Purchases and Sales Made in Q2 2024 in American Centy ETF Tr Avantis (AVUV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUV) during Q2 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 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-13- 0.64% |
$1.13K - $1.22K
|
2.02K
$192K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-18- 0.35% |
$1.56K - $1.69K
|
5.06K
$479K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-21- 0.08% |
$1.83K - $1.97K
|
24.7K
$2.34M
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-30- 2.07% |
$2.61K - $2.81K
|
1.42K
$135K
|
|
|
Jul 29, 2024
Q2 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-31- 1.09% |
$2.69K - $2.91K
|
2.8K
$266K
|
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
SELL
|
- |
-33- 0.82% |
$2.87K - $3.09K
|
4K
$379K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-33- 0.62% |
$2.87K - $3.09K
|
5.29K
$500K
|
|
|
Jul 25, 2024
Q2 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-34- 0.11% |
$2.96K - $3.19K
|
31.4K
$2.97M
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-45- 1.63% |
$3.91K - $4.22K
|
2.72K
$258K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-47- 6.95% |
$4.09K - $4.41K
|
629
$59.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-50- 1.66% |
$4.35K - $4.69K
|
2.97K
$281K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-52- 3.3% |
$4.52K - $4.88K
|
1.52K
$144K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
SELL
|
- |
-62Closed |
$5.39K - $5.81K
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-62- 1.3% |
$5.39K - $5.81K
|
4.71K
$446K
|
|
|
Aug 08, 2024
Q2 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-66- 2.11% |
$5.74K - $6.19K
|
3.06K
$289K
|
|
|
Aug 02, 2024
Q2 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-67- 1.68% |
$5.82K - $6.28K
|
3.92K
$371K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-70- 2.62% |
$6.09K - $6.56K
|
2.6K
$246K
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Square, LLC
|
SELL
|
- |
-89- 0.64% |
$7.74K - $8.35K
|
13.8K
$1.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-90- 0.13% |
$7.82K - $8.44K
|
66.9K
$6.34M
|
|
|
Aug 01, 2024
Q2 2024
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-91- 3.74% |
$7.91K - $8.53K
|
2.34K
$222K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-96- 7.74% |
$8.35K - $9K
|
1.15K
$108K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-103- 33.99% |
$8.95K - $9.66K
|
200
$18.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-114- 0.85% |
$9.91K - $10.7K
|
13.3K
$1.26M
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-114- 0.24% |
$9.91K - $10.7K
|
47.2K
$4.46M
|
|
|
Aug 07, 2024
Q2 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-114- 1.33% |
$9.91K - $10.7K
|
8.48K
$803K
|
|
|
Aug 12, 2024
Q2 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-126- 1.38% |
$11K - $11.8K
|
9.02K
$854K
|
|
|
Aug 07, 2024
Q2 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-133- 0.04% |
$11.6K - $12.5K
|
344K
$32.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-136- 3.62% |
$11.8K - $12.8K
|
3.62K
$342K
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-138- 2.03% |
$12K - $12.9K
|
6.66K
$630K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-147- 0.25% |
$12.8K - $13.8K
|
59.1K
$5.6M
|
|
|
Aug 13, 2024
Q2 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-165- 0.16% |
$14.3K - $15.5K
|
101K
$9.59M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-180- 5.2% |
$15.6K - $16.9K
|
3.28K
$311K
|
|
|
Jul 17, 2024
Q2 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-181- 0.32% |
$15.7K - $17K
|
57K
$5.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Blue Investment Partners LLC
Alamo, CA |
SELL
|
- |
-184- 0.31% |
$16K - $17.3K
|
59.2K
$5.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-186- 1.36% |
$16.2K - $17.4K
|
13.4K
$1.27M
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-200- 1.04% |
$17.4K - $18.8K
|
19.1K
$1.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-210- 1.78% |
$18.3K - $19.7K
|
11.6K
$1.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-228- 77.82% |
$19.8K - $21.4K
|
65
$6.15K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-228- 52.41% |
$19.8K - $21.4K
|
207
$19.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-234- 99.57% |
$20.3K - $21.9K
|
1
$94.7
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-247- 3.4% |
$21.5K - $23.2K
|
7.01K
$664K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-257- 7.84% |
$22.3K - $24.1K
|
3.02K
$286K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-264- 9.91% |
$22.9K - $24.8K
|
2.4K
$227K
|
|
|
Jul 30, 2024
Q2 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-270- 0.4% |
$23.5K - $25.3K
|
67.5K
$6.39M
|
|
|
Jul 12, 2024
Q2 2024
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-301- 0.6% |
$26.2K - $28.2K
|
49.7K
$4.71M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-319- 2.48% |
$27.7K - $29.9K
|
12.5K
$1.19M
|
|
|
Jul 31, 2024
Q2 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-350- 2.7% |
$30.4K - $32.8K
|
12.6K
$1.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-378- 2.13% |
$32.9K - $35.4K
|
17.4K
$1.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-397- 6.65% |
$34.5K - $37.2K
|
5.57K
$527K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-428- 11.1% |
$37.2K - $40.1K
|
3.43K
$325K
|