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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
3.12K+ 2.82% |
$269K - $297K
|
114K
$11.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
2.65KNew |
$229K - $252K
|
2.65K
$263K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.58KNew |
$223K - $246K
|
2.58K
$257K
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
2.55KNew |
$220K - $243K
|
2.55K
$254K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.53K+ 93.12% |
$218K - $241K
|
5.25K
$522K
|
|
|
Oct 25, 2024
Q3 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
2.47KNew |
$213K - $235K
|
2.47K
$245K
|
|
|
Oct 29, 2024
Q3 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
2.4KNew |
$207K - $228K
|
2.4K
$239K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.34K+ 49.2% |
$202K - $222K
|
7.09K
$705K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.28KNew |
$196K - $216K
|
2.28K
$226K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.27K+ 1.69% |
$196K - $216K
|
136K
$13.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.16K+ 0.29% |
$186K - $206K
|
745K
$74M
|
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
2.13KNew |
$184K - $203K
|
2.13K
$212K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.13KNew |
$184K - $202K
|
2.13K
$212K
|
|
|
Oct 21, 2024
Q3 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.12K+ 0.95% |
$183K - $201K
|
224K
$22.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
2.11K+ 0.5% |
$182K - $201K
|
425K
$42.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
2.01K+ 11.0% |
$173K - $191K
|
20.3K
$2.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
1.86K+ 32.07% |
$160K - $177K
|
7.64K
$760K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.84K+ 1.27% |
$159K - $175K
|
147K
$14.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
1.72K+ 3.46% |
$148K - $163K
|
51.3K
$5.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
1.66K+ 20.62% |
$143K - $157K
|
9.68K
$962K
|
|
|
Oct 15, 2024
Q3 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
1.61K+ 1.36% |
$139K - $154K
|
120K
$12M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
1.58K+ 2.5% |
$136K - $150K
|
64.8K
$6.45M
|
|
|
Oct 29, 2024
Q3 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
1.58K+ 19.11% |
$136K - $150K
|
9.84K
$978K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.52K+ 11.76% |
$131K - $144K
|
14.4K
$1.43M
|
|
|
Oct 21, 2024
Q3 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
1.51K+ 2.1% |
$130K - $144K
|
73.6K
$7.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.47K+ 0.71% |
$127K - $140K
|
208K
$20.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.33K+ 4.32% |
$114K - $126K
|
32K
$3.18M
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.3K+ 0.98% |
$112K - $124K
|
134K
$13.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
1.27K+ 12.77% |
$110K - $121K
|
11.2K
$1.11M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
1.17KNew |
$101K - $111K
|
1.17K
$116K
|
|
|
Oct 08, 2024
Q3 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
1.15K+ 2.55% |
$98.9K - $109K
|
46K
$4.58M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.04K+ 5.57% |
$89.6K - $98.9K
|
19.7K
$1.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.03K+ 2.62% |
$88.5K - $97.6K
|
40.3K
$4M
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.01K+ 2.17% |
$87.5K - $96.5K
|
47.8K
$4.75M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1KNew |
$86.3K - $95.2K
|
1K
$99.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
941+ 22.35% |
$81.2K - $89.5K
|
5.15K
$512K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
918+ 1.04% |
$79.2K - $87.3K
|
88.9K
$8.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
863+ 0.56% |
$74.5K - $82.1K
|
155K
$15.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
850+ 1.67% |
$73.3K - $80.9K
|
51.8K
$5.15M
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
595+ 26.14% |
$51.3K - $56.6K
|
2.87K
$285K
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
570+ 0.6% |
$49.2K - $54.2K
|
94.9K
$9.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
527+ 5.17% |
$45.5K - $50.1K
|
10.7K
$1.07M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
526+ 8.35% |
$45.4K - $50K
|
6.83K
$679K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
520+ 0.63% |
$44.9K - $49.5K
|
82.9K
$8.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
465+ 5.22% |
$40.1K - $44.2K
|
9.37K
$931K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
461+ 3.96% |
$39.8K - $43.9K
|
12.1K
$1.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
436+ 10.22% |
$37.6K - $41.5K
|
4.7K
$468K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
357+ 5.78% |
$30.8K - $34K
|
6.53K
$650K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
342+ 10.46% |
$29.5K - $32.5K
|
3.61K
$359K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
272+ 0.23% |
$23.5K - $25.9K
|
117K
$11.6M
|