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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
4.75K+ 3.73% |
$285K - $313K
|
132K
$8.63M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
4.6K+ 2.34% |
$276K - $303K
|
201K
$13.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.49KNew |
$269K - $296K
|
4.49K
$293K
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
4.44K+ 1.61% |
$266K - $293K
|
281K
$18.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
4.34KNew |
$260K - $286K
|
4.34K
$283K
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
4.12KNew |
$247K - $271K
|
4.12K
$269K
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
4.06K+ 5.85% |
$243K - $267K
|
73.4K
$4.79M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.99K+ 16.91% |
$239K - $263K
|
27.6K
$1.8M
|
|
|
May 13, 2024
Q1 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
3.94K+ 4.46% |
$236K - $260K
|
92.3K
$6.02M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.93KNew |
$235K - $259K
|
3.93K
$256K
|
|
|
Apr 05, 2024
Q1 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
3.9K+ 65.88% |
$234K - $257K
|
9.82K
$641K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
3.88K+ 47.16% |
$233K - $256K
|
12.1K
$791K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
3.87K+ 0.87% |
$232K - $255K
|
450K
$29.3M
|
|
|
May 10, 2024
Q1 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
3.67K+ 23.17% |
$220K - $242K
|
19.5K
$1.27M
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
3.67K+ 7.71% |
$220K - $241K
|
51.2K
$3.34M
|
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
3.57K+ 10.73% |
$214K - $235K
|
36.9K
$2.41M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.55K+ 45.29% |
$213K - $234K
|
11.4K
$743K
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
3.47KNew |
$208K - $229K
|
3.47K
$227K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.29KNew |
$197K - $217K
|
3.29K
$215K
|
|
|
Apr 15, 2024
Q1 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
3.2KNew |
$192K - $211K
|
3.2K
$209K
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.17KNew |
$190K - $209K
|
3.17K
$207K
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
3.1K+ 89.13% |
$186K - $204K
|
6.58K
$429K
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
3.03K+ 0.97% |
$182K - $200K
|
315K
$20.6M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.02K+ 4.29% |
$181K - $199K
|
73.4K
$4.79M
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.99K+ 4.84% |
$179K - $197K
|
64.7K
$4.22M
|
|
|
May 15, 2024
Q1 2024
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
2.81K+ 2.63% |
$169K - $185K
|
110K
$7.16M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
2.81KNew |
$168K - $185K
|
2.81K
$183K
|
|
|
Apr 19, 2024
Q1 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
2.77K+ 4.92% |
$166K - $182K
|
59K
$3.85M
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
2.58K+ 4.83% |
$154K - $170K
|
55.9K
$3.65M
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
2.57K+ 12.79% |
$154K - $169K
|
22.7K
$1.48M
|
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
2.53K+ 2.36% |
$152K - $167K
|
110K
$7.15M
|
|
|
May 14, 2024
Q1 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
2.5K+ 3.15% |
$150K - $165K
|
81.8K
$5.34M
|
|
|
May 03, 2024
Q1 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
2.48K+ 13.11% |
$149K - $164K
|
21.4K
$1.4M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.48KNew |
$148K - $163K
|
2.48K
$162K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.4K+ 6.03% |
$144K - $158K
|
42.2K
$2.75M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.37K+ 3.31% |
$142K - $156K
|
74K
$4.83M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.36K+ 100.13% |
$141K - $155K
|
4.71K
$307K
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.31K+ 20.25% |
$139K - $152K
|
13.7K
$897K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
BUY
|
- |
2.23K+ 21.65% |
$134K - $147K
|
12.5K
$817K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.23K+ 11.35% |
$133K - $147K
|
21.8K
$1.43M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.13K+ 1.24% |
$128K - $140K
|
174K
$11.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.08K+ 3.63% |
$125K - $137K
|
59.4K
$3.88M
|
|
|
May 03, 2024
Q1 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
2.04K+ 3.49% |
$122K - $134K
|
60.4K
$3.94M
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.99K+ 3.06% |
$119K - $131K
|
66.9K
$4.37M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.95K+ 2.37% |
$117K - $129K
|
84.5K
$5.52M
|
|
|
Apr 19, 2024
Q1 2024
|
Brickley Wealth Management
|
BUY
|
- |
1.95K+ 0.44% |
$117K - $129K
|
445K
$29.1M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.93K+ 13.83% |
$116K - $127K
|
15.9K
$1.04M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.88K+ 1.77% |
$113K - $124K
|
108K
$7.07M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.85K+ 16.22% |
$111K - $122K
|
13.3K
$866K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.84K+ 21.46% |
$110K - $121K
|
10.4K
$681K
|