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 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
721+ 3.19% |
$42K - $46K
|
23.3K
$1.5M
|
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
703+ 0.99% |
$41K - $44.9K
|
71.7K
$4.61M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
646+ 11.64% |
$37.7K - $41.2K
|
6.2K
$399K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
638+ 10.7% |
$37.2K - $40.7K
|
6.6K
$425K
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
515+ 3.82% |
$30K - $32.9K
|
14K
$901K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
504+ 1.92% |
$29.4K - $32.2K
|
26.7K
$1.72M
|
|
|
Apr 05, 2024
Q1 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
490+ 2.57% |
$28.6K - $31.3K
|
19.6K
$1.26M
|
|
|
May 01, 2024
Q1 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
489+ 5.24% |
$28.5K - $31.2K
|
9.82K
$632K
|
|
|
Nov 01, 2024
Q1 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
473+ 0.67% |
$27.6K - $30.2K
|
70.6K
$4.54M
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
471+ 0.15% |
$27.5K - $30.1K
|
317K
$20.4M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
457New |
$26.6K - $29.2K
|
457
$29.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
432+ 0.43% |
$25.2K - $27.6K
|
100K
$6.45M
|
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
406+ 3.24% |
$23.7K - $25.9K
|
12.9K
$832K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
272+ 5.97% |
$15.9K - $17.4K
|
4.83K
$310K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
248+ 3.6% |
$14.5K - $15.8K
|
7.14K
$459K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
243+ 5.09% |
$14.2K - $15.5K
|
5.02K
$323K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
211+ 0.54% |
$12.3K - $13.5K
|
39.4K
$2.53M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
204+ 2.63% |
$11.9K - $13K
|
7.96K
$512K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
200New |
$11.7K - $12.8K
|
200
$12.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
194+ 0.07% |
$11.3K - $12.4K
|
260K
$16.7M
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
180New |
$10.5K - $11.5K
|
180
$11.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
174+ 1.85% |
$10.1K - $11.1K
|
9.59K
$617K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
168+ 1.01% |
$9.79K - $10.7K
|
16.8K
$1.08M
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
156+ 2.3% |
$9.09K - $9.96K
|
6.94K
$446K
|
|
|
Apr 15, 2024
Q1 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
148+ 1.79% |
$8.63K - $9.45K
|
8.4K
$540K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
117New |
$6.82K - $7.47K
|
117
$7.52K
|
|
|
Apr 24, 2024
Q1 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
103+ 2.24% |
$6K - $6.57K
|
4.7K
$303K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
102+ 1.41% |
$5.95K - $6.51K
|
7.31K
$470K
|
|
|
Apr 25, 2024
Q1 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
87+ 2.06% |
$5.07K - $5.55K
|
4.31K
$277K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
85+ 0.23% |
$4.96K - $5.43K
|
36.3K
$2.34M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
49New |
$2.86K - $3.13K
|
49
$3.15K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
34New |
$1.98K - $2.17K
|
34
$2.19K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
32New |
$1.87K - $2.04K
|
32
$2.06K
|
|
|
Apr 24, 2024
Q1 2024
|
Family Capital Trust CO
|
BUY
|
- |
30New |
$1.75K - $1.91K
|
30
$1.93K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
15+ 1500.0% |
$875 - $957
|
16
$1.03K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 0.19% |
$117 - $128
|
1.06K
$68.4K
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
1+ 0.01% |
$58.3 - $63.8
|
14K
$901K
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-4- 0.72% |
$233 - $255
|
551
$35.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-10- 0.2% |
$583 - $638
|
5.11K
$329K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-10- 0.01% |
$583 - $638
|
109K
$7M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-12- 0.31% |
$700 - $766
|
3.81K
$245K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-12- 3.27% |
$700 - $766
|
355
$22.8K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-18- 0.29% |
$1.05K - $1.15K
|
6.16K
$396K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-33- 0.08% |
$1.92K - $2.11K
|
39.6K
$2.54M
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-45- 0.13% |
$2.62K - $2.87K
|
33.8K
$2.17M
|
|
|
May 15, 2024
Q1 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-50- 0.11% |
$2.92K - $3.19K
|
45K
$2.89M
|
|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-81- 0.8% |
$4.72K - $5.17K
|
10K
$646K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-82- 61.19% |
$4.78K - $5.23K
|
52
$3.34K
|