Purchases and Sales Made in Q2 2024 in American Centy ETF Tr Avantis (AVLV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVLV) 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 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.67MNew |
$102M - $107M
|
1.67M
$117M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1.67M+ 105216.55% |
$102M - $107M
|
1.67M
$117M
|
|
|
Sep 10, 2024
Q2 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
958KNew |
$58.2M - $61.4M
|
958K
$67M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
728KNew |
$44.2M - $46.7M
|
728K
$50.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
719K+ 11.51% |
$43.7M - $46.1M
|
6.97M
$488M
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
658KNew |
$40M - $42.2M
|
658K
$46M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
588K+ 43.66% |
$35.7M - $37.7M
|
1.93M
$135M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
515K+ 66.34% |
$31.3M - $33M
|
1.29M
$90.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
500KNew |
$30.4M - $32.1M
|
500K
$35M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
304K+ 111.23% |
$18.4M - $19.5M
|
576K
$40.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
298KNew |
$18.1M - $19.1M
|
298K
$20.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
289K+ 343855.94% |
$17.5M - $18.5M
|
289K
$20.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
285K+ 94.5% |
$17.3M - $18.3M
|
587K
$41.1M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
285K+ 94.5% |
$17.3M - $18.3M
|
587K
$41.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
BUY
|
- |
262K+ 42.55% |
$15.9M - $16.8M
|
878K
$61.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
217K+ 37.34% |
$13.2M - $13.9M
|
798K
$55.8M
|
|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
168K+ 14.1% |
$10.2M - $10.7M
|
1.36M
$94.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
157K+ 20.53% |
$9.54M - $10.1M
|
922K
$64.5M
|
|
|
Aug 28, 2024
Q2 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
147KNew |
$8.93M - $9.43M
|
147K
$10.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
141K+ 22.21% |
$8.56M - $9.04M
|
775K
$54.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
138K+ 67.7% |
$8.39M - $8.86M
|
342K
$24M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
131K+ 413.86% |
$7.98M - $8.43M
|
163K
$11.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
101KNew |
$6.14M - $6.49M
|
101K
$7.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
86.8K+ 241.34% |
$5.28M - $5.57M
|
123K
$8.59M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
81.6K+ 8.47% |
$4.96M - $5.24M
|
1.05M
$73.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
81KNew |
$4.92M - $5.2M
|
81K
$5.67M
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
74.2KNew |
$4.51M - $4.76M
|
74.2K
$5.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
69.6K+ 291.6% |
$4.23M - $4.46M
|
93.4K
$6.54M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
65.3K+ 7.4% |
$3.96M - $4.19M
|
947K
$66.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
63.6K+ 23.93% |
$3.87M - $4.08M
|
330K
$23.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
59.1KNew |
$3.59M - $3.79M
|
59.1K
$4.13M
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
56.8K+ 6.09% |
$3.45M - $3.64M
|
990K
$69.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
54.8K+ 13.72% |
$3.33M - $3.52M
|
454K
$31.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
54.6K+ 118.61% |
$3.32M - $3.5M
|
101K
$7.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
53.8K+ 289.8% |
$3.26M - $3.45M
|
72.3K
$5.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
52.3K+ 733.31% |
$3.17M - $3.35M
|
59.4K
$4.15M
|
|
|
Jul 16, 2024
Q2 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
50.6KNew |
$3.08M - $3.25M
|
50.6K
$3.54M
|
|
|
Jul 17, 2024
Q2 2024
|
Northland Capital Management LLC
|
BUY
|
- |
47.7K+ 33.4% |
$2.9M - $3.06M
|
190K
$13.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
46K+ 6.12% |
$2.79M - $2.95M
|
797K
$55.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
44.8K+ 30.09% |
$2.72M - $2.87M
|
194K
$13.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
43.4K+ 683.51% |
$2.64M - $2.78M
|
49.8K
$3.48M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
BUY
|
- |
43.1KNew |
$2.62M - $2.76M
|
43.1K
$3.02M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
42.7KNew |
$2.59M - $2.74M
|
42.7K
$2.98M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
38.5K+ 5.34% |
$2.34M - $2.47M
|
758K
$53.1M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
36.7KNew |
$2.23M - $2.35M
|
36.7K
$2.57M
|
|
|
Jul 24, 2024
Q2 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
33.8K+ 9.07% |
$2.06M - $2.17M
|
407K
$28.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
32.5K+ 30.04% |
$1.97M - $2.08M
|
141K
$9.84M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
31.7K+ 5.87% |
$1.93M - $2.03M
|
572K
$40M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
29.1K+ 298.1% |
$1.77M - $1.86M
|
38.8K
$2.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
29K+ 9.92% |
$1.76M - $1.86M
|
322K
$22.5M
|