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 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-9.42K- 6.86% |
$531K - $588K
|
128K
$7.66M
|
|
|
Jul 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-10.6K- 2.53% |
$598K - $661K
|
408K
$24.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-11.1K- 6.98% |
$628K - $694K
|
148K
$8.88M
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-12.6K- 7.37% |
$710K - $786K
|
158K
$9.48M
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-13.2K- 2.34% |
$744K - $823K
|
549K
$32.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
SELL
|
- |
-13.3K- 3.26% |
$750K - $830K
|
395K
$23.6M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
SELL
|
- |
-13.5K- 14.99% |
$761K - $842K
|
76.6K
$4.58M
|
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-13.9K- 4.99% |
$783K - $867K
|
264K
$15.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-16.4K- 5.74% |
$923K - $1.02M
|
269K
$16.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-18.4K- 13.38% |
$1.04M - $1.15M
|
119K
$7.12M
|
|
|
Jul 10, 2024
Q2 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-18.7K- 47.26% |
$1.06M - $1.17M
|
20.9K
$1.25M
|
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-21.2K- 11.66% |
$1.19M - $1.32M
|
160K
$9.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-33.5K- 20.6% |
$1.89M - $2.09M
|
129K
$7.73M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-40.7K- 7.22% |
$2.29M - $2.54M
|
522K
$31.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-40.7K- 9.79% |
$2.3M - $2.54M
|
375K
$22.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-48.7K- 8.07% |
$2.75M - $3.04M
|
555K
$33.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-49.8K- 3.67% |
$2.81M - $3.11M
|
1.31M
$78.2M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-52.7K- 2.92% |
$2.97M - $3.29M
|
1.75M
$105M
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-77.4K- 3.35% |
$4.36M - $4.83M
|
2.23M
$134M
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-95.3K- 39.19% |
$5.38M - $5.95M
|
148K
$8.85M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-112K- 22.63% |
$6.3M - $6.97M
|
382K
$22.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-145K- 21.08% |
$8.19M - $9.07M
|
544K
$32.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-199K- 48.62% |
$11.2M - $12.4M
|
210K
$12.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-612K- 67.42% |
$34.6M - $38.2M
|
296K
$17.7M
|