Purchases and Sales Made in Q1 2024 in American Centy ETF Tr Avantis (AVSF)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSF) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
167KNew |
$7.71M - $7.8M
|
167K
$7.73M
|
|
|
May 14, 2024
Q1 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
136KNew |
$6.27M - $6.33M
|
136K
$6.28M
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
38.2K+ 2.97% |
$1.76M - $1.78M
|
1.33M
$61.3M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
35.9K+ 14.19% |
$1.65M - $1.67M
|
289K
$13.3M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
27.3K+ 22.51% |
$1.26M - $1.27M
|
148K
$6.86M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.1K+ 31.14% |
$1.25M - $1.26M
|
114K
$5.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
21.7K+ 319.15% |
$1M - $1.01M
|
28.5K
$1.32M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.6KNew |
$903K - $913K
|
19.6K
$905K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.9K+ 68.4% |
$825K - $834K
|
44.1K
$2.04M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15.4K+ 5.35% |
$711K - $719K
|
304K
$14M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
10.8K+ 10.64% |
$498K - $503K
|
112K
$5.19M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.9KNew |
$456K - $461K
|
9.9K
$457K
|
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
8.63K+ 76.35% |
$398K - $402K
|
19.9K
$921K
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
7.35KNew |
$339K - $342K
|
7.35K
$339K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.32KNew |
$337K - $341K
|
7.32K
$338K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.26K+ 10.76% |
$289K - $292K
|
64.5K
$2.98M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.99K+ 19.05% |
$276K - $279K
|
37.5K
$1.73M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.8KNew |
$221K - $223K
|
4.8K
$222K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.12K+ 1.77% |
$97.8K - $98.9K
|
122K
$5.65M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.72K+ 5.21% |
$79.4K - $80.3K
|
34.8K
$1.61M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.07K+ 14.68% |
$49.4K - $49.9K
|
8.37K
$387K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
738+ 1.29% |
$34K - $34.4K
|
58K
$2.68M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
529+ 1.43% |
$24.4K - $24.6K
|
37.6K
$1.74M
|
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
367+ 1.03% |
$16.9K - $17.1K
|
36K
$1.66M
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
273+ 1.94% |
$12.6K - $12.7K
|
14.3K
$663K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
216+ 5.68% |
$9.95K - $10.1K
|
4.02K
$186K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
89+ 0.32% |
$4.1K - $4.14K
|
28K
$1.29M
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
61+ 0.69% |
$2.81K - $2.84K
|
8.88K
$410K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 05, 2024
Q1 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-5- 10.0% |
$230 - $233
|
45
$2.08K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-260- 4.87% |
$12K - $12.1K
|
5.07K
$234K
|
|
|
May 10, 2024
Q1 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-366- 3.39% |
$16.9K - $17K
|
10.4K
$482K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-393- 5.28% |
$18.1K - $18.3K
|
7.05K
$326K
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-666- 3.04% |
$30.7K - $31K
|
21.3K
$983K
|
|
|
Apr 24, 2024
Q1 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-1.01K- 14.63% |
$46.7K - $47.2K
|
5.91K
$273K
|
|
|
Jul 03, 2024
Q1 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-1.1K- 20.27% |
$50.8K - $51.4K
|
4.34K
$200K
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-7.31K- 41.69% |
$337K - $340K
|
10.2K
$472K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-9.37K- 13.94% |
$432K - $437K
|
57.8K
$2.67M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-12.3K- 42.28% |
$569K - $575K
|
16.9K
$779K
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-13.9K- 25.63% |
$640K - $647K
|
40.3K
$1.86M
|
|
|
Apr 22, 2024
Q1 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-20K- 5.83% |
$921K - $931K
|
323K
$14.9M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-31.5K- 99.97% |
$1.45M - $1.47M
|
9
$416
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-53.1K- 88.2% |
$2.45M - $2.47M
|
7.11K
$328K
|