Latest Institutional Sells of American Centy ETF Tr Avantis (AVEM)
This list provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVEM) 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 |
---|---|---|---|---|---|---|---|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.84M- 98.22% |
$167M - $188M
|
51.7K
$3.11M
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.42M- 99.76% |
$83.1M - $93.8M
|
3.42K
$206K
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-455K- 17.93% |
$26.7M - $30.1M
|
2.08M
$126M
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-384K- 98.3% |
$22.5M - $25.4M
|
6.65K
$401K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-168K- 56.56% |
$9.83M - $11.1M
|
129K
$7.77M
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-95.1K- 7.58% |
$5.57M - $6.29M
|
1.16M
$69.9M
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-56.3K- 11.9% |
$3.3M - $3.72M
|
417K
$25.1M
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-54.9K- 2.44% |
$3.22M - $3.63M
|
2.19M
$132M
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-50.7K- 9.09% |
$2.97M - $3.35M
|
506K
$30.5M
|
|
Feb 05, 2025
Q4 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-49.7K- 52.4% |
$2.91M - $3.28M
|
45.1K
$2.72M
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-33K- 23.78% |
$1.94M - $2.19M
|
106K
$6.38M
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-31.3K- 18.65% |
$1.83M - $2.07M
|
137K
$8.23M
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-27.5K- 16.37% |
$1.61M - $1.82M
|
140K
$8.46M
|
|
Jan 31, 2025
Q4 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-26K- 32.37% |
$1.52M - $1.72M
|
54.3K
$3.28M
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-24.5K- 60.79% |
$1.44M - $1.62M
|
15.8K
$953K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-20.8K- 16.3% |
$1.22M - $1.37M
|
107K
$6.42M
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-20K- 77.57% |
$1.17M - $1.33M
|
5.8K
$350K
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-17.7K- 3.63% |
$1.04M - $1.17M
|
470K
$28.3M
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-17.1K- 39.53% |
$1M - $1.13M
|
26.2K
$1.58M
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-15.8K- 92.78% |
$927K - $1.05M
|
1.23K
$74.2K
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-13.7K- 0.91% |
$801K - $904K
|
1.48M
$89.4M
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-11.3K- 11.35% |
$660K - $745K
|
88K
$5.3M
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-10.5K- 4.67% |
$617K - $697K
|
215K
$13M
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-9.72K- 16.92% |
$570K - $643K
|
47.7K
$2.88M
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-9.67K- 29.85% |
$566K - $639K
|
22.7K
$1.37M
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-9.29K- 23.14% |
$544K - $614K
|
30.9K
$1.86M
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-9.21K- 1.03% |
$540K - $609K
|
881K
$53.1M
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-9.18K- 4.33% |
$538K - $607K
|
203K
$12.2M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.97K- 6.92% |
$526K - $594K
|
121K
$7.28M
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-8.67K- 3.05% |
$508K - $574K
|
276K
$16.6M
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-8.4K- 6.46% |
$492K - $556K
|
122K
$7.33M
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-7.53K- 15.53% |
$441K - $498K
|
41K
$2.47M
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-7.48K- 1.67% |
$438K - $495K
|
440K
$26.5M
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-7.14K- 7.97% |
$418K - $472K
|
82.4K
$4.97M
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-7.1K- 34.76% |
$416K - $470K
|
13.3K
$803K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.08K- 33.95% |
$415K - $468K
|
13.8K
$830K
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-6.83K- 6.28% |
$400K - $452K
|
102K
$6.15M
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-6.61K- 6.01% |
$387K - $437K
|
103K
$6.24M
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-5.67K- 81.62% |
$332K - $375K
|
1.28K
$77K
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-5.59K- 41.99% |
$327K - $370K
|
7.72K
$465K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.49K- 2.73% |
$322K - $363K
|
196K
$11.8M
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-5.45K- 3.63% |
$319K - $361K
|
145K
$8.73M
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-5.43K- 1.36% |
$318K - $359K
|
395K
$23.8M
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-5.12K- 16.88% |
$300K - $339K
|
25.2K
$1.52M
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
SELL
|
- |
-5.12K- 2.45% |
$300K - $338K
|
204K
$12.3M
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.02K- 16.52% |
$294K - $332K
|
25.4K
$1.53M
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-4.45K- 8.5% |
$261K - $295K
|
48K
$2.89M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.83K- 31.01% |
$225K - $254K
|
8.53K
$514K
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-3.64K- 2.97% |
$213K - $240K
|
119K
$7.17M
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-3.1K- 47.6% |
$182K - $205K
|
3.41K
$206K
|