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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-56- 4.67% |
$4.75K - $5.25K
|
1.14K
$111K
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-57- 0.7% |
$4.84K - $5.34K
|
8.07K
$783K
|
|
|
Apr 18, 2024
Q1 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-59- 1.46% |
$5.01K - $5.53K
|
3.99K
$387K
|
|
|
Aug 28, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-68- 2.83% |
$5.77K - $6.37K
|
2.34K
$227K
|
|
|
Apr 25, 2024
Q1 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-76- 0.05% |
$6.45K - $7.12K
|
168K
$16.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-81- 0.4% |
$6.87K - $7.59K
|
20.1K
$1.95M
|
|
|
May 09, 2024
Q1 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-94- 2.92% |
$7.98K - $8.81K
|
3.12K
$303K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-99- 2.49% |
$8.4K - $9.28K
|
3.88K
$377K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 2.35% |
$8.49K - $9.37K
|
4.15K
$403K
|
|
|
Apr 17, 2024
Q1 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-119- 1.37% |
$10.1K - $11.2K
|
8.59K
$834K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-141- 2.43% |
$12K - $13.2K
|
5.66K
$550K
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-142- 0.76% |
$12.1K - $13.3K
|
18.4K
$1.79M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-174- 0.7% |
$14.8K - $16.3K
|
24.7K
$2.4M
|
|
|
May 16, 2024
Q1 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-200- 4.05% |
$17K - $18.7K
|
4.74K
$460K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-211- 18.4% |
$17.9K - $19.8K
|
936
$90.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-226- 1.02% |
$19.2K - $21.2K
|
21.9K
$2.13M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-233- 2.6% |
$19.8K - $21.8K
|
8.71K
$846K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-253- 4.9% |
$21.5K - $23.7K
|
4.91K
$476K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-253- 0.4% |
$21.5K - $23.7K
|
62.8K
$6.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-260- 1.61% |
$22.1K - $24.4K
|
15.9K
$1.54M
|
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-282- 83.68% |
$23.9K - $26.4K
|
55
$5.34K
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-283- 2.38% |
$24K - $26.5K
|
11.6K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-308- 66.81% |
$26.1K - $28.9K
|
153
$14.9K
|
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-310- 3.64% |
$26.3K - $29.1K
|
8.2K
$796K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-315- 13.4% |
$26.7K - $29.5K
|
2.04K
$198K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-346- 85.22% |
$29.4K - $32.4K
|
60
$5.82K
|
|
|
May 08, 2024
Q1 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-355- 2.54% |
$30.1K - $33.3K
|
13.6K
$1.32M
|
|
|
Apr 15, 2024
Q1 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-422- 0.41% |
$35.8K - $39.5K
|
101K
$9.83M
|
|
|
Aug 14, 2024
Q1 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-508- 0.92% |
$43.1K - $47.6K
|
54.5K
$5.29M
|
|
|
Oct 18, 2024
Q1 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-508- 0.92% |
$43.1K - $47.6K
|
54.5K
$5.29M
|
|
|
May 06, 2024
Q1 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-510- 0.51% |
$43.3K - $47.8K
|
99.8K
$9.69M
|
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-592- 4.81% |
$50.2K - $55.5K
|
11.7K
$1.14M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-614- 0.74% |
$52.1K - $57.5K
|
82.6K
$8.02M
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-673- 5.29% |
$57.1K - $63.1K
|
12.1K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-679- 6.91% |
$57.6K - $63.6K
|
9.14K
$888K
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-695- 6.93% |
$59K - $65.1K
|
9.34K
$907K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-731- 0.67% |
$62K - $68.5K
|
109K
$10.5M
|
|
|
Oct 23, 2024
Q1 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-735- 1.22% |
$62.4K - $68.9K
|
59.6K
$5.78M
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-750- 10.81% |
$63.7K - $70.3K
|
6.19K
$600K
|
|
|
Apr 15, 2024
Q1 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-755- 1.54% |
$64.1K - $70.8K
|
48.2K
$4.68M
|
|
|
Apr 10, 2024
Q1 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-775- 0.85% |
$65.8K - $72.6K
|
90.9K
$8.83M
|
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-804- 4.33% |
$68.2K - $75.3K
|
17.8K
$1.73M
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-814- 26.14% |
$69.1K - $76.3K
|
2.3K
$223K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-830- 2.11% |
$70.4K - $77.8K
|
38.5K
$3.74M
|
|
|
May 03, 2024
Q1 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-888- 2.8% |
$75.4K - $83.2K
|
30.9K
$3M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-912- 53.21% |
$77.4K - $85.5K
|
802
$77.9K
|
|
|
Apr 04, 2024
Q1 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-946- 2.21% |
$80.3K - $88.6K
|
41.9K
$4.07M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-968- 10.92% |
$82.2K - $90.7K
|
7.89K
$766K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-996- 16.39% |
$84.5K - $93.3K
|
5.08K
$493K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-996- 6.63% |
$84.5K - $93.3K
|
14K
$1.36M
|