Purchases and Sales Made in Q3 2024 in American Centy ETF Tr Avantis (AVSC)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSC) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.33M+ 12.53% |
$65.3M - $74.7M
|
12M
$654M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
297KNew |
$14.6M - $16.7M
|
297K
$16.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
200KNew |
$9.8M - $11.2M
|
200K
$10.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
176KNew |
$8.65M - $9.89M
|
176K
$9.64M
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
168K+ 169.39% |
$8.24M - $9.43M
|
267K
$14.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
135K+ 823.37% |
$6.61M - $7.56M
|
151K
$8.27M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
81.8K+ 341037.5% |
$4.02M - $4.59M
|
81.9K
$4.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
75.1K+ 10.24% |
$3.69M - $4.22M
|
809K
$44.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
42.2K+ 39.9% |
$2.07M - $2.37M
|
148K
$8.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
40KNew |
$1.96M - $2.24M
|
40K
$2.19M
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
34.8K+ 6.88% |
$1.71M - $1.95M
|
540K
$29.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
33.1K+ 360.04% |
$1.62M - $1.86M
|
42.3K
$2.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
33.1K+ 17.18% |
$1.62M - $1.86M
|
225K
$12.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
32K+ 24.88% |
$1.57M - $1.8M
|
161K
$8.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
31.5K+ 6.24% |
$1.55M - $1.77M
|
537K
$29.4M
|
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
28.1K+ 279.87% |
$1.38M - $1.58M
|
38.1K
$2.09M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
27.6K+ 10.79% |
$1.36M - $1.55M
|
284K
$15.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
26.8K+ 371.01% |
$1.32M - $1.5M
|
34K
$1.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
22.7KNew |
$1.11M - $1.27M
|
22.7K
$1.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
18.3KNew |
$897K - $1.03M
|
18.3K
$1M
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
17.4KNew |
$856K - $979K
|
17.4K
$954K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.3K+ 6.22% |
$801K - $916K
|
279K
$15.2M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
14K+ 12.46% |
$687K - $786K
|
126K
$6.91M
|
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
11.5K+ 32.78% |
$566K - $647K
|
46.7K
$2.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
11.2K+ 0.34% |
$548K - $627K
|
3.34M
$182M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.1K+ 83.66% |
$497K - $568K
|
22.2K
$1.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10K+ 13397.33% |
$493K - $564K
|
10.1K
$554K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.07K+ 46.95% |
$445K - $509K
|
28.4K
$1.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
9.02K+ 5.72% |
$442K - $506K
|
167K
$9.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
8.77K+ 13492.31% |
$430K - $492K
|
8.84K
$483K
|
|
|
Oct 29, 2024
Q3 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
6.66K+ 6.27% |
$327K - $374K
|
113K
$6.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.15KNew |
$302K - $345K
|
6.15K
$336K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
6.14K+ 2.49% |
$301K - $344K
|
253K
$13.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.02KNew |
$295K - $338K
|
6.02K
$329K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.95K+ 12.95% |
$292K - $334K
|
51.9K
$2.84M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
5.46K+ 2.3% |
$268K - $306K
|
243K
$13.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.3K+ 9.6% |
$260K - $297K
|
60.5K
$3.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
4.62KNew |
$227K - $259K
|
4.62K
$253K
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.52K+ 49.96% |
$222K - $254K
|
13.6K
$743K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.19KNew |
$206K - $235K
|
4.19K
$229K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
4.19KNew |
$205K - $235K
|
4.19K
$229K
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4.16K+ 10.61% |
$204K - $234K
|
43.4K
$2.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
4.07KNew |
$200K - $228K
|
4.07K
$223K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.06K+ 9.63% |
$199K - $228K
|
46.3K
$2.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
3.91KNew |
$192K - $220K
|
3.91K
$214K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.9K+ 106.76% |
$191K - $219K
|
7.56K
$413K
|
|
|
Nov 01, 2024
Q3 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
3.87KNew |
$190K - $217K
|
3.87K
$212K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.75KNew |
$184K - $210K
|
3.75K
$205K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.67K+ 2.02% |
$180K - $206K
|
186K
$10.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3.6K+ 19.92% |
$176K - $202K
|
21.6K
$1.18M
|