Purchases and Sales Made in Q2 2024 in American Centy ETF Tr Avantis (AVSU)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSU) 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
|
- |
122K+ 324.11% |
$7M - $7.59M
|
160K
$10.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
29.7K+ 9.05% |
$1.71M - $1.85M
|
358K
$24.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
20.8K+ 33.64% |
$1.19M - $1.29M
|
82.5K
$5.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.2KNew |
$1.16M - $1.26M
|
20.2K
$1.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
15.7K+ 203.39% |
$902K - $979K
|
23.5K
$1.59M
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
11.9K+ 63.93% |
$685K - $743K
|
30.6K
$2.08M
|
|
|
Aug 05, 2024
Q2 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
10.2K+ 237.06% |
$585K - $635K
|
14.5K
$983K
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
9.92K+ 3.42% |
$569K - $617K
|
299K
$20.3M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.6KNew |
$551K - $598K
|
9.6K
$651K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.63KNew |
$495K - $537K
|
8.63K
$586K
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
BUY
|
- |
8.06K+ 63.18% |
$462K - $501K
|
20.8K
$1.41M
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
5.87KNew |
$337K - $365K
|
5.87K
$398K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
4.84K+ 120.87% |
$278K - $301K
|
8.85K
$600K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.99KNew |
$229K - $248K
|
3.99K
$270K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.69KNew |
$211K - $229K
|
3.69K
$250K
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
BUY
|
- |
2.72K+ 209.15% |
$156K - $169K
|
4.02K
$273K
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.56K+ 18.66% |
$147K - $160K
|
16.3K
$1.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.98K+ 244.8% |
$114K - $123K
|
2.79K
$189K
|
|
|
Jul 26, 2024
Q2 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
1.87K+ 56.48% |
$107K - $116K
|
5.17K
$351K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
708New |
$40.6K - $44.1K
|
708
$48K
|
|
|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
694+ 6.15% |
$39.8K - $43.2K
|
12K
$812K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
467+ 2.2% |
$26.8K - $29.1K
|
21.7K
$1.47M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
350+ 8.68% |
$20.1K - $21.8K
|
4.38K
$297K
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
329+ 1.39% |
$18.9K - $20.5K
|
23.9K
$1.62M
|
|
|
Aug 08, 2024
Q2 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
110+ 0.51% |
$6.31K - $6.85K
|
21.7K
$1.47M
|
|
|
Jul 24, 2024
Q2 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
11+ 0.47% |
$631 - $685
|
2.34K
$159K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3+ 0.31% |
$172 - $187
|
971
$65.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
2+ 0.58% |
$115 - $124
|
347
$23.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2+ 0.01% |
$115 - $124
|
34K
$2.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-2- 0.37% |
$115 - $124
|
541
$36.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-136- 12.89% |
$7.81K - $8.46K
|
919
$62.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-242- 2.28% |
$13.9K - $15.1K
|
10.4K
$705K
|
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-422- 1.41% |
$24.2K - $26.3K
|
29.6K
$2.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.7K- 1.47% |
$97.5K - $106K
|
114K
$7.72M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.53K- 4.79% |
$145K - $157K
|
50.2K
$3.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.73K- 1.89% |
$156K - $170K
|
141K
$9.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.2K- 8.04% |
$241K - $261K
|
48K
$3.26M
|
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-5.74K- 38.61% |
$329K - $357K
|
9.12K
$619K
|
|
|
Jul 17, 2024
Q2 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-10.8K- 13.18% |
$620K - $672K
|
71.1K
$4.83M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-15.7K- 58.04% |
$901K - $977K
|
11.4K
$770K
|