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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
627+ 5.87% |
$53K - $56.8K
|
11.3K
$1.12M
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
604+ 6.22% |
$51.1K - $54.7K
|
10.3K
$1.03M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
564+ 6.28% |
$47.7K - $51.1K
|
9.55K
$949K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
480+ 48000.0% |
$40.6K - $43.5K
|
481
$47.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
456+ 0.86% |
$38.6K - $41.3K
|
53.2K
$5.29M
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
436+ 4.03% |
$36.9K - $39.5K
|
11.3K
$1.12M
|
|
|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
418+ 0.21% |
$35.4K - $37.9K
|
198K
$19.6M
|
|
|
Nov 05, 2024
Q2 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
403+ 1.19% |
$34.1K - $36.5K
|
34.4K
$3.42M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
389+ 13.26% |
$32.9K - $35.3K
|
3.32K
$330K
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
381+ 0.18% |
$32.2K - $34.5K
|
209K
$20.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
333+ 1.82% |
$28.2K - $30.2K
|
18.7K
$1.85M
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
312+ 3.29% |
$26.4K - $28.3K
|
9.79K
$973K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
279New |
$23.6K - $25.3K
|
279
$27.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
260+ 0.14% |
$22K - $23.6K
|
192K
$19.1M
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
250+ 833.33% |
$21.1K - $22.7K
|
280
$27.8K
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
234+ 1.14% |
$19.8K - $21.2K
|
20.8K
$2.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
225+ 3.1% |
$19K - $20.4K
|
7.49K
$745K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
198New |
$16.7K - $17.9K
|
198
$19.7K
|
|
|
Jul 15, 2024
Q2 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
192+ 0.64% |
$16.2K - $17.4K
|
30.1K
$2.99M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
187New |
$15.8K - $16.9K
|
187
$18.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
186+ 0.33% |
$15.7K - $16.9K
|
56.5K
$5.62M
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
161+ 3.92% |
$13.6K - $14.6K
|
4.27K
$424K
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
150+ 1.05% |
$12.7K - $13.6K
|
14.5K
$1.44M
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
138+ 1.61% |
$11.7K - $12.5K
|
8.71K
$866K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
137New |
$11.6K - $12.4K
|
137
$13.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
68New |
$5.75K - $6.16K
|
68
$6.76K
|
|
|
Jul 10, 2024
Q2 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
57+ 0.78% |
$4.82K - $5.17K
|
7.37K
$732K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
55+ 0.06% |
$4.65K - $4.98K
|
91.5K
$9.09M
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
55+ 0.38% |
$4.65K - $4.98K
|
14.4K
$1.43M
|
|
|
Aug 12, 2024
Q2 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
52+ 0.58% |
$4.4K - $4.71K
|
9.03K
$898K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
45New |
$3.81K - $4.08K
|
45
$4.47K
|
|
|
Aug 09, 2024
Q2 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
39+ 0.33% |
$3.3K - $3.53K
|
11.8K
$1.17M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
16+ 0.33% |
$1.35K - $1.45K
|
4.84K
$481K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14+ 1.21% |
$1.18K - $1.27K
|
1.17K
$117K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
12+ 0.3% |
$1.02K - $1.09K
|
3.95K
$393K
|
|
|
Jul 17, 2024
Q2 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
11+ 0.13% |
$930 - $997
|
8.27K
$822K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.82% |
$930 - $997
|
1.36K
$135K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
11+ 0.75% |
$930 - $997
|
1.48K
$147K
|
|
|
Aug 12, 2024
Q2 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
7+ 0.23% |
$592 - $634
|
3K
$299K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1+ 0.35% |
$84.6 - $90.6
|
283
$28.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1+ 0.14% |
$84.6 - $90.6
|
725
$72.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1+ 0.04% |
$84.6 - $90.6
|
2.7K
$268K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1- 0.03% |
$84.6 - $90.6
|
3.95K
$393K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-5- 0.07% |
$423 - $453
|
6.89K
$684K
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-10- 0.07% |
$846 - $906
|
14K
$1.39M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-23- 88.46% |
$1.95K - $2.08K
|
3
$298
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-26- 0.33% |
$2.2K - $2.36K
|
7.88K
$783K
|
|
|
Jul 25, 2024
Q2 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-27- 0.51% |
$2.28K - $2.45K
|
5.26K
$523K
|