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 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
25.5K+ 38.67% |
$1.46M - $1.67M
|
91.5K
$5.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
25.5K+ 31.49% |
$1.46M - $1.67M
|
106K
$6.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
24.6K+ 8.85% |
$1.41M - $1.61M
|
303K
$18.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
23.9K+ 4.32% |
$1.37M - $1.57M
|
578K
$35.3M
|
|
|
Oct 02, 2024
Q3 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
22.5KNew |
$1.29M - $1.48M
|
22.5K
$1.38M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
21.3K+ 7.9% |
$1.22M - $1.4M
|
291K
$17.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
20.4K+ 7.74% |
$1.17M - $1.34M
|
285K
$17.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20.2K+ 40.88% |
$1.15M - $1.32M
|
69.5K
$4.24M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
19.4K+ 5.25% |
$1.11M - $1.27M
|
390K
$23.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
19K+ 5.11% |
$1.09M - $1.25M
|
392K
$23.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
18.7KNew |
$1.07M - $1.23M
|
18.7K
$1.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
18.7KNew |
$1.07M - $1.23M
|
18.7K
$1.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
18.2KNew |
$1.04M - $1.2M
|
18.2K
$1.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
17.9K+ 12.33% |
$1.02M - $1.17M
|
163K
$9.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
17.8K+ 3.71% |
$1.02M - $1.17M
|
497K
$30.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
17.3K+ 12.77% |
$987K - $1.13M
|
152K
$9.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
15.9K+ 18.55% |
$909K - $1.04M
|
102K
$6.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
15.9K+ 1337.18% |
$907K - $1.04M
|
17K
$1.04M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
15.6K+ 8.44% |
$892K - $1.02M
|
200K
$12.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
15.5K+ 62.27% |
$885K - $1.02M
|
40.3K
$2.46M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
15.1K+ 13.61% |
$861K - $987K
|
126K
$7.67M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.9K+ 16.16% |
$853K - $978K
|
107K
$6.54M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
14.8K+ 3.36% |
$845K - $968K
|
455K
$27.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
14.8KNew |
$844K - $968K
|
14.8K
$901K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
14.8KNew |
$844K - $968K
|
14.8K
$901K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
14.4KNew |
$824K - $945K
|
14.4K
$879K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
13.7KNew |
$782K - $897K
|
13.7K
$835K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13.4K+ 7.42% |
$768K - $881K
|
194K
$11.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
13.3K+ 0.6% |
$761K - $872K
|
2.25M
$137M
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
12.6K+ 4.99% |
$722K - $828K
|
265K
$16.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
12.3K+ 7.08% |
$703K - $806K
|
186K
$11.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
12.2K+ 3.54% |
$697K - $799K
|
357K
$21.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
12K+ 3.69% |
$684K - $785K
|
337K
$20.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
11.7K+ 52.6% |
$671K - $770K
|
34K
$2.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
11.2K+ 56.39% |
$643K - $737K
|
31.2K
$1.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
11.2K+ 4.13% |
$642K - $736K
|
283K
$17.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
11.2K+ 7.57% |
$642K - $736K
|
159K
$9.73M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
11.1K+ 2.0% |
$634K - $727K
|
566K
$34.5M
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
BUY
|
- |
10.8KNew |
$620K - $711K
|
10.8K
$661K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
10.7K+ 4.54% |
$610K - $699K
|
246K
$15M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
10.5K+ 72.44% |
$602K - $691K
|
25.1K
$1.53M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
9.83K+ 14.82% |
$562K - $645K
|
76.2K
$4.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
9.72K+ 3.39% |
$556K - $637K
|
297K
$18.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
9.71K+ 11.35% |
$556K - $637K
|
95.3K
$5.82M
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
7.97K+ 1.5% |
$456K - $523K
|
539K
$32.9M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
7.91K+ 63.78% |
$452K - $519K
|
20.3K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
7.78K+ 153.65% |
$445K - $510K
|
12.8K
$784K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
7.77K+ 4.58% |
$445K - $510K
|
177K
$10.8M
|
|
|
Oct 03, 2024
Q3 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
7.74K+ 17.62% |
$443K - $507K
|
51.6K
$3.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
7.66K+ 9.15% |
$438K - $503K
|
91.4K
$5.58M
|