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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-568- 0.42% |
$36.1K - $40K
|
134K
$9.44M
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-173- 66.03% |
$11K - $12.2K
|
89
$6.29K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-122- 19.65% |
$7.75K - $8.59K
|
499
$35.3K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-15- 0.76% |
$953 - $1.06K
|
1.97K
$139K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-42.1K- 2.09% |
$2.76M - $3M
|
1.97M
$139M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-25.5K- 99.61% |
$1.67M - $1.82M
|
100
$7.07K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-404- 9.76% |
$26.5K - $28.8K
|
3.74K
$264K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-150- 3.77% |
$9.83K - $10.7K
|
3.83K
$271K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-37.9K- 24.24% |
$2.28M - $2.5M
|
118K
$8.38M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-996- 21.98% |
$59.8K - $65.6K
|
3.54K
$250K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-79- 12.04% |
$4.74K - $5.2K
|
577
$40.8K
|
|
| Q2 2024 | |||||||
|
Jul 10, 2025
Q2 2024
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-846- 17.69% |
$51.4K - $54.3K
|
3.94K
$278K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-14.4K- 19.1% |
$816K - $928K
|
61.2K
$4.33M
|
|
| Q4 2023 | |||||||
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-147- 79.46% |
$7.34K - $8.54K
|
38
$2.69K
|
|
| 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
$562K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
SELL
|
- |
-90- 10.91% |
$4.7K - $5.04K
|
735
$52K
|
|
| Q2 2023 | |||||||
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
SELL
|
CALL |
-20K- 80.97% |
$984K - $1.07M
|
4.7K
$332K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-16.7K- 18.06% |
$821K - $890K
|
75.7K
$5.35M
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-2.34K- 17.52% |
$103K - $121K
|
11K
$780K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-497- 3.03% |
$21.9K - $25.7K
|
15.9K
$1.12M
|
|