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 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-8.02K- 0.78% |
$680K - $751K
|
1.02M
$98.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-8.38K- 39.24% |
$711K - $785K
|
13K
$1.26M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.53K- 42.38% |
$724K - $799K
|
11.6K
$1.13M
|
|
|
Nov 14, 2024
Q1 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-10.4K- 4.8% |
$886K - $979K
|
207K
$20.1M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14.1K- 49.09% |
$1.19M - $1.32M
|
14.6K
$1.42M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-15.3K- 53.5% |
$1.3M - $1.43M
|
13.3K
$1.29M
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-16.2K- 10.18% |
$1.38M - $1.52M
|
143K
$13.9M
|
|
|
May 13, 2024
Q1 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-17.1K- 0.63% |
$1.45M - $1.61M
|
2.72M
$264M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-17.2K- 37.9% |
$1.46M - $1.61M
|
28.2K
$2.74M
|
|
|
Apr 19, 2024
Q1 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-17.3K- 10.46% |
$1.47M - $1.62M
|
148K
$14.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-17.9K- 6.51% |
$1.52M - $1.68M
|
257K
$25M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-18.2K- 29.65% |
$1.55M - $1.71M
|
43.2K
$4.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-19.1K- 16.2% |
$1.62M - $1.79M
|
98.7K
$9.58M
|
|
|
Apr 26, 2024
Q1 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-19.4K- 73.82% |
$1.65M - $1.82M
|
6.88K
$668K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-20.6K- 11.3% |
$1.75M - $1.93M
|
162K
$15.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-24.1K- 71.88% |
$2.05M - $2.26M
|
9.43K
$915K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-24.2K- 78.09% |
$2.06M - $2.27M
|
6.8K
$660K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-24.9K- 32.5% |
$2.12M - $2.34M
|
51.8K
$5.03M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-25.4K- 28.02% |
$2.16M - $2.38M
|
65.3K
$6.34M
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-26.5K- 8.67% |
$2.25M - $2.48M
|
279K
$27.1M
|
|
|
May 15, 2024
Q1 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-27.8K- 45.42% |
$2.36M - $2.61M
|
33.5K
$3.25M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-34.7K- 52.73% |
$2.94M - $3.25M
|
31.1K
$3.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-36.1K- 10.61% |
$3.07M - $3.39M
|
305K
$29.6M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-40.6K- 15.05% |
$3.44M - $3.8M
|
229K
$22.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-40.7K- 90.91% |
$3.45M - $3.81M
|
4.07K
$395K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-45.6K- 6.77% |
$3.87M - $4.27M
|
628K
$60.9M
|
|
|
May 08, 2024
Q1 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-45.9K- 3.96% |
$3.9M - $4.3M
|
1.11M
$108M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-54.8K- 4.59% |
$4.65M - $5.14M
|
1.14M
$111M
|
|
|
Apr 15, 2024
Q1 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-64.3K- 60.86% |
$5.46M - $6.03M
|
41.4K
$4.02M
|
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-69.4K- 58.81% |
$5.89M - $6.5M
|
48.6K
$4.72M
|
|
|
Apr 17, 2024
Q1 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-73.5K- 79.91% |
$6.24M - $6.89M
|
18.5K
$1.79M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-79.8K- 75.63% |
$6.77M - $7.48M
|
25.7K
$2.5M
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-96.6K- 47.08% |
$8.2M - $9.06M
|
109K
$10.5M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-125K- 43.52% |
$10.6M - $11.8M
|
163K
$15.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-126K- 55.23% |
$10.7M - $11.8M
|
102K
$9.94M
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-143K- 31.24% |
$12.1M - $13.4M
|
315K
$30.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-164K- 63.79% |
$13.9M - $15.4M
|
93.2K
$9.05M
|
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
SELL
|
- |
-281K- 28.93% |
$23.8M - $26.3M
|
690K
$66.9M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-304K- 43.65% |
$25.8M - $28.5M
|
392K
$38.1M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-395K- 13.32% |
$33.6M - $37.1M
|
2.57M
$250M
|