Purchases and Sales Made in Q2 2024 in American Centy ETF Tr Avantis (AVIV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVIV) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
124KNew |
$6.49M - $6.88M
|
124K
$6.6M
|
|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
115K+ 17.49% |
$6.03M - $6.39M
|
775K
$41.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
53.1KNew |
$2.78M - $2.94M
|
53.1K
$2.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
49.8K+ 239.34% |
$2.6M - $2.76M
|
70.7K
$3.76M
|
|
|
Jul 17, 2024
Q2 2024
|
Northland Capital Management LLC
|
BUY
|
- |
34.2K+ 41.47% |
$1.79M - $1.9M
|
117K
$6.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
33.7K+ 225.3% |
$1.76M - $1.86M
|
48.6K
$2.58M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
32.5K+ 402.46% |
$1.7M - $1.8M
|
40.6K
$2.16M
|
|
|
Jul 24, 2024
Q2 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
19K+ 11.31% |
$991K - $1.05M
|
187K
$9.92M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
16KNew |
$834K - $884K
|
16K
$849K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.6K+ 110.92% |
$658K - $697K
|
24K
$1.27M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
11.2K+ 4.47% |
$583K - $618K
|
261K
$13.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
8.94K+ 5.35% |
$467K - $495K
|
176K
$9.36M
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
8.48KNew |
$443K - $469K
|
8.48K
$450K
|
|
|
Aug 07, 2024
Q2 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
8.24K+ 44.58% |
$431K - $456K
|
26.7K
$1.42M
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.86K+ 48.19% |
$411K - $435K
|
24.2K
$1.29M
|
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
7.77K+ 8.98% |
$406K - $430K
|
94.3K
$5.01M
|
|
|
Jul 12, 2024
Q2 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
7.51K+ 3.99% |
$392K - $416K
|
196K
$10.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
6.48K+ 11.11% |
$338K - $359K
|
64.8K
$3.44M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
6.48K+ 30.37% |
$338K - $359K
|
27.8K
$1.48M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6.41K+ 9.79% |
$335K - $355K
|
71.9K
$3.82M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.1K+ 8.53% |
$319K - $338K
|
77.7K
$4.13M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
5.58K+ 143.54% |
$292K - $309K
|
9.47K
$503K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
5.23K+ 5.0% |
$273K - $289K
|
110K
$5.83M
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
5.13KNew |
$268K - $284K
|
5.13K
$273K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
5.05K+ 1.27% |
$264K - $280K
|
402K
$21.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.27KNew |
$223K - $236K
|
4.27K
$227K
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
3.54K+ 6.83% |
$185K - $196K
|
55.3K
$2.94M
|
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
3.17K+ 8.07% |
$165K - $175K
|
42.4K
$2.25M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.75K+ 275400.0% |
$144K - $152K
|
2.76K
$146K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.75K+ 275400.0% |
$144K - $152K
|
2.76K
$146K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
2.23K+ 93.58% |
$117K - $123K
|
4.61K
$245K
|
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
2.18K+ 49.34% |
$114K - $120K
|
6.59K
$350K
|
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.62K+ 19.94% |
$84.5K - $89.5K
|
9.72K
$517K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.48KNew |
$77.1K - $81.7K
|
1.48K
$78.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
789+ 7.3% |
$41.2K - $43.7K
|
11.6K
$616K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
585+ 6.45% |
$30.6K - $32.4K
|
9.66K
$513K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
537New |
$28.1K - $29.7K
|
537
$28.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
500+ 12.2% |
$26.1K - $27.7K
|
4.6K
$244K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
469New |
$24.5K - $26K
|
469
$24.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
449+ 69.94% |
$23.5K - $24.9K
|
1.09K
$58K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
428+ 4.26% |
$22.4K - $23.7K
|
10.5K
$557K
|
|
|
Jul 24, 2024
Q2 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
355+ 2.18% |
$18.6K - $19.7K
|
16.6K
$883K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
329+ 2.17% |
$17.2K - $18.2K
|
15.5K
$822K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
289+ 1.79% |
$15.1K - $16K
|
16.5K
$876K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
288+ 0.38% |
$15.1K - $15.9K
|
76.7K
$4.08M
|
|
|
Aug 05, 2024
Q2 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
287+ 2.19% |
$15K - $15.9K
|
13.4K
$713K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
279+ 34.92% |
$14.6K - $15.4K
|
1.08K
$57.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
255New |
$13.3K - $14.1K
|
255
$13.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
214+ 6.06% |
$11.2K - $11.8K
|
3.75K
$199K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
199+ 1.84% |
$10.4K - $11K
|
11K
$587K
|