Purchases and Sales Made in Q2 2024 in American Centy ETF Tr Avantis (AVRE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVRE) 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 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
613K+ 139.27% |
$23.8M - $25.8M
|
1.05M
$44.7M
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
272K+ 111.31% |
$10.6M - $11.4M
|
516K
$21.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
260K+ 741.73% |
$10.1M - $10.9M
|
295K
$12.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
151K+ 228.09% |
$5.89M - $6.37M
|
218K
$9.24M
|
|
|
Jul 15, 2024
Q2 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
68K+ 36.29% |
$2.64M - $2.86M
|
255K
$10.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Citizens & Northern Corp
|
BUY
|
- |
32.8KNew |
$1.27M - $1.38M
|
32.8K
$1.39M
|
|
|
Aug 01, 2024
Q2 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
27.5KNew |
$1.07M - $1.16M
|
27.5K
$1.17M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
27.3K+ 29.99% |
$1.06M - $1.15M
|
118K
$5.03M
|
|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
25.3K+ 11.1% |
$982K - $1.06M
|
253K
$10.7M
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
24.7K+ 39.52% |
$962K - $1.04M
|
87.3K
$3.71M
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
23K+ 54.59% |
$894K - $967K
|
65.1K
$2.76M
|
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
22.6K+ 3.19% |
$879K - $950K
|
732K
$31.1M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
22.3K+ 3323.55% |
$867K - $938K
|
23K
$975K
|
|
|
Jul 24, 2024
Q2 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
22.1K+ 13.95% |
$861K - $931K
|
181K
$7.68M
|
|
|
Jul 02, 2024
Q2 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
18.8K+ 6.22% |
$731K - $790K
|
321K
$13.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
17K+ 14.84% |
$659K - $713K
|
131K
$5.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
16.6K+ 6.33% |
$645K - $698K
|
279K
$11.8M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
14.7K+ 8.83% |
$572K - $619K
|
182K
$7.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.9K+ 62.62% |
$423K - $457K
|
28.2K
$1.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
10.5K+ 12.4% |
$408K - $441K
|
95.2K
$4.04M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
9.08K+ 22.44% |
$353K - $382K
|
49.5K
$2.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Better Wealth, LLC
|
BUY
|
- |
7.75K+ 2.9% |
$302K - $326K
|
275K
$11.7M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.59KNew |
$295K - $319K
|
7.59K
$322K
|
|
|
Aug 07, 2024
Q2 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
7.32K+ 4.11% |
$285K - $308K
|
186K
$7.88M
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
6.66K+ 9.69% |
$259K - $280K
|
75.4K
$3.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.43K+ 6.06% |
$250K - $270K
|
112K
$4.77M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.42KNew |
$250K - $270K
|
6.42K
$272K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
5.67KNew |
$220K - $238K
|
5.67K
$241K
|
|
|
Jul 31, 2024
Q2 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
5.56K+ 14.87% |
$216K - $234K
|
43K
$1.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.34KNew |
$208K - $225K
|
5.34K
$227K
|
|
|
Jul 26, 2024
Q2 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
5.13KNew |
$199K - $216K
|
5.13K
$218K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
5.07K+ 6.39% |
$197K - $213K
|
84.3K
$3.58M
|
|
|
Jul 26, 2024
Q2 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
5.02K+ 35.4% |
$195K - $211K
|
19.2K
$815K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.01K+ 33.01% |
$195K - $210K
|
20.2K
$856K
|
|
|
Nov 01, 2024
Q2 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
4.94KNew |
$192K - $208K
|
4.94K
$209K
|
|
|
Jul 18, 2024
Q2 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
4.92K+ 2.51% |
$191K - $207K
|
201K
$8.52M
|
|
|
Jul 30, 2024
Q2 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
4.89K+ 4.86% |
$190K - $205K
|
105K
$4.47M
|
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.69K+ 11.26% |
$183K - $197K
|
46.4K
$1.97M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.37K+ 5.2% |
$131K - $142K
|
68.2K
$2.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
3.05K+ 1.95% |
$119K - $128K
|
160K
$6.79M
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2.81K+ 62.59% |
$109K - $118K
|
7.31K
$310K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.44K+ 29.98% |
$95K - $103K
|
10.6K
$450K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2.18K+ 3.41% |
$84.7K - $91.6K
|
66K
$2.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.02K+ 2.34% |
$78.6K - $84.9K
|
88.3K
$3.75M
|
|
|
Jul 31, 2024
Q2 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.65K+ 15.63% |
$64.1K - $69.3K
|
12.2K
$517K
|
|
|
Jul 24, 2024
Q2 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
1.54K+ 8.64% |
$60K - $64.9K
|
19.4K
$824K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.5K+ 16.36% |
$58.2K - $62.9K
|
10.6K
$452K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.27K+ 1.06% |
$49.5K - $53.6K
|
122K
$5.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.09K+ 12.51% |
$42.2K - $45.7K
|
9.77K
$415K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.04K+ 15.16% |
$40.3K - $43.6K
|
7.87K
$334K
|