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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
28K+ 17.5% |
$1.7M - $1.8M
|
188K
$13.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
27.3K+ 6.94% |
$1.66M - $1.75M
|
420K
$29.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
26.6KNew |
$1.61M - $1.7M
|
26.6K
$1.86M
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
24KNew |
$1.46M - $1.54M
|
24K
$1.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
22.7K+ 15.49% |
$1.38M - $1.46M
|
169K
$11.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
22.4K+ 1.15% |
$1.36M - $1.43M
|
1.97M
$138M
|
|
|
Aug 01, 2024
Q2 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
22K+ 2.44% |
$1.33M - $1.41M
|
922K
$64.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
20.5K+ 15.29% |
$1.24M - $1.31M
|
154K
$10.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
20.1KNew |
$1.22M - $1.29M
|
20.1K
$1.41M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
19.9KNew |
$1.21M - $1.28M
|
19.9K
$1.39M
|
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
19.8KNew |
$1.2M - $1.27M
|
19.8K
$1.38M
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
19.7K+ 36.71% |
$1.2M - $1.26M
|
73.4K
$5.14M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
19.2KNew |
$1.17M - $1.23M
|
19.2K
$1.35M
|
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
19K+ 15.24% |
$1.15M - $1.22M
|
144K
$10M
|
|
|
Aug 01, 2024
Q2 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
17.4K+ 9.32% |
$1.06M - $1.11M
|
204K
$14.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
17.1K+ 18603.26% |
$1.04M - $1.1M
|
17.2K
$1.2M
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
17K+ 16.65% |
$1.03M - $1.09M
|
119K
$8.34M
|
|
|
Jul 31, 2024
Q2 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
15K+ 12.45% |
$914K - $965K
|
136K
$9.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
14K+ 85.52% |
$849K - $897K
|
30.3K
$2.12M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
13.6K+ 5.33% |
$826K - $872K
|
269K
$18.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13KNew |
$788K - $832K
|
13K
$907K
|
|
|
Jul 16, 2024
Q2 2024
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
12.8K+ 6.77% |
$778K - $821K
|
202K
$14.1M
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
12.6K+ 179.07% |
$767K - $810K
|
19.7K
$1.38M
|
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
12.4K+ 9.01% |
$752K - $794K
|
150K
$10.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
12KNew |
$728K - $769K
|
12K
$838K
|
|
|
Jul 17, 2024
Q2 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
11.5K+ 8.46% |
$699K - $738K
|
148K
$10.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.4K+ 1.06% |
$692K - $731K
|
1.08M
$75.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
11.3K+ 76.2% |
$687K - $725K
|
26.1K
$1.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.3K+ 12.95% |
$685K - $724K
|
98.4K
$6.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
11K+ 84.65% |
$669K - $707K
|
24K
$1.68M
|
|
|
Aug 09, 2024
Q2 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
10.7KNew |
$651K - $688K
|
10.7K
$750K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
10.6K+ 12.97% |
$644K - $680K
|
92.4K
$6.46M
|
|
|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
10.4K+ 321.82% |
$634K - $670K
|
13.7K
$957K
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
8.45K+ 26.7% |
$513K - $542K
|
40.1K
$2.81M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
8.36K+ 233.84% |
$508K - $536K
|
11.9K
$835K
|
|
|
Jul 25, 2024
Q2 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
8.33K+ 4.45% |
$506K - $534K
|
195K
$13.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
7.74K+ 44.01% |
$470K - $496K
|
25.3K
$1.77M
|
|
|
Jul 24, 2024
Q2 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
7.38K+ 13.75% |
$448K - $473K
|
61K
$4.27M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
7.17K+ 60.6% |
$436K - $460K
|
19K
$1.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.71KNew |
$408K - $431K
|
6.71K
$470K
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
6.7K+ 25.41% |
$407K - $430K
|
33.1K
$2.31M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
6.61K+ 10.08% |
$402K - $424K
|
72.2K
$5.05M
|
|
|
Jul 19, 2024
Q2 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
5.97KNew |
$363K - $383K
|
5.97K
$418K
|
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
5.91K+ 1.3% |
$359K - $379K
|
461K
$32.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.86KNew |
$356K - $376K
|
5.86K
$410K
|
|
|
Jul 23, 2024
Q2 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
5.82K+ 3.75% |
$353K - $373K
|
161K
$11.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.7K+ 5.42% |
$346K - $365K
|
111K
$7.75M
|
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
5.43KNew |
$330K - $348K
|
5.43K
$380K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
5.33K+ 5.82% |
$324K - $342K
|
96.9K
$6.78M
|
|
|
Jul 25, 2024
Q2 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
5.27K+ 2.41% |
$320K - $338K
|
224K
$15.7M
|