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 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-2.03K- 1.22% |
$172K - $184K
|
164K
$16.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.13K- 12.44% |
$180K - $193K
|
15K
$1.49M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.18K- 10.35% |
$184K - $197K
|
18.9K
$1.88M
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-2.21K- 2.1% |
$187K - $200K
|
103K
$10.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-2.41K- 5.17% |
$204K - $218K
|
44.2K
$4.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.48K- 1.85% |
$210K - $225K
|
131K
$13M
|
|
|
Aug 14, 2024
Q2 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-2.58K- 2.66% |
$218K - $233K
|
94.4K
$9.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.65K- 14.08% |
$224K - $240K
|
16.2K
$1.61M
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-2.66K- 28.62% |
$225K - $241K
|
6.63K
$659K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.66K- 18.64% |
$225K - $241K
|
11.6K
$1.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-2.74K- 9.78% |
$232K - $248K
|
25.3K
$2.51M
|
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-2.76K- 6.3% |
$234K - $250K
|
41.1K
$4.09M
|
|
|
Jul 31, 2024
Q2 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-2.79K- 1.45% |
$236K - $253K
|
189K
$18.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Geometric Wealth Advisors
|
SELL
|
- |
-3.26K- 6.18% |
$276K - $296K
|
49.6K
$4.93M
|
|
|
Nov 01, 2024
Q2 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-3.42K- 3.0% |
$289K - $310K
|
111K
$11M
|
|
|
Aug 12, 2024
Q2 2024
|
Awm Capital, LLC
|
SELL
|
- |
-3.48K- 0.81% |
$295K - $316K
|
425K
$42.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-3.73K- 13.76% |
$315K - $338K
|
23.4K
$2.32M
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-3.93K- 11.4% |
$332K - $356K
|
30.5K
$3.03M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.14K- 7.7% |
$350K - $375K
|
49.6K
$4.93M
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-4.33K- 1.78% |
$366K - $392K
|
239K
$23.8M
|
|
|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-4.62K- 9.17% |
$391K - $419K
|
45.7K
$4.55M
|
|
|
Jul 19, 2024
Q2 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-4.67K- 4.33% |
$395K - $423K
|
103K
$10.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4.72K- 30.02% |
$399K - $427K
|
11K
$1.09M
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-4.77K- 24.17% |
$404K - $433K
|
15K
$1.49M
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-4.83K- 5.33% |
$408K - $437K
|
85.8K
$8.53M
|
|
|
Jul 24, 2024
Q2 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-5.1K- 1.19% |
$431K - $462K
|
423K
$42M
|
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-5.16K- 20.16% |
$437K - $468K
|
20.5K
$2.03M
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-5.75K- 1.4% |
$486K - $521K
|
406K
$40.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-6.2K- 2.84% |
$524K - $561K
|
212K
$21M
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-7.29K- 8.1% |
$617K - $661K
|
82.8K
$8.23M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9.09K- 32.99% |
$769K - $824K
|
18.5K
$1.84M
|
|
|
Jul 30, 2024
Q2 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-9.62K- 4.16% |
$814K - $872K
|
222K
$22.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.72K- 13.92% |
$822K - $881K
|
60.1K
$5.98M
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-11.1K- 7.1% |
$937K - $1M
|
145K
$14.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-12.2K- 74.38% |
$1.04M - $1.11M
|
4.22K
$419K
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-13.5K- 2.33% |
$1.14M - $1.22M
|
566K
$56.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-14.5K- 5.12% |
$1.23M - $1.32M
|
269K
$26.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-15.8K- 3.99% |
$1.34M - $1.43M
|
380K
$37.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-18.5K- 13.85% |
$1.56M - $1.67M
|
115K
$11.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-19K- 63.81% |
$1.61M - $1.72M
|
10.8K
$1.07M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-20.1K- 5.08% |
$1.7M - $1.82M
|
375K
$37.3M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-27.7K- 45.33% |
$2.34M - $2.51M
|
33.4K
$3.32M
|
|
|
Jul 12, 2024
Q2 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-27.9K- 8.2% |
$2.36M - $2.53M
|
312K
$31M
|
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-29.4K- 2.65% |
$2.49M - $2.67M
|
1.08M
$108M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-31K- 52.13% |
$2.63M - $2.81M
|
28.5K
$2.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-33.2K- 9.49% |
$2.81M - $3.01M
|
317K
$31.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-40.7K- 94.19% |
$3.44M - $3.69M
|
2.51K
$249K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-44K- 5.8% |
$3.72M - $3.99M
|
715K
$71.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-53.3K- 38.48% |
$4.51M - $4.83M
|
85.2K
$8.47M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-60.6K- 3.51% |
$5.12M - $5.49M
|
1.67M
$166M
|