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 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
5.36K+ 7.25% |
$455K - $503K
|
79.4K
$7.71M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5.3K+ 0.3% |
$450K - $497K
|
1.75M
$170M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.3K+ 12.69% |
$449K - $496K
|
47K
$4.57M
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
5.29KNew |
$449K - $495K
|
5.29K
$513K
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
5.04K+ 41.6% |
$427K - $472K
|
17.1K
$1.66M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
5.01K+ 1.47% |
$425K - $469K
|
345K
$33.5M
|
|
|
Aug 20, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
5.01K+ 1.47% |
$425K - $469K
|
345K
$33.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
4.94K+ 175.39% |
$419K - $463K
|
7.76K
$753K
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
BUY
|
- |
4.92KNew |
$418K - $461K
|
4.92K
$478K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.89KNew |
$415K - $459K
|
4.89K
$475K
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
4.85K+ 16.92% |
$412K - $455K
|
33.5K
$3.26M
|
|
|
Apr 29, 2024
Q1 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
4.82KNew |
$409K - $451K
|
4.82K
$467K
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
4.77KNew |
$405K - $447K
|
4.77K
$463K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.68K+ 7.64% |
$397K - $438K
|
65.8K
$6.39M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.66K+ 11.55% |
$395K - $436K
|
45K
$4.36M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.47K+ 11.54% |
$379K - $419K
|
43.2K
$4.19M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.36KNew |
$370K - $409K
|
4.36K
$423K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
4.35K+ 4.72% |
$369K - $407K
|
96.4K
$9.36M
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
4.32K+ 28.22% |
$367K - $405K
|
19.6K
$1.91M
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
4.06K+ 15.13% |
$344K - $380K
|
30.9K
$3M
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
4.04K+ 5.08% |
$342K - $378K
|
83.4K
$8.1M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.01K+ 28.26% |
$340K - $376K
|
18.2K
$1.77M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.98K+ 19.26% |
$338K - $373K
|
24.6K
$2.39M
|
|
|
Apr 23, 2024
Q1 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
3.95K+ 7.43% |
$335K - $370K
|
57.2K
$5.55M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.91K+ 7.5% |
$332K - $366K
|
56K
$5.43M
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3.77KNew |
$320K - $353K
|
3.77K
$366K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.77K+ 13.15% |
$320K - $353K
|
32.4K
$3.15M
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
3.77K+ 18.14% |
$320K - $353K
|
24.6K
$2.38M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.74K+ 6.27% |
$317K - $350K
|
63.3K
$6.15M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.68K+ 3.58% |
$312K - $345K
|
106K
$10.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
3.66K+ 22.51% |
$310K - $343K
|
19.9K
$1.93M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.6K+ 24.84% |
$305K - $337K
|
18.1K
$1.76M
|
|
|
Apr 09, 2024
Q1 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
3.52KNew |
$298K - $330K
|
3.52K
$341K
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
3.5K+ 93.13% |
$297K - $328K
|
7.26K
$704K
|
|
|
Apr 24, 2024
Q1 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.46K+ 11.46% |
$294K - $325K
|
33.7K
$3.27M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.46KNew |
$294K - $324K
|
3.46K
$336K
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3.41K+ 0.46% |
$289K - $319K
|
746K
$72.4M
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3.4K+ 1.57% |
$288K - $318K
|
220K
$21.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
3.38K+ 21.35% |
$287K - $317K
|
19.2K
$1.86M
|
|
|
May 14, 2024
Q1 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
3.29K+ 6.13% |
$279K - $308K
|
57K
$5.53M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.29K+ 3.04% |
$279K - $308K
|
111K
$10.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
3.28KNew |
$278K - $307K
|
3.28K
$318K
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
3.27KNew |
$277K - $306K
|
3.27K
$317K
|
|
|
May 14, 2024
Q1 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
3.26K+ 6.62% |
$277K - $305K
|
52.5K
$5.1M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.23K+ 18.52% |
$274K - $303K
|
20.7K
$2.01M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.22K+ 198.15% |
$273K - $302K
|
4.85K
$470K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.21KNew |
$273K - $301K
|
3.21K
$312K
|
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
3.16K+ 20.73% |
$268K - $296K
|
18.4K
$1.78M
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
3.15K+ 3.22% |
$268K - $296K
|
101K
$9.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
3.15KNew |
$267K - $295K
|
3.15K
$306K
|