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 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-153- 0.15% |
$7.56K - $8.27K
|
105K
$5.83M
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
SELL
|
- |
-272- 1.26% |
$13.4K - $14.7K
|
21.3K
$1.19M
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-285- 1.87% |
$14.1K - $15.4K
|
14.9K
$834K
|
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-320- 6.77% |
$15.8K - $17.3K
|
4.41K
$246K
|
|
|
Apr 17, 2024
Q1 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-470- 4.01% |
$23.2K - $25.4K
|
11.2K
$628K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-496- 2.33% |
$24.5K - $26.8K
|
20.8K
$1.16M
|
|
|
May 01, 2024
Q1 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-659- 14.39% |
$32.6K - $35.6K
|
3.92K
$219K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-843- 24.43% |
$41.7K - $45.6K
|
2.61K
$146K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-900- 16.53% |
$44.5K - $48.7K
|
4.54K
$254K
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-1.4K- 5.07% |
$68.9K - $75.4K
|
26.1K
$1.46M
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-1.75K- 11.79% |
$86.3K - $94.4K
|
13.1K
$729K
|
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.98K- 2.73% |
$97.8K - $107K
|
70.6K
$3.94M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.75K- 99.96% |
$136K - $149K
|
1
$55.8
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.75K- 99.96% |
$136K - $149K
|
1
$55.8
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-3.94K- 44.24% |
$195K - $213K
|
4.97K
$277K
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-4.1K- 9.99% |
$203K - $222K
|
37K
$2.06M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-4.2K- 21.22% |
$208K - $227K
|
15.6K
$871K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.8K- 4.58% |
$237K - $260K
|
100K
$5.59M
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-8.21K- 22.23% |
$406K - $444K
|
28.7K
$1.6M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-86.7K- 94.07% |
$4.29M - $4.69M
|
5.46K
$305K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-90.2K- 96.94% |
$4.46M - $4.88M
|
2.85K
$159K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-129K- 63.97% |
$6.35M - $6.95M
|
72.4K
$4.04M
|