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 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
7K+ 45.16% |
$420K - $461K
|
22.5K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.96K+ 15.71% |
$418K - $458K
|
51.3K
$3.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
6.94K+ 9.35% |
$417K - $457K
|
81.2K
$5.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.93KNew |
$416K - $456K
|
6.93K
$482K
|
|
|
Oct 21, 2024
Q3 2024
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
6.93K+ 3.43% |
$416K - $456K
|
209K
$14.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
6.48K+ 35.55% |
$389K - $427K
|
24.7K
$1.72M
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
6.38K+ 46.59% |
$383K - $420K
|
20.1K
$1.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
5.88K+ 36.43% |
$353K - $387K
|
22K
$1.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
5.71K+ 7.91% |
$343K - $376K
|
77.9K
$5.42M
|
|
|
Oct 28, 2024
Q3 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
5.7K+ 2.54% |
$342K - $375K
|
230K
$16M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
5.42K+ 27.52% |
$325K - $357K
|
25.1K
$1.75M
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
4.62K+ 2.36% |
$277K - $304K
|
200K
$13.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.44K+ 1.45% |
$267K - $292K
|
311K
$21.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
4.44KNew |
$267K - $292K
|
4.44K
$309K
|
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
4.27KNew |
$257K - $281K
|
4.27K
$297K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
4.19KNew |
$251K - $276K
|
4.19K
$291K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.14KNew |
$249K - $273K
|
4.14K
$288K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
4.14K+ 1.43% |
$248K - $272K
|
293K
$20.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.08K+ 2.52% |
$245K - $268K
|
166K
$11.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
4.02K+ 6.8% |
$241K - $264K
|
63.1K
$4.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
3.93K+ 172.37% |
$236K - $259K
|
6.21K
$432K
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
3.86K+ 2.87% |
$232K - $254K
|
138K
$9.62M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.85KNew |
$231K - $253K
|
3.85K
$268K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.66KNew |
$220K - $241K
|
3.66K
$255K
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
3.6KNew |
$216K - $237K
|
3.6K
$250K
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
3.59KNew |
$215K - $236K
|
3.59K
$249K
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
3.58K+ 6.5% |
$215K - $236K
|
58.7K
$4.08M
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
3.51KNew |
$211K - $231K
|
3.51K
$244K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.47KNew |
$208K - $228K
|
3.47K
$241K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3.4K+ 14.19% |
$204K - $224K
|
27.4K
$1.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
3.36K+ 3.05% |
$202K - $221K
|
113K
$7.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
3.34K+ 2.33% |
$201K - $220K
|
147K
$10.2M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.25KNew |
$195K - $214K
|
3.25K
$226K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
3.2K+ 9.89% |
$192K - $211K
|
35.6K
$2.47M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3.13KNew |
$188K - $206K
|
3.13K
$218K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3.11KNew |
$187K - $205K
|
3.11K
$217K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.85K+ 21.95% |
$171K - $188K
|
15.8K
$1.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.42K+ 1.72% |
$145K - $159K
|
143K
$9.95M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.37KNew |
$142K - $156K
|
2.37K
$165K
|
|
|
Nov 12, 2024
Q3 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
2.34K+ 1.8% |
$141K - $154K
|
132K
$9.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.15K+ 12.51% |
$129K - $141K
|
19.3K
$1.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.12K+ 3.5% |
$127K - $140K
|
62.8K
$4.37M
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.99K+ 10.07% |
$120K - $131K
|
21.8K
$1.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.98KNew |
$119K - $131K
|
1.98K
$138K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.9K+ 49.59% |
$114K - $125K
|
5.72K
$398K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.86KNew |
$112K - $122K
|
1.86K
$129K
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.82K+ 5.06% |
$109K - $120K
|
37.8K
$2.63M
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
1.76K+ 6.48% |
$106K - $116K
|
28.9K
$2.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.75K+ 1.49% |
$105K - $115K
|
119K
$8.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.53K+ 7.01% |
$91.6K - $100K
|
23.3K
$1.62M
|