Purchases and Sales Made in Q3 2024 in American Centy ETF Tr Avantis (AVEM)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVEM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.64M+ 69.06% |
$322M - $370M
|
13.8M
$842M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.26M+ 40.61% |
$72M - $82.5M
|
4.36M
$266M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.21M+ 8.56% |
$69.4M - $79.6M
|
15.4M
$940M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.13M+ 380.17% |
$64.4M - $73.8M
|
1.42M
$86.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
687K+ 270.32% |
$39.3M - $45.1M
|
941K
$57.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
523K+ 0.0% |
$29.9M - $34.3M
|
523K
$31.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
507K+ 31.14% |
$29M - $33.2M
|
2.13M
$130M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
498K+ 1038.57% |
$28.5M - $32.7M
|
546K
$33.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
458K+ 32.29% |
$26.2M - $30.1M
|
1.88M
$115M
|
|
|
Nov 12, 2024
Q3 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
324KNew |
$18.5M - $21.3M
|
324K
$19.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
307K+ 13.75% |
$17.6M - $20.1M
|
2.54M
$155M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
259KNew |
$14.8M - $17M
|
259K
$15.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
196K+ 104.37% |
$11.2M - $12.9M
|
384K
$23.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
162K+ 417.71% |
$9.29M - $10.7M
|
201K
$12.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
144K+ 17.39% |
$8.24M - $9.45M
|
972K
$59.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
143K+ 892.18% |
$8.21M - $9.41M
|
160K
$9.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
133K+ 32.02% |
$7.63M - $8.75M
|
550K
$33.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
132K+ 12.12% |
$7.53M - $8.63M
|
1.22M
$74.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
128K+ 100.27% |
$7.32M - $8.4M
|
256K
$15.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
125KNew |
$7.18M - $8.23M
|
125K
$7.66M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
108K+ 41.63% |
$6.17M - $7.08M
|
367K
$22.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
105K+ 123.11% |
$6.02M - $6.9M
|
191K
$11.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
97.3K+ 18.56% |
$5.56M - $6.38M
|
621K
$37.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
76.5K+ 83.81% |
$4.38M - $5.02M
|
168K
$10.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
75.7K+ 47.04% |
$4.33M - $4.97M
|
237K
$14.4M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
61.7K+ 27.06% |
$3.53M - $4.04M
|
290K
$17.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
59.9KNew |
$3.43M - $3.93M
|
59.9K
$3.66M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
59.7K+ 525.02% |
$3.41M - $3.91M
|
71K
$4.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
54.2K+ 5.47% |
$3.1M - $3.56M
|
1.04M
$63.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
52.8K+ 18.88% |
$3.02M - $3.47M
|
333K
$20.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
50.7K+ 1404.21% |
$2.9M - $3.32M
|
54.3K
$3.31M
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
50.7K+ 17.68% |
$2.9M - $3.32M
|
337K
$20.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
49.8K+ 3.5% |
$2.85M - $3.27M
|
1.47M
$89.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
48.9KNew |
$2.8M - $3.21M
|
48.9K
$2.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
47.1K+ 58.68% |
$2.69M - $3.09M
|
127K
$7.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
45.7K+ 8.94% |
$2.61M - $3M
|
557K
$34M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
44.7K+ 16.49% |
$2.56M - $2.94M
|
316K
$19.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
44.7K+ 77.97% |
$2.56M - $2.93M
|
102K
$6.22M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
40.7K+ 11.51% |
$2.33M - $2.67M
|
394K
$24.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
38.3K+ 40.18% |
$2.19M - $2.51M
|
134K
$8.16M
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
37.7KNew |
$2.15M - $2.47M
|
37.7K
$2.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
32.4KNew |
$1.85M - $2.12M
|
32.4K
$1.98M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
31.1KNew |
$1.78M - $2.04M
|
31.1K
$1.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
29.7K+ 3.82% |
$1.7M - $1.94M
|
807K
$49.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
28.8K+ 26.17% |
$1.65M - $1.89M
|
139K
$8.48M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
27K+ 53.55% |
$1.54M - $1.77M
|
77.4K
$4.72M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
26.7K+ 3.1% |
$1.53M - $1.75M
|
889K
$54.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
25.8K+ 170.23% |
$1.47M - $1.69M
|
40.9K
$2.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
25.6K+ 330.21% |
$1.46M - $1.68M
|
33.4K
$2.04M
|
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
25.6K+ 421.26% |
$1.46M - $1.68M
|
31.6K
$1.93M
|