Latest Institutional Sells of American Centy ETF Tr Avantis (AVLV)
This list provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVLV) 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 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-558- 10.31% |
$36.6K - $39.7K
|
4.85K
$321K
|
|
|
Jan 13, 2025
Q4 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-477- 0.23% |
$31.2K - $34K
|
203K
$13.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-468- 1.66% |
$30.7K - $33.3K
|
27.7K
$1.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-462- 0.59% |
$30.3K - $32.9K
|
77.5K
$5.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-404- 9.76% |
$26.5K - $28.8K
|
3.74K
$247K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-334- -0.0% |
$21.9K - $23.8K
|
7.71M
$510M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-305- 0.34% |
$20K - $21.7K
|
89.6K
$5.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-259- 0.13% |
$17K - $18.4K
|
195K
$12.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-204- 1.14% |
$13.4K - $14.5K
|
17.7K
$1.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-194- 0.83% |
$12.7K - $13.8K
|
23.1K
$1.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-153- 0.69% |
$10K - $10.9K
|
22.2K
$1.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-150- 3.77% |
$9.83K - $10.7K
|
3.83K
$253K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-126- 5.33% |
$8.25K - $8.97K
|
2.24K
$148K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-98- 1.18% |
$6.42K - $6.98K
|
8.2K
$542K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-72- 7.21% |
$4.72K - $5.13K
|
927
$61.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-44- 9.32% |
$2.88K - $3.13K
|
428
$28.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-21- 0.13% |
$1.38K - $1.5K
|
15.8K
$1.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3- 0.02% |
$197 - $214
|
12K
$795K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-37.9K- 24.24% |
$2.28M - $2.5M
|
118K
$7.84M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-996- 21.98% |
$59.8K - $65.6K
|
3.54K
$234K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-237- 2.76% |
$14.2K - $15.6K
|
8.36K
$553K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-79- 12.04% |
$4.74K - $5.2K
|
577
$38.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-12- 4.03% |
$721 - $790
|
286
$18.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-1- 0.01% |
$60.1 - $65.8
|
10.7K
$709K
|
|
| Q2 2024 | |||||||
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-112- 3.13% |
$6.8K - $7.18K
|
3.47K
$230K
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-30- 4.61% |
$1.82K - $1.92K
|
621
$41.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-26- 96.3% |
$1.58K - $1.67K
|
1
$66.1
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-14.4K- 19.1% |
$816K - $928K
|
61.2K
$4.05M
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-9.87K- 42.63% |
$557K - $634K
|
13.3K
$878K
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-827- 14.14% |
$46.7K - $53.1K
|
5.02K
$332K
|
|
| Q4 2023 | |||||||
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-147- 79.46% |
$7.34K - $8.54K
|
38
$2.51K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.01K- 11.29% |
$52.8K - $56.7K
|
7.95K
$526K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
SELL
|
- |
-90- 10.91% |
$4.7K - $5.04K
|
735
$48.6K
|
|
| Q2 2023 | |||||||
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
SELL
|
CALL |
-20K- 80.97% |
$984K - $1.07M
|
4.7K
$311K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-16.7K- 18.06% |
$821K - $890K
|
75.7K
$5.01M
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-9- 2.36% |
$443 - $480
|
373
$24.7K
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-2.34K- 17.52% |
$103K - $121K
|
11K
$730K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-497- 3.03% |
$21.9K - $25.7K
|
15.9K
$1.05M
|
|