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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
3.29KNew |
$192K - $210K
|
3.29K
$211K
|
|
|
May 10, 2024
Q1 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
3.26K+ 1.02% |
$190K - $208K
|
321K
$20.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
3.25KNew |
$190K - $208K
|
3.25K
$209K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.17KNew |
$185K - $202K
|
3.17K
$204K
|
|
|
May 13, 2024
Q1 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
3.13K+ 5.71% |
$183K - $200K
|
58K
$3.73M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.02KNew |
$176K - $193K
|
3.02K
$194K
|
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
2.98K+ 24.96% |
$174K - $190K
|
14.9K
$958K
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
2.96K+ 0.41% |
$173K - $189K
|
733K
$47.2M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.54K+ 47.68% |
$148K - $162K
|
7.86K
$506K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
2.5KNew |
$145K - $159K
|
2.5K
$160K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.38K+ 0.42% |
$139K - $152K
|
567K
$36.5M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.19K+ 23.94% |
$128K - $140K
|
11.3K
$729K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.06K+ 13.5% |
$120K - $132K
|
17.3K
$1.12M
|
|
|
Apr 24, 2024
Q1 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
2.04K+ 11.44% |
$119K - $130K
|
19.8K
$1.28M
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
BUY
|
- |
1.98K+ 5.85% |
$115K - $126K
|
35.8K
$2.3M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.86K+ 25.61% |
$108K - $119K
|
9.12K
$587K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.82K+ 54.02% |
$106K - $116K
|
5.19K
$334K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.65K+ 3.63% |
$96.3K - $105K
|
47.2K
$3.03M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.65K+ 8.82% |
$96.2K - $105K
|
20.4K
$1.31M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.65K+ 20.89% |
$96K - $105K
|
9.53K
$613K
|
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
1.64K+ 3.03% |
$95.6K - $105K
|
55.8K
$3.59M
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
1.63K+ 2.81% |
$95K - $104K
|
59.6K
$3.83M
|
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.62K+ 2.78% |
$94.2K - $103K
|
59.6K
$3.83M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.53K+ 34.25% |
$89K - $97.4K
|
5.98K
$385K
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.5K+ 7.31% |
$87.6K - $95.9K
|
22.1K
$1.42M
|
|
|
Apr 17, 2024
Q1 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
1.48K+ 1.62% |
$86.3K - $94.5K
|
92.9K
$5.98M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.47K+ 17.2% |
$85.6K - $93.8K
|
10K
$644K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.43K+ 4.34% |
$83.1K - $91K
|
34.2K
$2.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.34K+ 4.37% |
$78.2K - $85.7K
|
32.1K
$2.06M
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.34K+ 1.34% |
$78.1K - $85.5K
|
102K
$6.53M
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.3K+ 1.48% |
$75.8K - $83K
|
89.1K
$5.73M
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
1.28K+ 0.2% |
$74.8K - $81.9K
|
640K
$41.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.28K+ 4.79% |
$74.5K - $81.6K
|
28K
$1.8M
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.18K+ 6.22% |
$68.8K - $75.3K
|
20.2K
$1.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.17K+ 2.04% |
$68K - $74.5K
|
58.4K
$3.76M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.1KNew |
$64K - $70.1K
|
1.1K
$70.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1K+ 11.27% |
$58.5K - $64.1K
|
9.91K
$638K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
987+ 13.96% |
$57.5K - $63K
|
8.06K
$518K
|
|
|
Apr 22, 2024
Q1 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
984+ 1.04% |
$57.4K - $62.8K
|
96.1K
$6.18M
|
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
BUY
|
- |
965+ 9.12% |
$56.3K - $61.6K
|
11.5K
$743K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
938+ 10.53% |
$54.7K - $59.9K
|
9.85K
$633K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
938New |
$54.7K - $59.9K
|
938
$60.3K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
856+ 139.87% |
$49.9K - $54.6K
|
1.47K
$94.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
833+ 4.11% |
$48.6K - $53.2K
|
21.1K
$1.36M
|
|
|
Apr 23, 2024
Q1 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
770+ 2.91% |
$44.9K - $49.1K
|
27.2K
$1.75M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
768+ 9.0% |
$44.8K - $49K
|
9.3K
$598K
|
|
|
May 03, 2024
Q1 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
753+ 9.84% |
$43.9K - $48.1K
|
8.41K
$541K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
752+ 2.71% |
$43.8K - $48K
|
28.5K
$1.83M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
741+ 3.14% |
$43.2K - $47.3K
|
24.3K
$1.56M
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
734+ 4.46% |
$42.8K - $46.9K
|
17.2K
$1.1M
|