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 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2024
Q2 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-9- 0.27% |
$551 - $588
|
3.28K
$208K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-14- 0.23% |
$856 - $914
|
6.18K
$392K
|
|
|
Jul 23, 2024
Q2 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-26- 0.31% |
$1.59K - $1.7K
|
8.25K
$523K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-26- 0.06% |
$1.59K - $1.7K
|
43.4K
$2.75M
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-31- 1.34% |
$1.9K - $2.02K
|
2.29K
$145K
|
|
|
Aug 02, 2024
Q2 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-32- 0.38% |
$1.96K - $2.09K
|
8.37K
$530K
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-34- 0.24% |
$2.08K - $2.22K
|
14K
$885K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-34- 0.68% |
$2.08K - $2.22K
|
4.98K
$315K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-60- 0.63% |
$3.67K - $3.92K
|
9.53K
$604K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-61- 0.06% |
$3.73K - $3.98K
|
99K
$6.27M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-65- 0.28% |
$3.98K - $4.24K
|
23.2K
$1.47M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-100- 2.07% |
$6.12K - $6.53K
|
4.73K
$299K
|
|
|
Jul 26, 2024
Q2 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-102- 2.02% |
$6.24K - $6.66K
|
4.94K
$313K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-102- 1.39% |
$6.24K - $6.66K
|
7.21K
$457K
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-113- 1.42% |
$6.91K - $7.38K
|
7.82K
$495K
|
|
|
Jul 17, 2024
Q2 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-159- 0.88% |
$9.73K - $10.4K
|
17.9K
$1.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-169- 2.37% |
$10.3K - $11K
|
6.97K
$442K
|
|
|
Jul 24, 2024
Q2 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-170- 1.6% |
$10.4K - $11.1K
|
10.4K
$662K
|
|
|
Aug 05, 2024
Q2 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-178- 0.49% |
$10.9K - $11.6K
|
36.3K
$2.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-189- 0.33% |
$11.6K - $12.3K
|
57.8K
$3.66M
|
|
|
Aug 12, 2024
Q2 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-208- 0.44% |
$12.7K - $13.6K
|
47.3K
$2.99M
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-262- 0.2% |
$16K - $17.1K
|
132K
$8.37M
|
|
|
Jul 30, 2024
Q2 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-310- 0.98% |
$19K - $20.2K
|
31.3K
$1.98M
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-315- 12.63% |
$19.3K - $20.6K
|
2.18K
$138K
|
|
|
Jul 02, 2024
Q2 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-340- 0.37% |
$20.8K - $22.2K
|
92.6K
$5.87M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-355- 4.46% |
$21.7K - $23.2K
|
7.61K
$482K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-390- 6.33% |
$23.9K - $25.5K
|
5.77K
$366K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-436- 5.48% |
$26.7K - $28.5K
|
7.52K
$477K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-453- 2.31% |
$27.7K - $29.6K
|
19.2K
$1.22M
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-460- 1.75% |
$28.1K - $30K
|
25.9K
$1.64M
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-555- 1.41% |
$33.9K - $36.2K
|
38.8K
$2.46M
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-561- 2.44% |
$34.3K - $36.6K
|
22.5K
$1.42M
|
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-677- 0.47% |
$41.4K - $44.2K
|
143K
$9.09M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-786- 26.03% |
$48.1K - $51.3K
|
2.23K
$142K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.04K- 5.39% |
$63.7K - $68K
|
18.3K
$1.16M
|
|
|
Jul 24, 2024
Q2 2024
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-1.05K- 1.94% |
$64.1K - $68.4K
|
53K
$3.36M
|
|
|
Jul 26, 2024
Q2 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.1K- 3.02% |
$67.2K - $71.8K
|
35.2K
$2.23M
|
|
|
Jul 31, 2024
Q2 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-1.15K- 0.5% |
$70.4K - $75.1K
|
231K
$14.6M
|
|
|
Jul 10, 2024
Q2 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.32K- 2.36% |
$80.7K - $86.2K
|
54.5K
$3.45M
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.34K- 2.3% |
$82.1K - $87.6K
|
57.1K
$3.62M
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-1.48K- 2.41% |
$90.7K - $96.8K
|
60.1K
$3.81M
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-1.5K- 3.7% |
$91.9K - $98.1K
|
39.1K
$2.48M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.56K- 0.17% |
$95.3K - $102K
|
922K
$58.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.85K- 28.03% |
$113K - $121K
|
4.75K
$301K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-2.07K- 1.38% |
$126K - $135K
|
147K
$9.34M
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-2.19K- 0.76% |
$134K - $143K
|
284K
$18M
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-2.23K- 2.2% |
$137K - $146K
|
99.3K
$6.29M
|
|
|
Jul 29, 2024
Q2 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-2.34K- 2.47% |
$143K - $153K
|
92.2K
$5.84M
|