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 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-26- 0.33% |
$2.2K - $2.36K
|
7.88K
$723K
|
|
Mar 04, 2025
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-26- 0.38% |
$2.2K - $2.36K
|
6.89K
$632K
|
|
Jul 25, 2024
Q2 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-27- 0.51% |
$2.28K - $2.45K
|
5.26K
$483K
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-28- 1.41% |
$2.37K - $2.54K
|
1.95K
$179K
|
|
Mar 04, 2025
Q2 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-31- 0.67% |
$2.62K - $2.81K
|
4.59K
$421K
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-32- 0.21% |
$2.71K - $2.9K
|
15K
$1.38M
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-35- 0.18% |
$2.96K - $3.17K
|
18.9K
$1.74M
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-49- 1.94% |
$4.14K - $4.44K
|
2.48K
$228K
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-56- 0.49% |
$4.74K - $5.08K
|
11.5K
$1.05M
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-88- 0.98% |
$7.44K - $7.98K
|
8.91K
$817K
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-95- 15.45% |
$8.04K - $8.61K
|
520
$47.7K
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-113- 1.31% |
$9.56K - $10.2K
|
8.52K
$782K
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-125- 0.23% |
$10.6K - $11.3K
|
54.2K
$4.98M
|
|
Jul 23, 2024
Q2 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-136- 2.69% |
$11.5K - $12.3K
|
4.93K
$452K
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-150- 5.53% |
$12.7K - $13.6K
|
2.56K
$235K
|
|
Jul 31, 2024
Q2 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-156- 0.1% |
$13.2K - $14.1K
|
157K
$14.4M
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-169- 0.3% |
$14.3K - $15.3K
|
55.5K
$5.09M
|
|
Aug 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-178- 7.24% |
$15.1K - $16.1K
|
2.28K
$209K
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-197- 5.34% |
$16.7K - $17.9K
|
3.5K
$321K
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
SELL
|
- |
-198- 0.04% |
$16.7K - $17.9K
|
521K
$47.8M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-283- 0.41% |
$23.9K - $25.6K
|
68.3K
$6.27M
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
SELL
|
- |
-326- 3.34% |
$27.6K - $29.5K
|
9.44K
$867K
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-358- 9.45% |
$30.3K - $32.4K
|
3.43K
$315K
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-374- 0.57% |
$31.6K - $33.9K
|
65.7K
$6.03M
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-386- 1.56% |
$32.7K - $35K
|
24.3K
$2.23M
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-396- 32.54% |
$33.5K - $35.9K
|
821
$75.4K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-494- 33.58% |
$41.8K - $44.8K
|
977
$89.7K
|
|
Jul 09, 2024
Q2 2024
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-537- 0.84% |
$45.4K - $48.7K
|
63.3K
$5.81M
|
|
Aug 13, 2024
Q2 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-580- 0.13% |
$49.1K - $52.6K
|
437K
$40.2M
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-637- 3.2% |
$53.9K - $57.7K
|
19.3K
$1.77M
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-645- 2.59% |
$54.6K - $58.5K
|
24.3K
$2.23M
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-695- 2.36% |
$58.8K - $63K
|
28.8K
$2.64M
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-727- 11.0% |
$61.5K - $65.9K
|
5.89K
$540K
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-765- 1.78% |
$64.7K - $69.3K
|
42.2K
$3.87M
|
|
Jul 23, 2024
Q2 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-775- 9.93% |
$65.6K - $70.2K
|
7.03K
$645K
|
|
Jul 30, 2024
Q2 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-790- 2.17% |
$66.8K - $71.6K
|
35.6K
$3.26M
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-915- 8.24% |
$77.4K - $82.9K
|
10.2K
$936K
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-918- 2.0% |
$77.7K - $83.2K
|
45K
$4.13M
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-928- 1.07% |
$78.5K - $84.1K
|
85.5K
$7.85M
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-932- 24.77% |
$78.8K - $84.5K
|
2.83K
$260K
|
|
Jul 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-1.14K- 15.48% |
$96.3K - $103K
|
6.21K
$570K
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1.24K- 1.86% |
$105K - $113K
|
65.6K
$6.02M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.3K- 16.95% |
$110K - $118K
|
6.36K
$584K
|
|
Jul 30, 2024
Q2 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-1.32K- 1.79% |
$111K - $119K
|
72.1K
$6.62M
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.33K- 23.27% |
$112K - $120K
|
4.38K
$402K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.55K- 0.73% |
$131K - $140K
|
210K
$19.2M
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.55K- 9.36% |
$131K - $140K
|
15K
$1.38M
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.69K- 1.18% |
$143K - $153K
|
141K
$13M
|
|
Aug 12, 2024
Q2 2024
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-1.7K- 0.38% |
$144K - $154K
|
444K
$40.8M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.73K- 0.14% |
$146K - $157K
|
1.25M
$114M
|