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 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.66K+ 1.54% |
$141K - $156K
|
109K
$10.6M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.66KNew |
$141K - $155K
|
1.66K
$161K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.63KNew |
$138K - $152K
|
1.63K
$158K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.62K+ 11.55% |
$137K - $151K
|
15.6K
$1.51M
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.61K+ 3.11% |
$137K - $151K
|
53.5K
$5.19M
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
BUY
|
- |
1.6K+ 0.18% |
$136K - $150K
|
910K
$88.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
1.6K+ 5.96% |
$135K - $150K
|
28.4K
$2.75M
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1.57KNew |
$134K - $147K
|
1.57K
$153K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.57K+ 4.4% |
$133K - $147K
|
37.2K
$3.62M
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
BUY
|
- |
1.47K+ 8.39% |
$125K - $138K
|
19K
$1.84M
|
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.35K+ 2.31% |
$114K - $126K
|
59.6K
$5.79M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.26K+ 1.48% |
$107K - $118K
|
86.6K
$8.41M
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1.24K+ 0.89% |
$105K - $116K
|
141K
$13.6M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.2K+ 0.27% |
$102K - $113K
|
449K
$43.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.2K+ 15.54% |
$102K - $113K
|
8.93K
$867K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
1.19K+ 8.31% |
$101K - $112K
|
15.5K
$1.51M
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
1.14K+ 1.87% |
$97K - $107K
|
62.3K
$6.05M
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.13K+ 11.75% |
$95.7K - $106K
|
10.7K
$1.04M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.13K+ 4.69% |
$95.6K - $106K
|
25.2K
$2.44M
|
|
|
Sep 25, 2024
Q1 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
1.09K+ 2.02% |
$92.5K - $102K
|
55K
$5.34M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.09K+ 1.08% |
$92.5K - $102K
|
102K
$9.95M
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
1.05K+ 0.79% |
$89.5K - $98.8K
|
135K
$13.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
1.05K+ 1.59% |
$88.9K - $98.1K
|
66.9K
$6.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
1.03K+ 0.67% |
$87.2K - $96.3K
|
154K
$15M
|
|
|
May 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.01K+ 2.15% |
$86K - $94.9K
|
48.1K
$4.67M
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
981+ 1.77% |
$83.3K - $91.9K
|
56.3K
$5.46M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
963+ 14.17% |
$81.7K - $90.2K
|
7.76K
$753K
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
960+ 7.16% |
$81.5K - $90K
|
14.4K
$1.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
928New |
$78.8K - $87K
|
928
$90.1K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
909+ 3030.0% |
$77.1K - $85.2K
|
939
$91.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
888+ 0.76% |
$75.4K - $83.2K
|
118K
$11.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
876+ 0.6% |
$74.3K - $82.1K
|
146K
$14.2M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
859+ 27.97% |
$72.9K - $80.5K
|
3.93K
$382K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
859+ 22.99% |
$72.9K - $80.5K
|
4.6K
$446K
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
858+ 5.47% |
$72.8K - $80.4K
|
16.6K
$1.61M
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
853+ 0.38% |
$72.4K - $79.9K
|
224K
$21.8M
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
746+ 0.23% |
$63.3K - $69.9K
|
327K
$31.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
728+ 0.26% |
$61.8K - $68.2K
|
286K
$27.7M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
719+ 9.48% |
$61K - $67.4K
|
8.31K
$806K
|
|
|
May 15, 2024
Q1 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
698+ 9.2% |
$59.2K - $65.4K
|
8.29K
$805K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
689+ 1230.36% |
$58.5K - $64.6K
|
745
$72.3K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
678+ 2.65% |
$57.5K - $63.5K
|
26.3K
$2.55M
|
|
|
Apr 23, 2024
Q1 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
672+ 0.15% |
$57K - $63K
|
445K
$43.2M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
647+ 16.43% |
$54.9K - $60.6K
|
4.59K
$445K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
620+ 235.74% |
$52.6K - $58.1K
|
883
$85.7K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
611+ 611.0% |
$51.9K - $57.3K
|
711
$69K
|
|
|
Apr 10, 2024
Q1 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
575+ 20.95% |
$48.8K - $53.9K
|
3.32K
$322K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
554+ 26.26% |
$47K - $51.9K
|
2.66K
$259K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
537New |
$45.6K - $50.3K
|
537
$52.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
534+ 19.14% |
$45.3K - $50K
|
3.32K
$323K
|