Purchases and Sales Made in Q1 2024 in American Centy ETF Tr Avantis (AVDV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDV) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
15.8KNew |
$946K - $1.04M
|
15.8K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.7K+ 84.73% |
$941K - $1.03M
|
34.2K
$2.28M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
15.6K+ 4.11% |
$938K - $1.03M
|
396K
$26.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
14.4KNew |
$864K - $949K
|
14.4K
$959K
|
|
|
Apr 25, 2024
Q1 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
13.4K+ 11.38% |
$806K - $886K
|
132K
$8.76M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.9K+ 43.76% |
$775K - $851K
|
42.5K
$2.83M
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
BUY
|
- |
12.8K+ 10.03% |
$768K - $844K
|
140K
$9.35M
|
|
|
Apr 29, 2024
Q1 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
12.8K+ 12.18% |
$767K - $843K
|
118K
$7.84M
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
12.5K+ 8.61% |
$752K - $826K
|
158K
$10.5M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
12.4KNew |
$743K - $817K
|
12.4K
$826K
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
12.4K+ 2.79% |
$743K - $817K
|
457K
$30.4M
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
11.8K+ 2.01% |
$708K - $778K
|
600K
$39.9M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.6K+ 94.93% |
$695K - $764K
|
23.8K
$1.59M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.4K+ 33.22% |
$681K - $749K
|
45.6K
$3.03M
|
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
11.2K+ 7.84% |
$670K - $736K
|
154K
$10.2M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
11.1K+ 7.6% |
$664K - $730K
|
157K
$10.4M
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
11K+ 10.48% |
$661K - $726K
|
116K
$7.73M
|
|
|
Apr 26, 2024
Q1 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
11K+ 5.79% |
$661K - $726K
|
201K
$13.4M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.7K+ 40.73% |
$644K - $707K
|
37.1K
$2.47M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
10.4K+ 21.04% |
$623K - $684K
|
59.8K
$3.98M
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
10.3K+ 15.29% |
$617K - $678K
|
77.7K
$5.17M
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
9.03K+ 31.02% |
$541K - $595K
|
38.1K
$2.54M
|
|
|
Apr 23, 2024
Q1 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
8.58K+ 3.23% |
$514K - $565K
|
275K
$18.3M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
8.58K+ 76.32% |
$514K - $565K
|
19.8K
$1.32M
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
8.56K+ 7.36% |
$513K - $564K
|
125K
$8.31M
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
8.55K+ 14.68% |
$512K - $563K
|
66.7K
$4.44M
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
8.09K+ 11.07% |
$485K - $533K
|
81.2K
$5.4M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
7.96KNew |
$477K - $524K
|
7.96K
$530K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.63K+ 53.38% |
$457K - $503K
|
21.9K
$1.46M
|
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
7.62K+ 83.3% |
$457K - $502K
|
16.8K
$1.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Libra Wealth LLC
|
BUY
|
- |
7.51K+ 14.65% |
$450K - $495K
|
58.8K
$3.91M
|
|
|
Apr 10, 2024
Q1 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
7.41K+ 16.29% |
$444K - $488K
|
52.9K
$3.52M
|
|
|
May 14, 2024
Q1 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
7.33K+ 1.37% |
$440K - $483K
|
541K
$36M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
7.18K+ 3.27% |
$430K - $473K
|
227K
$15.1M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
7.07K+ 13.99% |
$424K - $466K
|
57.6K
$3.83M
|
|
|
Apr 30, 2024
Q1 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
6.68K+ 11.03% |
$401K - $440K
|
67.3K
$4.48M
|
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
6.18K+ 10.68% |
$371K - $407K
|
64K
$4.26M
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
6.1KNew |
$366K - $402K
|
6.1K
$406K
|
|
|
Apr 25, 2024
Q1 2024
|
Claris Advisors, LLC
|
BUY
|
- |
5.87K+ 53.83% |
$352K - $387K
|
16.8K
$1.12M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.68K+ 8.32% |
$340K - $374K
|
74K
$4.92M
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
5.61K+ 4.08% |
$336K - $370K
|
143K
$9.54M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.58K+ 12.27% |
$335K - $368K
|
51.1K
$3.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5.47K+ 2.39% |
$328K - $360K
|
234K
$15.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
5.36K+ 13.32% |
$321K - $353K
|
45.6K
$3.03M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.12K+ 6.26% |
$307K - $337K
|
86.9K
$5.79M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
5.08K+ 50.31% |
$305K - $335K
|
15.2K
$1.01M
|
|
|
Apr 15, 2024
Q1 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
4.85K+ 15.17% |
$291K - $320K
|
36.8K
$2.45M
|
|
|
Apr 22, 2024
Q1 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
4.83K+ 9.06% |
$289K - $318K
|
58.1K
$3.87M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
4.81K+ 7.06% |
$288K - $317K
|
72.9K
$4.86M
|
|
|
May 14, 2024
Q1 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
4.8K+ 109.09% |
$288K - $316K
|
9.2K
$613K
|