Purchases and Sales Made in Q3 2024 in American Centy ETF Tr Avantis (AVSF)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSF) 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 |
---|---|---|---|---|---|---|---|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
422K+ 765.53% |
$19.4M - $19.9M
|
477K
$22M
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
415K+ 4150820.0% |
$19.1M - $19.6M
|
415K
$19.2M
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
88KNew |
$4.04M - $4.15M
|
88K
$4.06M
|
|
Oct 25, 2024
Q3 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
77.5K+ 165.07% |
$3.56M - $3.66M
|
124K
$5.75M
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
40.9K+ 70.41% |
$1.88M - $1.93M
|
99.1K
$4.58M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
39.1KNew |
$1.8M - $1.85M
|
39.1K
$1.81M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
35.7K+ 11.25% |
$1.64M - $1.69M
|
353K
$16.3M
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
26.3K+ 1.93% |
$1.21M - $1.24M
|
1.39M
$64.3M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.4K+ 466.28% |
$1.03M - $1.06M
|
27.2K
$1.26M
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
20K+ 12.75% |
$920K - $945K
|
177K
$8.18M
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
18.6K+ 59.46% |
$857K - $880K
|
50K
$2.31M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
18.2K+ 14.82% |
$838K - $861K
|
141K
$6.53M
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
9.7K+ 5.81% |
$446K - $457K
|
176K
$8.15M
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
8.73KNew |
$401K - $412K
|
8.73K
$403K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.37K+ 2.66% |
$384K - $395K
|
323K
$14.9M
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
7.91K+ 21.23% |
$363K - $373K
|
45.2K
$2.09M
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.86K+ 7.5% |
$315K - $324K
|
98.3K
$4.54M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.36K+ 15.89% |
$246K - $253K
|
39.1K
$1.81M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.31K+ 13.9% |
$244K - $251K
|
43.5K
$2.01M
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.02K+ 6.91% |
$185K - $190K
|
62.3K
$2.88M
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
2.9K+ 11.13% |
$133K - $137K
|
29K
$1.34M
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.6KNew |
$119K - $122K
|
2.6K
$120K
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.42K+ 54.96% |
$111K - $114K
|
6.82K
$315K
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
2.4K+ 2.88% |
$110K - $113K
|
85.8K
$3.97M
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.39K+ 4.06% |
$110K - $113K
|
61.2K
$2.83M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.63K+ 4.07% |
$74.9K - $76.9K
|
41.7K
$1.93M
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
812+ 7.58% |
$37.3K - $38.3K
|
11.5K
$533K
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
590+ 5.69% |
$27.1K - $27.8K
|
11K
$506K
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
328+ 5.02% |
$15.1K - $15.5K
|
6.86K
$317K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
247+ 2.86% |
$11.4K - $11.7K
|
8.88K
$410K
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
239New |
$11K - $11.3K
|
239
$11K
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
117+ 1.1% |
$5.38K - $5.52K
|
10.7K
$496K
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
96+ 1.11% |
$4.41K - $4.53K
|
8.73K
$403K
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
50+ 1.11% |
$2.3K - $2.36K
|
4.57K
$211K
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
35+ 87.5% |
$1.61K - $1.65K
|
75
$3.47K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-49- 0.68% |
$2.25K - $2.31K
|
7.15K
$331K
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-69- 0.81% |
$3.17K - $3.26K
|
8.42K
$389K
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-75- 0.39% |
$3.45K - $3.54K
|
19.2K
$888K
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-306- 0.83% |
$14.1K - $14.4K
|
36.6K
$1.69M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-400- 6.08% |
$18.4K - $18.9K
|
6.17K
$285K
|
|
Oct 28, 2024
Q3 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-548- 9.44% |
$25.2K - $25.9K
|
5.26K
$243K
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.11K- 4.0% |
$51K - $52.4K
|
26.7K
$1.23M
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.25K- 37.99% |
$57.5K - $59K
|
2.04K
$94.2K
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.85K- 1.49% |
$84.8K - $87K
|
122K
$5.64M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.49K- 5.26% |
$298K - $306K
|
117K
$5.4M
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-7.65K- 5.93% |
$352K - $361K
|
121K
$5.61M
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-19.9K- 25.99% |
$914K - $939K
|
56.7K
$2.62M
|