Purchases and Sales Made in Q2 2024 in American Centy ETF Tr Avantis (AVEM)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVEM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.13M+ 7528.94% |
$120M - $133M
|
2.16M
$129M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
992K+ 7.52% |
$56M - $61.9M
|
14.2M
$849M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
803K+ 10.92% |
$45.3M - $50.1M
|
8.16M
$489M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
519K+ 138.9% |
$29.3M - $32.4M
|
893K
$53.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
484K+ 18.54% |
$27.3M - $30.2M
|
3.1M
$185M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
484K+ 18.54% |
$27.3M - $30.2M
|
3.1M
$185M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
373KNew |
$21M - $23.3M
|
373K
$22.3M
|
|
|
Sep 10, 2024
Q2 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
332KNew |
$18.7M - $20.7M
|
332K
$19.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
248K+ 775.68% |
$14M - $15.5M
|
280K
$16.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
224K+ 116.61% |
$12.7M - $14M
|
417K
$24.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
216K+ 518.41% |
$12.2M - $13.5M
|
258K
$15.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
196K+ 63.48% |
$11.1M - $12.2M
|
505K
$30.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
191KNew |
$10.8M - $11.9M
|
191K
$11.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
191K+ 56.82% |
$10.7M - $11.9M
|
526K
$31.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
180K+ 15.77% |
$10.2M - $11.2M
|
1.32M
$79.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
178K+ 309.8% |
$10M - $11.1M
|
235K
$14.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
150K+ 1334.62% |
$8.45M - $9.35M
|
161K
$9.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
142K+ 11.09% |
$8.01M - $8.87M
|
1.42M
$85.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
120K+ 1611.16% |
$6.78M - $7.5M
|
128K
$7.64M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
99.5K+ 10.09% |
$5.62M - $6.21M
|
1.09M
$65M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
95.4KNew |
$5.38M - $5.95M
|
95.4K
$5.71M
|
|
|
Jul 30, 2024
Q2 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
93.3KNew |
$5.27M - $5.83M
|
93.3K
$5.59M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
91.6K+ 53.48% |
$5.17M - $5.72M
|
263K
$15.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
91K+ 6.85% |
$5.13M - $5.68M
|
1.42M
$85M
|
|
|
Aug 13, 2024
Q2 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
82.2KNew |
$4.64M - $5.13M
|
82.2K
$4.92M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
80.2KNew |
$4.53M - $5.01M
|
80.2K
$4.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
78.9KNew |
$4.45M - $4.92M
|
78.9K
$4.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
70.5K+ 9.3% |
$3.98M - $4.4M
|
828K
$49.6M
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
70.5K+ 9.3% |
$3.98M - $4.4M
|
828K
$49.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
59.7K+ 45.37% |
$3.37M - $3.72M
|
191K
$11.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
59.2K+ 26.0% |
$3.34M - $3.69M
|
287K
$17.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
53.9K+ 26.22% |
$3.04M - $3.36M
|
259K
$15.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
53.3K+ 11.31% |
$3.01M - $3.33M
|
524K
$31.4M
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
BUY
|
- |
52.5K+ 380.33% |
$2.96M - $3.28M
|
66.3K
$3.97M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
49.3KNew |
$2.78M - $3.08M
|
49.3K
$2.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
47.9KNew |
$2.71M - $2.99M
|
47.9K
$2.87M
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
47.8K+ 21.36% |
$2.7M - $2.98M
|
271K
$16.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
42.6K+ 2.69% |
$2.4M - $2.66M
|
1.63M
$97.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
37.1K+ 4.5% |
$2.1M - $2.32M
|
863K
$51.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
37.1KNew |
$2.09M - $2.31M
|
37.1K
$2.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
33.2K+ 6.94% |
$1.87M - $2.07M
|
511K
$30.6M
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
33.1KNew |
$1.87M - $2.07M
|
33.1K
$1.98M
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
31.2K+ 4.18% |
$1.76M - $1.95M
|
777K
$46.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
30.3K+ 193.52% |
$1.71M - $1.89M
|
45.9K
$2.75M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
25.8K+ 104.59% |
$1.45M - $1.61M
|
50.4K
$3.02M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
25.5K+ 12.62% |
$1.44M - $1.59M
|
228K
$13.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
24.3KNew |
$1.37M - $1.52M
|
24.3K
$1.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Libra Wealth LLC
|
BUY
|
- |
23K+ 23.66% |
$1.3M - $1.44M
|
120K
$7.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
22.1K+ 25.02% |
$1.25M - $1.38M
|
111K
$6.62M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
22K+ 6.84% |
$1.24M - $1.38M
|
344K
$20.6M
|