Purchases and Sales Made in Q3 2024 in American Centy ETF Tr Avantis (AVUS)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUS) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
680K+ 25.04% |
$58.6M - $64.7M
|
3.39M
$337M
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
562K+ 837.27% |
$48.5M - $53.5M
|
629K
$62.6M
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
331K+ 2221.3% |
$28.5M - $31.5M
|
346K
$34.4M
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
265K+ 45.64% |
$22.9M - $25.2M
|
846K
$84.1M
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
259KNew |
$22.3M - $24.6M
|
259K
$25.7M
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
181K+ 6.19% |
$15.6M - $17.2M
|
3.11M
$309M
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
165K+ 333.93% |
$14.2M - $15.7M
|
214K
$21.3M
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
115K+ 20.3% |
$9.89M - $10.9M
|
679K
$67.5M
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
98K+ 12.22% |
$8.46M - $9.33M
|
901K
$89.5M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
97.3K+ 7.81% |
$8.39M - $9.25M
|
1.34M
$133M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
92.9K+ 8.25% |
$8.02M - $8.84M
|
1.22M
$121M
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
92.6KNew |
$7.99M - $8.81M
|
92.6K
$9.21M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
76.5K+ 27.72% |
$6.6M - $7.28M
|
352K
$35M
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
70.8K+ 7.92% |
$6.11M - $6.74M
|
966K
$96M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
70K+ 4.29% |
$6.04M - $6.66M
|
1.7M
$169M
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
67.4K+ 7.66% |
$5.81M - $6.41M
|
947K
$94.2M
|
|
Nov 08, 2024
Q3 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
52.3K+ 5.18% |
$4.51M - $4.98M
|
1.06M
$106M
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
52K+ 198.8% |
$4.49M - $4.95M
|
78.2K
$7.77M
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
52K+ 3.74% |
$4.48M - $4.94M
|
1.44M
$143M
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
50.4K+ 11.52% |
$4.35M - $4.79M
|
488K
$48.5M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
46.9K+ 9.92% |
$4.05M - $4.46M
|
520K
$51.7M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
46.5K+ 189.32% |
$4.01M - $4.43M
|
71.1K
$7.07M
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
43.7K+ 192.58% |
$3.77M - $4.15M
|
66.3K
$6.59M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
43.3K+ 55.6% |
$3.74M - $4.12M
|
121K
$12.1M
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
38.4K+ 13.82% |
$3.31M - $3.65M
|
316K
$31.4M
|
|
Oct 15, 2024
Q3 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
37.9K+ 21.15% |
$3.27M - $3.61M
|
217K
$21.6M
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
37.3K+ 6.58% |
$3.21M - $3.54M
|
604K
$60M
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
36.2K+ 6.57% |
$3.12M - $3.45M
|
587K
$58.4M
|
|
Nov 01, 2024
Q3 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
34KNew |
$2.93M - $3.23M
|
34K
$3.38M
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
28.2K+ 13.03% |
$2.44M - $2.69M
|
245K
$24.3M
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
26.8K+ 3.44% |
$2.31M - $2.55M
|
808K
$80.3M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
26.1K+ 8.53% |
$2.25M - $2.48M
|
332K
$33M
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
25.6K+ 6.12% |
$2.21M - $2.44M
|
444K
$44.2M
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
24.5K+ 582.0% |
$2.12M - $2.34M
|
28.8K
$2.86M
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
24.3KNew |
$2.09M - $2.31M
|
24.3K
$2.41M
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
24.2K+ 9.38% |
$2.09M - $2.31M
|
283K
$28.1M
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
24.1K+ 8519.43% |
$2.08M - $2.29M
|
24.4K
$2.42M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
24K+ 11.45% |
$2.07M - $2.28M
|
233K
$23.2M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
23.1K+ 124.49% |
$2M - $2.2M
|
41.7K
$4.15M
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
22.2K+ 10.39% |
$1.92M - $2.11M
|
236K
$23.5M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.8K+ 5.54% |
$1.8M - $1.98M
|
396K
$39.4M
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
20.4K+ 6.57% |
$1.76M - $1.94M
|
331K
$32.9M
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
19.3K+ 35.52% |
$1.67M - $1.84M
|
73.7K
$7.33M
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
19.3K+ 9.19% |
$1.66M - $1.83M
|
229K
$22.7M
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
18.8K+ 17.22% |
$1.62M - $1.79M
|
128K
$12.7M
|
|
Oct 18, 2024
Q3 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
18.8K+ 2.96% |
$1.62M - $1.79M
|
653K
$64.9M
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
18.3KNew |
$1.58M - $1.74M
|
18.3K
$1.82M
|
|
Oct 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
18.2K+ 1.67% |
$1.57M - $1.73M
|
1.11M
$110M
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
17.8K+ 11.48% |
$1.53M - $1.69M
|
172K
$17.1M
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
15.7K+ 82.79% |
$1.35M - $1.49M
|
34.6K
$3.44M
|