Purchases and Sales Made in Q3 2024 in American Centy ETF Tr Avantis (AVES)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVES) 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 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
500+ 10.49% |
$23K - $26.3K
|
5.27K
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
304+ 2.98% |
$14K - $16K
|
10.5K
$515K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
233New |
$10.7K - $12.2K
|
233
$11.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
183+ 3.89% |
$8.42K - $9.62K
|
4.89K
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
103New |
$4.74K - $5.41K
|
103
$5.05K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
85+ 0.34% |
$3.91K - $4.47K
|
25K
$1.23M
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
73+ 27.44% |
$3.36K - $3.84K
|
339
$16.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
65+ 0.24% |
$2.99K - $3.42K
|
27K
$1.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
61+ 0.35% |
$2.81K - $3.21K
|
17.4K
$854K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
25New |
$1.15K - $1.31K
|
25
$1.23K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
25+ 75.76% |
$1.15K - $1.31K
|
58
$2.85K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
21New |
$966 - $1.1K
|
21
$1.03K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9+ 0.06% |
$414 - $473
|
15.9K
$780K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
7+ 4.24% |
$322 - $368
|
172
$8.44K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-2- -0.0% |
$92 - $105
|
59.8K
$2.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-35- 2.14% |
$1.61K - $1.84K
|
1.6K
$78.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-55- 0.41% |
$2.53K - $2.89K
|
13.4K
$658K
|
|
|
Oct 02, 2024
Q3 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-90- 0.91% |
$4.14K - $4.73K
|
9.83K
$482K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-118- 0.49% |
$5.43K - $6.2K
|
24K
$1.18M
|
|
|
Oct 23, 2024
Q3 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-121- 0.67% |
$5.57K - $6.36K
|
18K
$882K
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-211- 0.14% |
$9.71K - $11.1K
|
155K
$7.61M
|
|
|
Nov 07, 2024
Q3 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-516- 0.6% |
$23.7K - $27.1K
|
85.9K
$4.21M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.02K- 1.0% |
$46.8K - $53.4K
|
100K
$4.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
SELL
|
- |
-1.2K- 9.99% |
$55.2K - $63K
|
10.8K
$530K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.83K- 6.85% |
$176K - $201K
|
52.1K
$2.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.97K- 3.96% |
$182K - $208K
|
96.3K
$4.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-6.18K- 14.9% |
$284K - $325K
|
35.3K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-81.9K- 51.75% |
$3.77M - $4.31M
|
76.4K
$3.75M
|