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 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
16.6KNew |
$966K - $1.06M
|
16.6K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
15.6K+ 6245.2% |
$910K - $997K
|
15.9K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
14.5K+ 20.33% |
$845K - $925K
|
85.8K
$5.52M
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
14.3K+ 5.14% |
$834K - $913K
|
293K
$18.8M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
14.1KNew |
$822K - $900K
|
14.1K
$907K
|
|
|
Apr 22, 2024
Q1 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
13.7K+ 12.53% |
$799K - $874K
|
123K
$7.91M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
12.8K+ 5.26% |
$745K - $816K
|
256K
$16.5M
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
12.7K+ 9.2% |
$738K - $808K
|
150K
$9.67M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.4K+ 64.81% |
$725K - $794K
|
31.6K
$2.03M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.8K+ 2.68% |
$690K - $755K
|
454K
$29.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
11.5K+ 10.66% |
$673K - $737K
|
120K
$7.7M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.3K+ 61.22% |
$601K - $658K
|
27.2K
$1.75M
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
9.96K+ 44.99% |
$581K - $636K
|
32.1K
$2.06M
|
|
|
Apr 12, 2024
Q1 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
9.71K+ 70.64% |
$566K - $620K
|
23.5K
$1.51M
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
9.02K+ 43.23% |
$526K - $576K
|
29.9K
$1.92M
|
|
|
May 06, 2024
Q1 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
8.43K+ 3.38% |
$491K - $538K
|
258K
$16.6M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
8.05K+ 2.55% |
$469K - $514K
|
324K
$20.8M
|
|
|
May 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
7.98K+ 21.01% |
$465K - $509K
|
45.9K
$2.95M
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
7.93KNew |
$462K - $506K
|
7.93K
$510K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
7.43K+ 2.52% |
$433K - $474K
|
303K
$19.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.24K+ 3.02% |
$422K - $462K
|
247K
$15.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
7.21K+ 7.11% |
$420K - $460K
|
109K
$6.98M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
7.05KNew |
$411K - $450K
|
7.05K
$454K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.73KNew |
$392K - $430K
|
6.73K
$433K
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
6.7K+ 11.08% |
$391K - $428K
|
67.2K
$4.32M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
6.57K+ 4.34% |
$383K - $419K
|
158K
$10.2M
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
BUY
|
- |
6.44K+ 10.72% |
$375K - $411K
|
66.5K
$4.28M
|
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
6.41K+ 4.29% |
$373K - $409K
|
156K
$10M
|
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
6.18KNew |
$360K - $394K
|
6.18K
$397K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.65K+ 7.98% |
$329K - $360K
|
76.4K
$4.91M
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
5.42K+ 1.55% |
$316K - $346K
|
356K
$22.9M
|
|
|
May 14, 2024
Q1 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
5.01K+ 3.92% |
$292K - $320K
|
133K
$8.53M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4.87K+ 3.69% |
$284K - $311K
|
137K
$8.79M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
4.83K+ 29.64% |
$282K - $309K
|
21.1K
$1.36M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.68K+ 10.97% |
$273K - $299K
|
47.4K
$3.05M
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
4.66K+ 33.45% |
$272K - $298K
|
18.6K
$1.2M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.35KNew |
$254K - $278K
|
4.35K
$280K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.33K+ 13.27% |
$252K - $276K
|
36.9K
$2.38M
|
|
|
Sep 25, 2024
Q1 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
4.3K+ 2.51% |
$251K - $275K
|
176K
$11.3M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.3KNew |
$251K - $275K
|
4.3K
$277K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4.22KNew |
$246K - $269K
|
4.22K
$271K
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
4.21K+ 19.44% |
$245K - $269K
|
25.9K
$1.66M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.19KNew |
$244K - $268K
|
4.19K
$270K
|
|
|
Apr 29, 2024
Q1 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
3.99KNew |
$233K - $255K
|
3.99K
$257K
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
3.91K+ 9.53% |
$228K - $249K
|
44.9K
$2.89M
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3.55K+ 1.38% |
$207K - $227K
|
260K
$16.7M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.54KNew |
$206K - $226K
|
3.54K
$228K
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.48KNew |
$203K - $222K
|
3.48K
$224K
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
3.37K+ 5.27% |
$196K - $215K
|
67.3K
$4.33M
|
|
|
May 03, 2024
Q1 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
3.35K+ 1.14% |
$195K - $214K
|
296K
$19.1M
|