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 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
19.4KNew |
$1.65M - $1.82M
|
19.4K
$1.89M
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
19.3K+ 20.61% |
$1.64M - $1.81M
|
113K
$11M
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
18.9KNew |
$1.6M - $1.77M
|
18.9K
$1.84M
|
|
|
Apr 17, 2024
Q1 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
18.4K+ 23.68% |
$1.56M - $1.72M
|
95.9K
$9.31M
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
18KNew |
$1.53M - $1.69M
|
18K
$1.75M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
18K+ 60.44% |
$1.53M - $1.69M
|
47.8K
$4.64M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
17.9KNew |
$1.52M - $1.68M
|
17.9K
$1.74M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
17.8K+ 112.21% |
$1.51M - $1.66M
|
33.6K
$3.26M
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
17.7K+ 9.82% |
$1.51M - $1.66M
|
198K
$19.3M
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
17.7K+ 71.82% |
$1.5M - $1.65M
|
42.2K
$4.1M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
17.6KNew |
$1.5M - $1.65M
|
17.6K
$1.71M
|
|
|
Apr 29, 2024
Q1 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
17.6K+ 12.31% |
$1.5M - $1.65M
|
161K
$15.6M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
17K+ 103.65% |
$1.44M - $1.59M
|
33.4K
$3.24M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
16.8K+ 35.94% |
$1.42M - $1.57M
|
63.4K
$6.16M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
16.6K+ 10.36% |
$1.41M - $1.56M
|
177K
$17.2M
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
16.6K+ 8.71% |
$1.41M - $1.55M
|
207K
$20.1M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
16.4K+ 34.83% |
$1.39M - $1.53M
|
63.3K
$6.15M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.2K+ 223.39% |
$1.38M - $1.52M
|
23.5K
$2.28M
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
16.1K+ 21.16% |
$1.37M - $1.51M
|
92.3K
$8.96M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
16.1KNew |
$1.36M - $1.51M
|
16.1K
$1.56M
|
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
15.8K+ 18.62% |
$1.34M - $1.48M
|
101K
$9.8M
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
15K+ 7.34% |
$1.27M - $1.4M
|
219K
$21.2M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
14.9KNew |
$1.26M - $1.39M
|
14.9K
$1.44M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
14.8KNew |
$1.26M - $1.39M
|
14.8K
$1.44M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
14.7K+ 13.27% |
$1.25M - $1.38M
|
126K
$12.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
14K+ 12.79% |
$1.19M - $1.31M
|
124K
$12M
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
14K+ 9.63% |
$1.19M - $1.31M
|
159K
$15.5M
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
13.9KNew |
$1.18M - $1.3M
|
13.9K
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
13.6K+ 3.14% |
$1.15M - $1.27M
|
447K
$43.4M
|
|
|
May 15, 2024
Q1 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
13.5K+ 41.6% |
$1.15M - $1.27M
|
46K
$4.47M
|
|
|
May 14, 2024
Q1 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
13.4KNew |
$1.14M - $1.26M
|
13.4K
$1.31M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
13.1K+ 10.09% |
$1.11M - $1.23M
|
143K
$13.9M
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
BUY
|
- |
13.1K+ 8.99% |
$1.11M - $1.23M
|
158K
$15.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
13K+ 2.54% |
$1.11M - $1.22M
|
527K
$51.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
12.2K+ 46.29% |
$1.04M - $1.14M
|
38.6K
$3.74M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
12.2K+ 763.49% |
$1.03M - $1.14M
|
13.8K
$1.34M
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
12.1K+ 3.17% |
$1.02M - $1.13M
|
392K
$38.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
11.8K+ 36.62% |
$1M - $1.11M
|
44.1K
$4.28M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11.8K+ 7.55% |
$998K - $1.1M
|
168K
$16.3M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.7K+ 41.88% |
$995K - $1.1M
|
39.7K
$3.86M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
11.5K+ 6.33% |
$980K - $1.08M
|
194K
$18.8M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
11.2KNew |
$952K - $1.05M
|
11.2K
$1.09M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
11.2KNew |
$952K - $1.05M
|
11.2K
$1.09M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
11.2K+ 10.23% |
$946K - $1.04M
|
120K
$11.7M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
11.1K+ 27.28% |
$943K - $1.04M
|
51.8K
$5.03M
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
11.1K+ 127.53% |
$940K - $1.04M
|
19.8K
$1.92M
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
11K+ 54.6% |
$937K - $1.03M
|
31.2K
$3.03M
|
|
|
May 13, 2024
Q1 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
11K+ 19.29% |
$930K - $1.03M
|
67.8K
$6.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
10.9K+ 8.54% |
$928K - $1.02M
|
139K
$13.5M
|
|
|
Apr 04, 2024
Q1 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
10.9K+ 338.24% |
$927K - $1.02M
|
14.2K
$1.37M
|