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 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-2.5K- 1.68% |
$153K - $163K
|
146K
$9.07M
|
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-2.5K- 4.2% |
$153K - $163K
|
57.1K
$3.54M
|
|
|
Jul 23, 2024
Q2 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-2.94K- 32.64% |
$180K - $192K
|
6.07K
$376K
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
SELL
|
- |
-3.23K- 13.61% |
$198K - $211K
|
20.5K
$1.27M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.26K- 6.9% |
$199K - $213K
|
43.9K
$2.72M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-3.31K- 2.75% |
$202K - $216K
|
117K
$7.23M
|
|
|
Aug 05, 2024
Q2 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-3.58K- 2.82% |
$219K - $234K
|
123K
$7.65M
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-3.94K- 3.59% |
$241K - $257K
|
106K
$6.56M
|
|
|
Aug 01, 2024
Q2 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-4.2K- 1.56% |
$257K - $274K
|
265K
$16.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-4.42K- 17.19% |
$270K - $288K
|
21.3K
$1.32M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.62K- 11.68% |
$283K - $302K
|
34.9K
$2.16M
|
|
|
Nov 01, 2024
Q2 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-4.66K- 6.6% |
$285K - $304K
|
66K
$4.09M
|
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-5.62K- 3.61% |
$344K - $367K
|
150K
$9.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-7.23K- 3.58% |
$442K - $472K
|
195K
$12.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
SELL
|
- |
-7.79K- 3.88% |
$476K - $508K
|
193K
$11.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
SELL
|
- |
-8.33K- 0.91% |
$509K - $544K
|
905K
$56.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-8.36K- 59.68% |
$512K - $546K
|
5.65K
$350K
|
|
|
Jul 30, 2024
Q2 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-8.55K- 3.29% |
$523K - $558K
|
252K
$15.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.62K- 11.87% |
$527K - $563K
|
64K
$3.96M
|
|
|
Jul 12, 2024
Q2 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-8.83K- 4.11% |
$540K - $576K
|
206K
$12.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-9.52K- 9.77% |
$582K - $621K
|
87.9K
$5.45M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-10.3K- 2.48% |
$630K - $672K
|
406K
$25.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-12.8K- 7.92% |
$781K - $834K
|
148K
$9.19M
|
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-13.6K- 48.64% |
$830K - $886K
|
14.3K
$887K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-16.1K- 9.92% |
$985K - $1.05M
|
146K
$9.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-16.3K- 9.1% |
$999K - $1.07M
|
163K
$10.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-16.4K- 3.62% |
$1M - $1.07M
|
437K
$27.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-17.6K- 7.6% |
$1.08M - $1.15M
|
214K
$13.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-20K- 10.12% |
$1.22M - $1.31M
|
178K
$11M
|
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-23.1K- 5.13% |
$1.41M - $1.51M
|
427K
$26.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-27.4K- 3.04% |
$1.68M - $1.79M
|
874K
$54.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-28K- 4.26% |
$1.71M - $1.83M
|
628K
$38.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-28.1K- 40.92% |
$1.72M - $1.84M
|
40.6K
$2.51M
|
|
|
Jul 24, 2024
Q2 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-30.1K- 9.37% |
$1.84M - $1.97M
|
291K
$18M
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-31.6K- 4.3% |
$1.93M - $2.06M
|
702K
$43.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-42K- 6.56% |
$2.57M - $2.74M
|
599K
$37.1M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-45.1K- 42.53% |
$2.76M - $2.95M
|
61K
$3.78M
|
|
|
Jul 24, 2024
Q2 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-71.7K- 7.38% |
$4.39M - $4.68M
|
899K
$55.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-81.8K- 27.03% |
$5M - $5.34M
|
221K
$13.7M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-90.6K- 3.7% |
$5.54M - $5.91M
|
2.36M
$146M
|
|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-239K- 13.83% |
$14.6M - $15.6M
|
1.49M
$92.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-336K- 59.21% |
$20.5M - $21.9M
|
231K
$14.3M
|
|
|
Oct 30, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-347K- 78.53% |
$21.2M - $22.7M
|
94.9K
$5.88M
|