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 29, 2024
Q1 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-115- 1.26% |
$6.7K - $7.34K
|
9K
$579K
|
|
|
Apr 19, 2024
Q1 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-261- 1.65% |
$15.2K - $16.7K
|
15.5K
$999K
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-267- 0.2% |
$15.6K - $17K
|
132K
$8.52M
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-286- 10.99% |
$16.7K - $18.3K
|
2.32K
$149K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-300- 4.01% |
$17.5K - $19.1K
|
7.19K
$462K
|
|
|
Apr 30, 2024
Q1 2024
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-340- 0.4% |
$19.8K - $21.7K
|
84.1K
$5.41M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-344- 1.72% |
$20.1K - $22K
|
19.6K
$1.26M
|
|
|
Apr 26, 2024
Q1 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-362- 0.98% |
$21.1K - $23.1K
|
36.5K
$2.35M
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-392- 1.47% |
$22.9K - $25K
|
26.3K
$1.69M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-399- 1.54% |
$23.3K - $25.5K
|
25.5K
$1.64M
|
|
|
May 13, 2024
Q1 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-436- 1.36% |
$25.4K - $27.8K
|
31.6K
$2.03M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-609- 87.0% |
$35.5K - $38.9K
|
91
$5.85K
|
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-641- 7.19% |
$37.4K - $40.9K
|
8.28K
$532K
|
|
|
Apr 26, 2024
Q1 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-650- 11.32% |
$37.9K - $41.5K
|
5.09K
$327K
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-655- 0.23% |
$38.2K - $41.8K
|
287K
$18.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-730- 1.08% |
$42.6K - $46.6K
|
67.1K
$4.32M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-781- 1.54% |
$45.5K - $49.9K
|
49.8K
$3.2M
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-879- 0.79% |
$51.2K - $56.1K
|
110K
$7.06M
|
|
|
May 01, 2024
Q1 2024
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-916- 1.67% |
$53.4K - $58.5K
|
54K
$3.47M
|
|
|
May 15, 2024
Q1 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-936- 4.94% |
$54.6K - $59.7K
|
18K
$1.16M
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-1.08K- 4.39% |
$63.1K - $69.1K
|
23.6K
$1.52M
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-1.23K- 1.96% |
$71.7K - $78.4K
|
61.6K
$3.96M
|
|
|
Jul 10, 2024
Q1 2024
|
Oak Root LLC
Santa Barbara, CA |
SELL
|
- |
-1.36K- 0.09% |
$79.1K - $86.6K
|
1.54M
$98.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.4K- 0.93% |
$81.3K - $89K
|
149K
$9.58M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.42K- 1.42% |
$82.9K - $90.8K
|
99.1K
$6.37M
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-1.43K- 10.44% |
$83.1K - $91K
|
12.2K
$786K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-1.43K- 16.23% |
$83.4K - $91.3K
|
7.38K
$475K
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.45K- 1.0% |
$84.5K - $92.5K
|
144K
$9.27M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.49K- 1.28% |
$86.7K - $94.9K
|
115K
$7.39M
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-1.53K- 3.4% |
$89.3K - $97.7K
|
43.5K
$2.8M
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.61K- 22.2% |
$93.6K - $102K
|
5.63K
$362K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-1.7K- 1.12% |
$98.8K - $108K
|
149K
$9.61M
|
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-1.83K- 26.62% |
$107K - $117K
|
5.04K
$324K
|
|
|
May 14, 2024
Q1 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-2.12K- 1.3% |
$123K - $135K
|
161K
$10.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Awm Capital, LLC
|
SELL
|
- |
-2.15K- 1.06% |
$125K - $137K
|
200K
$12.9M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-2.15K- 1.05% |
$125K - $137K
|
202K
$13M
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-2.38K- 4.36% |
$139K - $152K
|
52.3K
$3.36M
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-2.53K- 1.98% |
$148K - $162K
|
125K
$8.06M
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-2.59K- 1.9% |
$151K - $165K
|
134K
$8.61M
|
|
|
Apr 15, 2024
Q1 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-2.66K- 1.13% |
$155K - $170K
|
232K
$14.9M
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-3.06K- 8.66% |
$178K - $195K
|
32.2K
$2.07M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.08K- 27.89% |
$180K - $197K
|
7.96K
$512K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-3.12K- 3.1% |
$182K - $199K
|
97.4K
$6.27M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-3.15K- 12.6% |
$184K - $201K
|
21.9K
$1.41M
|
|
|
Apr 30, 2024
Q1 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-3.2K- 1.18% |
$187K - $204K
|
269K
$17.3M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.39K- 14.94% |
$198K - $217K
|
19.3K
$1.24M
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-3.44K- 1.46% |
$201K - $220K
|
232K
$14.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-3.76K- 8.49% |
$219K - $240K
|
40.6K
$2.61M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-4.12K- 3.32% |
$240K - $263K
|
120K
$7.72M
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-4.17K- 0.92% |
$243K - $266K
|
450K
$28.9M
|