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 23, 2024
Q3 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
46+ 0.21% |
$2.76K - $3.11K
|
21.5K
$1.38M
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
40+ 0.06% |
$2.4K - $2.71K
|
69.3K
$4.46M
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
34+ 13.82% |
$2.04K - $2.3K
|
280
$18K
|
|
|
Oct 21, 2024
Q3 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
27+ 0.05% |
$1.62K - $1.83K
|
57.9K
$3.72M
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
24+ 0.55% |
$1.44K - $1.62K
|
4.41K
$284K
|
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
BUY
|
- |
18+ 0.06% |
$1.08K - $1.22K
|
31.3K
$2.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
13New |
$781 - $880
|
13
$836
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
11+ 19.64% |
$661 - $744
|
67
$4.31K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
5+ 0.88% |
$300 - $338
|
575
$37K
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
3+ 0.0% |
$180 - $203
|
115K
$7.38M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
3+ 0.01% |
$180 - $203
|
48K
$3.08M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2- 0.56% |
$120 - $135
|
353
$22.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
SELL
|
- |
-10- -0.0% |
$601 - $677
|
689K
$44.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-28- 0.86% |
$1.68K - $1.89K
|
3.23K
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-33- 0.66% |
$1.98K - $2.23K
|
4.94K
$318K
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-52- 0.63% |
$3.12K - $3.52K
|
8.2K
$527K
|
|
|
Oct 24, 2024
Q3 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-84- 0.23% |
$5.05K - $5.68K
|
36.2K
$2.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-93- 0.39% |
$5.59K - $6.29K
|
23.8K
$1.53M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-100- 0.39% |
$6.01K - $6.77K
|
25.3K
$1.63M
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-101- 1.84% |
$6.07K - $6.83K
|
5.39K
$347K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-119- 5.21% |
$7.15K - $8.05K
|
2.17K
$139K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-125- 5.6% |
$7.51K - $8.46K
|
2.11K
$136K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-128- 0.43% |
$7.69K - $8.66K
|
29.4K
$1.89M
|
|
|
Oct 28, 2024
Q3 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-153- 3.24% |
$9.19K - $10.4K
|
4.56K
$293K
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-185- 0.57% |
$11.1K - $12.5K
|
32.1K
$2.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-185- 3.91% |
$11.1K - $12.5K
|
4.54K
$292K
|
|
|
Nov 06, 2024
Q3 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-200- 4.74% |
$12K - $13.5K
|
4.02K
$258K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-243- 4.84% |
$14.6K - $16.4K
|
4.77K
$307K
|
|
|
Oct 21, 2024
Q3 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-286- 1.6% |
$17.2K - $19.4K
|
17.6K
$1.13M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-494- 27.43% |
$29.7K - $33.4K
|
1.31K
$84.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-500- 2.66% |
$30K - $33.8K
|
18.3K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-525- 4.93% |
$31.5K - $35.5K
|
10.1K
$652K
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-538- 3.0% |
$32.3K - $36.4K
|
17.4K
$1.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-733- 14.14% |
$44K - $49.6K
|
4.45K
$286K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-777- 3.38% |
$46.7K - $52.6K
|
22.2K
$1.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-785- 42.48% |
$47.2K - $53.1K
|
1.06K
$68.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-786- 9.01% |
$47.2K - $53.2K
|
7.93K
$510K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-791- 16.65% |
$47.5K - $53.5K
|
3.96K
$255K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-828- 3.51% |
$49.8K - $56K
|
22.7K
$1.46M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-828- 1.29% |
$49.8K - $56K
|
63.1K
$4.06M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-965- 1.69% |
$58K - $65.3K
|
56.1K
$3.61M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-974- 23.58% |
$58.5K - $65.9K
|
3.16K
$203K
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-997- 6.96% |
$59.9K - $67.5K
|
13.3K
$857K
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-1K- 20.31% |
$60.3K - $67.9K
|
3.94K
$253K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.16K- 2.25% |
$69.6K - $78.4K
|
50.4K
$3.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.37K- 7.49% |
$82.3K - $92.6K
|
16.9K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-1.56K- 3.45% |
$93.4K - $105K
|
43.6K
$2.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-1.66K- 3.51% |
$99.7K - $112K
|
45.6K
$2.93M
|