Latest Institutional Sells of American Centy ETF Tr Avantis (AVUV)
This list provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVUV) 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 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-5.28K- 16.21% |
$448K - $495K
|
27.3K
$2.81M
|
|
May 08, 2024
Q1 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-3.2K- 48.48% |
$272K - $300K
|
3.4K
$350K
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-2.96KClosed |
$251K - $277K
|
0
$0
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-2.12K- 29.12% |
$180K - $199K
|
5.16K
$531K
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.38K- 7.12% |
$117K - $130K
|
18K
$1.86M
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-346- 85.22% |
$29.4K - $32.4K
|
60
$6.18K
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-310- 3.64% |
$26.3K - $29.1K
|
8.2K
$845K
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-308- 66.81% |
$26.1K - $28.9K
|
153
$15.8K
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-282- 83.68% |
$23.9K - $26.4K
|
55
$5.67K
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-141- 2.43% |
$12K - $13.2K
|
5.66K
$583K
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 2.35% |
$8.49K - $9.37K
|
4.15K
$427K
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-99- 2.49% |
$8.4K - $9.28K
|
3.88K
$400K
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-3- 15.79% |
$255 - $281
|
16
$1.65K
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 0.67% |
$170 - $187
|
298
$30.7K
|
|
Q4 2023 | |||||||
Feb 09, 2024
Q4 2023
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-1.84K- 2.26% |
$135K - $168K
|
79.5K
$8.19M
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-597- 20.26% |
$43.8K - $54.5K
|
2.35K
$242K
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-581- 11.42% |
$42.6K - $53K
|
4.51K
$464K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-925- 14.42% |
$70.2K - $77.9K
|
5.49K
$565K
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-665- 20.19% |
$50.5K - $56K
|
2.63K
$271K
|
|
Oct 10, 2023
Q3 2023
|
Grey Street Capital, LLC
Chicago, IL |
SELL
|
- |
-415- 12.88% |
$31.5K - $35K
|
2.81K
$289K
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-288- 9.72% |
$21.9K - $24.3K
|
2.67K
$275K
|
|
Q2 2023 | |||||||
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-23.9K- 13.47% |
$1.66M - $1.86M
|
154K
$15.8M
|
|
Aug 11, 2023
Q2 2023
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-20.1K- 44.41% |
$1.39M - $1.56M
|
25.1K
$2.59M
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-11KClosed |
$760K - $852K
|
0
$0
|
|
Aug 11, 2023
Q2 2023
|
Hap Trading, LLC
New York, NY |
SELL
|
PUT |
-10K- 10.89% |
$693K - $777K
|
81.8K
$8.43M
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-5.9KClosed |
$409K - $458K
|
0
$0
|
|
Aug 08, 2023
Q2 2023
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-2.78K- 36.04% |
$193K - $216K
|
4.93K
$508K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-920- 71.32% |
$63.8K - $71.5K
|
370
$38.1K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-4.13K- 59.06% |
$291K - $347K
|
2.86K
$295K
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-1.54K- 1.24% |
$108K - $129K
|
123K
$12.6M
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-14- 0.46% |
$989 - $1.18K
|
3.03K
$313K
|
|
Q4 2022 | |||||||
Dec 06, 2024
Q4 2022
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-40- 0.68% |
$2.74K - $3.22K
|
5.86K
$603K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-1.16K- 25.86% |
$75.9K - $92.8K
|
3.33K
$342K
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-92Closed |
$6.02K - $7.36K
|
0
$0
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-271KClosed |
$18.4M - $22.2M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-14.1KClosed |
$961K - $1.16M
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-14KClosed |
$952K - $1.15M
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-5.02KClosed |
$341K - $410K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-4.46KClosed |
$303K - $364K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.31KClosed |
$88.8K - $107K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.1KClosed |
$74.5K - $89.6K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-228Closed |
$15.5K - $18.6K
|
0
$0
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-56- 48.28% |
$3.8K - $4.58K
|
60
$6.18K
|
|
Q1 2022 | |||||||
May 31, 2023
Q1 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-18.2KClosed |
$1.37M - $1.5M
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-6.72KClosed |
$506K - $555K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Old National Bancorp
|
SELL
|
- |
-3.03KClosed |
$228K - $250K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-2.22KClosed |
$168K - $184K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-3.26KClosed |
$245K - $273K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-5Closed |
$376 - $419
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-3.16KClosed |
$219K - $246K
|
0
$0
|