Purchases and Sales Made in Q1 2024 in American Centy ETF Tr Avantis (AVSU)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSU) 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
59.5K+ 22.11% |
$3.27M - $3.66M
|
329K
$21.3M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.9K+ 196.3% |
$985K - $1.1M
|
27K
$1.75M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.6KNew |
$584K - $653K
|
10.6K
$688K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
9.68KNew |
$532K - $595K
|
9.68K
$627K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.68KNew |
$532K - $595K
|
9.68K
$627K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.73KNew |
$425K - $475K
|
7.73K
$500K
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
6.88K+ 29.71% |
$378K - $422K
|
30K
$1.94M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
6.73K+ 2.38% |
$370K - $413K
|
290K
$18.7M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.76K+ 3.42% |
$262K - $292K
|
144K
$9.32M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.03KNew |
$222K - $248K
|
4.03K
$261K
|
|
|
Apr 24, 2024
Q1 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
3.61KNew |
$198K - $222K
|
3.61K
$234K
|
|
|
Apr 25, 2024
Q1 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
3.3KNew |
$181K - $203K
|
3.3K
$214K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.99K+ 2.66% |
$164K - $184K
|
116K
$7.48M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.81K+ 5.69% |
$155K - $173K
|
52.2K
$3.38M
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
2.35K+ 22.62% |
$129K - $144K
|
12.7K
$825K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
1.3KNew |
$71.4K - $79.9K
|
1.3K
$84.2K
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
390+ 1.68% |
$21.4K - $24K
|
23.6K
$1.53M
|
|
|
May 14, 2024
Q1 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
174+ 1.18% |
$9.56K - $10.7K
|
14.9K
$962K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
116+ 0.62% |
$6.38K - $7.13K
|
18.7K
$1.21M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
14+ 4.23% |
$769 - $860
|
345
$22.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
6+ 0.62% |
$330 - $369
|
968
$62.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2+ 0.01% |
$110 - $123
|
33.9K
$2.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 03, 2024
Q1 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-10- 0.05% |
$550 - $614
|
21.5K
$1.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-33- 0.76% |
$1.81K - $2.03K
|
4.3K
$278K
|
|
|
May 06, 2024
Q1 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-228- 0.37% |
$12.5K - $14K
|
61.7K
$3.99M
|
|
|
Sep 25, 2024
Q1 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-725- 6.04% |
$39.8K - $44.5K
|
11.3K
$730K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-736- 7.12% |
$40.5K - $45.2K
|
9.6K
$622K
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-843- 14.01% |
$46.3K - $51.8K
|
5.18K
$335K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.21K- 2.23% |
$66.2K - $74K
|
52.7K
$3.41M
|
|
|
Apr 19, 2024
Q1 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-1.4K- 1.68% |
$76.9K - $86K
|
81.9K
$5.3M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.79K- 15.13% |
$208K - $233K
|
21.2K
$1.38M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-7.39K- 34.97% |
$406K - $454K
|
13.7K
$889K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-123K- 76.5% |
$6.73M - $7.53M
|
37.6K
$2.44M
|