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 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
246New |
$11.8K - $12.9K
|
246
$13K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
222+ 1.57% |
$10.6K - $11.6K
|
14.3K
$755K
|
|
|
May 15, 2024
Q1 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
197+ 0.91% |
$9.42K - $10.3K
|
21.8K
$1.15M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
139+ 1.63% |
$6.64K - $7.28K
|
8.65K
$456K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
BUY
|
- |
97New |
$4.64K - $5.08K
|
97
$5.11K
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
41+ 0.13% |
$1.96K - $2.15K
|
31.2K
$1.65M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
39New |
$1.86K - $2.04K
|
39
$2.05K
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
11+ 0.26% |
$526 - $576
|
4.22K
$223K
|
|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
8+ 0.15% |
$382 - $419
|
5.34K
$281K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-54- 2.1% |
$2.58K - $2.83K
|
2.51K
$132K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-64- 24.43% |
$3.06K - $3.35K
|
198
$10.4K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-193- 4.48% |
$9.23K - $10.1K
|
4.11K
$217K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-267- 17.69% |
$12.8K - $14K
|
1.24K
$65.4K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-267- 17.69% |
$12.8K - $14K
|
1.24K
$65.4K
|
|
|
May 10, 2024
Q1 2024
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-754- 3.63% |
$36K - $39.5K
|
20K
$1.06M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-843- 2.92% |
$40.3K - $44.1K
|
28K
$1.47M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-882- 41.53% |
$42.2K - $46.2K
|
1.24K
$65.4K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.48K- 5.56% |
$70.7K - $77.4K
|
25.1K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
SELL
|
- |
-2.85K- 10.79% |
$136K - $149K
|
23.6K
$1.24M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.98K- 2.11% |
$143K - $156K
|
138K
$7.29M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-3K- 87.85% |
$143K - $157K
|
415
$21.9K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.5K- 31.83% |
$167K - $183K
|
7.49K
$395K
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-5.03K- 13.91% |
$240K - $263K
|
31.1K
$1.64M
|
|
|
May 14, 2024
Q1 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-9.92K- 9.61% |
$474K - $519K
|
93.3K
$4.92M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-11.6K- 94.64% |
$555K - $608K
|
658
$34.7K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-33.6K- 56.95% |
$1.61M - $1.76M
|
25.4K
$1.34M
|
|
|
May 10, 2024
Q1 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-79.3K- 88.98% |
$3.79M - $4.15M
|
9.82K
$517K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-160K- 95.84% |
$7.66M - $8.39M
|
6.95K
$366K
|