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 25, 2024
Q1 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
10.7K+ 7.26% |
$906K - $1M
|
158K
$15.3M
|
|
|
May 14, 2024
Q1 2024
|
Heron Bay Capital Management
|
BUY
|
- |
10.5K+ 80.73% |
$889K - $982K
|
23.5K
$2.28M
|
|
|
Apr 26, 2024
Q1 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
10.4K+ 3.71% |
$884K - $977K
|
291K
$28.3M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.3K+ 16.67% |
$874K - $965K
|
72.1K
$7M
|
|
|
May 10, 2024
Q1 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
10.1K+ 22.4% |
$858K - $947K
|
55.2K
$5.36M
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
BUY
|
- |
10.1K+ 40.23% |
$857K - $947K
|
35.2K
$3.42M
|
|
|
Apr 12, 2024
Q1 2024
|
Unison Advisors LLC
|
BUY
|
- |
10.1K+ 0.89% |
$854K - $943K
|
1.14M
$111M
|
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
9.95K+ 37.24% |
$844K - $932K
|
36.7K
$3.56M
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
9.67K+ 16.84% |
$821K - $906K
|
67.1K
$6.51M
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
9.5K+ 37.37% |
$807K - $891K
|
34.9K
$3.39M
|
|
|
Apr 15, 2024
Q1 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
9.24K+ 20.46% |
$784K - $865K
|
54.4K
$5.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
9.17KNew |
$778K - $859K
|
9.17K
$890K
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
8.97K+ 40.3% |
$761K - $841K
|
31.2K
$3.03M
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
8.84K+ 9.49% |
$750K - $828K
|
102K
$9.89M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
8.82K+ 368.1% |
$748K - $826K
|
11.2K
$1.09M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
8.81K+ 10.2% |
$748K - $826K
|
95.2K
$9.24M
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
8.68K+ 3.68% |
$736K - $813K
|
245K
$23.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Libra Wealth LLC
|
BUY
|
- |
8.67K+ 15.29% |
$735K - $812K
|
65.3K
$6.34M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
8.65K+ 21.08% |
$734K - $810K
|
49.7K
$4.82M
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
8.6K+ 27.3% |
$730K - $806K
|
40.1K
$3.89M
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
8.54K+ 29.4% |
$725K - $800K
|
37.6K
$3.65M
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.1KNew |
$687K - $759K
|
8.1K
$786K
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
8.06K+ 4.2% |
$684K - $755K
|
200K
$19.4M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
7.97K+ 9.12% |
$677K - $747K
|
95.4K
$9.26M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.72K+ 27.13% |
$655K - $723K
|
36.2K
$3.51M
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
7.43KNew |
$630K - $696K
|
7.43K
$721K
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
7.42K+ 2.07% |
$630K - $695K
|
366K
$35.5M
|
|
|
May 15, 2024
Q1 2024
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
7.32K+ 5.03% |
$622K - $686K
|
153K
$14.8M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.31K+ 65.39% |
$621K - $685K
|
18.5K
$1.8M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
7.31K+ 12.63% |
$620K - $685K
|
65.2K
$6.33M
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
7.06K+ 29.57% |
$599K - $661K
|
30.9K
$3M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
7.01KNew |
$595K - $657K
|
7.01K
$681K
|
|
|
May 09, 2024
Q1 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
6.96K+ 6.73% |
$591K - $653K
|
110K
$10.7M
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
6.66K+ 11.96% |
$565K - $624K
|
62.4K
$6.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
6.66K+ 18.65% |
$565K - $624K
|
42.3K
$4.11M
|
|
|
Apr 05, 2024
Q1 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
6.65K+ 52.51% |
$564K - $623K
|
19.3K
$1.87M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.4KNew |
$543K - $600K
|
6.4K
$622K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
6.37K+ 10.84% |
$541K - $597K
|
65.1K
$6.32M
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
6.29K+ 16.84% |
$534K - $590K
|
43.6K
$4.24M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.2K+ 32.76% |
$526K - $581K
|
25.1K
$2.44M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.13K+ 10.06% |
$520K - $574K
|
67K
$6.5M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
6K+ 36.24% |
$509K - $562K
|
22.6K
$2.19M
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
5.94K+ 17.57% |
$504K - $556K
|
39.7K
$3.86M
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.88K+ 83.04% |
$499K - $551K
|
13K
$1.26M
|
|
|
Apr 24, 2024
Q1 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
5.73K+ 117.1% |
$486K - $537K
|
10.6K
$1.03M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.59K+ 37.71% |
$475K - $524K
|
20.4K
$1.98M
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
5.52K+ 7.88% |
$469K - $517K
|
75.6K
$7.34M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.45K+ 4.17% |
$463K - $511K
|
136K
$13.2M
|
|
|
May 14, 2024
Q1 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
5.44K+ 0.86% |
$462K - $510K
|
641K
$62.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
5.41K+ 4.73% |
$459K - $507K
|
120K
$11.6M
|