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 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-724- 40.51% |
$41.4K - $47.5K
|
1.06K
$64.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-745- 64.5% |
$42.6K - $48.9K
|
410
$25K
|
|
|
Oct 25, 2024
Q3 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-794- 3.74% |
$45.4K - $52.1K
|
20.4K
$1.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-809- 10.57% |
$46.3K - $53.1K
|
6.84K
$418K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-866- 87.39% |
$49.5K - $56.8K
|
125
$7.63K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-907- 6.88% |
$51.9K - $59.5K
|
12.3K
$750K
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-917- 1.13% |
$52.5K - $60.1K
|
80.3K
$4.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-925- 1.82% |
$52.9K - $60.7K
|
49.9K
$3.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-932- 8.38% |
$53.3K - $61.1K
|
10.2K
$622K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-980- 3.15% |
$56.1K - $64.3K
|
30.1K
$1.84M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.06K- 4.9% |
$60.3K - $69.2K
|
20.5K
$1.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.19K- 0.44% |
$68.3K - $78.3K
|
268K
$16.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.27K- 3.84% |
$72.6K - $83.3K
|
31.8K
$1.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-1.29K- 1.13% |
$73.9K - $84.7K
|
113K
$6.89M
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-1.3K- 1.08% |
$74.3K - $85.2K
|
119K
$7.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.31K- 3.11% |
$74.8K - $85.7K
|
40.8K
$2.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1.32K- 1.81% |
$75.3K - $86.3K
|
71.5K
$4.37M
|
|
|
Nov 04, 2024
Q3 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-1.4K- 11.1% |
$80.1K - $91.8K
|
11.2K
$684K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-1.42K- 2.83% |
$80.9K - $92.8K
|
48.5K
$2.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.73K- 3.03% |
$99.2K - $114K
|
55.4K
$3.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-1.77K- 7.81% |
$101K - $116K
|
20.9K
$1.28M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.9K- 0.72% |
$109K - $124K
|
261K
$15.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
SELL
|
- |
-1.9K- 2.07% |
$109K - $125K
|
90.1K
$5.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-1.97K- 2.16% |
$113K - $129K
|
89.3K
$5.45M
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-2.1K- 22.95% |
$120K - $138K
|
7.06K
$431K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.19K- 0.25% |
$125K - $144K
|
891K
$54.4M
|
|
|
Oct 29, 2024
Q3 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-2.25K- 39.13% |
$129K - $148K
|
3.5K
$214K
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.43K- 18.97% |
$139K - $159K
|
10.4K
$633K
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-2.45K- 8.67% |
$140K - $161K
|
25.8K
$1.58M
|
|
|
Oct 24, 2024
Q3 2024
|
Brown Financial Advisory
|
SELL
|
- |
-2.6K- 5.27% |
$149K - $170K
|
46.7K
$2.85M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-2.66K- 1.39% |
$152K - $174K
|
188K
$11.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.7K- 5.87% |
$154K - $177K
|
43.2K
$2.64M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.94K- 19.2% |
$168K - $193K
|
12.4K
$755K
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-3.4K- 1.97% |
$195K - $223K
|
170K
$10.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-4.1K- 14.01% |
$234K - $269K
|
25.1K
$1.53M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-4.27K- 50.03% |
$244K - $280K
|
4.26K
$260K
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-5.31K- 4.15% |
$304K - $348K
|
123K
$7.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.4K- 42.61% |
$309K - $354K
|
7.27K
$444K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-5.59K- 8.86% |
$320K - $366K
|
57.4K
$3.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-6.25K- 2.81% |
$358K - $410K
|
216K
$13.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-6.27K- 1.59% |
$359K - $411K
|
389K
$23.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-6.32K- 4.29% |
$361K - $414K
|
141K
$8.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-6.67K- 2.56% |
$382K - $438K
|
254K
$15.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-6.74K- 12.71% |
$385K - $442K
|
46.3K
$2.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
SELL
|
- |
-6.75K- 10.01% |
$386K - $442K
|
60.7K
$3.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-6.81K- 15.47% |
$389K - $446K
|
37.2K
$2.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-6.9K- 5.8% |
$395K - $452K
|
112K
$6.84M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-6.95K- 33.21% |
$397K - $456K
|
14K
$853K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-7.02K- 3.39% |
$402K - $461K
|
200K
$12.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-7.22K- 8.23% |
$413K - $474K
|
80.6K
$4.92M
|