Purchases and Sales Made in Q2 2024 in American Centy ETF Tr Avantis (AVSF)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSF) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
91.5KNew |
$4.18M - $4.23M
|
91.5K
$4.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
71.8K+ 1495.14% |
$3.28M - $3.31M
|
76.6K
$3.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
58.1KNew |
$2.66M - $2.69M
|
58.1K
$2.69M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
47.8K+ 652.57% |
$2.18M - $2.21M
|
55.1K
$2.54M
|
|
|
Aug 09, 2024
Q2 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
46.9KNew |
$2.15M - $2.17M
|
46.9K
$2.17M
|
|
|
Aug 05, 2024
Q2 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
38.5K+ 2.91% |
$1.76M - $1.78M
|
1.36M
$63M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
29K+ 10.04% |
$1.33M - $1.34M
|
318K
$14.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
18.7K+ 254.87% |
$856K - $865K
|
26.1K
$1.2M
|
|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
11.4K+ 57.27% |
$522K - $527K
|
31.4K
$1.45M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.1K+ 3.64% |
$506K - $511K
|
315K
$14.6M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
10.7K+ 9.52% |
$489K - $494K
|
123K
$5.69M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.26K+ 8.12% |
$423K - $428K
|
123K
$5.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.64KNew |
$395K - $399K
|
8.64K
$399K
|
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
8.6K+ 5.79% |
$393K - $397K
|
157K
$7.25M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
4.4KNew |
$201K - $203K
|
4.4K
$203K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.39K+ 9.72% |
$155K - $156K
|
38.2K
$1.77M
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.71K+ 33.76% |
$124K - $125K
|
10.7K
$495K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.59K+ 6.91% |
$118K - $120K
|
40K
$1.85M
|
|
|
Jul 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
1.75K+ 19.7% |
$80K - $80.8K
|
10.6K
$491K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.65K+ 1.35% |
$75.6K - $76.4K
|
124K
$5.73M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.5K+ 29.56% |
$68.6K - $69.3K
|
6.57K
$304K
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.44K+ 20.49% |
$66K - $66.7K
|
8.49K
$392K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.02K+ 1.75% |
$46.4K - $46.9K
|
58.9K
$2.72M
|
|
|
Aug 07, 2024
Q2 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
850+ 2.36% |
$38.9K - $39.3K
|
36.9K
$1.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
657New |
$30K - $30.4K
|
657
$30.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
422New |
$19.3K - $19.5K
|
422
$19.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
262+ 3.13% |
$12K - $12.1K
|
8.63K
$399K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
221+ 0.38% |
$10.1K - $10.2K
|
58.3K
$2.69M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
57New |
$2.61K - $2.63K
|
57
$2.63K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12+ 0.12% |
$549 - $554
|
9.91K
$458K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-5- 11.11% |
$229 - $231
|
40
$1.85K
|
|
|
Aug 13, 2024
Q2 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-65- 0.62% |
$2.97K - $3K
|
10.4K
$479K
|
|
|
Jul 25, 2024
Q2 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-106- 1.79% |
$4.85K - $4.9K
|
5.8K
$268K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-191- 0.68% |
$8.73K - $8.82K
|
27.8K
$1.28M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-371- 0.99% |
$17K - $17.1K
|
37.3K
$1.72M
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-643- 0.38% |
$29.4K - $29.7K
|
167K
$7.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-665- 11.28% |
$30.4K - $30.7K
|
5.23K
$242K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-726- 18.08% |
$33.2K - $33.5K
|
3.29K
$152K
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-1.97K- 9.24% |
$89.9K - $90.8K
|
19.3K
$892K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.3K- 32.39% |
$105K - $106K
|
4.81K
$222K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.34K- 22.91% |
$107K - $108K
|
7.88K
$364K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3.45K- 53.65% |
$158K - $159K
|
2.98K
$138K
|
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-6.9K- 5.07% |
$315K - $319K
|
129K
$5.97M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
SELL
|
- |
-8.03K- 47.63% |
$367K - $371K
|
8.83K
$408K
|
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-9.82K- 68.47% |
$449K - $454K
|
4.52K
$209K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.3K- 23.46% |
$473K - $478K
|
33.7K
$1.56M
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-22K- 77.11% |
$1.01M - $1.02M
|
6.53K
$302K
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-180K- 55.64% |
$8.22M - $8.31M
|
143K
$6.62M
|