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 08, 2024
Q3 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
1.3K+ 1.4% |
$78.1K - $87.9K
|
93.9K
$6.04M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.27K+ 3.04% |
$76.5K - $86.1K
|
43.1K
$2.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.24K+ 33.17% |
$74.2K - $83.6K
|
4.96K
$319K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.06K+ 0.75% |
$63.8K - $71.9K
|
142K
$9.15M
|
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
1.06K+ 0.36% |
$63.6K - $71.7K
|
292K
$18.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
1.02K+ 0.71% |
$61.2K - $68.9K
|
144K
$9.29M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
997+ 23.24% |
$59.9K - $67.5K
|
5.29K
$340K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
900+ 5.98% |
$54.1K - $60.9K
|
16K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
899+ 11.95% |
$54K - $60.8K
|
8.42K
$541K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
899+ 12.47% |
$54K - $60.8K
|
8.11K
$521K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
850+ 3.66% |
$51.1K - $57.5K
|
24.1K
$1.55M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
823+ 16.63% |
$49.5K - $55.7K
|
5.77K
$371K
|
|
|
Nov 01, 2024
Q3 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
805+ 1.22% |
$48.4K - $54.5K
|
66.8K
$4.29M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
800+ 3.27% |
$48.1K - $54.1K
|
25.2K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
784+ 3.49% |
$47.1K - $53.1K
|
23.2K
$1.49M
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
743+ 4.35% |
$44.6K - $50.3K
|
17.8K
$1.15M
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
741+ 1.36% |
$44.5K - $50.1K
|
55.2K
$3.55M
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
733+ 0.28% |
$44K - $49.6K
|
266K
$17.1M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
711+ 11.94% |
$42.7K - $48.1K
|
6.67K
$429K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
670+ 1.92% |
$40.3K - $45.3K
|
35.6K
$2.29M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
627+ 6.09% |
$37.7K - $42.4K
|
10.9K
$702K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
615New |
$37K - $41.6K
|
615
$39.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
603+ 7.2% |
$36.2K - $40.8K
|
8.97K
$577K
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
586+ 0.69% |
$35.2K - $39.7K
|
84.9K
$5.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
566+ 4.36% |
$34K - $38.3K
|
13.6K
$872K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
494+ 1.37% |
$29.7K - $33.4K
|
36.4K
$2.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
457+ 4.37% |
$27.5K - $30.9K
|
10.9K
$701K
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
416+ 1.17% |
$25K - $28.2K
|
36K
$2.32M
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
380+ 17.43% |
$22.8K - $25.7K
|
2.56K
$165K
|
|
|
Nov 12, 2024
Q3 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
359+ 5.37% |
$21.6K - $24.3K
|
7.04K
$453K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
333+ 0.98% |
$20K - $22.5K
|
34.2K
$2.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
328+ 0.62% |
$19.7K - $22.2K
|
53.3K
$3.43M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
292+ 4.21% |
$17.5K - $19.8K
|
7.23K
$465K
|
|
|
Oct 18, 2024
Q3 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
284+ 0.98% |
$17.1K - $19.2K
|
29.3K
$1.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
260+ 2.64% |
$15.6K - $17.6K
|
10.1K
$650K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
220+ 17.59% |
$13.2K - $14.9K
|
1.47K
$94.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
190+ 0.11% |
$11.4K - $12.9K
|
171K
$11M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
184+ 2.98% |
$11.1K - $12.5K
|
6.37K
$410K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
176New |
$10.6K - $11.9K
|
176
$11.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
170+ 2.81% |
$10.2K - $11.5K
|
6.21K
$399K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
170+ 1133.33% |
$10.2K - $11.5K
|
185
$11.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
139+ 0.72% |
$8.35K - $9.41K
|
19.3K
$1.24M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
134+ 382.86% |
$8.05K - $9.07K
|
169
$10.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
104+ 0.56% |
$6.25K - $7.04K
|
18.8K
$1.21M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
95+ 0.14% |
$5.71K - $6.43K
|
69.1K
$4.45M
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
89+ 0.85% |
$5.35K - $6.02K
|
10.5K
$675K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
80+ 0.03% |
$4.81K - $5.41K
|
252K
$16.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
78+ 0.3% |
$4.69K - $5.28K
|
25.9K
$1.67M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
70+ 0.9% |
$4.21K - $4.74K
|
7.89K
$507K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
51+ 0.24% |
$3.06K - $3.45K
|
21.3K
$1.37M
|