Purchases and Sales Made in Q1 2024 in American Centy ETF Tr Avantis (AVLV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVLV) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
16.4K+ 139.0% |
$927K - $1.05M
|
28.2K
$1.97M
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
16.4KNew |
$923K - $1.05M
|
16.4K
$1.14M
|
|
|
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
16K+ 13.76% |
$905K - $1.03M
|
133K
$9.27M
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
15.9K+ 18.48% |
$899K - $1.02M
|
102K
$7.15M
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
15.3K+ 13.99% |
$863K - $982K
|
125K
$8.72M
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
15.1K+ 3.43% |
$852K - $970K
|
455K
$31.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
15K+ 71.82% |
$849K - $967K
|
36K
$2.52M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
14.2K+ 5.91% |
$803K - $914K
|
255K
$17.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
13.9K+ 4.59% |
$785K - $893K
|
317K
$22.2M
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
13.6K+ 10.97% |
$767K - $873K
|
137K
$9.61M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
13.5KNew |
$762K - $868K
|
13.5K
$945K
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
13.2K+ 300.09% |
$744K - $847K
|
17.6K
$1.23M
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
12.6K+ 10.18% |
$713K - $812K
|
137K
$9.56M
|
|
|
Apr 12, 2024
Q1 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
12.4K+ 8.05% |
$703K - $800K
|
167K
$11.7M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12K+ 125.26% |
$679K - $773K
|
21.6K
$1.51M
|
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
11.1KNew |
$627K - $714K
|
11.1K
$777K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.6K+ 706.73% |
$599K - $681K
|
12.1K
$847K
|
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
10.6KNew |
$596K - $678K
|
10.6K
$739K
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
10.3K+ 24.55% |
$582K - $662K
|
52.3K
$3.66M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.75KNew |
$550K - $626K
|
9.75K
$682K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
9.69K+ 3.78% |
$547K - $622K
|
266K
$18.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.13K+ 19.17% |
$515K - $587K
|
56.7K
$3.97M
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
8.11K+ 7.65% |
$458K - $521K
|
114K
$7.99M
|
|
|
Apr 10, 2024
Q1 2024
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
7.8K+ 4.3% |
$440K - $501K
|
189K
$13.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
7.32KNew |
$414K - $471K
|
7.32K
$512K
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
7.13K+ 7.09% |
$403K - $458K
|
108K
$7.53M
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
7.05KNew |
$398K - $453K
|
7.05K
$493K
|
|
|
Apr 30, 2024
Q1 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
6.89K+ 0.77% |
$389K - $443K
|
900K
$63M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.86K+ 2.58% |
$387K - $441K
|
273K
$19.1M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.82K+ 8.5% |
$385K - $438K
|
87.1K
$6.09M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
BUY
|
- |
6.53K+ 7.67% |
$369K - $419K
|
91.6K
$6.41M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.35KNew |
$359K - $408K
|
6.35K
$444K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.18K+ 5.75% |
$349K - $397K
|
114K
$7.94M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.1K+ 65.48% |
$344K - $392K
|
15.4K
$1.08M
|
|
|
Apr 24, 2024
Q1 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
6.05K+ 2.84% |
$341K - $389K
|
219K
$15.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.93K+ 72.4% |
$335K - $381K
|
14.1K
$987K
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
5.93K+ 34.28% |
$335K - $381K
|
23.2K
$1.62M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5.69KNew |
$321K - $365K
|
5.69K
$398K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.57K+ 4.4% |
$314K - $358K
|
132K
$9.24M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.3K+ 68.69% |
$299K - $341K
|
13K
$911K
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5.28KNew |
$298K - $339K
|
5.28K
$369K
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
5.26KNew |
$297K - $338K
|
5.26K
$368K
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
5.03K+ 2.76% |
$284K - $323K
|
187K
$13.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
5.02KNew |
$284K - $323K
|
5.02K
$351K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.87KNew |
$275K - $313K
|
4.87K
$341K
|
|
|
May 13, 2024
Q1 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
4.65K+ 11.77% |
$262K - $298K
|
44.1K
$3.08M
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
4.63KNew |
$261K - $298K
|
4.63K
$324K
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
4.48K+ 36.15% |
$253K - $288K
|
16.9K
$1.18M
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
4.42K+ 47.82% |
$249K - $284K
|
13.7K
$956K
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.39KNew |
$248K - $282K
|
4.39K
$307K
|