Purchases and Sales Made in Q1 2024 in American Centy ETF Tr Avantis (AVES)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVES) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
234KNew |
$10.1M - $11.2M
|
234K
$11.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
116K+ 2135.44% |
$5.03M - $5.55M
|
121K
$5.96M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
101KNew |
$4.38M - $4.83M
|
101K
$4.96M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
100KNew |
$4.33M - $4.78M
|
100K
$4.91M
|
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
92.4KNew |
$4.01M - $4.41M
|
92.4K
$4.53M
|
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
84.5K+ 22.59% |
$3.66M - $4.04M
|
458K
$22.5M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
78.2K+ 11.88% |
$3.39M - $3.73M
|
736K
$36.1M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
35.1KNew |
$1.52M - $1.68M
|
35.1K
$1.72M
|
|
|
Apr 16, 2024
Q1 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
23.1K+ 44.83% |
$1M - $1.1M
|
74.6K
$3.66M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
21.9K+ 109.53% |
$948K - $1.04M
|
41.8K
$2.05M
|
|
|
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
16.6K+ 25.74% |
$721K - $795K
|
81.2K
$3.99M
|
|
|
Apr 30, 2024
Q1 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
13.5K+ 16.39% |
$586K - $646K
|
96K
$4.71M
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
12.9K+ 18.47% |
$559K - $616K
|
82.7K
$4.06M
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
11K+ 22.54% |
$477K - $526K
|
59.8K
$2.93M
|
|
|
May 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
9.98K+ 59.06% |
$432K - $477K
|
26.9K
$1.32M
|
|
|
May 07, 2024
Q1 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
8.43K+ 2.96% |
$365K - $403K
|
293K
$14.4M
|
|
|
Apr 05, 2024
Q1 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
7.42K+ 153.15% |
$322K - $355K
|
12.3K
$602K
|
|
|
Apr 23, 2024
Q1 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
6.96K+ 3.42% |
$302K - $333K
|
210K
$10.3M
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
6.74K+ 131.2% |
$292K - $322K
|
11.9K
$583K
|
|
|
May 13, 2024
Q1 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
6.54K+ 7.65% |
$284K - $313K
|
92.1K
$4.52M
|
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
6.54K+ 9.78% |
$283K - $312K
|
73.3K
$3.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
5.89K+ 132.38% |
$255K - $281K
|
10.3K
$507K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
4.86KNew |
$210K - $232K
|
4.86K
$238K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.57K+ 11.57% |
$198K - $218K
|
44K
$2.16M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4.1K+ 8.53% |
$178K - $196K
|
52.2K
$2.56M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.75K+ 42.11% |
$163K - $179K
|
12.7K
$621K
|
|
|
Apr 24, 2024
Q1 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
3.38K+ 4.44% |
$146K - $161K
|
79.5K
$3.9M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.38K+ 8.94% |
$146K - $161K
|
41.1K
$2.02M
|
|
|
May 10, 2024
Q1 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
3.16K+ 1.49% |
$137K - $151K
|
216K
$10.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
3.12K+ 45.88% |
$135K - $149K
|
9.92K
$487K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
2.58K+ 4.46% |
$112K - $123K
|
60.3K
$2.96M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.15K+ 12.54% |
$93K - $102K
|
19.2K
$944K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.63KNew |
$70.5K - $77.7K
|
1.63K
$79.8K
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.39K+ 12.7% |
$60.3K - $66.5K
|
12.4K
$606K
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.09K+ 2.75% |
$47.1K - $51.9K
|
40.6K
$1.99M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
960+ 19.83% |
$41.6K - $45.9K
|
5.8K
$285K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
892+ 9.46% |
$38.7K - $42.6K
|
10.3K
$507K
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
820+ 7.0% |
$35.5K - $39.2K
|
12.5K
$615K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
809+ 2.16% |
$35.1K - $38.7K
|
38.2K
$1.88M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
689New |
$29.9K - $32.9K
|
689
$33.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Northland Capital Management LLC
|
BUY
|
- |
602+ 1.32% |
$26.1K - $28.8K
|
46.3K
$2.27M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
502+ 3.44% |
$21.8K - $24K
|
15.1K
$740K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
361New |
$15.6K - $17.2K
|
361
$17.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
151+ 0.63% |
$6.55K - $7.21K
|
24.2K
$1.19M
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
138+ 0.41% |
$5.98K - $6.59K
|
34K
$1.67M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
40New |
$1.73K - $1.91K
|
40
$1.96K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
32+ 106.67% |
$1.39K - $1.53K
|
62
$3.04K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
30+ 0.66% |
$1.3K - $1.43K
|
4.57K
$224K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
22+ 0.12% |
$954 - $1.05K
|
18.6K
$912K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2+ 0.2% |
$86.7 - $95.6
|
1K
$49.3K
|