Purchases and Sales Made in Q1 2024 in American Centy ETF Tr Avantis (AVUS)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUS) 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 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
20.6K+ 5.62% |
$1.65M - $1.84M
|
387K
$38.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20K+ 34.26% |
$1.6M - $1.79M
|
78.4K
$7.89M
|
|
|
Apr 29, 2024
Q1 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
19.9K+ 14.45% |
$1.59M - $1.78M
|
157K
$15.8M
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
17.8K+ 173.46% |
$1.42M - $1.59M
|
28K
$2.82M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
17.1K+ 2.43% |
$1.37M - $1.53M
|
723K
$72.7M
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
16.8K+ 7.36% |
$1.35M - $1.51M
|
245K
$24.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.8K+ 6.9% |
$1.34M - $1.5M
|
260K
$26.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
16.2K+ 2.19% |
$1.3M - $1.45M
|
760K
$76.4M
|
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
16.2K+ 15.69% |
$1.3M - $1.45M
|
120K
$12M
|
|
|
May 13, 2024
Q1 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
15.5K+ 8.27% |
$1.24M - $1.38M
|
202K
$20.4M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
15K+ 15.45% |
$1.2M - $1.35M
|
112K
$11.3M
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
13.9K+ 10.32% |
$1.11M - $1.24M
|
148K
$14.9M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13.7K+ 498.22% |
$1.1M - $1.23M
|
16.5K
$1.66M
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
13.3K+ 15.26% |
$1.06M - $1.19M
|
100K
$10.1M
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
12.4KNew |
$990K - $1.11M
|
12.4K
$1.25M
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
11.9K+ 2.42% |
$948K - $1.06M
|
503K
$50.6M
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
11.6K+ 1.68% |
$930K - $1.04M
|
703K
$70.8M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.3KNew |
$907K - $1.02M
|
11.3K
$1.14M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
11.2K+ 128.83% |
$895K - $1M
|
19.9K
$2M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.1KNew |
$889K - $995K
|
11.1K
$1.12M
|
|
|
May 13, 2024
Q1 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
11.1K+ 17.81% |
$887K - $993K
|
73.4K
$7.39M
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
9.29KNew |
$743K - $831K
|
9.29K
$935K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.94K+ 2.96% |
$714K - $800K
|
311K
$31.3M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.87K+ 17.16% |
$709K - $794K
|
60.6K
$6.09M
|
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
8.33K+ 0.3% |
$666K - $745K
|
2.76M
$278M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.73K+ 42.87% |
$617K - $691K
|
25.7K
$2.59M
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
7.72KNew |
$617K - $691K
|
7.72K
$777K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.58K+ 3.73% |
$606K - $679K
|
211K
$21.2M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.45K+ 0.6% |
$595K - $666K
|
1.25M
$125M
|
|
|
Apr 15, 2024
Q1 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
7.31KNew |
$584K - $654K
|
7.31K
$736K
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
7.29K+ 8.81% |
$583K - $653K
|
90K
$9.06M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
6.99K+ 8.84% |
$558K - $625K
|
86K
$8.65M
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
BUY
|
- |
6.64K+ 8.14% |
$531K - $595K
|
88.2K
$8.88M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.34K+ 113.87% |
$507K - $567K
|
11.9K
$1.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.18KNew |
$494K - $553K
|
6.18K
$622K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6KNew |
$480K - $537K
|
6K
$604K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.98K+ 9.56% |
$478K - $535K
|
68.6K
$6.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.97K+ 3.43% |
$477K - $534K
|
180K
$18.1M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
5.87K+ 2.96% |
$469K - $526K
|
205K
$20.6M
|
|
|
May 14, 2024
Q1 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
5.64K+ 2.57% |
$451K - $505K
|
225K
$22.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
5.4K+ 9.92% |
$431K - $483K
|
59.8K
$6.02M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
5.36K+ 3.74% |
$428K - $479K
|
149K
$15M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.24K+ 196.73% |
$419K - $469K
|
7.91K
$796K
|
|
|
Apr 12, 2024
Q1 2024
|
Divergent Planning, LLC
|
BUY
|
- |
5.2K+ 2.65% |
$416K - $465K
|
201K
$20.3M
|
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
5.07K+ 29.49% |
$405K - $454K
|
22.3K
$2.24M
|
|
|
May 06, 2024
Q1 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
5.03K+ 2.26% |
$402K - $451K
|
228K
$23M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.93K+ 7.59% |
$394K - $441K
|
69.8K
$7.03M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4.71K+ 19.53% |
$377K - $422K
|
28.8K
$2.9M
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
4.61K+ 14.7% |
$369K - $413K
|
36K
$3.62M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.44K+ 102.42% |
$355K - $398K
|
8.78K
$884K
|