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
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-4.18K- 4.23% |
$243K - $267K
|
94.6K
$6.08M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-4.94K- 16.11% |
$288K - $315K
|
25.7K
$1.65M
|
|
|
Apr 26, 2024
Q1 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-5.61K- 10.58% |
$327K - $358K
|
47.5K
$3.05M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.74K- 21.99% |
$335K - $367K
|
20.4K
$1.31M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-6.54K- 7.3% |
$382K - $418K
|
83.1K
$5.34M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.6K- 8.34% |
$385K - $422K
|
72.6K
$4.67M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-8.8K- 32.46% |
$513K - $561K
|
18.3K
$1.18M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-9.79K- 4.65% |
$571K - $625K
|
200K
$12.9M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-10.5K- 1.68% |
$611K - $669K
|
614K
$39.5M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10.5K- 9.02% |
$613K - $672K
|
106K
$6.82M
|
|
|
May 15, 2024
Q1 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-11.9K- 52.89% |
$695K - $761K
|
10.6K
$683K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
SELL
|
- |
-12.4K- 1.34% |
$722K - $791K
|
913K
$58.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-13.5K- 16.42% |
$787K - $861K
|
68.7K
$4.42M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-16.2K- 2.52% |
$942K - $1.03M
|
623K
$40.1M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-20K- 79.98% |
$1.17M - $1.28M
|
5.01K
$322K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-24K- 85.26% |
$1.4M - $1.53M
|
4.15K
$267K
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-24.6K- 46.88% |
$1.43M - $1.57M
|
27.9K
$1.79M
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-28.8K- 15.09% |
$1.68M - $1.84M
|
162K
$10.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-29.8K- 4.44% |
$1.74M - $1.9M
|
641K
$41.2M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-73.8K- 48.5% |
$4.3M - $4.71M
|
78.3K
$5.04M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-80.4K- 11.53% |
$4.69M - $5.13M
|
617K
$39.7M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-81.9K- 59.66% |
$4.77M - $5.23M
|
55.4K
$3.56M
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-128K- 46.86% |
$7.45M - $8.16M
|
145K
$9.32M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-136K- 32.84% |
$7.93M - $8.68M
|
278K
$17.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-141K- 41.67% |
$8.23M - $9.01M
|
198K
$12.7M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-190K- 41.56% |
$11.1M - $12.1M
|
267K
$17.2M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-203K- 18.38% |
$11.8M - $13M
|
901K
$58M
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-234K- 39.38% |
$13.6M - $14.9M
|
360K
$23.2M
|