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 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20.5K+ 29.5% |
$1.26M - $1.34M
|
90.2K
$5.72M
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
20.2K+ 30.12% |
$1.24M - $1.32M
|
87.4K
$5.54M
|
|
|
Jul 31, 2024
Q2 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
18.6K+ 11.21% |
$1.14M - $1.22M
|
185K
$11.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
18.6K+ 13.14% |
$1.13M - $1.21M
|
160K
$10.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
18.5K+ 6.31% |
$1.13M - $1.21M
|
311K
$19.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
17.8K+ 13.93% |
$1.09M - $1.16M
|
146K
$9.22M
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
16.8K+ 11.59% |
$1.03M - $1.1M
|
162K
$10.2M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
16.1K+ 3.48% |
$986K - $1.05M
|
479K
$30.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
14.7K+ 4.14% |
$901K - $962K
|
371K
$23.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
14.6K+ 4.82% |
$893K - $953K
|
317K
$20.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
12.4K+ 9.9% |
$759K - $810K
|
138K
$8.73M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
11.7K+ 10.78% |
$717K - $766K
|
121K
$7.64M
|
|
|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
11.6K+ 6.6% |
$709K - $756K
|
187K
$11.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
10.8K+ 8.11% |
$658K - $703K
|
143K
$9.09M
|
|
|
Aug 09, 2024
Q2 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
10.7KNew |
$652K - $696K
|
10.7K
$675K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10.3K+ 296.67% |
$632K - $675K
|
13.8K
$876K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.2K+ 32.25% |
$624K - $666K
|
41.8K
$2.65M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10K+ 3.91% |
$613K - $654K
|
266K
$16.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9.91K+ 38.94% |
$606K - $647K
|
35.4K
$2.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
BUY
|
- |
9.57K+ 0.55% |
$586K - $625K
|
1.74M
$110M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.06K+ 24.51% |
$554K - $591K
|
46K
$2.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.46K+ 6.1% |
$517K - $552K
|
147K
$9.31M
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
8.03K+ 1.35% |
$491K - $524K
|
602K
$38.1M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
7.64KNew |
$467K - $499K
|
7.64K
$484K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
7.6KNew |
$465K - $496K
|
7.6K
$481K
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
7.45K+ 4.56% |
$456K - $486K
|
171K
$10.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
7.28K+ 2.45% |
$445K - $475K
|
304K
$19.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
7.23K+ 0.87% |
$442K - $472K
|
836K
$52.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
7.15K+ 2.52% |
$437K - $466K
|
291K
$18.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
7.04K+ 8.2% |
$431K - $460K
|
92.9K
$5.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7K+ 44.1% |
$428K - $457K
|
22.9K
$1.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
6.99K+ 42.2% |
$428K - $456K
|
23.6K
$1.49M
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
6.69K+ 14.89% |
$409K - $436K
|
51.6K
$3.27M
|
|
|
Aug 02, 2024
Q2 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
6.49KNew |
$397K - $424K
|
6.49K
$411K
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
6.4K+ 24.77% |
$392K - $418K
|
32.3K
$2.04M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.17K+ 103.18% |
$377K - $403K
|
12.2K
$770K
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
6.15K+ 5.66% |
$376K - $401K
|
115K
$7.27M
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
6.05K+ 26.08% |
$370K - $395K
|
29.2K
$1.85M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
6K+ 639.87% |
$367K - $392K
|
6.94K
$440K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.74K+ 28.19% |
$351K - $375K
|
26.1K
$1.65M
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
5.74K+ 19.2% |
$351K - $375K
|
35.6K
$2.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
5.72KNew |
$350K - $374K
|
5.72K
$363K
|
|
|
Aug 08, 2024
Q2 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
5.69KNew |
$348K - $372K
|
5.69K
$361K
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
5.39KNew |
$330K - $352K
|
5.39K
$342K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.24K+ 2.13% |
$321K - $342K
|
252K
$16M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
5.06K+ 242.32% |
$310K - $330K
|
7.15K
$453K
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
BUY
|
- |
5.02K+ 7.56% |
$307K - $328K
|
71.5K
$4.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.89K+ 17.99% |
$299K - $319K
|
32K
$2.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.64K+ 1.14% |
$284K - $303K
|
412K
$26.1M
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4.57K+ 3.34% |
$280K - $298K
|
141K
$8.95M
|