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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-23- 2.18% |
$997 - $1.1K
|
1.03K
$50.6K
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-29- 0.49% |
$1.26K - $1.39K
|
5.85K
$287K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-38- 0.24% |
$1.65K - $1.82K
|
15.8K
$775K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-123- 1.01% |
$5.33K - $5.88K
|
12K
$590K
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-200- 2.15% |
$8.67K - $9.56K
|
9.09K
$446K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-225- 0.13% |
$9.75K - $10.8K
|
176K
$8.62M
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-226- 1.95% |
$9.8K - $10.8K
|
11.4K
$559K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-259- 19.97% |
$11.2K - $12.4K
|
1.04K
$50.9K
|
|
|
May 15, 2024
Q1 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-501- 2.66% |
$21.7K - $23.9K
|
18.3K
$899K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-541- 33.15% |
$23.5K - $25.8K
|
1.09K
$53.5K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-635- 10.49% |
$27.5K - $30.3K
|
5.42K
$266K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-677- 4.61% |
$29.3K - $32.3K
|
14K
$688K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-720- 70.24% |
$31.2K - $34.4K
|
305
$15K
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-926- 2.23% |
$40.1K - $44.2K
|
40.6K
$1.99M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.28K- 5.67% |
$55.5K - $61.2K
|
21.3K
$1.04M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.8K- 4.14% |
$78.1K - $86.1K
|
41.7K
$2.05M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.89K- 34.42% |
$169K - $186K
|
7.41K
$364K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-4.64K- 14.37% |
$201K - $222K
|
27.6K
$1.36M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.37K- 8.55% |
$233K - $257K
|
57.5K
$2.82M
|
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-33K- 16.16% |
$1.43M - $1.58M
|
171K
$8.4M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-93.2K- 68.32% |
$4.04M - $4.45M
|
43.2K
$2.12M
|