Purchases and Sales Made in Q1 2024 in American Centy ETF Tr Avantis (AVIG)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVIG) 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 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
65+ 0.39% |
$2.65K - $2.72K
|
16.9K
$683K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
65+ 0.89% |
$2.65K - $2.72K
|
7.37K
$299K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
57New |
$2.32K - $2.38K
|
57
$2.31K
|
|
|
Apr 26, 2024
Q1 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
54+ 0.57% |
$2.2K - $2.26K
|
9.61K
$390K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
13+ 0.22% |
$530 - $544
|
5.82K
$236K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-35- 0.56% |
$1.43K - $1.46K
|
6.2K
$251K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-46- 2.2% |
$1.87K - $1.92K
|
2.04K
$82.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-493- 10.62% |
$20.1K - $20.6K
|
4.15K
$168K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-570- 7.87% |
$23.2K - $23.8K
|
6.67K
$270K
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.01K- 2.06% |
$41.3K - $42.4K
|
48.1K
$1.95M
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-1.16K- 0.8% |
$47.3K - $48.6K
|
145K
$5.86M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.31K- 19.94% |
$53.4K - $54.8K
|
5.26K
$213K
|
|
|
May 10, 2024
Q1 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-1.67K- 2.95% |
$67.8K - $69.6K
|
54.7K
$2.22M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.2K- 22.75% |
$130K - $134K
|
10.9K
$440K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.86K- 1.81% |
$157K - $162K
|
209K
$8.48M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-5.55K- 28.21% |
$226K - $232K
|
14.1K
$573K
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-8.35K- 38.52% |
$340K - $349K
|
13.3K
$540K
|
|
|
May 15, 2024
Q1 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-12.7K- 18.96% |
$517K - $531K
|
54.2K
$2.2M
|
|
|
May 09, 2024
Q1 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-14.5K- 61.03% |
$591K - $607K
|
9.27K
$376K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-20.6K- 8.86% |
$839K - $861K
|
212K
$8.58M
|
|
|
May 09, 2024
Q1 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-21.1K- 22.84% |
$858K - $880K
|
71.1K
$2.88M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-23.9K- 28.57% |
$973K - $999K
|
59.7K
$2.42M
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-30K- 35.23% |
$1.22M - $1.25M
|
55.1K
$2.23M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-30.2K- 13.13% |
$1.23M - $1.26M
|
200K
$8.11M
|
|
|
May 10, 2024
Q1 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-34.5K- 27.66% |
$1.4M - $1.44M
|
90.2K
$3.66M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-46.4K- 13.94% |
$1.89M - $1.94M
|
286K
$11.6M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-55.2K- 99.92% |
$2.25M - $2.31M
|
45
$1.82K
|
|
|
May 14, 2024
Q1 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-723K- 32.44% |
$29.4M - $30.2M
|
1.51M
$61M
|