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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
22K+ 5.35% |
$1.32M - $1.49M
|
434K
$27.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
20.1K+ 2.23% |
$1.21M - $1.36M
|
919K
$58.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
18.2K+ 12.46% |
$1.1M - $1.23M
|
165K
$10.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
18K+ 19.43% |
$1.08M - $1.22M
|
111K
$7.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
16.3K+ 155.18% |
$977K - $1.1M
|
26.7K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
16K+ 69.82% |
$959K - $1.08M
|
38.8K
$2.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
15.8K+ 8.96% |
$949K - $1.07M
|
192K
$12.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
14.4K+ 8.89% |
$866K - $975K
|
177K
$11.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
14.2K+ 4.82% |
$855K - $963K
|
310K
$19.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
13.7K+ 4.52% |
$825K - $929K
|
317K
$20.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
13.3K+ 175.42% |
$801K - $902K
|
20.9K
$1.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
12.4K+ 5.63% |
$747K - $841K
|
233K
$14.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
12.3K+ 8.36% |
$738K - $831K
|
159K
$10.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
12.1KNew |
$727K - $819K
|
12.1K
$775K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
12K+ 3.78% |
$720K - $811K
|
329K
$21.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
11.9K+ 3.99% |
$715K - $805K
|
311K
$19.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.8K+ 7.24% |
$710K - $799K
|
175K
$11.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
11.4K+ 9.83% |
$687K - $774K
|
128K
$8.18M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
11.2K+ 6.96% |
$676K - $761K
|
173K
$11.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
10.5K+ 3.62% |
$631K - $711K
|
301K
$19.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
10.4K+ 32.31% |
$626K - $705K
|
42.7K
$2.73M
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
10.2K+ 3.28% |
$614K - $691K
|
322K
$20.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
9.79K+ 7.11% |
$588K - $663K
|
148K
$9.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
9.16K+ 66.27% |
$550K - $620K
|
23K
$1.47M
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
8.85KNew |
$531K - $599K
|
8.85K
$566K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.62K+ 90.34% |
$518K - $583K
|
18.2K
$1.16M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
8.36K+ 19.24% |
$502K - $566K
|
51.8K
$3.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.82KNew |
$470K - $529K
|
7.82K
$501K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.77K+ 4.87% |
$467K - $526K
|
167K
$10.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.62K+ 1.74% |
$458K - $515K
|
445K
$28.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
7.61K+ 2.86% |
$457K - $515K
|
274K
$17.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
7.5K+ 132.72% |
$451K - $508K
|
13.2K
$842K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.4K+ 60.88% |
$445K - $501K
|
19.6K
$1.25M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
7.29KNew |
$438K - $494K
|
7.29K
$467K
|
|
|
Oct 30, 2024
Q3 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
6.93K+ 106.88% |
$417K - $469K
|
13.4K
$859K
|
|
|
Oct 18, 2024
Q3 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
6.78K+ 15.81% |
$407K - $458K
|
49.6K
$3.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
6.6K+ 4.6% |
$397K - $447K
|
150K
$9.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.59K+ 25.22% |
$396K - $446K
|
32.7K
$2.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.43K+ 35.04% |
$387K - $435K
|
24.8K
$1.59M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
6.31K+ 2.22% |
$379K - $427K
|
291K
$18.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.29KNew |
$378K - $425K
|
6.29K
$402K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6.13KNew |
$369K - $415K
|
6.13K
$393K
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
6.03K+ 28.89% |
$362K - $408K
|
26.9K
$1.72M
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
5.91K+ 6.76% |
$355K - $400K
|
93.4K
$5.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.83K+ 12.67% |
$350K - $395K
|
51.8K
$3.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.43K+ 64.98% |
$326K - $367K
|
13.8K
$883K
|
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
5.35K+ 5.37% |
$322K - $362K
|
105K
$6.72M
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
5.13KNew |
$308K - $347K
|
5.13K
$329K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
4.83K+ 3.65% |
$290K - $327K
|
137K
$8.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4.78K+ 41.42% |
$287K - $324K
|
16.3K
$1.05M
|