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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
BUY
|
- |
1.15K+ 1.01% |
$91.8K - $103K
|
115K
$11.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
1.14K+ 8.17% |
$91K - $102K
|
15.1K
$1.49M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
1.09K+ 3.55% |
$86.8K - $97.2K
|
31.7K
$3.14M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.04K+ 2.62% |
$83.2K - $93.2K
|
40.7K
$4.03M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
933+ 10.92% |
$74.6K - $83.5K
|
9.48K
$938K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
835+ 57.99% |
$66.7K - $74.7K
|
2.28K
$225K
|
|
|
Apr 15, 2024
Q1 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
815+ 2.16% |
$65.1K - $72.9K
|
38.6K
$3.82M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
698+ 16.03% |
$55.8K - $62.5K
|
5.05K
$500K
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
696+ 34.54% |
$55.6K - $62.3K
|
2.71K
$268K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
659+ 14.25% |
$52.7K - $59K
|
5.29K
$523K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
638+ 11.74% |
$51K - $57.1K
|
6.07K
$601K
|
|
|
Apr 18, 2024
Q1 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
548+ 0.45% |
$43.8K - $49K
|
122K
$12M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
536+ 5.21% |
$42.8K - $48K
|
10.8K
$1.07M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
527+ 147.62% |
$42.1K - $47.2K
|
884
$87.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
500New |
$40K - $44.8K
|
500
$49.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
493+ 2.67% |
$39.4K - $44.1K
|
19K
$1.88M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
488+ 6.81% |
$39K - $43.7K
|
7.66K
$758K
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
466+ 0.08% |
$37.2K - $41.7K
|
580K
$57.4M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
444+ 0.39% |
$35.5K - $39.7K
|
115K
$11.3M
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
394+ 0.22% |
$31.5K - $35.3K
|
182K
$18M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
386New |
$30.9K - $34.5K
|
386
$38.2K
|
|
|
May 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
375+ 0.88% |
$30K - $33.6K
|
42.9K
$4.25M
|
|
|
Apr 15, 2024
Q1 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
360+ 0.85% |
$28.8K - $32.2K
|
42.5K
$4.21M
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
338+ 1.16% |
$27K - $30.3K
|
29.4K
$2.91M
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
333+ 20.22% |
$26.6K - $29.8K
|
1.98K
$196K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
331+ 1.97% |
$26.5K - $29.6K
|
17.1K
$1.69M
|
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
325+ 0.67% |
$26K - $29.1K
|
48.8K
$4.84M
|
|
|
Apr 11, 2024
Q1 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
303+ 0.17% |
$24.2K - $27.1K
|
176K
$17.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
294+ 2.1% |
$23.5K - $26.3K
|
14.3K
$1.42M
|
|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
258+ 3.42% |
$20.6K - $23.1K
|
7.81K
$773K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
240+ 0.77% |
$19.2K - $21.5K
|
31.3K
$3.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
209+ 0.23% |
$16.7K - $18.7K
|
91.4K
$9.05M
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
181+ 4.61% |
$14.5K - $16.2K
|
4.11K
$407K
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
172+ 2.67% |
$13.7K - $15.4K
|
6.61K
$655K
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
166+ 0.3% |
$13.3K - $14.9K
|
56.3K
$5.58M
|
|
|
Apr 19, 2024
Q1 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
165+ 0.07% |
$13.2K - $14.8K
|
231K
$22.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
156+ 0.95% |
$12.5K - $14K
|
16.5K
$1.64M
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
155+ 1.09% |
$12.4K - $13.9K
|
14.3K
$1.42M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
146+ 2.84% |
$11.7K - $13.1K
|
5.29K
$524K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
139+ 0.43% |
$11.1K - $12.4K
|
32.8K
$3.25M
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
124+ 3.54% |
$9.91K - $11.1K
|
3.62K
$359K
|
|
|
Nov 14, 2024
Q1 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
105+ 0.29% |
$8.39K - $9.4K
|
35.9K
$3.56M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
92New |
$7.35K - $8.23K
|
92
$9.11K
|
|
|
Apr 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
85+ 0.42% |
$6.79K - $7.61K
|
20.6K
$2.04M
|
|
|
May 10, 2024
Q1 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
35+ 0.3% |
$2.8K - $3.13K
|
11.8K
$1.16M
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
27+ 0.69% |
$2.16K - $2.42K
|
3.94K
$390K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12+ 0.22% |
$959 - $1.07K
|
5.5K
$544K
|
|
|
Apr 23, 2024
Q1 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
9+ 0.11% |
$719 - $806
|
8.26K
$818K
|
|
|
May 08, 2024
Q1 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
6+ 0.2% |
$480 - $537
|
3K
$297K
|
|
|
Apr 24, 2024
Q1 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
6+ 0.11% |
$480 - $537
|
5.29K
$524K
|