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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.93KNew |
$155K - $171K
|
2.93K
$191K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.85K+ 28.65% |
$151K - $167K
|
12.8K
$831K
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
2.81K+ 11.88% |
$149K - $164K
|
26.4K
$1.72M
|
|
|
Apr 22, 2024
Q1 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
2.58K+ 6.42% |
$137K - $151K
|
42.8K
$2.79M
|
|
|
Apr 15, 2024
Q1 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
2.56K+ 43.06% |
$136K - $150K
|
8.51K
$554K
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.52K+ 9.74% |
$134K - $147K
|
28.4K
$1.85M
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
2.42K+ 9.52% |
$128K - $141K
|
27.8K
$1.81M
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
2.39K+ 4.07% |
$127K - $140K
|
61.1K
$3.98M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.37K+ 6.02% |
$126K - $139K
|
41.8K
$2.72M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.34K+ 13.11% |
$124K - $137K
|
20.2K
$1.31M
|
|
|
Apr 30, 2024
Q1 2024
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
2.21K+ 2.86% |
$117K - $129K
|
79.2K
$5.16M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.16K+ 33.95% |
$114K - $126K
|
8.51K
$554K
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
2.08K+ 13.17% |
$110K - $122K
|
17.9K
$1.16M
|
|
|
Jul 10, 2024
Q1 2024
|
Oak Root LLC
Santa Barbara, CA |
BUY
|
- |
2.04K+ 0.17% |
$108K - $119K
|
1.19M
$77.3M
|
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
2.03K+ 39.39% |
$108K - $119K
|
7.18K
$467K
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1.94K+ 1.12% |
$103K - $113K
|
174K
$11.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.89K+ 4.07% |
$100K - $110K
|
48.3K
$3.14M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.87K+ 14.32% |
$98.9K - $109K
|
14.9K
$969K
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
1.82K+ 2.0% |
$96.3K - $106K
|
92.7K
$6.03M
|
|
|
Apr 29, 2024
Q1 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
1.81K+ 4.26% |
$96.2K - $106K
|
44.4K
$2.89M
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1.75K+ 8.11% |
$92.5K - $102K
|
23.3K
$1.51M
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.65K+ 5.68% |
$87.4K - $96.5K
|
30.7K
$2M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.58KNew |
$83.6K - $92.3K
|
1.58K
$103K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.47K+ 28.06% |
$77.8K - $85.9K
|
6.7K
$436K
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.46KNew |
$77.1K - $85.2K
|
1.46K
$94.7K
|
|
|
Apr 10, 2024
Q1 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
1.44K+ 1.19% |
$76.4K - $84.4K
|
123K
$8.01M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.44KNew |
$76.1K - $84K
|
1.44K
$93.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.42K+ 2.42% |
$75.4K - $83.3K
|
60.3K
$3.92M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.37K+ 14.49% |
$72.5K - $80K
|
10.8K
$703K
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.36K+ 9.1% |
$72.2K - $79.7K
|
16.3K
$1.06M
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
1.36K+ 4.35% |
$71.9K - $79.4K
|
32.5K
$2.12M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.35KNew |
$71.4K - $78.8K
|
1.35K
$87.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
1.33K+ 2.1% |
$70.3K - $77.6K
|
64.3K
$4.19M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.26K+ 6.25% |
$66.9K - $73.8K
|
21.4K
$1.4M
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.19K+ 16.99% |
$62.9K - $69.5K
|
8.18K
$532K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.19KNew |
$62.9K - $69.4K
|
1.19K
$77.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
1.19K+ 22.01% |
$62.9K - $69.4K
|
6.58K
$428K
|
|
|
Apr 25, 2024
Q1 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
1.18K+ 4.43% |
$62.7K - $69.3K
|
27.9K
$1.81M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.15K+ 57650.0% |
$61.1K - $67.5K
|
1.16K
$75.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.12K+ 8.13% |
$59.2K - $65.3K
|
14.8K
$966K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.01K+ 1.01% |
$53.3K - $58.9K
|
101K
$6.56M
|
|
|
Apr 15, 2024
Q1 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
1K+ 8.61% |
$53K - $58.5K
|
12.6K
$821K
|
|
|
Apr 30, 2024
Q1 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
998+ 1.85% |
$52.9K - $58.4K
|
54.9K
$3.57M
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
989+ 1336.49% |
$52.4K - $57.9K
|
1.06K
$69.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
967+ 14.97% |
$51.3K - $56.6K
|
7.43K
$483K
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
937+ 0.25% |
$49.7K - $54.9K
|
373K
$24.3M
|
|
|
Sep 25, 2024
Q1 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
919+ 0.78% |
$48.7K - $53.8K
|
119K
$7.73M
|
|
|
Apr 22, 2024
Q1 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
888+ 1.01% |
$47.1K - $52K
|
88.7K
$5.77M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
884+ 2.92% |
$46.9K - $51.7K
|
31.2K
$2.03M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
837+ 1.77% |
$44.4K - $49K
|
48.2K
$3.14M
|