Purchases and Sales Made in Q2 2024 in American Centy ETF Tr Avantis (AVES)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVES) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
93+ 0.35% |
$4.3K - $4.71K
|
27K
$1.32M
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
78+ 0.56% |
$3.6K - $3.95K
|
14.1K
$691K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
53+ 0.16% |
$2.45K - $2.68K
|
34.1K
$1.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
48+ 0.26% |
$2.22K - $2.43K
|
18.6K
$915K
|
|
|
Jul 18, 2024
Q2 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
46+ 0.97% |
$2.13K - $2.33K
|
4.77K
$234K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
33New |
$1.52K - $1.67K
|
33
$1.62K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
25+ 0.55% |
$1.16K - $1.27K
|
4.59K
$225K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
20+ 0.37% |
$924 - $1.01K
|
5.44K
$267K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4+ 0.22% |
$185 - $202
|
1.85K
$90.9K
|
|
|
Sep 18, 2024
Q2 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 0.01% |
$92.4 - $101
|
16.3K
$801K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2024
Q2 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-224- 1.22% |
$10.3K - $11.3K
|
18.1K
$888K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-237- 22.99% |
$10.9K - $12K
|
794
$39K
|
|
|
Jul 30, 2024
Q2 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-604- 0.66% |
$27.9K - $30.6K
|
91.4K
$4.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-786- 14.31% |
$36.3K - $39.8K
|
4.71K
$231K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-818- 23.61% |
$37.8K - $41.4K
|
2.65K
$130K
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-1.11K- 9.05% |
$51.3K - $56.2K
|
11.2K
$547K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.38K- 11.46% |
$63.7K - $69.8K
|
10.7K
$523K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.53K- 2.66% |
$70.5K - $77.2K
|
55.9K
$2.74M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.63K- 10.82% |
$75.4K - $82.6K
|
13.5K
$660K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.91K- 9.94% |
$88.4K - $96.8K
|
17.3K
$851K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.46K- 12.51% |
$160K - $175K
|
24.2K
$1.19M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.55K- 22.9% |
$441K - $483K
|
32.1K
$1.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-11.1K- 52.09% |
$512K - $561K
|
10.2K
$500K
|
|
|
Jul 10, 2024
Q2 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-16.1K- 9.37% |
$742K - $813K
|
155K
$7.62M
|