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 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
4.67K+ 81.51% |
$280K - $316K
|
10.4K
$668K
|
|
|
Oct 29, 2024
Q3 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
4.61K+ 46.18% |
$277K - $312K
|
14.6K
$939K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
4.56K+ 2535.56% |
$274K - $309K
|
4.74K
$305K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.33K+ 56.96% |
$260K - $293K
|
11.9K
$768K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
4.13KNew |
$248K - $279K
|
4.13K
$265K
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
4.12KNew |
$247K - $279K
|
4.12K
$265K
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
4.09K+ 25.06% |
$246K - $276K
|
20.4K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
4.05K+ 56.69% |
$244K - $274K
|
11.2K
$721K
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
3.99K+ 28.59% |
$240K - $270K
|
18K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.91KNew |
$235K - $264K
|
3.91K
$251K
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.88KNew |
$233K - $262K
|
3.88K
$249K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.86KNew |
$232K - $261K
|
3.86K
$248K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
3.68K+ 25.72% |
$221K - $249K
|
18K
$1.16M
|
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
3.64K+ 1.94% |
$218K - $246K
|
191K
$12.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
3.6K+ 4.53% |
$216K - $244K
|
83.1K
$5.35M
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3.59K+ 1.37% |
$216K - $243K
|
266K
$17.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.57K+ 0.89% |
$214K - $241K
|
402K
$25.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
3.5K+ 5.82% |
$210K - $237K
|
63.6K
$4.09M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.23K+ 15.18% |
$194K - $219K
|
24.5K
$1.58M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.17KNew |
$191K - $215K
|
3.17K
$204K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.95K+ 3.71% |
$177K - $199K
|
82.3K
$5.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.8K+ 39.25% |
$168K - $190K
|
9.94K
$639K
|
|
|
Oct 21, 2024
Q3 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.77K+ 1.1% |
$167K - $188K
|
255K
$16.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
2.76K+ 10.23% |
$166K - $187K
|
29.7K
$1.91M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.73K+ 2.17% |
$164K - $185K
|
128K
$8.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.57K+ 58.57% |
$155K - $174K
|
6.97K
$448K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.51K+ 2.54% |
$151K - $170K
|
102K
$6.53M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.45K+ 0.39% |
$147K - $166K
|
629K
$40.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.44K+ 1.5% |
$147K - $165K
|
165K
$10.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
2.38K+ 41.84% |
$143K - $161K
|
8.08K
$519K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.34KNew |
$141K - $159K
|
2.34K
$151K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.34K+ 23.25% |
$140K - $158K
|
12.4K
$797K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
2.3K+ 7.86% |
$138K - $156K
|
31.5K
$2.03M
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
BUY
|
- |
2.25K+ 3.15% |
$135K - $152K
|
73.8K
$4.74M
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.03K+ 4.39% |
$122K - $137K
|
48.1K
$3.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
1.93K+ 7.22% |
$116K - $131K
|
28.7K
$1.84M
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.82K+ 1.84% |
$110K - $123K
|
101K
$6.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.75K+ 1.16% |
$105K - $118K
|
152K
$9.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
1.73K+ 21.26% |
$104K - $117K
|
9.87K
$635K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.72K+ 1.17% |
$103K - $116K
|
149K
$9.59M
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.61K+ 5.29% |
$96.7K - $109K
|
32K
$2.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
1.6K+ 35.51% |
$96K - $108K
|
6.1K
$392K
|
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
1.58K+ 1.63% |
$94.8K - $107K
|
98.2K
$6.31M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.58KNew |
$94.6K - $107K
|
1.58K
$101K
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
1.51K+ 10.68% |
$91K - $102K
|
15.7K
$1.01M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.4K+ 2.68% |
$84.1K - $94.7K
|
53.7K
$3.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.37K+ 1.91% |
$82.4K - $92.8K
|
73.3K
$4.71M
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.37K+ 0.59% |
$82.1K - $92.5K
|
233K
$15M
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
1.33K+ 0.69% |
$79.8K - $89.9K
|
194K
$12.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.32K+ 7.73% |
$79K - $89K
|
18.3K
$1.18M
|