Purchases and Sales Made in Q3 2024 in American Centy ETF Tr Avantis (AVDE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.3M+ 29.01% |
$77.8M - $87.7M
|
5.76M
$370M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
465K+ 18.83% |
$27.9M - $31.5M
|
2.93M
$189M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
391KNew |
$23.5M - $26.4M
|
391K
$25.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
344K+ 271.68% |
$20.7M - $23.3M
|
471K
$30.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
337K+ 1002.28% |
$20.2M - $22.8M
|
370K
$23.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
326KNew |
$19.6M - $22.1M
|
326K
$21M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
240K+ 21.54% |
$14.4M - $16.3M
|
1.36M
$87.3M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
215K+ 14.44% |
$12.9M - $14.5M
|
1.7M
$109M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
207K+ 4.77% |
$12.5M - $14M
|
4.55M
$293M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
199K+ 21.62% |
$12M - $13.5M
|
1.12M
$72.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
170K+ 7.37% |
$10.2M - $11.5M
|
2.48M
$159M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
143K+ 35.14% |
$8.57M - $9.65M
|
548K
$35.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
133K+ 19.11% |
$8.01M - $9.02M
|
831K
$53.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
121KNew |
$7.29M - $8.21M
|
121K
$7.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
117K+ 6.75% |
$7.05M - $7.94M
|
1.86M
$119M
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
107K+ 59.97% |
$6.4M - $7.21M
|
284K
$18.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
104K+ 115.16% |
$6.24M - $7.03M
|
194K
$12.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
94.3K+ 11.45% |
$5.67M - $6.38M
|
918K
$59M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
93.2KNew |
$5.6M - $6.3M
|
93.2K
$5.99M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
74.6K+ 14.78% |
$4.48M - $5.04M
|
579K
$37.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
70.5K+ 9.8% |
$4.23M - $4.77M
|
790K
$50.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
59.9K+ 19.97% |
$3.6M - $4.06M
|
360K
$23.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
55.7K+ 24.19% |
$3.35M - $3.77M
|
286K
$18.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
53.4K+ 14.05% |
$3.21M - $3.62M
|
434K
$27.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
52.9KNew |
$3.18M - $3.58M
|
52.9K
$3.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
52.8K+ 27.08% |
$3.17M - $3.57M
|
248K
$15.9M
|
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
52.5KNew |
$3.15M - $3.55M
|
52.5K
$3.38M
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
50.1K+ 8.37% |
$3.01M - $3.39M
|
649K
$41.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
49.3K+ 15.95% |
$2.96M - $3.34M
|
358K
$23M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
48.9K+ 2.07% |
$2.94M - $3.31M
|
2.41M
$155M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
47.9KNew |
$2.88M - $3.24M
|
47.9K
$3.08M
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
47.6K+ 7.92% |
$2.86M - $3.22M
|
650K
$41.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
43.4K+ 1042.98% |
$2.61M - $2.94M
|
47.6K
$3.06M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
42.2K+ 8.81% |
$2.54M - $2.86M
|
521K
$33.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
42K+ 5.99% |
$2.53M - $2.84M
|
744K
$47.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
41.6K+ 4.04% |
$2.5M - $2.82M
|
1.07M
$68.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
40K+ 6.31% |
$2.4M - $2.7M
|
673K
$43.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
38.6KNew |
$2.32M - $2.61M
|
38.6K
$2.48M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
35.6KNew |
$2.14M - $2.41M
|
35.6K
$2.29M
|
|
|
Oct 29, 2024
Q3 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
34K+ 18.37% |
$2.04M - $2.3M
|
219K
$14.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
30.7K+ 139.01% |
$1.84M - $2.08M
|
52.7K
$3.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
29.4K+ 9.15% |
$1.76M - $1.99M
|
350K
$22.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
28K+ 8.1% |
$1.68M - $1.89M
|
374K
$24M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
27.1K+ 11.1% |
$1.63M - $1.83M
|
271K
$17.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
26.6KNew |
$1.6M - $1.8M
|
26.6K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
26.6KNew |
$1.6M - $1.8M
|
26.6K
$1.71M
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
25.7K+ 6.94% |
$1.55M - $1.74M
|
396K
$25.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
24.6K+ 16.91% |
$1.48M - $1.67M
|
170K
$10.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
22.8K+ 11.31% |
$1.37M - $1.55M
|
225K
$14.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
22.1K+ 3.84% |
$1.33M - $1.49M
|
597K
$38.4M
|