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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-16.7K- 51.47% |
$940K - $1.07M
|
15.7K
$1.09M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-20.2K- 19.76% |
$1.14M - $1.3M
|
82K
$5.71M
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-27.3K- 2.85% |
$1.54M - $1.75M
|
930K
$64.8M
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-32.2K- 26.64% |
$1.82M - $2.07M
|
88.6K
$6.17M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-34.4K- 3.96% |
$1.94M - $2.21M
|
834K
$58.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-34.7K- 27.03% |
$1.96M - $2.23M
|
93.6K
$6.51M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-43.3K- 78.15% |
$2.44M - $2.78M
|
12.1K
$842K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-46.4K- 66.06% |
$2.62M - $2.98M
|
23.9K
$1.66M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-66.2K- 3.66% |
$3.74M - $4.25M
|
1.74M
$121M
|
|
|
May 10, 2024
Q1 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-136K- 89.04% |
$7.7M - $8.76M
|
16.8K
$1.17M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-154K- 82.91% |
$8.7M - $9.9M
|
31.7K
$2.21M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-162K- 83.58% |
$9.13M - $10.4M
|
31.7K
$2.21M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-285K- 48.59% |
$16.1M - $18.3M
|
302K
$21M
|