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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
7.62K+ 22.88% |
$436K - $500K
|
40.9K
$2.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
7.59KNew |
$434K - $498K
|
7.59K
$463K
|
|
|
Oct 23, 2024
Q3 2024
|
Libra Wealth LLC
|
BUY
|
- |
7.56K+ 6.29% |
$433K - $496K
|
128K
$7.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
BUY
|
- |
7.55K+ 9.14% |
$432K - $495K
|
90.1K
$5.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
7.49K+ 9.06% |
$429K - $492K
|
90.2K
$5.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
7.49K+ 8.3% |
$429K - $491K
|
97.7K
$5.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
7.43K+ 4.63% |
$425K - $487K
|
168K
$10.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
7.35K+ 8.94% |
$420K - $482K
|
89.6K
$5.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
7.2K+ 1.78% |
$412K - $472K
|
412K
$25.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
7.14K+ 4.56% |
$409K - $469K
|
164K
$9.99M
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
7.14K+ 5.53% |
$408K - $468K
|
136K
$8.31M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
7K+ 5.7% |
$401K - $459K
|
130K
$7.92M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.95KNew |
$397K - $456K
|
6.95K
$424K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
6.8K+ 4.97% |
$389K - $446K
|
144K
$8.77M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
6.68K+ 1.22% |
$382K - $438K
|
556K
$33.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.63K+ 124.19% |
$379K - $435K
|
12K
$731K
|
|
|
Oct 30, 2024
Q3 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
6.62K+ 190.85% |
$378K - $434K
|
10.1K
$615K
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
6.61K+ 47.79% |
$378K - $433K
|
20.4K
$1.25M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.38K+ 41.43% |
$365K - $419K
|
21.8K
$1.33M
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
6.29K+ 3.06% |
$360K - $412K
|
212K
$12.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
6.27KNew |
$358K - $411K
|
6.27K
$382K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
6.23K+ 3.26% |
$357K - $409K
|
197K
$12M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
6.08K+ 95.94% |
$348K - $399K
|
12.4K
$757K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
6K+ 174.86% |
$343K - $394K
|
9.44K
$576K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
5.98K+ 6.42% |
$342K - $392K
|
99.1K
$6.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
5.85K+ 24.02% |
$334K - $383K
|
30.2K
$1.84M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.67K+ 23.18% |
$324K - $372K
|
30.1K
$1.84M
|
|
|
Nov 08, 2024
Q3 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
5.66K+ 1.28% |
$323K - $371K
|
448K
$27.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
5.49K+ 12.2% |
$314K - $360K
|
50.5K
$3.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
5.46K+ 20.31% |
$312K - $358K
|
32.3K
$1.97M
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
5.44K+ 42.03% |
$311K - $357K
|
18.4K
$1.12M
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
5.22K+ 1.49% |
$299K - $342K
|
354K
$21.6M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
5.13KNew |
$293K - $336K
|
5.13K
$313K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
5.13KNew |
$293K - $336K
|
5.13K
$313K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
4.96K+ 4.34% |
$284K - $325K
|
119K
$7.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
4.93K+ 101.44% |
$282K - $323K
|
9.78K
$597K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.74K+ 0.27% |
$271K - $311K
|
1.76M
$107M
|
|
|
Oct 29, 2024
Q3 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
4.67K+ 3.44% |
$267K - $306K
|
140K
$8.57M
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4.61KNew |
$263K - $302K
|
4.61K
$281K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.56K+ 12.3% |
$261K - $299K
|
41.6K
$2.54M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.53KNew |
$259K - $297K
|
4.53K
$276K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.2K+ 7.5% |
$240K - $275K
|
60.2K
$3.67M
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
4.08K+ 2.91% |
$233K - $267K
|
144K
$8.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4.07K+ 2.3% |
$233K - $267K
|
181K
$11.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
3.9KNew |
$223K - $256K
|
3.9K
$238K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3.83KNew |
$219K - $251K
|
3.83K
$234K
|
|
|
Oct 18, 2024
Q3 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.71KNew |
$212K - $244K
|
3.71K
$227K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.68K+ 49.8% |
$210K - $241K
|
11.1K
$676K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
3.59K+ 47.39% |
$206K - $236K
|
11.2K
$682K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.56K+ 23.24% |
$203K - $233K
|
18.9K
$1.15M
|