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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4.53K+ 2.87% |
$277K - $296K
|
162K
$10.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
4.5KNew |
$275K - $294K
|
4.5K
$279K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.35K+ 83.89% |
$266K - $284K
|
9.54K
$591K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.95K+ 11.55% |
$242K - $258K
|
38.2K
$2.37M
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.86K+ 34.46% |
$236K - $252K
|
15.1K
$933K
|
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
3.79K+ 2.83% |
$232K - $247K
|
138K
$8.53M
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
3.73K+ 11.6% |
$228K - $243K
|
35.8K
$2.22M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.72KNew |
$228K - $243K
|
3.72K
$231K
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
BUY
|
- |
3.34K+ 15.8% |
$204K - $218K
|
24.4K
$1.51M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.1K+ 0.5% |
$189K - $202K
|
627K
$38.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.03K+ 3.96% |
$185K - $198K
|
79.4K
$4.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.86KNew |
$175K - $186K
|
2.86K
$177K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.6KNew |
$159K - $169K
|
2.6K
$161K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.45K+ 4.91% |
$150K - $160K
|
52.3K
$3.24M
|
|
|
Aug 09, 2024
Q2 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
2.44K+ 60.33% |
$149K - $159K
|
6.48K
$401K
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
2.44K+ 8.71% |
$149K - $159K
|
30.4K
$1.88M
|
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
2.35K+ 11.34% |
$144K - $153K
|
23.1K
$1.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.25K+ 24.14% |
$137K - $147K
|
11.6K
$715K
|
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
2.13K+ 3.18% |
$130K - $139K
|
69.2K
$4.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
2.03K+ 2.03% |
$124K - $133K
|
102K
$6.33M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.03K+ 39.72% |
$124K - $133K
|
7.14K
$442K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2K+ 11.91% |
$122K - $131K
|
18.8K
$1.16M
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
BUY
|
- |
1.95K+ 15.94% |
$119K - $127K
|
14.2K
$878K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.84K+ 8.72% |
$113K - $120K
|
23K
$1.42M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.8KNew |
$110K - $118K
|
1.8K
$112K
|
|
|
Jul 24, 2024
Q2 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
1.77K+ 6.51% |
$108K - $116K
|
29K
$1.8M
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.74K+ 41.14% |
$106K - $113K
|
5.96K
$369K
|
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.67K+ 3.19% |
$102K - $109K
|
53.9K
$3.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.66K+ 14.67% |
$102K - $109K
|
13K
$805K
|
|
|
Jul 30, 2024
Q2 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
1.64K+ 8.24% |
$100K - $107K
|
21.5K
$1.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.53K+ 18.97% |
$93.5K - $99.8K
|
9.59K
$594K
|
|
|
Jul 23, 2024
Q2 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.47K+ 9.45% |
$89.8K - $95.8K
|
17K
$1.05M
|
|
|
Jul 29, 2024
Q2 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
1.41K+ 9.44% |
$86K - $91.8K
|
16.3K
$1.01M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.38K+ 36.21% |
$84.3K - $90K
|
5.18K
$321K
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.37KNew |
$83.8K - $89.4K
|
1.37K
$84.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.36K+ 10.49% |
$83.1K - $88.7K
|
14.3K
$886K
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.35K+ 14.83% |
$82.8K - $88.3K
|
10.5K
$649K
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.35K+ 1.18% |
$82.7K - $88.3K
|
116K
$7.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
1.28K+ 6.51% |
$78K - $83.2K
|
20.9K
$1.29M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
1.09K+ 15.45% |
$66.7K - $71.2K
|
8.14K
$504K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.08K+ 5.37% |
$66.2K - $70.6K
|
21.2K
$1.32M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.06K+ 8.69% |
$65.1K - $69.5K
|
13.3K
$825K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.06K+ 4.37% |
$65K - $69.4K
|
25.4K
$1.57M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.03K+ 3.6% |
$62.7K - $66.9K
|
29.5K
$1.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.02K+ 5.89% |
$62.5K - $66.7K
|
18.4K
$1.14M
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
BUY
|
- |
851+ 1.27% |
$52.1K - $55.6K
|
68.1K
$4.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
781+ 4.55% |
$47.8K - $51K
|
18K
$1.11M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
722New |
$44.2K - $47.1K
|
722
$44.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
649+ 15.09% |
$39.7K - $42.4K
|
4.95K
$307K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
647+ 6.46% |
$39.6K - $42.2K
|
10.7K
$660K
|