Purchases and Sales Made in Q1 2024 in American Centy ETF Tr Avantis (AVSC)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSC) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.68M+ 39.05% |
$128M - $140M
|
9.54M
$503M
|
|
|
May 13, 2024
Q1 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
704K+ 27.43% |
$33.7M - $36.9M
|
3.27M
$172M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
634K+ 3207.06% |
$30.3M - $33.2M
|
654K
$34.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
282K+ 164.57% |
$13.5M - $14.8M
|
454K
$23.9M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
182K+ 347.14% |
$8.69M - $9.52M
|
234K
$12.3M
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
72.9K+ 277.33% |
$3.48M - $3.81M
|
99.1K
$5.22M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
53.9K+ 106.42% |
$2.58M - $2.82M
|
105K
$5.51M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
25.7K+ 66.68% |
$1.23M - $1.35M
|
64.3K
$3.39M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.3K+ 189.69% |
$1.16M - $1.27M
|
37.2K
$1.96M
|
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
23.4K+ 11.18% |
$1.12M - $1.22M
|
233K
$12.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
22.3KNew |
$1.07M - $1.17M
|
22.3K
$1.17M
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
20.3K+ 47.69% |
$971K - $1.06M
|
62.9K
$3.31M
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
19.6K+ 4.42% |
$935K - $1.02M
|
462K
$24.3M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
17K+ 96.08% |
$814K - $892K
|
34.8K
$1.83M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
13.7KNew |
$655K - $717K
|
13.7K
$722K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
10.8K+ 13.07% |
$514K - $563K
|
93.1K
$4.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10.3K+ 32.31% |
$492K - $539K
|
42.1K
$2.22M
|
|
|
May 14, 2024
Q1 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
10.3KNew |
$492K - $538K
|
10.3K
$542K
|
|
|
May 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
9.98K+ 35.2% |
$477K - $522K
|
38.3K
$2.02M
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
9.84KNew |
$470K - $515K
|
9.84K
$518K
|
|
|
Apr 19, 2024
Q1 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
9.25K+ 58.95% |
$442K - $484K
|
24.9K
$1.31M
|
|
|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
8.85K+ 75.54% |
$423K - $463K
|
20.6K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
8.7KNew |
$416K - $456K
|
8.7K
$458K
|
|
|
Apr 23, 2024
Q1 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
8.5K+ 9.58% |
$406K - $445K
|
97.2K
$5.12M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.98K+ 33.86% |
$381K - $418K
|
31.5K
$1.66M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
7.86KNew |
$375K - $411K
|
7.86K
$414K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.59KNew |
$363K - $397K
|
7.59K
$400K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
7.59K+ 3.41% |
$363K - $397K
|
230K
$12.1M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.82K+ 5.9% |
$326K - $357K
|
122K
$6.45M
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
6.32K+ 3.33% |
$302K - $331K
|
196K
$10.3M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.68K+ 126.27% |
$272K - $297K
|
10.2K
$536K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.87K+ 2.23% |
$185K - $202K
|
177K
$9.34M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.7K+ 3.67% |
$177K - $194K
|
105K
$5.51M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.21K+ 31.71% |
$153K - $168K
|
13.3K
$702K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
3KNew |
$143K - $157K
|
3K
$158K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.36K+ 524.67% |
$113K - $124K
|
2.81K
$148K
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
2.23KNew |
$106K - $117K
|
2.23K
$117K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.85K+ 8.67% |
$88.5K - $96.9K
|
23.2K
$1.22M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.84K+ 16.46% |
$88K - $96.3K
|
13K
$686K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.61K+ 20.06% |
$76.9K - $84.2K
|
9.62K
$507K
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.37K+ 1.86% |
$65.6K - $71.9K
|
75.3K
$3.97M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.3K+ 5.92% |
$61.9K - $67.9K
|
23.2K
$1.22M
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.23K+ 10.66% |
$59K - $64.6K
|
12.8K
$675K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
1.21K+ 10.84% |
$57.6K - $63.1K
|
12.3K
$650K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.1K+ 0.75% |
$52.5K - $57.5K
|
147K
$7.75M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
864New |
$41.3K - $45.2K
|
864
$45.5K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
714+ 98.35% |
$34.1K - $37.4K
|
1.44K
$75.9K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
609+ 3.65% |
$29.1K - $31.9K
|
17.3K
$911K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
468New |
$22.4K - $24.5K
|
468
$24.7K
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
327+ 6.74% |
$15.6K - $17.1K
|
5.18K
$273K
|