Purchases and Sales Made in Q1 2024 in American Centy ETF Tr Avantis (AVIV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVIV) 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
140K+ 26.9% |
$6.91M - $7.56M
|
659K
$35M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
44.2K+ 168.94% |
$2.18M - $2.39M
|
70.3K
$3.74M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
42.9K+ 252.69% |
$2.12M - $2.32M
|
59.9K
$3.18M
|
|
|
May 14, 2024
Q1 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
39.6K+ 26.63% |
$1.95M - $2.14M
|
188K
$10M
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
35.7K+ 9.89% |
$1.77M - $1.93M
|
397K
$21.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
22.4K+ 15.51% |
$1.11M - $1.21M
|
167K
$8.89M
|
|
|
Apr 16, 2024
Q1 2024
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
21.7KNew |
$1.07M - $1.18M
|
21.7K
$1.16M
|
|
|
Apr 30, 2024
Q1 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
20.9K+ 14.28% |
$1.04M - $1.13M
|
168K
$8.91M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
16.7K+ 30.46% |
$826K - $904K
|
71.6K
$3.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
16.3KNew |
$806K - $882K
|
16.3K
$867K
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
12.6K+ 17.05% |
$623K - $682K
|
86.6K
$4.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.6K+ 133.97% |
$523K - $572K
|
18.5K
$982K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.08KNew |
$449K - $491K
|
9.08K
$482K
|
|
|
May 13, 2024
Q1 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
7.36K+ 6.87% |
$364K - $398K
|
115K
$6.09M
|
|
|
Apr 08, 2024
Q1 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
6.05KNew |
$299K - $327K
|
6.05K
$322K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
5.61K+ 126.24% |
$277K - $303K
|
10.1K
$534K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.66K+ 69.67% |
$230K - $252K
|
11.4K
$604K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4.52K+ 7.42% |
$224K - $245K
|
65.5K
$3.48M
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
4.39K+ 8.13% |
$217K - $237K
|
58.3K
$3.1M
|
|
|
Apr 05, 2024
Q1 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
4.35K+ 29.38% |
$215K - $235K
|
19.2K
$1.02M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4.21K+ 1.72% |
$208K - $228K
|
250K
$13.3M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.89KNew |
$192K - $210K
|
3.89K
$207K
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
3.49K+ 7.21% |
$172K - $188K
|
51.8K
$2.75M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.67K+ 7.8% |
$132K - $145K
|
37K
$1.96M
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
2.25K+ 2.11% |
$111K - $122K
|
109K
$5.77M
|
|
|
May 10, 2024
Q1 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
2.18K+ 25.22% |
$108K - $118K
|
10.8K
$574K
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.85K+ 29.52% |
$91.3K - $99.9K
|
8.1K
$431K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.57K+ 1.17% |
$77.6K - $84.9K
|
136K
$7.23M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.26K+ 1.67% |
$62.1K - $67.9K
|
76.4K
$4.06M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.21K+ 7.71% |
$59.7K - $65.4K
|
16.9K
$898K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.2KNew |
$59.4K - $65K
|
1.2K
$63.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
1.12K+ 88.68% |
$55.4K - $60.6K
|
2.38K
$127K
|
|
|
Apr 19, 2024
Q1 2024
|
Northland Capital Management LLC
|
BUY
|
- |
964+ 1.18% |
$47.6K - $52.1K
|
82.5K
$4.39M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
901+ 8.78% |
$44.5K - $48.7K
|
11.2K
$594K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
597+ 1326.67% |
$29.5K - $32.3K
|
642
$34.1K
|
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
457+ 1.13% |
$22.6K - $24.7K
|
41K
$2.18M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
277+ 144.27% |
$13.7K - $15K
|
469
$24.9K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
262+ 6.07% |
$12.9K - $14.2K
|
4.58K
$243K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
215+ 1.35% |
$10.6K - $11.6K
|
16.2K
$860K
|
|
|
Apr 30, 2024
Q1 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
205+ 0.53% |
$10.1K - $11.1K
|
39.2K
$2.09M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
173New |
$8.55K - $9.36K
|
173
$9.19K
|
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
128+ 0.7% |
$6.33K - $6.92K
|
18.5K
$983K
|
|
|
Apr 24, 2024
Q1 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
94+ 0.68% |
$4.65K - $5.08K
|
13.8K
$736K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
35+ 0.44% |
$1.73K - $1.89K
|
8.07K
$429K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$49.4 - $54.1
|
1
$53.2
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-67- 1.86% |
$3.31K - $3.62K
|
3.53K
$188K
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-74- 0.7% |
$3.66K - $4K
|
10.5K
$557K
|
|
|
Apr 18, 2024
Q1 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-106- 0.25% |
$5.24K - $5.73K
|
42.2K
$2.24M
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-143- 0.27% |
$7.07K - $7.73K
|
52.1K
$2.77M
|