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 11, 2024
Q1 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-2.48K- 1.01% |
$198K - $222K
|
243K
$24.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.53K- 99.96% |
$203K - $227K
|
1
$101
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-2.75K- 65.22% |
$220K - $246K
|
1.47K
$147K
|
|
|
Apr 26, 2024
Q1 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-2.89K- 5.27% |
$231K - $258K
|
51.9K
$5.22M
|
|
|
Apr 15, 2024
Q1 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-2.9K- 1.49% |
$231K - $259K
|
192K
$19.3M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.16K- 11.24% |
$252K - $282K
|
24.9K
$2.51M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.17K- 7.94% |
$253K - $284K
|
36.7K
$3.7M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-3.29K- 25.39% |
$263K - $294K
|
9.67K
$973K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
SELL
|
- |
-3.29K- 0.63% |
$263K - $295K
|
521K
$52.5M
|
|
|
May 03, 2024
Q1 2024
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-3.41K- 0.55% |
$273K - $305K
|
621K
$62.5M
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-3.52K- 11.48% |
$281K - $315K
|
27.1K
$2.73M
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-3.53K- 5.01% |
$282K - $316K
|
66.9K
$6.73M
|
|
|
Apr 26, 2024
Q1 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-3.59K- 74.06% |
$287K - $321K
|
1.26K
$127K
|
|
|
May 14, 2024
Q1 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-3.92K- 13.28% |
$313K - $351K
|
25.6K
$2.58M
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-4.1K- 5.59% |
$327K - $367K
|
69.2K
$6.96M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.25K- 18.4% |
$339K - $380K
|
18.8K
$1.89M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.55K- 53.51% |
$364K - $407K
|
3.95K
$398K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-4.98K- 74.09% |
$398K - $445K
|
1.74K
$175K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.13K- 7.01% |
$410K - $459K
|
68K
$6.84M
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-5.37K- 17.34% |
$429K - $481K
|
25.6K
$2.58M
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-5.85K- 6.34% |
$468K - $524K
|
86.5K
$8.7M
|
|
|
May 09, 2024
Q1 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-5.86K- 4.21% |
$468K - $524K
|
133K
$13.4M
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-5.91K- 51.14% |
$473K - $529K
|
5.65K
$569K
|
|
|
Apr 22, 2024
Q1 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-6.35K- 6.7% |
$508K - $569K
|
88.4K
$8.9M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.52K- 8.33% |
$521K - $583K
|
71.7K
$7.22M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-6.68K- 10.08% |
$534K - $598K
|
59.6K
$5.99M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-6.73K- 9.91% |
$538K - $602K
|
61.1K
$6.15M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-6.8K- 27.2% |
$544K - $609K
|
18.2K
$1.83M
|
|
|
Apr 19, 2024
Q1 2024
|
Awm Capital, LLC
|
SELL
|
- |
-8.52K- 1.95% |
$681K - $762K
|
429K
$43.2M
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-8.52K- 8.65% |
$681K - $763K
|
90K
$9.06M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-8.54K- 13.92% |
$682K - $764K
|
52.8K
$5.31M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.9K- 6.45% |
$791K - $886K
|
143K
$14.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-12.5K- 13.29% |
$1M - $1.12M
|
81.6K
$8.21M
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-13.3K- 27.83% |
$1.06M - $1.19M
|
34.4K
$3.46M
|
|
|
May 02, 2024
Q1 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-13.6K- 8.93% |
$1.09M - $1.22M
|
138K
$13.9M
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-13.9K- 1.23% |
$1.11M - $1.24M
|
1.11M
$112M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-17K- 4.87% |
$1.36M - $1.52M
|
332K
$33.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-17.4K- 52.53% |
$1.39M - $1.56M
|
15.7K
$1.58M
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-19.3K- 17.55% |
$1.54M - $1.73M
|
90.6K
$9.12M
|
|
|
May 10, 2024
Q1 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-21K- 4.57% |
$1.68M - $1.88M
|
438K
$44.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-21.6K- 9.4% |
$1.73M - $1.94M
|
209K
$21M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-22.6K- 98.77% |
$1.8M - $2.02M
|
282
$28.4K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-26.4K- 1.51% |
$2.11M - $2.37M
|
1.73M
$174M
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-30.6K- 35.81% |
$2.45M - $2.74M
|
54.9K
$5.52M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-37.7K- 4.15% |
$3.02M - $3.38M
|
871K
$87.7M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-44.6K- 3.96% |
$3.57M - $4M
|
1.08M
$109M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-49.4K- 97.35% |
$3.95M - $4.42M
|
1.35K
$135K
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-54.6K- 55.96% |
$4.36M - $4.88M
|
43K
$4.32M
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-56.7K- 22.82% |
$4.53M - $5.07M
|
192K
$19.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-57.1K- 91.97% |
$4.57M - $5.11M
|
4.99K
$502K
|