Purchases and Sales Made in Q1 2024 in American Centy ETF Tr Avantis (AVEM)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVEM) 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 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
919K+ 7.49% |
$48.7M - $53.8M
|
13.2M
$787M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
758KNew |
$40.2M - $44.4M
|
758K
$45.2M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
664K+ 9.92% |
$35.2M - $38.9M
|
7.36M
$439M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
433K+ 90.88% |
$22.9M - $25.3M
|
908K
$54.2M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
424K+ 30.67% |
$22.5M - $24.8M
|
1.81M
$108M
|
|
|
Apr 17, 2024
Q1 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
404KNew |
$21.4M - $23.7M
|
404K
$24.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
323K+ 16.27% |
$17.1M - $18.9M
|
2.31M
$138M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
323K+ 2600.43% |
$17.1M - $18.9M
|
335K
$20M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
288K+ 28.99% |
$15.3M - $16.8M
|
1.28M
$76.4M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
279K+ 214.83% |
$14.8M - $16.3M
|
408K
$24.4M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
272K+ 55.87% |
$14.4M - $15.9M
|
758K
$45.2M
|
|
|
May 14, 2024
Q1 2024
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
254KNew |
$13.5M - $14.9M
|
254K
$15.2M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
250KNew |
$13.3M - $14.6M
|
250K
$14.9M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
240K+ 688.41% |
$12.7M - $14M
|
275K
$16.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
210KNew |
$11.1M - $12.3M
|
210K
$12.5M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
148K+ 17.66% |
$7.85M - $8.67M
|
987K
$58.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
147K+ 2670.38% |
$7.77M - $8.58M
|
152K
$9.07M
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
127K+ 974.24% |
$6.73M - $7.43M
|
140K
$8.35M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
117K+ 837.36% |
$6.23M - $6.88M
|
131K
$7.84M
|
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
93.5K+ 23.38% |
$4.96M - $5.47M
|
493K
$29.4M
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
92K+ 69.27% |
$4.88M - $5.39M
|
225K
$13.4M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
84.2K+ 35.39% |
$4.47M - $4.93M
|
322K
$19.2M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
76.7K+ 45.52% |
$4.06M - $4.49M
|
245K
$14.6M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
75KNew |
$3.98M - $4.39M
|
75K
$4.47M
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
71.6K+ 9.5% |
$3.8M - $4.19M
|
825K
$49.2M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
69.7K+ 108.82% |
$3.69M - $4.08M
|
134K
$7.97M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
69.4K+ 2.73% |
$3.68M - $4.06M
|
2.61M
$156M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
69.4K+ 2.73% |
$3.68M - $4.06M
|
2.61M
$156M
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
62.2K+ 9.1% |
$3.3M - $3.64M
|
746K
$44.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
59.9K+ 85.81% |
$3.18M - $3.51M
|
130K
$7.74M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
56.7K+ 13.68% |
$3M - $3.32M
|
471K
$28.1M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
56.2KNew |
$2.98M - $3.29M
|
56.2K
$3.35M
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
53.7K+ 10.95% |
$2.85M - $3.15M
|
544K
$32.5M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
53.6K+ 39.19% |
$2.84M - $3.14M
|
190K
$11.4M
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
53.3K+ 31.33% |
$2.83M - $3.12M
|
224K
$13.3M
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
50.2KNew |
$2.66M - $2.94M
|
50.2K
$3M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
47.5KNew |
$2.52M - $2.78M
|
47.5K
$2.84M
|
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
44.4K+ 2.93% |
$2.36M - $2.6M
|
1.56M
$93.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
43.8K+ 9.08% |
$2.32M - $2.56M
|
526K
$31.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
42.4K+ 32.54% |
$2.25M - $2.48M
|
173K
$10.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
40.8K+ 102.16% |
$2.16M - $2.39M
|
80.7K
$4.81M
|
|
|
May 14, 2024
Q1 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
38.9K+ 20.29% |
$2.06M - $2.28M
|
230K
$13.7M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
38.2K+ 187.48% |
$2.03M - $2.24M
|
58.6K
$3.49M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
37.7K+ 1.72% |
$2M - $2.21M
|
2.23M
$133M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
36.9K+ 5.66% |
$1.96M - $2.16M
|
689K
$41.1M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
35.5KNew |
$1.88M - $2.08M
|
35.5K
$2.12M
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
34.7K+ 10.74% |
$1.84M - $2.03M
|
357K
$21.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
30.2K+ 12.04% |
$1.6M - $1.77M
|
281K
$16.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
29.2KNew |
$1.55M - $1.71M
|
29.2K
$1.74M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
28.3KNew |
$1.5M - $1.66M
|
28.3K
$1.69M
|