Purchases and Sales Made in Q3 2024 in American Centy ETF Tr Avantis (AVDV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDV) 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 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-54.9K- 6.23% |
$3.43M - $3.9M
|
826K
$73.8M
|
|
|
Mar 18, 2025
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-56K- 64.73% |
$3.5M - $3.98M
|
30.5K
$2.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-66.8K- 40.11% |
$4.17M - $4.75M
|
99.7K
$8.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-73.5K- 84.5% |
$4.6M - $5.23M
|
13.5K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-82.5K- 74.65% |
$5.16M - $5.87M
|
28K
$2.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-112K- 95.15% |
$7.03M - $8M
|
5.73K
$512K
|
|
|
Nov 06, 2024
Q3 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-113K- 97.15% |
$7.08M - $8.06M
|
3.32K
$297K
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-156K- 88.25% |
$9.77M - $11.1M
|
20.8K
$1.86M
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-2.12M- 99.79% |
$132M - $151M
|
4.53K
$404K
|