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 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
641+ 12.65% |
$39.2K - $41.9K
|
5.71K
$362K
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
585+ 1.23% |
$35.8K - $38.2K
|
48K
$3.04M
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
577+ 3.34% |
$35.3K - $37.7K
|
17.8K
$1.13M
|
|
Jul 15, 2024
Q2 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
549+ 0.57% |
$33.6K - $35.8K
|
96.6K
$6.12M
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
524+ 5.5% |
$32.1K - $34.2K
|
10.1K
$637K
|
|
Aug 13, 2024
Q2 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
506+ 8.19% |
$31K - $33K
|
6.68K
$423K
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
495+ 6.3% |
$30.3K - $32.3K
|
8.36K
$529K
|
|
Jul 18, 2024
Q2 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
433+ 1.85% |
$26.5K - $28.3K
|
23.9K
$1.51M
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
400+ 10.72% |
$24.5K - $26.1K
|
4.13K
$262K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
380+ 25.89% |
$23.2K - $24.8K
|
1.85K
$117K
|
|
Aug 01, 2024
Q2 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
375+ 3.78% |
$22.9K - $24.5K
|
10.3K
$652K
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
374+ 0.54% |
$22.9K - $24.4K
|
69K
$4.37M
|
|
Aug 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
371+ 3.69% |
$22.7K - $24.2K
|
10.4K
$660K
|
|
Aug 08, 2024
Q2 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
311+ 3.7% |
$19K - $20.3K
|
8.72K
$552K
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
298New |
$18.2K - $19.5K
|
298
$18.9K
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
294+ 1.75% |
$18K - $19.2K
|
17.1K
$1.08M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
280+ 1.05% |
$17.1K - $18.3K
|
27K
$1.71M
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
263+ 0.3% |
$16.1K - $17.2K
|
89.3K
$5.66M
|
|
Jul 09, 2024
Q2 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
263+ 0.31% |
$16.1K - $17.2K
|
84.4K
$5.34M
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
246New |
$15K - $16.1K
|
246
$15.6K
|
|
Aug 13, 2024
Q2 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
229+ 5.74% |
$14K - $15K
|
4.22K
$267K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
200New |
$12.2K - $13.1K
|
200
$12.7K
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
197+ 0.27% |
$12.1K - $12.9K
|
71.9K
$4.56M
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
190+ 3.25% |
$11.6K - $12.4K
|
6.04K
$383K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
188+ 17.69% |
$11.5K - $12.3K
|
1.25K
$79.3K
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
185+ 0.58% |
$11.3K - $12.1K
|
32.3K
$2.04M
|
|
Aug 14, 2024
Q2 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
163+ 0.36% |
$9.97K - $10.6K
|
45.1K
$2.86M
|
|
Jul 30, 2024
Q2 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
161+ 1.64% |
$9.85K - $10.5K
|
9.99K
$633K
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
BUY
|
- |
154+ 0.43% |
$9.42K - $10.1K
|
36K
$2.28M
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
148+ 3.45% |
$9.05K - $9.66K
|
4.43K
$281K
|
|
Jul 26, 2024
Q2 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
136+ 0.3% |
$8.32K - $8.88K
|
46.1K
$2.92M
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
125New |
$7.65K - $8.16K
|
125
$7.92K
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
120New |
$7.34K - $7.83K
|
120
$7.6K
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
104+ 0.56% |
$6.36K - $6.79K
|
18.7K
$1.19M
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
97+ 2.31% |
$5.93K - $6.33K
|
4.29K
$272K
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
96+ 48.0% |
$5.87K - $6.27K
|
296
$18.8K
|
|
Jul 26, 2024
Q2 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
82+ 1.9% |
$5.02K - $5.35K
|
4.39K
$278K
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
81+ 0.25% |
$4.95K - $5.29K
|
32.3K
$2.05M
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
61+ 1.38% |
$3.73K - $3.98K
|
4.49K
$284K
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
BUY
|
- |
60New |
$3.67K - $3.92K
|
60
$3.8K
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
53New |
$3.24K - $3.46K
|
53
$3.36K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
46+ 1.31% |
$2.81K - $3K
|
3.56K
$226K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
45+ 1.03% |
$2.75K - $2.94K
|
4.4K
$278K
|
|
Aug 12, 2024
Q2 2024
|
Awm Capital, LLC
|
BUY
|
- |
45+ 0.02% |
$2.75K - $2.94K
|
200K
$12.7M
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
19+ 3.45% |
$1.16K - $1.24K
|
570
$36.1K
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
18+ 0.05% |
$1.1K - $1.18K
|
33.8K
$2.14M
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15New |
$918 - $979
|
15
$950
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.34% |
$856 - $914
|
4.16K
$264K
|
|
Jul 25, 2024
Q2 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
11+ 0.23% |
$673 - $718
|
4.72K
$299K
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
1+ 11.11% |
$61.2 - $65.3
|
10
$634
|