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 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-769- 2.88% |
$46.7K - $49.3K
|
25.9K
$1.81M
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-834- 0.73% |
$50.7K - $53.5K
|
113K
$7.93M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-842- 0.52% |
$51.1K - $54K
|
162K
$11.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-884- 5.63% |
$53.7K - $56.7K
|
14.8K
$1.04M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-960- 5.3% |
$58.3K - $61.6K
|
17.1K
$1.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-963- 2.36% |
$58.5K - $61.8K
|
39.8K
$2.78M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-983- 0.45% |
$59.7K - $63K
|
220K
$15.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.02K- 0.63% |
$61.7K - $65.2K
|
161K
$11.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.48K- 5.89% |
$90.1K - $95.1K
|
23.7K
$1.66M
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-1.59K- 84.21% |
$96.5K - $102K
|
298
$20.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.87K- 2.84% |
$113K - $120K
|
63.9K
$4.47M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-2.42K- 2.73% |
$147K - $155K
|
86.1K
$6.02M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.49K- 18.38% |
$151K - $160K
|
11K
$773K
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-2.56K- 11.02% |
$155K - $164K
|
20.7K
$1.44M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.77K- 2.1% |
$168K - $178K
|
129K
$9.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.8K- 12.93% |
$170K - $179K
|
18.8K
$1.32M
|
|
|
Jul 23, 2024
Q2 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-3.41K- 2.56% |
$207K - $219K
|
130K
$9.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.87K- 22.93% |
$235K - $248K
|
13K
$909K
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-5.49K- 0.41% |
$334K - $352K
|
1.35M
$94.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-5.89K- 1.98% |
$358K - $378K
|
291K
$20.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-8.82K- 5.34% |
$536K - $566K
|
156K
$10.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-10.2K- 12.88% |
$617K - $652K
|
68.8K
$4.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.6K- 87.6% |
$644K - $680K
|
1.5K
$105K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-10.6K- 1.27% |
$646K - $682K
|
824K
$57.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-18.8K- 29.82% |
$1.14M - $1.21M
|
44.3K
$3.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-23.5K- 14.86% |
$1.43M - $1.5M
|
134K
$9.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-27.8K- 1.59% |
$1.69M - $1.78M
|
1.72M
$120M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-30.3K- 15.64% |
$1.84M - $1.94M
|
163K
$11.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-38.7K- 64.07% |
$2.35M - $2.48M
|
21.7K
$1.52M
|