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 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.49K- 12.04% |
$89.4K - $98.3K
|
10.9K
$711K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.54K- 1.49% |
$92.3K - $101K
|
102K
$6.63M
|
|
|
Apr 26, 2024
Q1 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-1.95K- 31.39% |
$117K - $129K
|
4.27K
$279K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.03K- 6.57% |
$122K - $134K
|
28.9K
$1.88M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-2.1K- 16.38% |
$126K - $138K
|
10.7K
$698K
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-2.15K- 4.44% |
$129K - $142K
|
46.3K
$3.02M
|
|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-2.51K- 29.15% |
$151K - $165K
|
6.1K
$398K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.59K- 5.96% |
$155K - $170K
|
40.8K
$2.66M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.63K- 8.25% |
$218K - $239K
|
40.4K
$2.64M
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-3.86K- 16.88% |
$231K - $254K
|
19K
$1.24M
|
|
|
Apr 30, 2024
Q1 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-4.14K- 37.86% |
$248K - $273K
|
6.79K
$443K
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
SELL
|
- |
-5.4K- 3.3% |
$324K - $356K
|
158K
$10.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-5.82K- 18.74% |
$349K - $383K
|
25.2K
$1.65M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.81K- 23.45% |
$408K - $449K
|
22.2K
$1.45M
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-7.06K- 9.06% |
$423K - $465K
|
70.9K
$4.63M
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-7.1K- 13.04% |
$426K - $468K
|
47.4K
$3.09M
|
|
|
May 09, 2024
Q1 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-8.98K- 2.22% |
$538K - $592K
|
395K
$25.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.18K- 36.69% |
$550K - $605K
|
15.8K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-9.91K- 21.68% |
$594K - $653K
|
35.8K
$2.34M
|
|
|
May 13, 2024
Q1 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-10.2K- 0.44% |
$612K - $672K
|
2.31M
$151M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-12.3K- 20.37% |
$738K - $811K
|
48.1K
$3.14M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12.4K- 72.95% |
$743K - $816K
|
4.6K
$300K
|
|
|
Apr 12, 2024
Q1 2024
|
Unison Advisors LLC
|
SELL
|
- |
-17.5K- 0.98% |
$1.05M - $1.15M
|
1.78M
$116M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-19.2K- 82.41% |
$1.15M - $1.26M
|
4.09K
$267K
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-20.7K- 31.08% |
$1.24M - $1.36M
|
45.9K
$3M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-23.2K- 15.05% |
$1.39M - $1.53M
|
131K
$8.56M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-23.8K- 82.44% |
$1.43M - $1.57M
|
5.08K
$331K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-24.6K- 3.94% |
$1.47M - $1.62M
|
599K
$39.1M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-24.8K- 3.89% |
$1.49M - $1.63M
|
613K
$40M
|
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-49.1K- 57.16% |
$2.94M - $3.23M
|
36.8K
$2.4M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-65.5K- 91.49% |
$3.93M - $4.32M
|
6.1K
$398K
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-84.6K- 22.34% |
$5.07M - $5.58M
|
294K
$19.2M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-91.8K- 75.96% |
$5.5M - $6.05M
|
29.1K
$1.9M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-138K- 77.96% |
$8.24M - $9.06M
|
38.9K
$2.54M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-143K- 45.11% |
$8.55M - $9.4M
|
174K
$11.3M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-200K- 18.28% |
$12M - $13.2M
|
896K
$58.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
SELL
|
- |
-267K- 33.59% |
$16M - $17.6M
|
529K
$34.5M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-269K- 50.46% |
$16.1M - $17.7M
|
264K
$17.2M
|