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 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
696+ 1.44% |
$39.3K - $43.4K
|
49K
$2.93M
|
|
Jul 31, 2024
Q2 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
668+ 1.5% |
$37.7K - $41.7K
|
45.1K
$2.7M
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
629+ 2.78% |
$35.5K - $39.3K
|
23.3K
$1.39M
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
572+ 1.25% |
$32.3K - $35.7K
|
46.3K
$2.77M
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
559+ 7.96% |
$31.5K - $34.9K
|
7.58K
$454K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
554+ 3.73% |
$31.3K - $34.6K
|
15.4K
$922K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
550+ 13.71% |
$31K - $34.3K
|
4.56K
$273K
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
546New |
$30.8K - $34.1K
|
546
$32.7K
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
543+ 7.9% |
$30.6K - $33.9K
|
7.41K
$444K
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
529+ 0.82% |
$29.8K - $33K
|
64.8K
$3.88M
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
519+ 54.4% |
$29.3K - $32.4K
|
1.47K
$88.2K
|
|
Jul 29, 2024
Q2 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
497+ 6.92% |
$28K - $31K
|
7.68K
$460K
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
477New |
$26.9K - $29.8K
|
477
$28.6K
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
467+ 6.5% |
$26.3K - $29.2K
|
7.65K
$458K
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
451+ 0.49% |
$25.4K - $28.2K
|
93.1K
$5.57M
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
431+ 76.96% |
$24.3K - $26.9K
|
991
$59.3K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
430+ 2.48% |
$24.3K - $26.8K
|
17.8K
$1.06M
|
|
Aug 01, 2024
Q2 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
367+ 3.12% |
$20.7K - $22.9K
|
12.1K
$725K
|
|
Aug 12, 2024
Q2 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
313+ 1.4% |
$17.7K - $19.5K
|
22.7K
$1.36M
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
308New |
$17.4K - $19.2K
|
308
$18.4K
|
|
Jul 25, 2024
Q2 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
295+ 1.11% |
$16.6K - $18.4K
|
26.9K
$1.61M
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
293New |
$16.5K - $18.3K
|
293
$17.5K
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
257+ 2.26% |
$14.5K - $16K
|
11.6K
$695K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
250+ 1.75% |
$14.1K - $15.6K
|
14.5K
$870K
|
|
Jul 23, 2024
Q2 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
235+ 5.29% |
$13.3K - $14.7K
|
4.68K
$280K
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
209+ 59.71% |
$11.8K - $13K
|
559
$33.5K
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
190+ 1.16% |
$10.7K - $11.9K
|
16.5K
$988K
|
|
Aug 07, 2024
Q2 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
190+ 1.39% |
$10.7K - $11.9K
|
13.8K
$827K
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
179New |
$10.1K - $11.2K
|
179
$10.7K
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
155New |
$8.75K - $9.68K
|
155
$9.28K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
150+ 9.55% |
$8.46K - $9.36K
|
1.72K
$103K
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
149New |
$8.41K - $9.3K
|
149
$8.92K
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
145+ 0.08% |
$8.18K - $9.05K
|
193K
$11.6M
|
|
Aug 05, 2024
Q2 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
123+ 0.61% |
$6.94K - $7.68K
|
20.3K
$1.22M
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
109New |
$6.15K - $6.8K
|
109
$6.53K
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
87+ 0.41% |
$4.91K - $5.43K
|
21.5K
$1.29M
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
80+ 0.94% |
$4.51K - $4.99K
|
8.59K
$514K
|
|
Aug 06, 2024
Q2 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
80+ 0.1% |
$4.51K - $4.99K
|
82.7K
$4.95M
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
74+ 7.68% |
$4.18K - $4.62K
|
1.04K
$62.1K
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
69+ 0.93% |
$3.89K - $4.31K
|
7.5K
$449K
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
65+ 0.22% |
$3.67K - $4.06K
|
29.2K
$1.75M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
61New |
$3.44K - $3.81K
|
61
$3.65K
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
58+ 0.93% |
$3.27K - $3.62K
|
6.27K
$375K
|
|
Aug 08, 2024
Q2 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
53+ 1.18% |
$2.99K - $3.31K
|
4.53K
$271K
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
51+ 0.82% |
$2.88K - $3.18K
|
6.3K
$377K
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
45+ 1.26% |
$2.54K - $2.81K
|
3.61K
$216K
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
BUY
|
- |
39+ 0.17% |
$2.2K - $2.43K
|
23.5K
$1.41M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
37+ 8.58% |
$2.09K - $2.31K
|
468
$28K
|
|
Aug 12, 2024
Q2 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
36+ 0.55% |
$2.03K - $2.25K
|
6.61K
$396K
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
33New |
$1.86K - $2.06K
|
33
$1.98K
|