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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.55K+ 5.06% |
$144K - $159K
|
53K
$3.17M
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
2.33K+ 0.66% |
$131K - $145K
|
354K
$21.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.31K+ 2.84% |
$130K - $144K
|
83.7K
$5.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.3K+ 0.67% |
$130K - $144K
|
345K
$20.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
2.24K+ 1.62% |
$126K - $140K
|
140K
$8.39M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.22K+ 6.06% |
$125K - $139K
|
38.9K
$2.33M
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
BUY
|
- |
2.21K+ 8.38% |
$125K - $138K
|
28.5K
$1.71M
|
|
|
Jul 15, 2024
Q2 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
2.16K+ 5.05% |
$122K - $135K
|
45K
$2.69M
|
|
|
Jul 23, 2024
Q2 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
2.13K+ 11.94% |
$120K - $133K
|
20K
$1.2M
|
|
|
Aug 07, 2024
Q2 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
2K+ 8.57% |
$113K - $125K
|
25.3K
$1.51M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.96K+ 3.1% |
$111K - $122K
|
65.3K
$3.91M
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
BUY
|
- |
1.95K+ 3.18% |
$110K - $121K
|
63K
$3.77M
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.91K+ 6.22% |
$108K - $119K
|
32.6K
$1.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.85K+ 16.36% |
$105K - $116K
|
13.2K
$790K
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.84K+ 12.36% |
$104K - $115K
|
16.7K
$1M
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.79K+ 30.84% |
$101K - $112K
|
7.61K
$455K
|
|
|
Jul 26, 2024
Q2 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
1.77K+ 6.33% |
$99.6K - $110K
|
29.6K
$1.77M
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.71K+ 2.83% |
$96.3K - $106K
|
62K
$3.71M
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.69K+ 22.32% |
$95.3K - $105K
|
9.26K
$555K
|
|
|
Aug 07, 2024
Q2 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
1.61K+ 8.23% |
$91.1K - $101K
|
21.2K
$1.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.59K+ 5.1% |
$89.6K - $99.1K
|
32.7K
$1.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1.55K+ 36.26% |
$87.3K - $96.6K
|
5.81K
$348K
|
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.53K+ 2.17% |
$86.3K - $95.5K
|
72K
$4.31M
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
1.4K+ 1.72% |
$78.9K - $87.3K
|
82.6K
$4.94M
|
|
|
Jul 10, 2024
Q2 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
1.37K+ 16.14% |
$77.5K - $85.7K
|
9.88K
$591K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.34KNew |
$75.4K - $83.5K
|
1.34K
$80K
|
|
|
Jul 23, 2024
Q2 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.34K+ 2.37% |
$75.3K - $83.3K
|
57.7K
$3.45M
|
|
|
Aug 07, 2024
Q2 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
1.29K+ 1.15% |
$72.9K - $80.6K
|
114K
$6.83M
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1.25K+ 19.19% |
$70.6K - $78.1K
|
7.78K
$466K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.23K+ 9.59% |
$69.1K - $76.5K
|
14K
$838K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.22K+ 3.05% |
$68.9K - $76.2K
|
41.2K
$2.47M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.2K+ 8.57% |
$67.4K - $74.6K
|
15.1K
$906K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
1.15K+ 0.51% |
$64.9K - $71.8K
|
225K
$13.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
1.13K+ 12.2% |
$63.6K - $70.4K
|
10.4K
$621K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.1K+ 7.77% |
$62.2K - $68.8K
|
15.3K
$916K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.09K+ 5.14% |
$61.5K - $68K
|
22.3K
$1.34M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.09K+ 1.94% |
$61.4K - $67.9K
|
57.3K
$3.43M
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.08K+ 0.31% |
$61.1K - $67.6K
|
349K
$20.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
1.07K+ 1.36% |
$60.5K - $66.9K
|
79.7K
$4.77M
|
|
|
Jul 19, 2024
Q2 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
1.05K+ 17.48% |
$59.4K - $65.7K
|
7.08K
$424K
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.04K+ 2.07% |
$58.5K - $64.7K
|
51.1K
$3.06M
|
|
|
Jul 10, 2024
Q2 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
911+ 0.74% |
$51.4K - $56.9K
|
124K
$7.42M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
900+ 105.88% |
$50.8K - $56.2K
|
1.75K
$105K
|
|
|
Jul 26, 2024
Q2 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
887+ 1.36% |
$50K - $55.4K
|
66K
$3.95M
|
|
|
Jul 16, 2024
Q2 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
875+ 0.22% |
$49.4K - $54.6K
|
405K
$24.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
765+ 1.95% |
$43.2K - $47.8K
|
40.1K
$2.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
763+ 0.86% |
$43K - $47.6K
|
90K
$5.39M
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
724+ 68.11% |
$40.8K - $45.2K
|
1.79K
$107K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
715+ 3.51% |
$40.3K - $44.6K
|
21.1K
$1.26M
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
700+ 6.28% |
$39.5K - $43.7K
|
11.9K
$710K
|