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 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.15KNew |
$351K - $376K
|
4.15K
$413K
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.99KNew |
$338K - $362K
|
3.99K
$397K
|
|
|
Jul 10, 2024
Q2 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
3.97K+ 4.06% |
$336K - $360K
|
102K
$10.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.96K+ 5.04% |
$335K - $358K
|
82.4K
$8.19M
|
|
|
Jul 26, 2024
Q2 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3.86K+ 8.99% |
$326K - $350K
|
46.8K
$4.65M
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
3.27KNew |
$277K - $296K
|
3.27K
$325K
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
3.15K+ 3.87% |
$267K - $286K
|
84.7K
$8.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.13KNew |
$265K - $284K
|
3.13K
$311K
|
|
|
Jul 10, 2024
Q2 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
3.07K+ 1.74% |
$260K - $278K
|
179K
$17.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.06K+ 6.47% |
$259K - $277K
|
50.3K
$5M
|
|
|
Jul 24, 2024
Q2 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
2.98K+ 4.62% |
$252K - $270K
|
67.4K
$6.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.88K+ 1.93% |
$243K - $261K
|
152K
$15.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
2.65K+ 2.28% |
$224K - $240K
|
119K
$11.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.63K+ 2853.26% |
$222K - $238K
|
2.72K
$270K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.57K+ 7.08% |
$217K - $233K
|
38.9K
$3.87M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
2.49K+ 85.53% |
$211K - $226K
|
5.4K
$537K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.48KNew |
$209K - $224K
|
2.48K
$246K
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
2.45K+ 13.53% |
$207K - $222K
|
20.5K
$2.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
BUY
|
- |
2.44K+ 2.77% |
$206K - $221K
|
90.7K
$9.01M
|
|
|
Aug 06, 2024
Q2 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
2.3KNew |
$195K - $209K
|
2.3K
$229K
|
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
2.28KNew |
$193K - $206K
|
2.28K
$226K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.28KNew |
$192K - $206K
|
2.28K
$226K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.27K+ 5.57% |
$192K - $206K
|
43K
$4.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
2.27K+ 78.94% |
$192K - $206K
|
5.14K
$511K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
2.22K+ 10.91% |
$188K - $201K
|
22.6K
$2.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.19KNew |
$185K - $198K
|
2.19K
$217K
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
2.19KNew |
$185K - $198K
|
2.19K
$217K
|
|
|
Jul 23, 2024
Q2 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.1K+ 4.3% |
$178K - $190K
|
50.9K
$5.06M
|
|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
2.06K+ 6.52% |
$175K - $187K
|
33.7K
$3.35M
|
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2.01K+ 2.91% |
$170K - $182K
|
71.2K
$7.08M
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.94K+ 2.25% |
$164K - $176K
|
87.9K
$8.74M
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.91K+ 5.98% |
$162K - $173K
|
33.9K
$3.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.8K+ 0.88% |
$152K - $163K
|
206K
$20.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.78K+ 15.99% |
$151K - $161K
|
12.9K
$1.28M
|
|
|
Jul 12, 2024
Q2 2024
|
Kwmg, LLC
|
BUY
|
- |
1.74K+ 1.52% |
$147K - $158K
|
116K
$11.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.48K+ 0.81% |
$125K - $134K
|
183K
$18.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
1.45K+ 8.65% |
$123K - $132K
|
18.2K
$1.81M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.44K+ 0.97% |
$121K - $130K
|
150K
$14.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.42K+ 1.5% |
$120K - $129K
|
96.2K
$9.57M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.26KNew |
$107K - $114K
|
1.26K
$125K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.12K+ 22.24% |
$95.1K - $102K
|
6.18K
$614K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.08K+ 3.45% |
$91.4K - $98K
|
32.4K
$3.22M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.01K+ 19.15% |
$85.7K - $91.8K
|
6.3K
$626K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
834+ 2.89% |
$70.5K - $75.6K
|
29.7K
$2.95M
|
|
|
Aug 12, 2024
Q2 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
804+ 0.66% |
$68K - $72.9K
|
122K
$12.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
802+ 2.73% |
$67.8K - $72.7K
|
30.2K
$3M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
764New |
$64.6K - $69.2K
|
764
$75.9K
|
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
746+ 4.79% |
$63.1K - $67.6K
|
16.3K
$1.62M
|
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
690+ 1.62% |
$58.4K - $62.5K
|
43.2K
$4.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
646+ 18.13% |
$54.6K - $58.5K
|
4.21K
$419K
|