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 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-656- 0.21% |
$37K - $40.9K
|
312K
$18.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-691- 4.85% |
$39K - $43.1K
|
13.5K
$811K
|
|
|
Jul 30, 2024
Q2 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-744- 10.99% |
$42K - $46.4K
|
6.02K
$361K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-756- 4.56% |
$42.7K - $47.2K
|
15.8K
$946K
|
|
|
Aug 12, 2024
Q2 2024
|
Awm Capital, LLC
|
SELL
|
- |
-757- 0.82% |
$42.7K - $47.3K
|
92K
$5.51M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-762- 3.06% |
$43K - $47.6K
|
24.2K
$1.45M
|
|
|
Jul 31, 2024
Q2 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-790- 0.65% |
$44.6K - $49.3K
|
121K
$7.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-794- 0.72% |
$44.8K - $49.6K
|
110K
$6.59M
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-866- 2.12% |
$48.9K - $54.1K
|
40K
$2.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-930- 6.31% |
$52.5K - $58.1K
|
13.8K
$827K
|
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-952- 4.26% |
$53.7K - $59.4K
|
21.4K
$1.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-1.14K- 3.54% |
$64.4K - $71.3K
|
31.1K
$1.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.15K- 99.83% |
$65.1K - $72K
|
2
$120
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.16K- 0.66% |
$65.3K - $72.2K
|
173K
$10.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.23K- 4.0% |
$69.4K - $76.8K
|
29.5K
$1.77M
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.4K- 0.63% |
$78.9K - $87.3K
|
219K
$13.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-1.41K- 11.24% |
$79.4K - $87.9K
|
11.1K
$666K
|
|
|
Aug 05, 2024
Q2 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-1.42K- 2.72% |
$80.2K - $88.7K
|
50.8K
$3.04M
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.44K- 0.44% |
$81.2K - $89.8K
|
325K
$19.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-1.5K- 16.8% |
$84.3K - $93.3K
|
7.4K
$443K
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
SELL
|
- |
-1.71K- 0.81% |
$96.6K - $107K
|
209K
$12.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.78K- 1.27% |
$101K - $111K
|
139K
$8.33M
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-1.82K- 1.06% |
$103K - $114K
|
170K
$10.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-1.89K- 5.36% |
$106K - $118K
|
33.3K
$1.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.4K- 1.14% |
$135K - $150K
|
207K
$12.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.57K- 1.35% |
$145K - $161K
|
188K
$11.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.61K- 4.46% |
$147K - $163K
|
56K
$3.35M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.96K- 1.58% |
$167K - $185K
|
185K
$11.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-3.19K- 6.75% |
$180K - $199K
|
44K
$2.63M
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-3.28K- 7.22% |
$185K - $204K
|
42.1K
$2.52M
|
|
|
Jul 30, 2024
Q2 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-3.29K- 4.13% |
$185K - $205K
|
76.3K
$4.57M
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-3.49K- 2.32% |
$197K - $218K
|
147K
$8.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-3.71K- 6.8% |
$209K - $232K
|
50.9K
$3.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-4K- 2.83% |
$226K - $250K
|
137K
$8.22M
|
|
|
Dec 02, 2024
Q2 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-4.23K- 3.92% |
$238K - $264K
|
104K
$6.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-4.63K- 4.32% |
$261K - $289K
|
102K
$6.13M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-5.06K- 9.51% |
$286K - $316K
|
48.2K
$2.89M
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-5.12K- 1.82% |
$289K - $320K
|
276K
$16.5M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.55K- 8.86% |
$313K - $347K
|
57.1K
$3.42M
|
|
|
Jul 29, 2024
Q2 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-5.57K- 7.1% |
$314K - $348K
|
72.8K
$4.36M
|
|
|
Aug 05, 2024
Q2 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-5.91K- 41.66% |
$334K - $369K
|
8.28K
$496K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-6.6K- 32.66% |
$372K - $412K
|
13.6K
$815K
|
|
|
Jul 24, 2024
Q2 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-6.69K- 1.49% |
$378K - $418K
|
442K
$26.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-7.37K- 0.49% |
$416K - $460K
|
1.51M
$90.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-7.47K- 5.21% |
$421K - $466K
|
136K
$8.13M
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-7.47K- 8.42% |
$421K - $466K
|
81.3K
$4.86M
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-7.67K- 13.32% |
$433K - $479K
|
49.9K
$2.99M
|
|
|
Jul 12, 2024
Q2 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-7.91K- 3.43% |
$446K - $494K
|
223K
$13.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.59K- 8.52% |
$484K - $536K
|
92.2K
$5.52M
|
|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-9.38K- 0.6% |
$529K - $585K
|
1.55M
$92.9M
|