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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
27K+ 29.34% |
$1.43M - $1.58M
|
119K
$7.14M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25.6K+ 14.25% |
$1.36M - $1.5M
|
205K
$12.3M
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
24.7KNew |
$1.31M - $1.45M
|
24.7K
$1.48M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
24.4K+ 11146.12% |
$1.29M - $1.43M
|
24.6K
$1.47M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
24.2K+ 6.12% |
$1.29M - $1.42M
|
421K
$25.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
23.9K+ 71.53% |
$1.27M - $1.4M
|
57.3K
$3.43M
|
|
|
May 14, 2024
Q1 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
21.8K+ 71.33% |
$1.15M - $1.27M
|
52.3K
$3.13M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
21.7K+ 64.42% |
$1.15M - $1.27M
|
55.3K
$3.31M
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
21.5K+ 2.24% |
$1.14M - $1.26M
|
981K
$58.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
20K+ 29.16% |
$1.06M - $1.17M
|
88.5K
$5.3M
|
|
|
May 14, 2024
Q1 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
19.7K+ 71.87% |
$1.04M - $1.15M
|
47K
$2.82M
|
|
|
May 09, 2024
Q1 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
19.5K+ 13.6% |
$1.03M - $1.14M
|
163K
$9.73M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
18.2K+ 3.95% |
$964K - $1.06M
|
478K
$28.6M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
17.4K+ 14.05% |
$923K - $1.02M
|
141K
$8.46M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
16.6KNew |
$878K - $970K
|
16.6K
$992K
|
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
16.4K+ 30.25% |
$867K - $958K
|
70.4K
$4.22M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
15.6KNew |
$830K - $916K
|
15.6K
$937K
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
15.5K+ 7.04% |
$819K - $905K
|
235K
$14.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.2K+ 9.76% |
$808K - $892K
|
171K
$10.3M
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
14.4K+ 4.31% |
$763K - $842K
|
348K
$20.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
14.4K+ 21.08% |
$763K - $842K
|
82.6K
$4.95M
|
|
|
May 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
14.1K+ 27.62% |
$747K - $825K
|
65.1K
$3.9M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
13.9KNew |
$739K - $816K
|
13.9K
$835K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
13.9K+ 306.39% |
$737K - $814K
|
18.4K
$1.1M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
BUY
|
- |
13.8KNew |
$732K - $808K
|
13.8K
$827K
|
|
|
Nov 14, 2024
Q1 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
13.7K+ 4.39% |
$724K - $800K
|
325K
$19.4M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.5K+ 2629.51% |
$718K - $793K
|
14.1K
$842K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
13.3K+ 79.01% |
$703K - $776K
|
30K
$1.8M
|
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
13.2K+ 2.92% |
$702K - $775K
|
468K
$28M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
13.2K+ 6.99% |
$701K - $774K
|
202K
$12.1M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
12.9K+ 21.66% |
$686K - $758K
|
72.7K
$4.35M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
12K+ 0.8% |
$637K - $703K
|
1.52M
$91M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
11.2KNew |
$595K - $657K
|
11.2K
$672K
|
|
|
Apr 10, 2024
Q1 2024
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
10.5K+ 4.16% |
$555K - $612K
|
262K
$15.7M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
10.3K+ 14.48% |
$546K - $603K
|
81.4K
$4.87M
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
10.2K+ 3.22% |
$539K - $595K
|
326K
$19.5M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.1K+ 18.18% |
$535K - $591K
|
65.6K
$3.93M
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
9.82K+ 10.01% |
$520K - $575K
|
108K
$6.46M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.63K+ 28.24% |
$511K - $564K
|
43.7K
$2.62M
|
|
|
Apr 16, 2024
Q1 2024
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
9.31KNew |
$494K - $545K
|
9.31K
$558K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
9.25KNew |
$490K - $541K
|
9.25K
$554K
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
9K+ 12.47% |
$477K - $527K
|
81.2K
$4.86M
|
|
|
Apr 30, 2024
Q1 2024
|
Libra Wealth LLC
|
BUY
|
- |
8.92K+ 10.1% |
$473K - $522K
|
97.3K
$5.82M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
8.84K+ 4.04% |
$469K - $518K
|
228K
$13.6M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8.83K+ 136.88% |
$468K - $517K
|
15.3K
$914K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.65K+ 68.9% |
$459K - $507K
|
21.2K
$1.27M
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
8.59KNew |
$455K - $503K
|
8.59K
$514K
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
8.42KNew |
$446K - $493K
|
8.42K
$504K
|
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
8.41K+ 8.17% |
$446K - $492K
|
111K
$6.67M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.88KNew |
$418K - $461K
|
7.88K
$472K
|