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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
110+ 0.57% |
$5.75K - $6.09K
|
19.3K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
45+ 0.69% |
$2.35K - $2.49K
|
6.6K
$369K
|
|
|
Jul 25, 2024
Q2 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
38+ 0.27% |
$1.99K - $2.1K
|
13.9K
$775K
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
15+ 0.19% |
$784 - $831
|
7.86K
$439K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8+ 0.18% |
$418 - $443
|
4.55K
$254K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7+ 0.15% |
$366 - $388
|
4.59K
$256K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 10.0% |
$52.3 - $55.4
|
11
$614
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-10- 0.1% |
$523 - $554
|
10.1K
$566K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-18- 0.19% |
$941 - $997
|
9.62K
$537K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-51- 1.79% |
$2.67K - $2.82K
|
2.8K
$156K
|
|
|
Aug 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-78- 0.6% |
$4.08K - $4.32K
|
13K
$725K
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-112- 1.07% |
$5.85K - $6.2K
|
10.4K
$578K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-133- 0.72% |
$6.95K - $7.36K
|
18.3K
$1.02M
|
|
|
Jul 25, 2024
Q2 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-246- 3.67% |
$12.9K - $13.6K
|
6.45K
$360K
|
|
|
Jul 29, 2024
Q2 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-280- 4.63% |
$14.6K - $15.5K
|
5.77K
$322K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-598- 5.36% |
$31.3K - $33.1K
|
10.6K
$590K
|
|
|
Jul 10, 2024
Q2 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-631- 1.54% |
$33K - $34.9K
|
40.4K
$2.25M
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-874- 1.68% |
$45.7K - $48.4K
|
51.3K
$2.86M
|
|
|
Jul 30, 2024
Q2 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-1.27K- 1.11% |
$66.3K - $70.3K
|
113K
$6.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.44K- 55.35% |
$75.4K - $79.9K
|
1.16K
$65K
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.5K- 8.88% |
$78.4K - $83.1K
|
15.4K
$859K
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.58K- 1.46% |
$82.6K - $87.5K
|
107K
$5.97M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-1.75K- 11.2% |
$91.3K - $96.7K
|
13.9K
$773K
|
|
|
Aug 06, 2024
Q2 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-1.81K- 16.07% |
$94.4K - $100K
|
9.44K
$527K
|
|
|
Aug 12, 2024
Q2 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-1.85K- 4.38% |
$96.6K - $102K
|
40.3K
$2.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.3K- 3.18% |
$120K - $128K
|
70.1K
$3.91M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.33K- 2.33% |
$122K - $129K
|
97.8K
$5.46M
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-2.67K- 7.23% |
$140K - $148K
|
34.3K
$1.91M
|
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-4.29K- 6.07% |
$224K - $237K
|
66.3K
$3.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-6.07K- 10.13% |
$317K - $336K
|
53.8K
$3M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-6.57K- 4.83% |
$344K - $364K
|
130K
$7.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-8.65K- 30.12% |
$452K - $479K
|
20.1K
$1.12M
|