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 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-75- 1.29% |
$3.98K - $4.39K
|
5.75K
$344K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
SELL
|
- |
-79- 0.17% |
$4.19K - $4.62K
|
45.7K
$2.74M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-82- 7.84% |
$4.35K - $4.8K
|
964
$57.7K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-86- 5.19% |
$4.56K - $5.03K
|
1.57K
$94K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-103- 50.24% |
$5.46K - $6.03K
|
102
$6.11K
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-114- 3.1% |
$6.04K - $6.67K
|
3.57K
$213K
|
|
|
May 10, 2024
Q1 2024
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-161- 1.27% |
$8.54K - $9.42K
|
12.5K
$750K
|
|
|
May 10, 2024
Q1 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-175- 2.71% |
$9.28K - $10.2K
|
6.29K
$377K
|
|
|
Apr 22, 2024
Q1 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-185- 0.21% |
$9.81K - $10.8K
|
87.4K
$5.23M
|
|
|
Apr 03, 2024
Q1 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-188- 45.41% |
$9.97K - $11K
|
226
$13.5K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-190- 3.45% |
$10.1K - $11.1K
|
5.32K
$319K
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-200- 1.09% |
$10.6K - $11.7K
|
18.1K
$1.09M
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-218- 0.32% |
$11.6K - $12.8K
|
67.7K
$4.05M
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-221- 2.42% |
$11.7K - $12.9K
|
8.9K
$533K
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-297- 1.25% |
$15.7K - $17.4K
|
23.4K
$1.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-373- 0.31% |
$19.8K - $21.8K
|
122K
$7.28M
|
|
|
Apr 11, 2024
Q1 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-476- 0.93% |
$25.2K - $27.9K
|
50.5K
$3.02M
|
|
|
Apr 26, 2024
Q1 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-480- 2.32% |
$25.4K - $28.1K
|
20.2K
$1.21M
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-520- 25.68% |
$27.6K - $30.4K
|
1.51K
$90.1K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-597- 2.34% |
$31.7K - $34.9K
|
24.9K
$1.49M
|
|
|
Apr 19, 2024
Q1 2024
|
Awm Capital, LLC
|
SELL
|
- |
-625- 0.67% |
$33.1K - $36.6K
|
92.7K
$5.55M
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-630- 2.48% |
$33.4K - $36.9K
|
24.8K
$1.48M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-799- 0.56% |
$42.4K - $46.8K
|
141K
$8.44M
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-802- 3.46% |
$42.5K - $46.9K
|
22.4K
$1.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-853- 0.53% |
$45.2K - $49.9K
|
159K
$9.54M
|
|
|
May 03, 2024
Q1 2024
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-899- 5.38% |
$47.7K - $52.6K
|
15.8K
$946K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-952- 1.77% |
$50.5K - $55.7K
|
52.8K
$3.16M
|
|
|
May 06, 2024
Q1 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-965- 1.08% |
$51.2K - $56.5K
|
88.6K
$5.3M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.04K- 0.29% |
$55K - $60.7K
|
351K
$21M
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-1.05K- 9.59% |
$55.6K - $61.3K
|
9.88K
$592K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.1K- 17.97% |
$58.1K - $64.1K
|
5K
$299K
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-1.16K- 9.23% |
$61.2K - $67.6K
|
11.4K
$680K
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-1.2K- 0.43% |
$63.4K - $70K
|
278K
$16.6M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.27K- 5.86% |
$67.2K - $74.2K
|
20.3K
$1.22M
|
|
|
May 10, 2024
Q1 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-1.41K- 1.56% |
$75K - $82.8K
|
89.2K
$5.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-1.44K- 4.26% |
$76.2K - $84.1K
|
32.3K
$1.93M
|
|
|
Apr 25, 2024
Q1 2024
|
Brown Financial Advisory
|
SELL
|
- |
-1.84K- 3.6% |
$97.6K - $108K
|
49.3K
$2.95M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.87K- 11.87% |
$98.9K - $109K
|
13.9K
$830K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.88K- 13.11% |
$99.7K - $110K
|
12.5K
$746K
|
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-1.95K- 1.75% |
$103K - $114K
|
109K
$6.55M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.96K- 5.99% |
$104K - $115K
|
30.7K
$1.84M
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-2.06K- 3.63% |
$109K - $120K
|
54.6K
$3.27M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.26K- 1.48% |
$120K - $132K
|
151K
$9.02M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-2.26K- 26.57% |
$120K - $132K
|
6.25K
$374K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.3K- 0.67% |
$122K - $135K
|
342K
$20.5M
|
|
|
Apr 15, 2024
Q1 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-2.49K- 30.18% |
$132K - $145K
|
5.75K
$344K
|
|
|
May 14, 2024
Q1 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-3.6K- 1.94% |
$191K - $211K
|
182K
$10.9M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-3.85K- 7.82% |
$204K - $225K
|
45.4K
$2.72M
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
SELL
|
- |
-4.68K- 2.17% |
$248K - $274K
|
211K
$12.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-4.98K- 3.5% |
$264K - $291K
|
137K
$8.22M
|