Purchases and Sales Made in Q2 2024 in American Centy ETF Tr Avantis (AVIG)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVIG) 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 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
301+ 7.26% |
$12K - $12.4K
|
4.45K
$182K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
291New |
$11.6K - $12K
|
291
$11.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
110+ 0.91% |
$4.4K - $4.53K
|
12.2K
$500K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
90New |
$3.6K - $3.7K
|
90
$3.68K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15New |
$600 - $617
|
15
$614
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 2.22% |
$40 - $41.2
|
46
$1.88K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 2.17% |
$40 - $41.2
|
47
$1.92K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2024
Q2 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-29- 0.3% |
$1.16K - $1.19K
|
9.58K
$392K
|
|
|
Aug 13, 2024
Q2 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-253- 0.46% |
$10.1K - $10.4K
|
54.5K
$2.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-257- 12.58% |
$10.3K - $10.6K
|
1.79K
$73.1K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-300- 12.15% |
$12K - $12.3K
|
2.17K
$88.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-682- 5.12% |
$27.3K - $28.1K
|
12.6K
$518K
|
|
|
Jul 24, 2024
Q2 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-737- 11.89% |
$29.5K - $30.3K
|
5.46K
$223K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-746- 5.12% |
$29.8K - $30.7K
|
13.8K
$566K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.09K- 20.63% |
$43.4K - $44.6K
|
4.18K
$171K
|
|
|
Oct 30, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1.32K- 2.94% |
$52.7K - $54.2K
|
43.5K
$1.78M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.55K- 11.1% |
$61.9K - $63.7K
|
12.4K
$507K
|
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1.92K- 4.37% |
$76.8K - $79K
|
42.1K
$1.72M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.25K- 20.72% |
$89.9K - $92.5K
|
8.6K
$352K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-2.46K- 17.42% |
$98.4K - $101K
|
11.7K
$478K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-3.5K- 16.06% |
$140K - $144K
|
18.3K
$749K
|
|
|
Jul 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-4.63K- 43.86% |
$185K - $191K
|
5.93K
$243K
|
|
|
Jul 17, 2024
Q2 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-5.82K- 10.72% |
$233K - $239K
|
48.4K
$1.98M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.43K- 44.05% |
$297K - $306K
|
9.43K
$386K
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
SELL
|
- |
-8.37K- 14.02% |
$335K - $344K
|
51.3K
$2.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-8.53K- 9.46% |
$341K - $351K
|
81.6K
$3.34M
|
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-8.7K- 6.82% |
$348K - $358K
|
119K
$4.87M
|
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-11.6K- 5.8% |
$464K - $478K
|
188K
$7.71M
|
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-16.7K- 11.56% |
$668K - $688K
|
128K
$5.23M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-18.6K- 43.32% |
$743K - $765K
|
24.3K
$995K
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-19.7K- 35.7% |
$786K - $809K
|
35.4K
$1.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-21.8K- 18.71% |
$873K - $898K
|
94.8K
$3.88M
|
|
|
Aug 08, 2024
Q2 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-24.6K- 34.66% |
$985K - $1.01M
|
46.5K
$1.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-39.8K- 3.19% |
$1.59M - $1.64M
|
1.21M
$49.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-40.7K- 84.5% |
$1.63M - $1.67M
|
7.47K
$306K
|
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-202K- 13.44% |
$8.09M - $8.32M
|
1.3M
$53.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-389K- 97.86% |
$15.5M - $16M
|
8.5K
$348K
|