Purchases and Sales Made in Q1 2024 in American Centy ETF Tr Avantis (AVUV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUV) during Q1 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 |
---|---|---|---|---|---|---|---|
Apr 11, 2024
Q1 2024
|
Churchill Management Corp
|
BUY
|
- |
2.19MNew |
$186M - $205M
|
2.19M
$213M
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
879KNew |
$74.6M - $82.4M
|
879K
$85.8M
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
459K+ 9.48% |
$38.9M - $43M
|
5.3M
$518M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
427K+ 19.9% |
$36.2M - $40M
|
2.57M
$251M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
427K+ 19.9% |
$36.2M - $40M
|
2.57M
$251M
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
296KNew |
$25.1M - $27.7M
|
296K
$28.9M
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
272K+ 63.33% |
$23.1M - $25.5M
|
701K
$68.5M
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
258K+ 279.74% |
$21.9M - $24.2M
|
350K
$34.2M
|
|
May 14, 2024
Q1 2024
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
205KNew |
$17.4M - $19.2M
|
205K
$20M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
166K+ 25.3% |
$14.1M - $15.6M
|
823K
$80.3M
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
162KNew |
$13.8M - $15.2M
|
162K
$15.8M
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
162KNew |
$13.8M - $15.2M
|
162K
$15.8M
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
157KNew |
$13.3M - $14.7M
|
157K
$15.3M
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
156K+ 472.84% |
$13.2M - $14.6M
|
189K
$18.4M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
148K+ 22.22% |
$12.5M - $13.8M
|
812K
$79.3M
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
144K+ 25.63% |
$12.3M - $13.5M
|
708K
$69.1M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
144K+ 276.23% |
$12.2M - $13.5M
|
196K
$19.1M
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
122KNew |
$10.4M - $11.5M
|
122K
$11.9M
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
115K+ 79.14% |
$9.75M - $10.8M
|
260K
$25.4M
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
112KNew |
$9.49M - $10.5M
|
112K
$10.9M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
109K+ 21.09% |
$9.28M - $10.2M
|
628K
$61.3M
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
108K+ 369.16% |
$9.13M - $10.1M
|
137K
$13.3M
|
|
Apr 15, 2024
Q1 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
107K+ 70.61% |
$9.07M - $10M
|
258K
$25.2M
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
99.6K+ 47.0% |
$8.46M - $9.34M
|
312K
$30.4M
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
98.6KNew |
$8.37M - $9.24M
|
98.6K
$9.63M
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
98.1K+ 2.83% |
$8.32M - $9.19M
|
3.57M
$348M
|
|
Apr 17, 2024
Q1 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
93.8K+ 193.13% |
$7.96M - $8.79M
|
142K
$13.9M
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
92.8K+ 3877.93% |
$7.87M - $8.69M
|
95.2K
$9.29M
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
82.7K+ 169.36% |
$7.02M - $7.75M
|
132K
$12.8M
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
77.4K+ 184.11% |
$6.57M - $7.25M
|
119K
$11.7M
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
75KNew |
$6.36M - $7.03M
|
75K
$7.32M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
74.9K+ 20.71% |
$6.36M - $7.02M
|
436K
$42.6M
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
68.7KNew |
$5.83M - $6.44M
|
68.7K
$6.7M
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
67.3K+ 195.21% |
$5.71M - $6.31M
|
102K
$9.94M
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
66.2KNew |
$5.62M - $6.2M
|
66.2K
$6.46M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
66K+ 8.97% |
$5.6M - $6.18M
|
802K
$78.3M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
65.8K+ 66.59% |
$5.59M - $6.17M
|
165K
$16.1M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
65.4K+ 2.46% |
$5.55M - $6.13M
|
2.72M
$266M
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
64.1K+ 10.33% |
$5.44M - $6.01M
|
685K
$66.9M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
63.7K+ 549.54% |
$5.41M - $5.97M
|
75.3K
$7.35M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
62.8K+ 17.14% |
$5.33M - $5.88M
|
429K
$41.9M
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
58.3K+ 33.37% |
$4.95M - $5.46M
|
233K
$22.7M
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
BUY
|
- |
56.2K+ 584.24% |
$4.77M - $5.27M
|
65.9K
$6.43M
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
53.6KNew |
$4.55M - $5.03M
|
53.6K
$5.24M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
51.1K+ 24.68% |
$4.34M - $4.79M
|
258K
$25.2M
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
BUY
|
- |
50.9K+ 2.38% |
$4.32M - $4.77M
|
2.19M
$214M
|
|
Apr 26, 2024
Q1 2024
|
White Pine Investment CO
|
BUY
|
- |
50.6KNew |
$4.29M - $4.74M
|
50.6K
$4.94M
|
|
Apr 10, 2024
Q1 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
50KNew |
$4.25M - $4.69M
|
50K
$4.88M
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
48.2K+ 670.57% |
$4.09M - $4.52M
|
55.4K
$5.41M
|
|
May 13, 2024
Q1 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
47.5K+ 399.56% |
$4.03M - $4.45M
|
59.4K
$5.79M
|