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 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
7.12KNew |
$377K - $417K
|
7.12K
$426K
|
|
|
Apr 24, 2024
Q1 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
7.04K+ 1.59% |
$373K - $412K
|
449K
$26.9M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.03K+ 3.81% |
$373K - $412K
|
192K
$11.5M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
6.9K+ 25.17% |
$366K - $404K
|
34.3K
$2.05M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.77K+ 2.24% |
$359K - $396K
|
309K
$18.5M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
6.67K+ 94.8% |
$353K - $390K
|
13.7K
$820K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
6.14K+ 18.13% |
$325K - $359K
|
40K
$2.39M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.1KNew |
$323K - $357K
|
6.1K
$365K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
6.02K+ 36.17% |
$319K - $352K
|
22.6K
$1.36M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.91K+ 51.71% |
$314K - $346K
|
17.3K
$1.04M
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
5.83K+ 7.83% |
$309K - $341K
|
80.2K
$4.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.74K+ 12.07% |
$304K - $336K
|
53.3K
$3.19M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
5.6K+ 16.15% |
$297K - $328K
|
40.3K
$2.41M
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
5.6K+ 12.58% |
$297K - $328K
|
50.1K
$3M
|
|
|
Apr 15, 2024
Q1 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
5.42K+ 3.93% |
$287K - $317K
|
143K
$8.58M
|
|
|
Apr 19, 2024
Q1 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
5.3K+ 10.38% |
$281K - $310K
|
56.3K
$3.37M
|
|
|
Apr 05, 2024
Q1 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
5.11K+ 53.01% |
$271K - $299K
|
14.8K
$883K
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
5.1K+ 3.13% |
$270K - $298K
|
168K
$10.1M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.96K+ 53.66% |
$263K - $290K
|
14.2K
$850K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
4.94K+ 9.26% |
$262K - $289K
|
58.2K
$3.49M
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4.9K+ 2.93% |
$260K - $287K
|
172K
$10.3M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.74K+ 2.84% |
$251K - $277K
|
172K
$10.3M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
4.7KNew |
$249K - $275K
|
4.7K
$281K
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
4.7K+ 6.72% |
$249K - $275K
|
74.7K
$4.47M
|
|
|
Apr 15, 2024
Q1 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
4.64K+ 8.74% |
$246K - $272K
|
57.7K
$3.46M
|
|
|
Apr 30, 2024
Q1 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
4.54K+ 13.06% |
$241K - $266K
|
39.3K
$2.35M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.51K+ 40.43% |
$239K - $264K
|
15.7K
$938K
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
4.45K+ 2.66% |
$236K - $260K
|
171K
$10.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
4.31KNew |
$229K - $253K
|
4.31K
$258K
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
4.22K+ 7.1% |
$224K - $247K
|
63.6K
$3.81M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
4.19KNew |
$222K - $245K
|
4.19K
$251K
|
|
|
Apr 19, 2024
Q1 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
4.05K+ 5.43% |
$215K - $237K
|
78.6K
$4.71M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.04K+ 55.28% |
$214K - $236K
|
11.3K
$679K
|
|
|
Oct 23, 2024
Q1 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
3.89KNew |
$206K - $228K
|
3.89K
$233K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
3.88K+ 6.52% |
$206K - $227K
|
63.3K
$3.79M
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
3.81K+ 1.92% |
$202K - $223K
|
203K
$12.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.81KNew |
$202K - $223K
|
3.81K
$228K
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.74KNew |
$198K - $219K
|
3.74K
$224K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.64K+ 4.28% |
$193K - $213K
|
88.8K
$5.31M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.61KNew |
$192K - $212K
|
3.61K
$216K
|
|
|
May 14, 2024
Q1 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
3.55K+ 7.34% |
$188K - $208K
|
52K
$3.11M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.5KNew |
$186K - $205K
|
3.5K
$210K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.49K+ 29.19% |
$185K - $204K
|
15.4K
$924K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.34K+ 10.02% |
$177K - $195K
|
36.7K
$2.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
3.14K+ 0.56% |
$167K - $184K
|
562K
$33.7M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.14K+ 1.01% |
$167K - $184K
|
313K
$18.7M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.04K+ 12.18% |
$161K - $178K
|
28K
$1.68M
|
|
|
May 15, 2024
Q1 2024
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
3.02K+ 10.8% |
$160K - $177K
|
31K
$1.85M
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2.98K+ 2.83% |
$158K - $175K
|
108K
$6.49M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.93KNew |
$155K - $171K
|
2.93K
$175K
|