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 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-41.3K- 2.48% |
$3.56M - $3.93M
|
1.63M
$162M
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-44.7K- 68.1% |
$3.86M - $4.25M
|
20.9K
$2.08M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-44.9K- 3.29% |
$3.87M - $4.27M
|
1.32M
$131M
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-71.6K- 83.48% |
$6.18M - $6.81M
|
14.2K
$1.41M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-83K- 11.6% |
$7.16M - $7.9M
|
632K
$62.9M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-131K- 8.88% |
$11.3M - $12.4M
|
1.34M
$133M
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-147K- 94.66% |
$12.7M - $14M
|
8.3K
$825K
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-148K- 97.63% |
$12.8M - $14.1M
|
3.61K
$359K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-163K- 51.18% |
$14.1M - $15.5M
|
156K
$15.5M
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-209K- 37.52% |
$18.1M - $19.9M
|
348K
$34.6M
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.04M- 82.59% |
$90M - $99.3M
|
220K
$21.9M
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-14.1M- 98.81% |
$1.22B - $1.35B
|
170K
$16.9M
|