Latest Institutional Sells of American Centy ETF Tr Avantis (AVUS)
This list provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVUS) 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 |
---|---|---|---|---|---|---|---|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-64- 0.09% |
$5.52K - $6.09K
|
68.5K
$6.79M
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-59- 2.38% |
$5.09K - $5.61K
|
2.42K
$239K
|
|
Oct 25, 2024
Q3 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-55- 4.37% |
$4.74K - $5.23K
|
1.2K
$119K
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-50- 1.97% |
$4.31K - $4.76K
|
2.49K
$246K
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-36- 0.91% |
$3.11K - $3.43K
|
3.92K
$388K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-28- 0.51% |
$2.42K - $2.66K
|
5.47K
$542K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-7- 0.13% |
$604 - $666
|
5.39K
$534K
|
|
Q2 2024 | |||||||
Aug 02, 2024
Q2 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-1.07M- 68.63% |
$90.6M - $97M
|
489K
$48.5M
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-5.16K- 20.16% |
$437K - $468K
|
20.5K
$2.03M
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.18K- 10.35% |
$184K - $197K
|
18.9K
$1.87M
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-932- 24.77% |
$78.8K - $84.5K
|
2.83K
$280K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-494- 33.58% |
$41.8K - $44.8K
|
977
$96.8K
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-358- 9.45% |
$30.3K - $32.4K
|
3.43K
$340K
|
|
Jul 23, 2024
Q2 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-136- 2.69% |
$11.5K - $12.3K
|
4.93K
$488K
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-10- 0.07% |
$846 - $906
|
14K
$1.39M
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-5- 0.07% |
$423 - $453
|
6.89K
$682K
|
|
Q1 2024 | |||||||
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-64.1K- 89.84% |
$5.12M - $5.73M
|
7.25K
$718K
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-57.1K- 91.97% |
$4.57M - $5.11M
|
4.99K
$494K
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-30.6K- 35.81% |
$2.45M - $2.74M
|
54.9K
$5.43M
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-5.91K- 51.14% |
$473K - $529K
|
5.65K
$559K
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-4.98K- 74.09% |
$398K - $445K
|
1.74K
$172K
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-1K- 25.06% |
$79.9K - $89.5K
|
2.99K
$296K
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-500- 3.35% |
$40K - $44.8K
|
14.4K
$1.43M
|
|
May 07, 2024
Q1 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-274- 3.4% |
$21.9K - $24.5K
|
7.79K
$771K
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-17- 1.0% |
$1.36K - $1.52K
|
1.69K
$167K
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-5- 0.19% |
$400 - $448
|
2.68K
$265K
|
|
Q4 2023 | |||||||
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-484- 2.25% |
$33.8K - $39.7K
|
21K
$2.08M
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-421- 6.76% |
$29.4K - $34.5K
|
5.81K
$575K
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-133- 31.44% |
$9.28K - $10.9K
|
290
$28.7K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-7.11K- 14.12% |
$517K - $558K
|
43.2K
$4.28M
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.24K- 50.84% |
$90.1K - $97.2K
|
1.2K
$119K
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-38- 38.0% |
$2.76K - $2.98K
|
62
$6.14K
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-27- 0.96% |
$1.96K - $2.12K
|
2.8K
$277K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-32.1K- 82.5% |
$2.21M - $2.41M
|
6.81K
$674K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-10.2K- 92.22% |
$701K - $764K
|
858
$85K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-516- 26.6% |
$35.6K - $38.8K
|
1.42K
$141K
|
|
Jul 26, 2023
Q2 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-274- 3.71% |
$18.9K - $20.6K
|
7.11K
$704K
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-148- 80.43% |
$10.2K - $11.1K
|
36
$3.57K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-84- 25.61% |
$5.79K - $6.32K
|
244
$24.2K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-883- 2.89% |
$59.5K - $65.6K
|
29.7K
$2.94M
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-46.3K- 14.13% |
$2.89M - $3.43M
|
281K
$27.9M
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-1.33K- 25.53% |
$82.6K - $98.2K
|
3.87K
$383K
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-283Closed |
$17.6K - $21K
|
0
$0
|
|
Q2 2022 | |||||||
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-30KClosed |
$1.92M - $2.33M
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-9.81KClosed |
$626K - $762K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-7.6KClosed |
$485K - $590K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
First National Trust CO
|
SELL
|
- |
-3.5KClosed |
$223K - $272K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-3.44KClosed |
$220K - $267K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Applied Capital LLC
|
SELL
|
- |
-2.7KClosed |
$172K - $209K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-406- 68.24% |
$25.9K - $31.5K
|
189
$18.7K
|