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 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
94+ 0.32% |
$5.38K - $6.17K
|
29.6K
$1.81M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
88+ 15.33% |
$5.03K - $5.77K
|
662
$40.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
86New |
$4.92K - $5.64K
|
86
$5.25K
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
84+ 0.72% |
$4.8K - $5.51K
|
11.7K
$714K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
83New |
$4.75K - $5.44K
|
83
$5.07K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
79New |
$4.52K - $5.18K
|
79
$4.82K
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
78+ 0.47% |
$4.46K - $5.12K
|
16.6K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
57+ 0.53% |
$3.26K - $3.74K
|
10.9K
$663K
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
50+ 0.37% |
$2.86K - $3.28K
|
13.6K
$830K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
44New |
$2.52K - $2.89K
|
44
$2.69K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
42+ 0.34% |
$2.4K - $2.75K
|
12.5K
$761K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
41+ 0.4% |
$2.35K - $2.69K
|
10.4K
$636K
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
37+ 0.12% |
$2.12K - $2.43K
|
29.7K
$1.81M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
26+ 0.12% |
$1.49K - $1.71K
|
21.4K
$1.31M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
24New |
$1.37K - $1.57K
|
24
$1.46K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
19New |
$1.09K - $1.25K
|
19
$1.16K
|
|
|
Nov 01, 2024
Q3 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
15+ 0.23% |
$858 - $984
|
6.63K
$404K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
13+ 0.24% |
$744 - $853
|
5.33K
$325K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5New |
$286 - $328
|
5
$305
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4+ 0.72% |
$229 - $262
|
563
$34.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
3+ 7.14% |
$172 - $197
|
45
$2.75K
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-9- 0.07% |
$515 - $590
|
13.8K
$842K
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-11- 0.25% |
$629 - $721
|
4.4K
$268K
|
|
|
Oct 21, 2024
Q3 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-15- 0.3% |
$858 - $984
|
5K
$305K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-19- 0.07% |
$1.09K - $1.25K
|
27.5K
$1.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-20- 0.08% |
$1.14K - $1.31K
|
26.3K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-22- 3.44% |
$1.26K - $1.44K
|
617
$37.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-41- 0.44% |
$2.35K - $2.69K
|
9.22K
$563K
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-50- 0.2% |
$2.86K - $3.28K
|
25.2K
$1.54M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-51- 0.81% |
$2.92K - $3.35K
|
6.25K
$382K
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-78- 1.1% |
$4.46K - $5.12K
|
7K
$427K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-82- 7.85% |
$4.69K - $5.38K
|
963
$58.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-99- 0.52% |
$5.66K - $6.49K
|
18.8K
$1.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-110- 1.02% |
$6.29K - $7.21K
|
10.7K
$653K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-136- 0.01% |
$7.78K - $8.92K
|
1.32M
$80.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-144- 0.93% |
$8.24K - $9.44K
|
15.3K
$933K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-201- 0.95% |
$11.5K - $13.2K
|
20.9K
$1.27M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-210- 3.39% |
$12K - $13.8K
|
5.98K
$365K
|
|
|
Oct 08, 2024
Q3 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-226- 4.83% |
$12.9K - $14.8K
|
4.45K
$272K
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-249- 5.5% |
$14.2K - $16.3K
|
4.28K
$261K
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-257- 6.6% |
$14.7K - $16.9K
|
3.64K
$222K
|
|
|
Oct 18, 2024
Q3 2024
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-269- 1.71% |
$15.4K - $17.6K
|
15.4K
$942K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-299- 63.89% |
$17.1K - $19.6K
|
169
$10.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-353- 0.67% |
$20.2K - $23.2K
|
52.4K
$3.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-454- 0.22% |
$26K - $29.8K
|
209K
$12.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-519- 2.95% |
$29.7K - $34K
|
17.1K
$1.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-527- 2.46% |
$30.1K - $34.6K
|
20.9K
$1.27M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-604- 38.32% |
$34.5K - $39.6K
|
972
$59.3K
|