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 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.04K- 0.89% |
$88.2K - $97.4K
|
116K
$11.2M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.04K- 0.8% |
$88.5K - $97.7K
|
130K
$12.6M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.12K- 14.34% |
$95.4K - $105K
|
6.72K
$652K
|
|
|
Apr 22, 2024
Q1 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-1.13K- 1.41% |
$95.9K - $106K
|
78.8K
$7.65M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.13K- 1.12% |
$96.1K - $106K
|
99.8K
$9.69M
|
|
|
Apr 02, 2024
Q1 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-1.21K- 3.55% |
$102K - $113K
|
32.7K
$3.18M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.21K- 2.56% |
$103K - $113K
|
46.1K
$4.48M
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-1.21K- 24.5% |
$103K - $114K
|
3.74K
$363K
|
|
|
Apr 10, 2024
Q1 2024
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-1.23K- 1.08% |
$104K - $115K
|
112K
$10.9M
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-1.25K- 9.43% |
$106K - $117K
|
12K
$1.17M
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-1.32K- 2.09% |
$112K - $123K
|
61.6K
$5.98M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.38K- 7.12% |
$117K - $130K
|
18K
$1.75M
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.39K- 39.37% |
$118K - $130K
|
2.13K
$207K
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1.41K- 0.31% |
$119K - $132K
|
456K
$44.3M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-1.41K- 31.79% |
$119K - $132K
|
3.02K
$293K
|
|
|
Apr 24, 2024
Q1 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.49K- 0.84% |
$126K - $139K
|
175K
$17M
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1.53K- 0.84% |
$130K - $143K
|
180K
$17.5M
|
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-1.74K- 1.72% |
$147K - $163K
|
98.9K
$9.6M
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.77K- 3.46% |
$150K - $165K
|
49.2K
$4.78M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.89K- 37.93% |
$160K - $177K
|
3.09K
$300K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.9K- 1.09% |
$161K - $178K
|
171K
$16.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-2.12K- 29.12% |
$180K - $199K
|
5.16K
$501K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.25K- 4.06% |
$191K - $211K
|
53.1K
$5.16M
|
|
|
Apr 24, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-2.27K- 24.66% |
$192K - $212K
|
6.92K
$672K
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.27K- 7.74% |
$192K - $212K
|
27K
$2.62M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.32K- 3.35% |
$197K - $217K
|
66.8K
$6.49M
|
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-2.52K- 3.37% |
$213K - $236K
|
72.1K
$7M
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-2.67K- 14.35% |
$226K - $250K
|
15.9K
$1.55M
|
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-2.96KClosed |
$251K - $277K
|
0
$0
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-3.08K- 99.29% |
$261K - $288K
|
22
$2.14K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-3.09K- 5.74% |
$262K - $289K
|
50.7K
$4.92M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-3.2K- 14.88% |
$272K - $300K
|
18.3K
$1.78M
|
|
|
May 08, 2024
Q1 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-3.2K- 48.48% |
$272K - $300K
|
3.4K
$330K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-3.38K- 11.25% |
$286K - $316K
|
26.6K
$2.58M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.43K- 62.52% |
$291K - $321K
|
2.06K
$199K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-4.09K- 93.31% |
$347K - $383K
|
293
$28.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
SELL
|
- |
-4.4K- 1.4% |
$373K - $412K
|
309K
$30M
|
|
|
Apr 19, 2024
Q1 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-4.47K- 12.6% |
$379K - $419K
|
31K
$3.01M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.58K- 10.39% |
$389K - $429K
|
39.5K
$3.83M
|
|
|
May 10, 2024
Q1 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-5.04K- 1.44% |
$428K - $472K
|
344K
$33.4M
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-5.28K- 16.21% |
$448K - $495K
|
27.3K
$2.65M
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-5.32K- 0.74% |
$452K - $499K
|
712K
$69.2M
|
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-5.71K- 23.19% |
$485K - $535K
|
18.9K
$1.84M
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-5.94K- 5.28% |
$504K - $557K
|
107K
$10.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-6.43K- 16.34% |
$546K - $602K
|
32.9K
$3.19M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-6.73K- 77.62% |
$571K - $630K
|
1.94K
$188K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-7.08K- 54.01% |
$601K - $663K
|
6.03K
$585K
|
|
|
May 10, 2024
Q1 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-7.16K- 6.59% |
$608K - $671K
|
101K
$9.85M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-7.32K- 56.97% |
$621K - $686K
|
5.53K
$537K
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-8.01K- 6.47% |
$680K - $750K
|
116K
$11.2M
|