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 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-55- 7.87% |
$3.22K - $3.64K
|
644
$50K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-10- 50.0% |
$586 - $661
|
10
$776
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-46.5K- 16.88% |
$2.66M - $3.05M
|
229K
$17.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-4.1K- 14.01% |
$234K - $269K
|
25.1K
$1.95M
|
|
|
Oct 29, 2024
Q3 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-2.25K- 39.13% |
$129K - $148K
|
3.5K
$272K
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-2.1K- 22.95% |
$120K - $138K
|
7.06K
$547K
|
|
|
Nov 14, 2024
Q3 2024
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-932- 8.38% |
$53.3K - $61.1K
|
10.2K
$791K
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-257- 6.6% |
$14.7K - $16.9K
|
3.64K
$282K
|
|
|
Oct 08, 2024
Q3 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-226- 4.83% |
$12.9K - $14.8K
|
4.45K
$346K
|
|
| Q2 2024 | |||||||
|
Aug 05, 2024
Q2 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-5.91K- 41.66% |
$334K - $369K
|
8.28K
$642K
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-1.5K- 16.8% |
$84.3K - $93.3K
|
7.4K
$574K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-656- 0.21% |
$37K - $40.9K
|
312K
$24.2M
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-19.5K- 58.64% |
$1.03M - $1.14M
|
13.8K
$1.07M
|
|
|
Apr 03, 2024
Q1 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-188- 45.41% |
$9.97K - $11K
|
226
$17.5K
|
|
| Q4 2023 | |||||||
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.33K- 11.95% |
$119K - $131K
|
17.2K
$1.33M
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-618- 1.87% |
$31.5K - $34.8K
|
32.5K
$2.52M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-265- 5.05% |
$13.5K - $14.9K
|
4.99K
$387K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.72K- 14.98% |
$90.1K - $98.5K
|
9.75K
$757K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-283- 3.34% |
$14.8K - $16.2K
|
8.2K
$636K
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-163- 3.8% |
$8.55K - $9.34K
|
4.13K
$320K
|
|
| Q1 2023 | |||||||
|
May 01, 2023
Q1 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-8.72K- 97.81% |
$438K - $490K
|
195
$15.1K
|
|
|
May 01, 2023
Q1 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.08K- 69.4% |
$54.5K - $60.9K
|
478
$37.1K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-16- 20.0% |
$804 - $899
|
64
$4.97K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-8.87K- 15.72% |
$398K - $467K
|
47.5K
$3.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.21K- 9.41% |
$144K - $169K
|
30.9K
$2.4M
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-163K- 7.1% |
$7.47M - $8.69M
|
2.13M
$165M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-513Closed |
$23.5K - $27.4K
|
0
$0
|
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-141- 6.62% |
$6.47K - $7.53K
|
1.99K
$154K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-22.5KClosed |
$1.16M - $1.38M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-4.38KClosed |
$225K - $268K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-536Closed |
$27.6K - $32.9K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 31, 2023
Q1 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-25.6KClosed |
$1.4M - $1.67M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-5.26KClosed |
$289K - $344K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Applied Capital LLC
|
SELL
|
- |
-5.03KClosed |
$276K - $328K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-3.79KClosed |
$208K - $248K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-13KClosed |
$792K - $866K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.53KClosed |
$93.3K - $102K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 15, 2021
Q2 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-18Closed |
$1.18K - $1.27K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 12, 2020
Q2 2020
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-19.2KClosed |
$733K - $942K
|
0
$0
|
|