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 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.49K+ 25.67% |
$200K - $229K
|
17.1K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.46KNew |
$198K - $227K
|
3.46K
$211K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
3.42K+ 1479.22% |
$195K - $224K
|
3.65K
$223K
|
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
3.41K+ 5.91% |
$195K - $223K
|
61.1K
$3.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.38KNew |
$193K - $221K
|
3.38K
$206K
|
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
3.34K+ 5.31% |
$191K - $219K
|
66.2K
$4.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.33K+ 1.69% |
$191K - $219K
|
200K
$12.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
3.26KNew |
$186K - $214K
|
3.26K
$199K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3.25KNew |
$186K - $213K
|
3.25K
$198K
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
3.24K+ 17.29% |
$185K - $212K
|
22K
$1.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.18KNew |
$182K - $208K
|
3.18K
$194K
|
|
|
Oct 07, 2024
Q3 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
3.17K+ 2.56% |
$181K - $208K
|
127K
$7.76M
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
3.11KNew |
$178K - $204K
|
3.11K
$190K
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
3.1K+ 90.86% |
$177K - $203K
|
6.51K
$397K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
3.08K+ 2.09% |
$176K - $202K
|
150K
$9.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
3.07K+ 6.8% |
$175K - $201K
|
48.2K
$2.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.06KNew |
$175K - $201K
|
3.06K
$187K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2.94KNew |
$168K - $193K
|
2.94K
$180K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2.7K+ 34.68% |
$154K - $177K
|
10.5K
$639K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2.58K+ 4.21% |
$148K - $169K
|
63.9K
$3.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.41K+ 2.64% |
$138K - $158K
|
93.8K
$5.73M
|
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
2.32K+ 2.58% |
$133K - $152K
|
92.3K
$5.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.29K+ 14.48% |
$131K - $150K
|
18.1K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.27K+ 3.48% |
$130K - $149K
|
67.6K
$4.12M
|
|
|
Oct 08, 2024
Q3 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
2.26K+ 3.66% |
$129K - $148K
|
63.9K
$3.9M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.23KNew |
$128K - $146K
|
2.23K
$136K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
2.22K+ 31.67% |
$127K - $145K
|
9.22K
$563K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.16K+ 17.29% |
$123K - $141K
|
14.6K
$893K
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
2.13K+ 3.79% |
$122K - $140K
|
58.3K
$3.56M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.11K+ 12.59% |
$121K - $138K
|
18.8K
$1.15M
|
|
|
Nov 15, 2024
Q3 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
1.95K+ 5.88% |
$111K - $128K
|
35K
$2.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.9K+ 6.18% |
$109K - $125K
|
32.7K
$2M
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
1.77K+ 2.62% |
$101K - $116K
|
69.3K
$4.23M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.76K+ 8.82% |
$101K - $116K
|
21.8K
$1.33M
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.74K+ 5.33% |
$99.3K - $114K
|
34.3K
$2.09M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.73K+ 9.71% |
$98.7K - $113K
|
19.5K
$1.19M
|
|
|
Oct 23, 2024
Q3 2024
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
1.72K+ 4.99% |
$98.6K - $113K
|
36.3K
$2.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
1.65K+ 19.77% |
$94.4K - $108K
|
10K
$610K
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
1.6K+ 20.84% |
$91.5K - $105K
|
9.28K
$566K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.53KNew |
$87.4K - $100K
|
1.53K
$93.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.5K+ 3.63% |
$85.6K - $98.2K
|
42.7K
$2.61M
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
1.49K+ 3.03% |
$85.4K - $97.9K
|
50.8K
$3.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
1.42K+ 1.53% |
$81.5K - $93.4K
|
94.8K
$5.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.42KNew |
$81.1K - $93K
|
1.42K
$86.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.41K+ 1.96% |
$80.9K - $92.7K
|
73.4K
$4.48M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.39K+ 11.5% |
$79.7K - $91.4K
|
13.5K
$824K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.35K+ 29.55% |
$77.1K - $88.4K
|
5.91K
$361K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
1.33KNew |
$75.9K - $87K
|
1.33K
$81K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.32K+ 5.45% |
$75.3K - $86.3K
|
25.5K
$1.55M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.3K+ 3.96% |
$74.1K - $85K
|
34K
$2.08M
|