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 14, 2024
Q1 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-3.6K- 1.94% |
$191K - $211K
|
182K
$10.7M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-3.85K- 7.82% |
$204K - $225K
|
45.4K
$2.68M
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
SELL
|
- |
-4.68K- 2.17% |
$248K - $274K
|
211K
$12.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-4.98K- 3.5% |
$264K - $291K
|
137K
$8.1M
|
|
|
May 15, 2024
Q1 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-5.61K- 52.54% |
$297K - $328K
|
5.06K
$299K
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-6.6K- 15.79% |
$350K - $386K
|
35.2K
$2.08M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-7.21K- 7.42% |
$382K - $422K
|
90.1K
$5.32M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-8.36K- 3.24% |
$443K - $489K
|
249K
$14.7M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-8.55K- 7.16% |
$453K - $500K
|
111K
$6.55M
|
|
|
Apr 30, 2024
Q1 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-8.72K- 7.53% |
$462K - $511K
|
107K
$6.32M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11.5K- 2.74% |
$611K - $674K
|
408K
$24.1M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-11.9K- 74.76% |
$630K - $695K
|
4.01K
$237K
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-12.8K- 18.19% |
$679K - $750K
|
57.6K
$3.4M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-13.3K- 6.43% |
$703K - $776K
|
193K
$11.4M
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-15K- 4.51% |
$794K - $877K
|
317K
$18.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-16K- 2.59% |
$850K - $938K
|
603K
$35.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-18K- 4.12% |
$954K - $1.05M
|
419K
$24.7M
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-18.4K- 9.72% |
$975K - $1.08M
|
171K
$10.1M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-19K- 43.37% |
$1.01M - $1.11M
|
24.9K
$1.47M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-19.2K- 13.98% |
$1.02M - $1.13M
|
118K
$6.99M
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-19.5K- 58.64% |
$1.03M - $1.14M
|
13.8K
$813K
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-21K- 6.87% |
$1.12M - $1.23M
|
285K
$16.8M
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-23.8K- 62.66% |
$1.26M - $1.39M
|
14.2K
$837K
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-24.5K- 22.21% |
$1.3M - $1.43M
|
85.7K
$5.06M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-32.3K- 2.0% |
$1.71M - $1.89M
|
1.59M
$93.6M
|
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-35.9K- 73.39% |
$1.9M - $2.1M
|
13K
$768K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-36.2K- 6.04% |
$1.92M - $2.12M
|
563K
$33.2M
|
|
|
May 01, 2024
Q1 2024
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-39.8K- 22.47% |
$2.11M - $2.33M
|
137K
$8.1M
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-39.9K- 8.75% |
$2.11M - $2.33M
|
415K
$24.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-53.9K- 22.32% |
$2.86M - $3.16M
|
188K
$11.1M
|
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-54.3K- 53.48% |
$2.88M - $3.18M
|
47.2K
$2.79M
|
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-64.1K- 81.83% |
$3.4M - $3.75M
|
14.2K
$840K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-65.5K- 16.06% |
$3.47M - $3.83M
|
342K
$20.2M
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-68.6K- 14.4% |
$3.64M - $4.02M
|
408K
$24.1M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-95.1K- 55.58% |
$5.04M - $5.57M
|
76K
$4.48M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-95.8K- 28.27% |
$5.08M - $5.61M
|
243K
$14.3M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-108K- 7.54% |
$5.74M - $6.34M
|
1.33M
$78.4M
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-128K- 48.12% |
$6.78M - $7.49M
|
138K
$8.14M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-131K- 8.78% |
$6.92M - $7.64M
|
1.36M
$80M
|
|
|
Apr 17, 2024
Q1 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-182K- 82.08% |
$9.63M - $10.6M
|
39.7K
$2.34M
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-203K- 47.91% |
$10.7M - $11.9M
|
220K
$13M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-218K- 53.14% |
$11.6M - $12.8M
|
192K
$11.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
SELL
|
- |
-252K- 78.87% |
$13.4M - $14.8M
|
67.5K
$3.99M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-281K- 19.75% |
$14.9M - $16.5M
|
1.14M
$67.4M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-384K- 98.09% |
$20.4M - $22.5M
|
7.46K
$440K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-462K- 55.31% |
$24.5M - $27.1M
|
374K
$22.1M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-484K- 15.64% |
$25.7M - $28.4M
|
2.61M
$154M
|
|
|
Mar 18, 2025
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-878K- 90.08% |
$46.6M - $51.4M
|
96.7K
$5.71M
|