
Jul 23, 2024
Q2 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-3.41K- 2.56% |
$207K - $219K
|
130K
$8.74M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.8K- 12.93% |
$170K - $179K
|
18.8K
$1.27M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.49K- 18.38% |
$151K - $160K
|
11K
$744K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-2.42K- 2.73% |
$147K - $155K
|
86.1K
$5.8M
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-1.59K- 84.21% |
$96.5K - $102K
|
298
$20.1K
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.48K- 5.89% |
$90.1K - $95.1K
|
23.7K
$1.6M
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.02K- 0.63% |
$61.7K - $65.2K
|
161K
$10.8M
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-960- 5.3% |
$58.3K - $61.6K
|
17.1K
$1.15M
|
|
Aug 02, 2024
Q2 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-884- 5.63% |
$53.7K - $56.7K
|
14.8K
$998K
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-842- 0.52% |
$51.1K - $54K
|
162K
$10.9M
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-769- 2.88% |
$46.7K - $49.3K
|
25.9K
$1.74M
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-753- 0.49% |
$45.7K - $48.3K
|
154K
$10.4M
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-440- 1.49% |
$26.7K - $28.2K
|
29.2K
$1.97M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-439- 6.85% |
$26.7K - $28.2K
|
5.97K
$402K
|
|
Jul 26, 2024
Q2 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-315- 0.99% |
$19.1K - $20.2K
|
31.5K
$2.12M
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-299- 49.67% |
$18.2K - $19.2K
|
303
$20.4K
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-136- 0.92% |
$8.26K - $8.72K
|
14.6K
$982K
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-112- 3.13% |
$6.8K - $7.18K
|
3.47K
$234K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-111- 2.14% |
$6.74K - $7.12K
|
5.09K
$342K
|
|
Jul 19, 2024
Q2 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-79- 0.28% |
$4.8K - $5.07K
|
28.1K
$1.9M
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-43- 1.22% |
$2.61K - $2.76K
|
3.47K
$234K
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-40- 0.15% |
$2.43K - $2.57K
|
26.5K
$1.78M
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-30- 4.61% |
$1.82K - $1.92K
|
621
$41.8K
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-26- 96.3% |
$1.58K - $1.67K
|
1
$67.3
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-14.4K- 19.1% |
$816K - $928K
|
61.2K
$4.12M
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-9.87K- 42.63% |
$557K - $634K
|
13.3K
$894K
|
|
Apr 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-855- 15.87% |
$48.3K - $54.9K
|
4.53K
$305K
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-827- 14.14% |
$46.7K - $53.1K
|
5.02K
$338K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.29K- 19.4% |
$214K - $249K
|
17.8K
$1.2M
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-147- 79.46% |
$7.34K - $8.54K
|
38
$2.56K
|
|
Q3 2023 | |||||||
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.01K- 11.29% |
$52.8K - $56.7K
|
7.95K
$535K
|