Purchases and Sales Made in Q3 2024 in American Centy ETF Tr Avantis (AVSD)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSD) 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 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
5.61K+ 2.1% |
$303K - $343K
|
273K
$15.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.71KNew |
$200K - $226K
|
3.71K
$211K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
3.03KNew |
$163K - $185K
|
3.03K
$173K
|
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
1.95K+ 6.49% |
$105K - $119K
|
32K
$1.82M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.88K+ 3.51% |
$102K - $115K
|
55.5K
$3.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
1.69K+ 17.03% |
$91.3K - $103K
|
11.6K
$664K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.5K+ 9.42% |
$81K - $91.8K
|
17.4K
$995K
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
1.35K+ 18.5% |
$72.6K - $82.3K
|
8.62K
$492K
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
908+ 3.38% |
$49K - $55.5K
|
27.7K
$1.58M
|
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
762+ 50.4% |
$41.1K - $46.6K
|
2.27K
$130K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
748+ 0.43% |
$40.3K - $45.7K
|
176K
$10.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
570+ 12.67% |
$30.7K - $34.8K
|
5.07K
$289K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
508New |
$27.4K - $31K
|
508
$29K
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
464+ 9.28% |
$25K - $28.4K
|
5.46K
$312K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
405+ 25.99% |
$21.8K - $24.7K
|
1.96K
$112K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
295+ 4.37% |
$15.9K - $18K
|
7.05K
$402K
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
255+ 1.23% |
$13.7K - $15.6K
|
21K
$1.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-97- 0.23% |
$5.23K - $5.93K
|
42.5K
$2.42M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-149- 0.26% |
$8.03K - $9.11K
|
58K
$3.31M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-150- 2.0% |
$8.09K - $9.17K
|
7.35K
$420K
|
|
|
Oct 22, 2024
Q3 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-264- 0.75% |
$14.2K - $16.1K
|
35K
$2M
|
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-484- 9.53% |
$26.1K - $29.6K
|
4.6K
$262K
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-511- 2.92% |
$27.6K - $31.2K
|
17K
$970K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-528- 41.74% |
$28.5K - $32.3K
|
737
$42K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-819- 9.51% |
$44.2K - $50K
|
7.79K
$445K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-892- 1.5% |
$48.1K - $54.5K
|
58.7K
$3.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.26K- 1.83% |
$68K - $77.1K
|
67.7K
$3.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-46.1K- 61.7% |
$2.49M - $2.82M
|
28.6K
$1.63M
|