Purchases and Sales Made in Q1 2024 in American Centy ETF Tr Avantis (AVDE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDE) during Q1 2024. The information is specifically focused on institutions that hold shares of AMERICAN CENTY ETF TR AVANTIS .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
843K+ 110.44% |
$49.2M - $53.8M
|
1.61M
$103M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
389K+ 2143.55% |
$22.7M - $24.9M
|
408K
$26.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
316K+ 8.33% |
$18.4M - $20.2M
|
4.11M
$264M
|
|
|
Apr 22, 2024
Q1 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
267K+ 14.31% |
$15.6M - $17M
|
2.13M
$137M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
149K+ 19.27% |
$8.7M - $9.52M
|
923K
$59.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
125K+ 6.43% |
$7.31M - $8M
|
2.08M
$133M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
119K+ 612.94% |
$6.94M - $7.6M
|
139K
$8.91M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
109K+ 21.42% |
$6.35M - $6.95M
|
617K
$39.7M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
109K+ 21.42% |
$6.35M - $6.95M
|
617K
$39.7M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
85.9K+ 12.56% |
$5.01M - $5.49M
|
770K
$49.5M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
83K+ 3.51% |
$4.84M - $5.3M
|
2.45M
$158M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
82.7K+ 183.52% |
$4.82M - $5.28M
|
128K
$8.22M
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
76.4K+ 8.37% |
$4.45M - $4.88M
|
989K
$63.6M
|
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
74.7K+ 4.53% |
$4.36M - $4.77M
|
1.73M
$111M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
62.9K+ 32.42% |
$3.67M - $4.02M
|
257K
$16.5M
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
59.9K+ 3.59% |
$3.49M - $3.83M
|
1.73M
$111M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
59.3K+ 49.24% |
$3.45M - $3.78M
|
180K
$11.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
58.9K+ 14.57% |
$3.43M - $3.76M
|
463K
$29.8M
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
55.9K+ 10.39% |
$3.26M - $3.57M
|
594K
$38.2M
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
55.8K+ 14.32% |
$3.25M - $3.56M
|
445K
$28.6M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
55.1K+ 378.3% |
$3.21M - $3.52M
|
69.7K
$4.48M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
54.9K+ 1117.61% |
$3.2M - $3.5M
|
59.8K
$3.85M
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
53.8K+ 49.16% |
$3.14M - $3.44M
|
163K
$10.5M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
53.5K+ 15.12% |
$3.12M - $3.42M
|
408K
$26.2M
|
|
|
May 14, 2024
Q1 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
51.9K+ 69.0% |
$3.02M - $3.31M
|
127K
$8.17M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
45K+ 19.91% |
$2.62M - $2.87M
|
271K
$17.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
42.9K+ 6.99% |
$2.5M - $2.74M
|
656K
$42.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
41.1K+ 66.43% |
$2.4M - $2.62M
|
103K
$6.62M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
40.5K+ 40.19% |
$2.36M - $2.58M
|
141K
$9.08M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
37.6K+ 26.14% |
$2.19M - $2.4M
|
182K
$11.7M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
36.7K+ 3.67% |
$2.14M - $2.34M
|
1.04M
$66.6M
|
|
|
May 09, 2024
Q1 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
33.9K+ 12.6% |
$1.97M - $2.16M
|
303K
$19.5M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
33.8K+ 8.83% |
$1.97M - $2.16M
|
416K
$26.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
32.9K+ 3.5% |
$1.92M - $2.1M
|
971K
$62.5M
|
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
31.7K+ 5.74% |
$1.85M - $2.02M
|
584K
$37.6M
|
|
|
May 14, 2024
Q1 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
29.7K+ 67.72% |
$1.73M - $1.9M
|
73.7K
$4.74M
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
29.1K+ 11.46% |
$1.7M - $1.86M
|
283K
$18.2M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
26.5K+ 7.95% |
$1.54M - $1.69M
|
359K
$23.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.4K+ 10.5% |
$1.42M - $1.56M
|
257K
$16.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
23.8KNew |
$1.39M - $1.52M
|
23.8K
$1.53M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
23.2KNew |
$1.35M - $1.48M
|
23.2K
$1.49M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
23.1K+ 9.18% |
$1.35M - $1.47M
|
275K
$17.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
22K+ 18.98% |
$1.28M - $1.4M
|
138K
$8.87M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
21.5K+ 4.94% |
$1.25M - $1.37M
|
458K
$29.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
18.9K+ 10.57% |
$1.1M - $1.21M
|
198K
$12.7M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
18.5K+ 23.32% |
$1.08M - $1.18M
|
98K
$6.3M
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
17.3KNew |
$1.01M - $1.1M
|
17.3K
$1.11M
|
|
|
Apr 15, 2024
Q1 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
17.2K+ 11.56% |
$1M - $1.1M
|
166K
$10.7M
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
16.8K+ 2.06% |
$977K - $1.07M
|
828K
$53.3M
|
|
|
May 14, 2024
Q1 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
16.7K+ 8.43% |
$975K - $1.07M
|
215K
$13.8M
|