Purchases and Sales Made in Q3 2024 in American Centy ETF Tr Avantis (AVIG)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVIG) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.74KNew |
$192K - $203K
|
4.74K
$192K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.91K+ 4.63% |
$117K - $124K
|
65.7K
$2.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.83K+ 1.33% |
$114K - $121K
|
216K
$8.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.48KNew |
$100K - $106K
|
2.48K
$100K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.34K+ 35.13% |
$94.7K - $100K
|
9.01K
$365K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.09K+ 7.22% |
$84.6K - $89.4K
|
31.1K
$1.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
1.84K+ 19.22% |
$74.4K - $78.7K
|
11.4K
$463K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.76K+ 3.27% |
$71.2K - $75.3K
|
55.7K
$2.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
1.19K+ 2.56% |
$48.1K - $50.9K
|
47.7K
$1.93M
|
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
981+ 1.8% |
$39.6K - $41.9K
|
55.4K
$2.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
837+ 5580.0% |
$33.8K - $35.8K
|
852
$34.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
606New |
$24.5K - $25.9K
|
606
$24.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
466+ 6.24% |
$18.8K - $19.9K
|
7.93K
$322K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
189+ 10.58% |
$7.64K - $8.08K
|
1.98K
$80.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
170+ 0.21% |
$6.87K - $7.26K
|
81.8K
$3.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
138+ 1.13% |
$5.58K - $5.9K
|
12.3K
$500K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
129New |
$5.21K - $5.51K
|
129
$5.23K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
102+ 1.08% |
$4.12K - $4.36K
|
9.53K
$386K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
102New |
$4.12K - $4.36K
|
102
$4.14K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
99New |
$4K - $4.23K
|
99
$4.01K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
69+ 1.16% |
$2.79K - $2.95K
|
6K
$243K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
57New |
$2.3K - $2.44K
|
57
$2.31K
|
|
|
Oct 18, 2024
Q3 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
35+ 0.64% |
$1.41K - $1.5K
|
5.49K
$223K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
33+ 0.05% |
$1.33K - $1.41K
|
62.4K
$2.53M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
9New |
$364 - $385
|
9
$365
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-8- 0.18% |
$323 - $342
|
4.44K
$180K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-40- 0.32% |
$1.62K - $1.71K
|
12.4K
$501K
|
|
|
Oct 21, 2024
Q3 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-199- 0.41% |
$8.04K - $8.5K
|
48.2K
$1.95M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-395- 0.45% |
$16K - $16.9K
|
86.7K
$3.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-442- 4.31% |
$17.9K - $18.9K
|
9.81K
$398K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-636- 7.11% |
$25.7K - $27.2K
|
8.31K
$337K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.3K- 11.17% |
$52.7K - $55.7K
|
10.4K
$420K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.43K- 16.61% |
$57.7K - $61.1K
|
7.17K
$291K
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.72K- 1.19% |
$69.5K - $73.5K
|
142K
$5.77M
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-2.48K- 1.94% |
$100K - $106K
|
125K
$5.08M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-3.01K- 35.42% |
$122K - $129K
|
5.49K
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-3.26K- 0.25% |
$132K - $139K
|
1.3M
$52.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-4.01K- 96.05% |
$162K - $171K
|
165
$6.69K
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-6.13K- 15.31% |
$248K - $262K
|
33.9K
$1.37M
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-6.43K- 18.17% |
$260K - $275K
|
29K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-7.09K- 13.47% |
$287K - $303K
|
45.6K
$1.85M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-10.5K- 20.48% |
$425K - $449K
|
40.8K
$1.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-12.4K- 10.25% |
$502K - $531K
|
109K
$4.41M
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-13.1K- 11.03% |
$530K - $561K
|
106K
$4.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-15.9K- 7.27% |
$644K - $682K
|
203K
$8.25M
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-17.1K- 1.41% |
$689K - $729K
|
1.19M
$48.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-27.4K- 69.73% |
$1.11M - $1.17M
|
11.9K
$483K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-59.3K- 89.13% |
$2.39M - $2.53M
|
7.22K
$293K
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-76.4K- 40.53% |
$3.09M - $3.26M
|
112K
$4.54M
|