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 |
---|---|---|---|---|---|---|---|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-6.56K- 2.08% |
$557K - $660K
|
308K
$31M
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-5.48K- 26.77% |
$466K - $551K
|
15K
$1.51M
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3.75K- 90.36% |
$319K - $377K
|
400
$40.3K
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-3.21K- 48.94% |
$273K - $323K
|
3.35K
$337K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.97K- 2.72% |
$252K - $299K
|
106K
$10.7M
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-2.96K- 4.1% |
$252K - $298K
|
69.2K
$6.97M
|
|
Jul 24, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-2.47K- 1.5% |
$210K - $248K
|
162K
$16.3M
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-2.34K- 4.32% |
$198K - $235K
|
51.7K
$5.2M
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.19K- 2.67% |
$186K - $220K
|
79.8K
$8.03M
|
|
May 13, 2025
Q1 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-1.85K- 39.71% |
$157K - $186K
|
2.8K
$282K
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-1.25K- 31.36% |
$106K - $126K
|
2.74K
$276K
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-846- 59.79% |
$71.9K - $85.1K
|
569
$57.3K
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-810- 20.55% |
$68.8K - $81.5K
|
3.13K
$315K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-750- 99.6% |
$63.7K - $75.5K
|
3
$302
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-625- 75.85% |
$53.1K - $62.9K
|
199
$20K
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-592- 83.97% |
$50.3K - $59.6K
|
113
$11.4K
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-587- 19.4% |
$49.9K - $59.1K
|
2.44K
$245K
|
|
May 13, 2025
Q1 2025
|
Blue Investment Partners LLC
Alamo, CA |
SELL
|
- |
-384- 0.57% |
$32.6K - $38.6K
|
66.9K
$6.73M
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-369- 11.54% |
$31.3K - $37.1K
|
2.83K
$285K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-355- 50.0% |
$30.2K - $35.7K
|
355
$35.7K
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-196- 53.12% |
$16.7K - $19.7K
|
173
$17.4K
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-191- 7.28% |
$16.2K - $19.2K
|
2.43K
$245K
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-114- 0.21% |
$9.68K - $11.5K
|
55.2K
$5.55M
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-65- 2.63% |
$5.52K - $6.54K
|
2.41K
$243K
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-41- 0.17% |
$3.48K - $4.13K
|
24.1K
$2.42M
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-38- 8.64% |
$3.23K - $3.82K
|
402
$40.5K
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-25- 8.74% |
$2.12K - $2.52K
|
261
$26.3K
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-9- 2.92% |
$765 - $906
|
299
$30.1K
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-3- 75.0% |
$255 - $302
|
1
$101
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-3- 42.86% |
$255 - $302
|
4
$403
|
|
Q4 2024 | |||||||
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-868K- 92.4% |
$81.9M - $92.3M
|
71.4K
$7.19M
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-76.5K- 2.13% |
$7.22M - $8.14M
|
3.52M
$354M
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-20.1K- 59.82% |
$1.89M - $2.14M
|
13.5K
$1.36M
|
|
May 13, 2025
Q4 2024
|
Ccm Investment Group, LLC
Northfield, MN |
SELL
|
- |
-13.9K- 1.37% |
$1.31M - $1.48M
|
998K
$100M
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-13.5K- 74.38% |
$1.28M - $1.44M
|
4.66K
$469K
|
|
Jan 22, 2025
Q4 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-1.03K- 2.47% |
$96.7K - $109K
|
40.5K
$4.08M
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-696- 23.23% |
$65.7K - $74.1K
|
2.3K
$231K
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-227- 4.26% |
$21.4K - $24.2K
|
5.1K
$513K
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-218- 25.56% |
$20.6K - $23.2K
|
635
$63.9K
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-207- 86.97% |
$19.5K - $22K
|
31
$3.12K
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-65- 1.66% |
$6.13K - $6.92K
|
3.85K
$388K
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-29- 0.97% |
$2.74K - $3.09K
|
2.95K
$297K
|
|
Q3 2024 | |||||||
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-34.1K- 57.44% |
$3.01M - $3.4M
|
25.3K
$2.54M
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-30.3K- 26.33% |
$2.68M - $3.02M
|
84.9K
$8.54M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-21.6K- 3.58% |
$1.91M - $2.16M
|
583K
$58.6M
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-2.09K- 12.7% |
$184K - $208K
|
14.4K
$1.44M
|
|
Oct 18, 2024
Q3 2024
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-221- 5.51% |
$19.5K - $22K
|
3.79K
$381K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-25.7K- 62.85% |
$2.23M - $2.41M
|
15.2K
$1.53M
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-22.2K- 1.27% |
$1.93M - $2.09M
|
1.73M
$174M
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-3.94K- 63.62% |
$342K - $369K
|
2.25K
$226K
|