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
|
Vista Capital Partners, Inc.
|
BUY
|
- |
765+ 20.62% |
$40.6K - $44.8K
|
4.48K
$268K
|
|
|
Apr 24, 2024
Q1 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
755+ 2.92% |
$40K - $44.2K
|
26.6K
$1.59M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
721+ 0.32% |
$38.2K - $42.2K
|
224K
$13.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
663+ 0.86% |
$35.2K - $38.8K
|
77.6K
$4.64M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
538+ 3.91% |
$28.5K - $31.5K
|
14.3K
$855K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
482New |
$25.6K - $28.2K
|
482
$28.9K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
431New |
$22.9K - $25.2K
|
431
$25.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
388+ 6.89% |
$20.6K - $22.7K
|
6.02K
$361K
|
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
BUY
|
- |
359New |
$19K - $21K
|
359
$21.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
339+ 4.69% |
$18K - $19.8K
|
7.57K
$453K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
300+ 60.0% |
$15.9K - $17.6K
|
800
$47.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
299+ 6.59% |
$15.9K - $17.5K
|
4.84K
$289K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
298New |
$15.8K - $17.4K
|
298
$17.8K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
295New |
$15.6K - $17.3K
|
295
$17.7K
|
|
|
Nov 01, 2024
Q1 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
240+ 1.73% |
$12.7K - $14K
|
14.1K
$845K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
239New |
$12.7K - $14K
|
239
$14.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
234+ 1.14% |
$12.4K - $13.7K
|
20.7K
$1.24M
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
231New |
$12.2K - $13.5K
|
231
$13.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
226+ 0.28% |
$12K - $13.2K
|
79.6K
$4.76M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
203+ 2.54% |
$10.8K - $11.9K
|
8.18K
$490K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
180New |
$9.54K - $10.5K
|
180
$10.8K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
160+ 2.65% |
$8.48K - $9.37K
|
6.19K
$371K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
153+ 0.48% |
$8.11K - $8.96K
|
32K
$1.91M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
140+ 0.81% |
$7.42K - $8.2K
|
17.4K
$1.04M
|
|
|
Apr 18, 2024
Q1 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
139+ 0.62% |
$7.37K - $8.14K
|
22.4K
$1.34M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
129+ 0.21% |
$6.84K - $7.55K
|
62.7K
$3.75M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
100+ 34.72% |
$5.3K - $5.85K
|
388
$23.2K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
79+ 0.19% |
$4.19K - $4.62K
|
40.9K
$2.45M
|
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
72+ 0.53% |
$3.82K - $4.21K
|
13.6K
$815K
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
70+ 0.09% |
$3.71K - $4.1K
|
74.6K
$4.47M
|
|
|
Apr 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
69+ 0.59% |
$3.66K - $4.04K
|
11.7K
$703K
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
68+ 1.05% |
$3.61K - $3.98K
|
6.52K
$391K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
66+ 0.52% |
$3.5K - $3.86K
|
12.7K
$763K
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
45+ 2.3% |
$2.39K - $2.63K
|
2K
$120K
|
|
|
Apr 24, 2024
Q1 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
44+ 0.51% |
$2.33K - $2.58K
|
8.62K
$516K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
15+ 2.75% |
$795 - $878
|
560
$33.5K
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
4+ 11.11% |
$212 - $234
|
40
$2.39K
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
1+ 0.01% |
$53 - $58.5
|
19.2K
$1.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2- 0.07% |
$106 - $117
|
3.05K
$182K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-10- 2.78% |
$530 - $585
|
350
$21K
|
|
|
May 13, 2024
Q1 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-14- 0.21% |
$742 - $820
|
6.77K
$405K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-17- 0.24% |
$901 - $995
|
7.02K
$420K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-38- 0.14% |
$2.01K - $2.22K
|
26.5K
$1.59M
|
|
|
May 09, 2024
Q1 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-46- 0.06% |
$2.44K - $2.69K
|
78.4K
$4.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-66- 0.91% |
$3.5K - $3.86K
|
7.19K
$430K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-68- 15.42% |
$3.61K - $3.98K
|
373
$22.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-73- 0.52% |
$3.87K - $4.27K
|
13.8K
$828K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-73- 11.28% |
$3.87K - $4.27K
|
574
$34.4K
|