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
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
37+ 8.58% |
$2.09K - $2.31K
|
468
$27.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
36+ 0.55% |
$2.03K - $2.25K
|
6.61K
$390K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
33New |
$1.86K - $2.06K
|
33
$1.95K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
33+ 0.57% |
$1.86K - $2.06K
|
5.78K
$341K
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
27+ 0.05% |
$1.52K - $1.69K
|
52.8K
$3.12M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
22+ 0.72% |
$1.24K - $1.37K
|
3.07K
$181K
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
20+ 0.41% |
$1.13K - $1.25K
|
4.86K
$287K
|
|
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
20New |
$1.13K - $1.25K
|
20
$1.18K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
15New |
$846 - $936
|
15
$885
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
13New |
$733 - $811
|
13
$767
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 0.8% |
$169 - $187
|
376
$22.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
2+ 5.0% |
$113 - $125
|
42
$2.48K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 0.98% |
$56.4 - $62.4
|
103
$6.08K
|
|
|
Sep 18, 2024
Q2 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.01% |
$56.4 - $62.4
|
10.1K
$594K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
1+ 11.11% |
$56.4 - $62.4
|
10
$590
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1- 0.02% |
$56.4 - $62.4
|
5.32K
$314K
|
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-6- 0.01% |
$339 - $375
|
74.7K
$4.41M
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-11- 0.38% |
$621 - $687
|
2.92K
$172K
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-22- 3.33% |
$1.24K - $1.37K
|
639
$37.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-24- 0.03% |
$1.35K - $1.5K
|
85.7K
$5.06M
|
|
|
Jul 09, 2024
Q2 2024
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-24- 0.04% |
$1.35K - $1.5K
|
54.9K
$3.24M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-29- 19.08% |
$1.64K - $1.81K
|
123
$7.26K
|
|
|
Jul 17, 2024
Q2 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-48- 0.95% |
$2.71K - $3K
|
5.02K
$296K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-52- 28.89% |
$2.93K - $3.25K
|
128
$7.55K
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-61- 0.71% |
$3.44K - $3.81K
|
8.53K
$503K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-77- 0.78% |
$4.34K - $4.81K
|
9.8K
$579K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-99- 25.52% |
$5.59K - $6.18K
|
289
$17.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-99- 0.63% |
$5.59K - $6.18K
|
15.7K
$927K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-103- 0.5% |
$5.81K - $6.43K
|
20.6K
$1.22M
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-110- 1.76% |
$6.21K - $6.87K
|
6.14K
$363K
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-113- 1.34% |
$6.38K - $7.05K
|
8.3K
$490K
|
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
SELL
|
- |
-123- 0.18% |
$6.94K - $7.68K
|
67.4K
$3.98M
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-129- 1.75% |
$7.28K - $8.05K
|
7.26K
$429K
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-169- 0.25% |
$9.53K - $10.5K
|
67.5K
$3.98M
|
|
|
Aug 13, 2024
Q2 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-222- 3.53% |
$12.5K - $13.9K
|
6.07K
$358K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-228- 0.86% |
$12.9K - $14.2K
|
26.3K
$1.55M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-238- 11.89% |
$13.4K - $14.9K
|
1.76K
$104K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-280- 19.51% |
$15.8K - $17.5K
|
1.16K
$68.2K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-301- 22.36% |
$17K - $18.8K
|
1.05K
$61.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-311- 0.28% |
$17.5K - $19.4K
|
109K
$6.44M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-316- 6.72% |
$17.8K - $19.7K
|
4.38K
$259K
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-317- 2.49% |
$17.9K - $19.8K
|
12.4K
$733K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-320- 11.28% |
$18.1K - $20K
|
2.52K
$149K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-345- 0.72% |
$19.5K - $21.5K
|
47.9K
$2.82M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-356- 2.27% |
$20.1K - $22.2K
|
15.3K
$903K
|
|
|
Nov 01, 2024
Q2 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-357- 2.53% |
$20.1K - $22.3K
|
13.8K
$812K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-378- 1.53% |
$21.3K - $23.6K
|
24.4K
$1.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-428- 5.23% |
$24.1K - $26.7K
|
7.76K
$458K
|