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 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-1.73K- 1.4% |
$104K - $117K
|
122K
$7.83M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-2.45K- 6.27% |
$147K - $166K
|
36.6K
$2.36M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-2.5K- 6.98% |
$150K - $169K
|
33.3K
$2.14M
|
|
|
Oct 03, 2024
Q3 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-2.57K- 7.3% |
$155K - $174K
|
32.7K
$2.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-2.79K- 13.58% |
$168K - $189K
|
17.7K
$1.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.9K- 9.05% |
$174K - $196K
|
29.1K
$1.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-3.12K- 0.34% |
$187K - $211K
|
902K
$58M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-3.32K- 4.87% |
$199K - $224K
|
64.8K
$4.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-3.38K- 2.89% |
$203K - $228K
|
113K
$7.29M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-3.4K- 31.93% |
$205K - $230K
|
7.26K
$467K
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
SELL
|
- |
-3.69K- 1.84% |
$221K - $249K
|
196K
$12.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-4.42K- 4.79% |
$265K - $299K
|
87.8K
$5.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-4.96K- 3.6% |
$298K - $336K
|
133K
$8.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-5.37K- 16.63% |
$322K - $363K
|
26.9K
$1.73M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-5.46K- 4.92% |
$328K - $369K
|
105K
$6.78M
|
|
|
Nov 04, 2024
Q3 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-5.9K- 25.58% |
$355K - $399K
|
17.2K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-6.49K- 3.03% |
$390K - $439K
|
208K
$13.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-7.32K- 20.7% |
$440K - $495K
|
28K
$1.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-7.65K- 7.48% |
$460K - $518K
|
94.6K
$6.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-8.35K- 4.05% |
$502K - $565K
|
198K
$12.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.7K- 28.0% |
$643K - $724K
|
27.5K
$1.77M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-12.3K- 31.61% |
$738K - $831K
|
26.6K
$1.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-12.8K- 22.41% |
$769K - $866K
|
44.3K
$2.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-13.6K- 3.18% |
$816K - $918K
|
413K
$26.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-13.7K- 15.31% |
$822K - $926K
|
75.7K
$4.87M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-16.5K- 40.63% |
$991K - $1.12M
|
24.1K
$1.55M
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-17.4K- 11.85% |
$1.04M - $1.17M
|
129K
$8.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Oak Root LLC
Santa Barbara, CA |
SELL
|
- |
-18.8K- 1.22% |
$1.13M - $1.27M
|
1.52M
$97.5M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-20.1K- 10.41% |
$1.21M - $1.36M
|
173K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-20.3K- 33.28% |
$1.22M - $1.37M
|
40.7K
$2.62M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-23.6K- 3.48% |
$1.42M - $1.6M
|
653K
$42M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-28.8K- 65.64% |
$1.73M - $1.95M
|
15.1K
$970K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-30.2K- 34.37% |
$1.82M - $2.05M
|
57.7K
$3.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-46.3K- 85.87% |
$2.78M - $3.13M
|
7.62K
$490K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-52.6K- 49.74% |
$3.16M - $3.56M
|
53.2K
$3.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-53.7K- 52.33% |
$3.23M - $3.63M
|
48.9K
$3.15M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-59.6K- 6.82% |
$3.58M - $4.04M
|
814K
$52.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-62.8K- 10.0% |
$3.77M - $4.25M
|
565K
$36.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-64.4K- 29.68% |
$3.87M - $4.36M
|
153K
$9.81M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-86.5K- 10.35% |
$5.2M - $5.85M
|
749K
$48.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-88.7K- 93.42% |
$5.33M - $6M
|
6.25K
$402K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-135K- 58.27% |
$8.1M - $9.12M
|
96.5K
$6.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-4.66M- 98.29% |
$280M - $316M
|
81.2K
$5.22M
|