Purchases and Sales Made in Q3 2024 in American Centy ETF Tr Avantis (AVLV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVLV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
25.6KNew |
$1.54M - $1.69M
|
25.6K
$1.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
24.4K+ 41.11% |
$1.47M - $1.61M
|
83.8K
$5.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
24.2K+ 5.94% |
$1.45M - $1.59M
|
431K
$30.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
24.1K+ 7.48% |
$1.45M - $1.58M
|
346K
$24.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23.3K+ 2.23% |
$1.4M - $1.53M
|
1.07M
$74.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
22.1K+ 14.77% |
$1.33M - $1.46M
|
172K
$12M
|
|
|
Oct 29, 2024
Q3 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
21.8K+ 16.06% |
$1.31M - $1.44M
|
158K
$11M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
21.3K+ 7.95% |
$1.28M - $1.41M
|
290K
$20.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
21.3K+ 49.31% |
$1.28M - $1.4M
|
64.4K
$4.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
19.8K+ 95.74% |
$1.19M - $1.3M
|
40.4K
$2.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
18.6K+ 107.96% |
$1.12M - $1.22M
|
35.8K
$2.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
BUY
|
- |
18.5K+ 15.54% |
$1.11M - $1.22M
|
138K
$9.63M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
18.2K+ 140.46% |
$1.09M - $1.2M
|
31.2K
$2.18M
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
18.2K+ 2.77% |
$1.09M - $1.2M
|
676K
$47.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
17.9KNew |
$1.08M - $1.18M
|
17.9K
$1.25M
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
17.2K+ 143.25% |
$1.03M - $1.13M
|
29.1K
$2.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
17K+ 19.48% |
$1.02M - $1.12M
|
104K
$7.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
16.9KNew |
$1.01M - $1.11M
|
16.9K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
16.7K+ 18.05% |
$1M - $1.1M
|
109K
$7.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
16K+ 3.82% |
$963K - $1.06M
|
436K
$30.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.2K+ 36.48% |
$850K - $932K
|
53K
$3.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
14.1K+ 73.44% |
$849K - $930K
|
33.4K
$2.33M
|
|
|
Dec 06, 2024
Q3 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
14K+ 13.86% |
$842K - $923K
|
115K
$8.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
13.7K+ 71.08% |
$825K - $904K
|
33.1K
$2.31M
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
13.5K+ 40.92% |
$812K - $890K
|
46.6K
$3.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
13.3K+ 59.31% |
$797K - $874K
|
35.6K
$2.49M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
13.1K+ 15.7% |
$787K - $863K
|
96.6K
$6.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
13.1K+ 194.4% |
$784K - $859K
|
19.8K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.6K+ 261.86% |
$759K - $832K
|
17.5K
$1.22M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.5K+ 63.62% |
$752K - $824K
|
32.2K
$2.25M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
12.4K+ 103.8% |
$744K - $816K
|
24.3K
$1.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
12KNew |
$722K - $791K
|
12K
$841K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
11.7K+ 788.91% |
$705K - $773K
|
13.2K
$925K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
11.7KNew |
$703K - $771K
|
11.7K
$819K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
10.8KNew |
$649K - $711K
|
10.8K
$756K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
9.92K+ 10.24% |
$596K - $653K
|
107K
$7.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9.69KNew |
$582K - $638K
|
9.69K
$678K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.5K+ 186.82% |
$570K - $625K
|
14.6K
$1.02M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
9.25KNew |
$556K - $609K
|
9.25K
$647K
|
|
|
Oct 31, 2024
Q3 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
8.27K+ 3.7% |
$497K - $544K
|
232K
$16.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
8.09K+ 52.83% |
$486K - $532K
|
23.4K
$1.64M
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
8.04K+ 0.87% |
$483K - $529K
|
930K
$65.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
7.74K+ 3.94% |
$465K - $510K
|
204K
$14.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
7.5K+ 18.7% |
$450K - $494K
|
47.6K
$3.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
7.48KNew |
$449K - $492K
|
7.48K
$523K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
7.42K+ 10.1% |
$445K - $488K
|
80.8K
$5.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
7.34KNew |
$441K - $483K
|
7.34K
$514K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
7.2K+ 13.13% |
$433K - $474K
|
62.1K
$4.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.09K+ 8.43% |
$426K - $467K
|
91.2K
$6.38M
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
7.08K+ 13.98% |
$425K - $466K
|
57.7K
$4.04M
|