Purchases and Sales Made in Q2 2024 in American Centy ETF Tr Avantis (AVUS)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUS) 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 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
14.2M+ 11264.45% |
$1.2B - $1.29B
|
14.3M
$1.42B
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
715K+ 812.18% |
$60.5M - $64.8M
|
803K
$79.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
425K+ 304.68% |
$36M - $38.5M
|
565K
$56.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
276KNew |
$23.3M - $25M
|
276K
$27.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
179K+ 127.35% |
$15.1M - $16.2M
|
319K
$31.7M
|
|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
159K+ 5.76% |
$13.5M - $14.4M
|
2.92M
$291M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
159KNew |
$13.4M - $14.4M
|
159K
$15.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
125K+ 4.83% |
$10.6M - $11.3M
|
2.71M
$270M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
118K+ 36.98% |
$10M - $10.7M
|
439K
$43.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
104K+ 6.81% |
$8.81M - $9.44M
|
1.63M
$162M
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
98.8K+ 46.56% |
$8.36M - $8.95M
|
311K
$30.9M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
83.2KNew |
$7.03M - $7.54M
|
83.2K
$8.27M
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
78.2K+ 15.56% |
$6.62M - $7.09M
|
581K
$57.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
BUY
|
- |
73.6K+ 9.14% |
$6.23M - $6.67M
|
880K
$87.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
69.6K+ 7.4% |
$5.89M - $6.31M
|
1.01M
$100M
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
68.6KNew |
$5.8M - $6.22M
|
68.6K
$6.82M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
67.8K+ 16.73% |
$5.73M - $6.14M
|
473K
$47M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
64.8K+ 71.54% |
$5.48M - $5.87M
|
155K
$15.4M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
61K+ 985.83% |
$5.16M - $5.53M
|
67.1K
$6.68M
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
57.4K+ 4.3% |
$4.85M - $5.2M
|
1.39M
$138M
|
|
|
Aug 14, 2024
Q2 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
55.1KNew |
$4.66M - $5M
|
55.1K
$5.48M
|
|
|
Aug 09, 2024
Q2 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
53.4KNew |
$4.52M - $4.84M
|
53.4K
$5.31M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
53.3KNew |
$4.51M - $4.83M
|
53.3K
$5.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
44.9KNew |
$3.8M - $4.07M
|
44.9K
$4.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
44.6K+ 4.13% |
$3.78M - $4.05M
|
1.13M
$112M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
44.6K+ 4.13% |
$3.78M - $4.05M
|
1.13M
$112M
|
|
|
Jul 25, 2024
Q2 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
44.4K+ 26.21% |
$3.76M - $4.02M
|
214K
$21.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
44K+ 8.68% |
$3.72M - $3.99M
|
551K
$54.8M
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
42K+ 339.2% |
$3.55M - $3.81M
|
54.4K
$5.41M
|
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
41.7K+ 187.04% |
$3.52M - $3.78M
|
63.9K
$6.36M
|
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
40.2K+ 35.06% |
$3.4M - $3.64M
|
155K
$15.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
38.5K+ 14.4% |
$3.25M - $3.49M
|
306K
$30.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
36.7K+ 3.49% |
$3.11M - $3.33M
|
1.09M
$108M
|
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
33.9K+ 3.94% |
$2.87M - $3.07M
|
895K
$88.9M
|
|
|
Oct 30, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
32.8K+ 61.51% |
$2.77M - $2.97M
|
86.1K
$8.56M
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
31.9K+ 8.23% |
$2.7M - $2.89M
|
419K
$41.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
30.3KNew |
$2.57M - $2.75M
|
30.3K
$3.02M
|
|
|
Jul 17, 2024
Q2 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
30.1K+ 13.19% |
$2.55M - $2.73M
|
258K
$25.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
29.6K+ 305.85% |
$2.5M - $2.68M
|
39.2K
$3.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
29.4K+ 11.83% |
$2.48M - $2.66M
|
278K
$27.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
29.1K+ 3.87% |
$2.46M - $2.64M
|
781K
$77.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
28.4K+ 20.65% |
$2.4M - $2.57M
|
166K
$16.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
26.2KNew |
$2.21M - $2.37M
|
26.2K
$2.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
25.7K+ 40.35% |
$2.17M - $2.33M
|
89.4K
$8.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
24.6KNew |
$2.08M - $2.23M
|
24.6K
$2.44M
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
24.3K+ 7.55% |
$2.06M - $2.2M
|
346K
$34.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23.5K+ 1.62% |
$1.99M - $2.13M
|
1.47M
$146M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
23K+ 63.98% |
$1.95M - $2.09M
|
59K
$5.87M
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
BUY
|
- |
22.7K+ 9.26% |
$1.92M - $2.06M
|
268K
$26.7M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
21.7K+ 19.34% |
$1.84M - $1.97M
|
134K
$13.3M
|