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 |
---|---|---|---|---|---|---|---|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
16+ 14.16% |
$961 - $1.05K
|
129
$8.69K
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
16+ 0.21% |
$961 - $1.05K
|
7.49K
$504K
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
11+ 0.06% |
$661 - $724
|
19K
$1.28M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-79- 12.04% |
$4.74K - $5.2K
|
577
$38.9K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-237- 2.76% |
$14.2K - $15.6K
|
8.36K
$563K
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-539- 11.94% |
$32.4K - $35.5K
|
3.98K
$268K
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.59K- 6.26% |
$95.2K - $104K
|
23.7K
$1.6M
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.07K- 3.24% |
$124K - $136K
|
61.8K
$4.16M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.12K- 1.64% |
$127K - $139K
|
127K
$8.56M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.05K- 3.03% |
$183K - $201K
|
97.5K
$6.57M
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-4.79K- 1.57% |
$288K - $315K
|
300K
$20.2M
|
|
Oct 07, 2024
Q3 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-10.6K- 3.63% |
$636K - $697K
|
281K
$18.9M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-12.2K- 1.48% |
$732K - $803K
|
812K
$54.7M
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-37.9K- 24.24% |
$2.28M - $2.5M
|
118K
$7.98M
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-55.8K- 81.19% |
$3.35M - $3.67M
|
12.9K
$871K
|