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 01, 2024
Q2 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
20.8KNew |
$1.18M - $1.3M
|
20.8K
$1.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20.4K+ 26.79% |
$1.15M - $1.27M
|
96.3K
$5.77M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
20.3K+ 8.15% |
$1.15M - $1.27M
|
270K
$16.1M
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
19.3K+ 4.6% |
$1.09M - $1.21M
|
440K
$26.3M
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
18.9KNew |
$1.07M - $1.18M
|
18.9K
$1.13M
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
18.7KNew |
$1.06M - $1.17M
|
18.7K
$1.12M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
18.6KNew |
$1.05M - $1.16M
|
18.6K
$1.11M
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
17.9K+ 7.6% |
$1.01M - $1.11M
|
253K
$15.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
17.7K+ 14.81% |
$996K - $1.1M
|
137K
$8.2M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
17.6KNew |
$992K - $1.1M
|
17.6K
$1.05M
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
16.6K+ 14.05% |
$939K - $1.04M
|
135K
$8.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16.3K+ 21.77% |
$921K - $1.02M
|
91.3K
$5.47M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
16.3K+ 451.84% |
$921K - $1.02M
|
19.9K
$1.19M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
16.1KNew |
$907K - $1M
|
16.1K
$963K
|
|
|
Aug 14, 2024
Q2 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
15.9K+ 33.76% |
$896K - $991K
|
62.9K
$3.77M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.6K+ 111.33% |
$883K - $977K
|
29.7K
$1.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
15.5K+ 6.87% |
$872K - $964K
|
240K
$14.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15.4K+ 23.48% |
$869K - $961K
|
81K
$4.85M
|
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
15.3K+ 117.36% |
$862K - $954K
|
28.3K
$1.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
14.9K+ 96.72% |
$842K - $932K
|
30.4K
$1.82M
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
14.9K+ 80.52% |
$838K - $927K
|
33.3K
$1.99M
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
14.3K+ 13.17% |
$806K - $892K
|
123K
$7.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.4K+ 76.97% |
$756K - $836K
|
30.8K
$1.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.3K+ 37.47% |
$750K - $830K
|
48.8K
$2.92M
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
13.2K+ 17.72% |
$746K - $825K
|
87.8K
$5.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
12.9KNew |
$730K - $808K
|
12.9K
$775K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
12.9K+ 17.73% |
$728K - $805K
|
85.6K
$5.13M
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
12.7K+ 3.54% |
$714K - $790K
|
370K
$22.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12.5KNew |
$706K - $781K
|
12.5K
$749K
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
12.4KNew |
$699K - $774K
|
12.4K
$742K
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
11.7K+ 33.64% |
$661K - $732K
|
46.6K
$2.79M
|
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
11.4K+ 2.43% |
$642K - $710K
|
479K
$28.7M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
11.2K+ 8.41% |
$635K - $702K
|
145K
$8.68M
|
|
|
Jul 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
10.8KNew |
$610K - $674K
|
10.8K
$647K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.8KNew |
$607K - $672K
|
10.8K
$644K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.3KNew |
$581K - $643K
|
10.3K
$617K
|
|
|
Jul 16, 2024
Q2 2024
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
10.2K+ 3.91% |
$577K - $639K
|
272K
$16.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
9.98K+ 12.43% |
$563K - $623K
|
90.2K
$5.4M
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
9.52K+ 1.75% |
$537K - $594K
|
554K
$33.2M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
9.38K+ 27.36% |
$529K - $586K
|
43.7K
$2.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
BUY
|
- |
9.31K+ 0.95% |
$525K - $581K
|
991K
$59.3M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.2K+ 60.21% |
$519K - $574K
|
24.5K
$1.47M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.17K+ 142.26% |
$518K - $573K
|
15.6K
$935K
|
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
9.16KNew |
$517K - $572K
|
9.16K
$548K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.12K+ 3.72% |
$514K - $569K
|
254K
$15.2M
|
|
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
9.05K+ 232.88% |
$511K - $565K
|
12.9K
$775K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
8.94K+ 71.75% |
$505K - $558K
|
21.4K
$1.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
8.81K+ 2.36% |
$497K - $550K
|
382K
$22.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.41K+ 4.87% |
$474K - $525K
|
181K
$10.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.8KNew |
$440K - $487K
|
7.8K
$467K
|