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 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-8.03K- 1.97% |
$460K - $527K
|
400K
$24.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-9.08K- 6.53% |
$519K - $596K
|
130K
$7.94M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-9.25K- 59.2% |
$529K - $607K
|
6.37K
$389K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-10.3K- 5.36% |
$592K - $679K
|
183K
$11.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-11K- 6.29% |
$631K - $723K
|
164K
$10M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-11.7K- 29.16% |
$668K - $765K
|
28.3K
$1.73M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-12.1K- 15.77% |
$691K - $792K
|
64.5K
$3.94M
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-13.7K- 29.42% |
$783K - $898K
|
32.9K
$2.01M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-14.6K- 49.13% |
$835K - $957K
|
15.1K
$922K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-15.6K- 11.38% |
$894K - $1.03M
|
122K
$7.43M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-15.8K- 1.05% |
$907K - $1.04M
|
1.5M
$91.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-16.5K- 4.31% |
$942K - $1.08M
|
365K
$22.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Oak Root LLC
Santa Barbara, CA |
SELL
|
- |
-18.8K- 1.59% |
$1.08M - $1.23M
|
1.17M
$71.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-23.7K- 10.82% |
$1.36M - $1.55M
|
195K
$11.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-26.9K- 36.08% |
$1.54M - $1.77M
|
47.7K
$2.91M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-36.1K- 74.81% |
$2.06M - $2.37M
|
12.1K
$741K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-38.3K- 7.28% |
$2.19M - $2.51M
|
488K
$29.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-46.5K- 16.88% |
$2.66M - $3.05M
|
229K
$14M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-48.6K- 32.87% |
$2.78M - $3.19M
|
99.2K
$6.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-49.1K- 9.4% |
$2.81M - $3.22M
|
473K
$28.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-49.4K- 61.93% |
$2.82M - $3.24M
|
30.3K
$1.85M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-51.5K- 3.94% |
$2.94M - $3.38M
|
1.25M
$76.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-55.5K- 57.56% |
$3.17M - $3.64M
|
40.9K
$2.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-66.3K- 13.13% |
$3.79M - $4.35M
|
439K
$26.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-79.9K- 23.17% |
$4.57M - $5.24M
|
265K
$16.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-80.1K- 38.18% |
$4.58M - $5.25M
|
130K
$7.92M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-160K- 10.33% |
$9.17M - $10.5M
|
1.39M
$84.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-196K- 75.97% |
$11.2M - $12.9M
|
62.1K
$3.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.12M- 98.17% |
$121M - $139M
|
39.5K
$2.41M
|