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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
46.7K+ 571.0% |
$3.97M - $4.38M
|
54.9K
$5.33M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
46.2KNew |
$3.92M - $4.33M
|
46.2K
$4.49M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
45.2K+ 5.94% |
$3.84M - $4.24M
|
807K
$78.3M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
44.9K+ 24.9% |
$3.81M - $4.21M
|
225K
$21.9M
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
44.5K+ 24.15% |
$3.78M - $4.17M
|
229K
$22.2M
|
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
44.4K+ 149.51% |
$3.77M - $4.16M
|
74.1K
$7.19M
|
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
44.2K+ 8.17% |
$3.75M - $4.14M
|
585K
$56.8M
|
|
|
May 09, 2024
Q1 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
41.3K+ 31.36% |
$3.5M - $3.87M
|
173K
$16.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
41.2K+ 1162.19% |
$3.5M - $3.86M
|
44.8K
$4.35M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
40.9KNew |
$3.47M - $3.83M
|
40.9K
$3.97M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
40.8K+ 886.34% |
$3.46M - $3.83M
|
45.4K
$4.41M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
40K+ 23.1% |
$3.39M - $3.75M
|
213K
$20.7M
|
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
39.4KNew |
$3.34M - $3.69M
|
39.4K
$3.82M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
38.9K+ 7.08% |
$3.3M - $3.65M
|
588K
$57.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
37.4KNew |
$3.17M - $3.5M
|
37.4K
$3.63M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
35.9K+ 10.23% |
$3.04M - $3.36M
|
386K
$37.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
35.3K+ 16.68% |
$3M - $3.31M
|
247K
$24M
|
|
|
Apr 22, 2024
Q1 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
32.4K+ 54.61% |
$2.75M - $3.04M
|
91.7K
$8.91M
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
BUY
|
- |
31.9K+ 72.69% |
$2.71M - $2.99M
|
75.8K
$7.35M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
31.8K+ 13.95% |
$2.7M - $2.98M
|
260K
$25.2M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
31.3K+ 20.86% |
$2.65M - $2.93M
|
181K
$17.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
30.7K+ 36.56% |
$2.61M - $2.88M
|
115K
$11.1M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
30.2KNew |
$2.57M - $2.83M
|
30.2K
$2.94M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
29.8K+ 19.3% |
$2.53M - $2.79M
|
184K
$17.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
29.2K+ 129.45% |
$2.48M - $2.74M
|
51.8K
$5.03M
|
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
28.9K+ 125.95% |
$2.46M - $2.71M
|
51.9K
$5.04M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
28.6KNew |
$2.43M - $2.68M
|
28.6K
$2.78M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
28.2K+ 94.12% |
$2.4M - $2.64M
|
58.2K
$5.65M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
28.1K+ 3.55% |
$2.39M - $2.63M
|
820K
$79.6M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
28.1K+ 19.15% |
$2.39M - $2.63M
|
175K
$17M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
28KNew |
$2.38M - $2.62M
|
28K
$2.72M
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
27K+ 3.58% |
$2.29M - $2.53M
|
781K
$75.8M
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
26.4K+ 35.96% |
$2.24M - $2.48M
|
100K
$9.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
26.3K+ 18.05% |
$2.23M - $2.46M
|
172K
$16.7M
|
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
25.2K+ 23.62% |
$2.14M - $2.36M
|
132K
$12.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
24.5KNew |
$2.08M - $2.3M
|
24.5K
$2.38M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
24.2K+ 82.58% |
$2.06M - $2.27M
|
53.6K
$5.2M
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
BUY
|
- |
23.9KNew |
$2.03M - $2.24M
|
23.9K
$2.32M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
23.4K+ 116.11% |
$1.99M - $2.19M
|
43.6K
$4.23M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
22.9K+ 46.1% |
$1.94M - $2.14M
|
72.4K
$7.03M
|
|
|
Apr 17, 2024
Q1 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
22.4KNew |
$1.9M - $2.1M
|
22.4K
$2.17M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
22.4K+ 17.1% |
$1.9M - $2.1M
|
153K
$14.9M
|
|
|
Apr 08, 2024
Q1 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
22.3KNew |
$1.9M - $2.09M
|
22.3K
$2.17M
|
|
|
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
21.9K+ 11.14% |
$1.86M - $2.05M
|
219K
$21.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
21.5K+ 59.48% |
$1.83M - $2.02M
|
57.8K
$5.61M
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
21.2K+ 3.23% |
$1.8M - $1.98M
|
677K
$65.7M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
21.1K+ 14.93% |
$1.79M - $1.98M
|
163K
$15.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
20.5K+ 24.28% |
$1.74M - $1.92M
|
105K
$10.2M
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
20.3K+ 8.36% |
$1.72M - $1.9M
|
263K
$25.6M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.8K+ 233.57% |
$1.68M - $1.85M
|
28.2K
$2.74M
|