Purchases and Sales Made in Q2 2024 in American Centy ETF Tr Avantis (AVDE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
4.69M+ 7831.73% |
$287M - $306M
|
4.74M
$303M
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.39M+ 115.14% |
$146M - $156M
|
4.46M
$285M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
863K+ 53.7% |
$52.8M - $56.3M
|
2.47M
$158M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
442KNew |
$27M - $28.9M
|
442K
$28.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
366K+ 137.02% |
$22.4M - $23.9M
|
634K
$40.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
320K+ 533.63% |
$19.6M - $20.9M
|
380K
$24.3M
|
|
|
Sep 10, 2024
Q2 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
257KNew |
$15.7M - $16.8M
|
257K
$16.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
236K+ 5.74% |
$14.4M - $15.4M
|
4.35M
$278M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
217KNew |
$13.3M - $14.2M
|
217K
$13.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
187KNew |
$11.5M - $12.2M
|
187K
$12M
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
185K+ 40.37% |
$11.3M - $12.1M
|
642K
$41M
|
|
|
Jul 12, 2024
Q2 2024
|
Iam Advisory, LLC
|
BUY
|
- |
181K+ 1565.59% |
$11.1M - $11.8M
|
192K
$12.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
175K+ 8.21% |
$10.7M - $11.4M
|
2.31M
$147M
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
167K+ 41.07% |
$10.2M - $10.9M
|
575K
$36.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
135K+ 23.07% |
$8.25M - $8.8M
|
719K
$45.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
127KNew |
$7.74M - $8.27M
|
127K
$8.09M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
125KNew |
$7.63M - $8.14M
|
125K
$7.96M
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
110K+ 34.75% |
$6.73M - $7.18M
|
427K
$27.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
94.8K+ 121.03% |
$5.8M - $6.19M
|
173K
$11.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
82.1K+ 68.51% |
$5.02M - $5.36M
|
202K
$12.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
81.5K+ 7.88% |
$4.99M - $5.32M
|
1.12M
$71.3M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
80.4K+ 13.04% |
$4.92M - $5.25M
|
697K
$44.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
80.4K+ 13.04% |
$4.92M - $5.25M
|
697K
$44.5M
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
79.5KNew |
$4.86M - $5.19M
|
79.5K
$5.08M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
63.8K+ 24.84% |
$3.9M - $4.17M
|
321K
$20.5M
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
62.8K+ 10.24% |
$3.84M - $4.1M
|
677K
$43.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
59.1K+ 13.28% |
$3.62M - $3.86M
|
504K
$32.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
53K+ 6.88% |
$3.24M - $3.46M
|
823K
$52.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
48.9K+ 7.64% |
$2.99M - $3.19M
|
689K
$44M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
48.6K+ 26.75% |
$2.97M - $3.17M
|
230K
$14.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
47.3K+ 85.35% |
$2.89M - $3.09M
|
103K
$6.55M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
46.4K+ 23.49% |
$2.84M - $3.03M
|
244K
$15.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
42.9KNew |
$2.62M - $2.8M
|
42.9K
$2.74M
|
|
|
Jul 17, 2024
Q2 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
40.7K+ 15.8% |
$2.49M - $2.66M
|
299K
$19.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
39.8K+ 4.02% |
$2.43M - $2.6M
|
1.03M
$65.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
39.3K+ 10.94% |
$2.41M - $2.57M
|
399K
$25.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
32.3KNew |
$1.97M - $2.11M
|
32.3K
$2.06M
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
31.1K+ 11.19% |
$1.9M - $2.03M
|
309K
$19.7M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
30.4K+ 961.53% |
$1.86M - $1.99M
|
33.6K
$2.15M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
29.1K+ 10.75% |
$1.78M - $1.9M
|
300K
$19.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
27.8K+ 33.49% |
$1.7M - $1.82M
|
111K
$7.08M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
27.7K+ 28.31% |
$1.7M - $1.81M
|
126K
$8.03M
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
26.8KNew |
$1.64M - $1.75M
|
26.8K
$1.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
26K+ 35.29% |
$1.59M - $1.7M
|
99.7K
$6.36M
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
25.9K+ 17.26% |
$1.59M - $1.69M
|
176K
$11.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
24.2K+ 17.56% |
$1.48M - $1.58M
|
162K
$10.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
23.4K+ 18.99% |
$1.43M - $1.53M
|
146K
$9.35M
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
21.7K+ 6.7% |
$1.33M - $1.42M
|
346K
$22.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
20.8K+ 7.56% |
$1.27M - $1.35M
|
295K
$18.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20.5K+ 29.5% |
$1.26M - $1.34M
|
90.2K
$5.76M
|