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 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
BUY
|
- |
1.27K+ 21.14% |
$72.8K - $83.5K
|
7.3K
$445K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.27KNew |
$72.4K - $83K
|
1.27K
$77.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.24K+ 1.61% |
$70.9K - $81.3K
|
78.2K
$4.77M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.24K+ 0.92% |
$70.8K - $81.2K
|
136K
$8.33M
|
|
|
Oct 21, 2024
Q3 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.15K+ 1.51% |
$66K - $75.6K
|
77.4K
$4.73M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.13K+ 11.0% |
$64.8K - $74.3K
|
11.4K
$698K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
1.12K+ 25.48% |
$63.9K - $73.3K
|
5.5K
$336K
|
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
1.09K+ 1.17% |
$62.2K - $71.4K
|
94.4K
$5.76M
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
1.06K+ 2.01% |
$60.7K - $69.6K
|
54K
$3.29M
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.01K+ 1.63% |
$57.7K - $66.2K
|
63K
$3.85M
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
1K+ 4.8% |
$57.2K - $65.6K
|
21.8K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
949+ 12.16% |
$54.3K - $62.2K
|
8.75K
$534K
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
937+ 0.86% |
$53.6K - $61.5K
|
110K
$6.72M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
929+ 1.82% |
$53.1K - $60.9K
|
52K
$3.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
916+ 2.1% |
$52.4K - $60.1K
|
44.6K
$2.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
851New |
$48.7K - $55.8K
|
851
$51.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
796+ 0.35% |
$45.5K - $52.2K
|
225K
$13.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
789+ 6.3% |
$45.1K - $51.8K
|
13.3K
$812K
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
786+ 1.43% |
$45K - $51.6K
|
55.6K
$3.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
780+ 1.59% |
$44.6K - $51.2K
|
49.7K
$3.04M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
722+ 8.99% |
$41.3K - $47.4K
|
8.75K
$534K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
699New |
$40K - $45.8K
|
699
$42.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
680+ 1.39% |
$38.9K - $44.6K
|
49.5K
$3.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
628New |
$35.9K - $41.2K
|
628
$38.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
590+ 5.4% |
$33.7K - $38.7K
|
11.5K
$702K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
577+ 7.7% |
$33K - $37.8K
|
8.07K
$493K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
571New |
$32.7K - $37.5K
|
571
$34.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
569+ 1.19% |
$32.5K - $37.3K
|
48.4K
$2.96M
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
430New |
$24.6K - $28.2K
|
430
$26.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
406+ 7.03% |
$23.2K - $26.6K
|
6.18K
$377K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
402+ 1.41% |
$23K - $26.4K
|
28.9K
$1.77M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
389+ 5.11% |
$22.3K - $25.5K
|
8K
$488K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
377+ 14.31% |
$21.6K - $24.7K
|
3.01K
$184K
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
375+ 0.58% |
$21.5K - $24.6K
|
65.2K
$3.98M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
369New |
$21.1K - $24.2K
|
369
$22.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
362+ 21.05% |
$20.7K - $23.7K
|
2.08K
$127K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
344New |
$19.7K - $22.6K
|
344
$21K
|
|
|
Oct 02, 2024
Q3 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
300+ 3.04% |
$17.2K - $19.7K
|
10.2K
$621K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
284+ 1.22% |
$16.2K - $18.6K
|
23.6K
$1.44M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
204+ 2.08% |
$11.7K - $13.4K
|
10K
$611K
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
204+ 0.13% |
$11.7K - $13.4K
|
159K
$9.68M
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
201+ 0.2% |
$11.5K - $13.2K
|
103K
$6.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
200New |
$11.4K - $13.1K
|
200
$12.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
188+ 0.15% |
$10.8K - $12.3K
|
124K
$7.59M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
185+ 560.61% |
$10.6K - $12.1K
|
218
$13.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
171New |
$9.78K - $11.2K
|
171
$10.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
157+ 0.47% |
$8.98K - $10.3K
|
33.5K
$2.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
148New |
$8.47K - $9.71K
|
148
$9.03K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
120+ 3.45% |
$6.86K - $7.87K
|
3.6K
$220K
|
|
|
Oct 10, 2024
Q3 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
94+ 0.23% |
$5.38K - $6.17K
|
40.1K
$2.45M
|