Purchases and Sales Made in Q2 2024 in American Centy ETF Tr Avantis (AVSC)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSC) 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 |
|---|---|---|---|---|---|---|---|
|
Mar 04, 2025
Q2 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
962+ 1.34% |
$46.1K - $50.3K
|
72.9K
$4.23M
|
|
|
Jul 26, 2024
Q2 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
938+ 2.45% |
$44.9K - $49K
|
39.3K
$2.27M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
882+ 71.01% |
$42.2K - $46.1K
|
2.12K
$123K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
882+ 71.01% |
$42.2K - $46.1K
|
2.12K
$123K
|
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
471+ 9.09% |
$22.6K - $24.6K
|
5.65K
$327K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
470+ 6.19% |
$22.5K - $24.6K
|
8.06K
$467K
|
|
|
Aug 14, 2024
Q2 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
365+ 1.67% |
$17.5K - $19.1K
|
22.2K
$1.29M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
295New |
$14.1K - $15.4K
|
295
$17.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
249New |
$11.9K - $13K
|
249
$14.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
228+ 1.32% |
$10.9K - $11.9K
|
17.5K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
222New |
$10.6K - $11.6K
|
222
$12.9K
|
|
|
Aug 13, 2024
Q2 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
220+ 2.24% |
$10.5K - $11.5K
|
10K
$582K
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
216+ 5.25% |
$10.3K - $11.3K
|
4.33K
$251K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
154New |
$7.38K - $8.05K
|
154
$8.92K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
114New |
$5.46K - $5.96K
|
114
$6.61K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
80New |
$3.83K - $4.18K
|
80
$4.64K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
75New |
$3.59K - $3.92K
|
75
$4.35K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
48New |
$2.3K - $2.51K
|
48
$2.78K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
45New |
$2.16K - $2.35K
|
45
$2.61K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
36New |
$1.72K - $1.88K
|
36
$2.09K
|
|
|
Aug 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
12+ 0.22% |
$575 - $627
|
5.35K
$310K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
10New |
$479 - $523
|
10
$580
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
7+ 0.07% |
$335 - $366
|
9.63K
$558K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7+ 1.06% |
$335 - $366
|
665
$38.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3+ 0.02% |
$144 - $157
|
14.3K
$831K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
3+ 0.35% |
$144 - $157
|
867
$50.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
2+ 0.02% |
$95.8 - $105
|
9.84K
$570K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-38- 61.29% |
$1.82K - $1.99K
|
24
$1.39K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-74- 0.26% |
$3.54K - $3.87K
|
27.9K
$1.62M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-195- 7.76% |
$9.34K - $10.2K
|
2.32K
$134K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-830- 10.57% |
$39.7K - $43.4K
|
7.03K
$407K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.33K- 5.74% |
$63.7K - $69.5K
|
21.9K
$1.27M
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.59K- 5.1% |
$76.2K - $83.2K
|
29.6K
$1.72M
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-1.91K- 9.51% |
$91.2K - $99.5K
|
18.1K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.36K- 83.99% |
$113K - $123K
|
450
$26.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.11K- 14.17% |
$436K - $476K
|
55.2K
$3.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-10.9K- 5.55% |
$521K - $569K
|
185K
$10.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-11.6K- 8.36% |
$554K - $605K
|
127K
$7.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-17.7K- 69.54% |
$846K - $923K
|
7.74K
$448K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-24.9K- 79.07% |
$1.19M - $1.3M
|
6.6K
$383K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-42.8K- 40.89% |
$2.05M - $2.23M
|
61.8K
$3.58M
|
|
|
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-395K- 99.46% |
$18.9M - $20.6M
|
2.12K
$123K
|