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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-378- 2.13% |
$32.9K - $35.4K
|
17.4K
$1.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-397- 6.65% |
$34.5K - $37.2K
|
5.57K
$541K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-428- 11.1% |
$37.2K - $40.1K
|
3.43K
$333K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-497- 1.14% |
$43.2K - $46.6K
|
43.1K
$4.18M
|
|
|
Jul 25, 2024
Q2 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-498- 7.24% |
$43.3K - $46.7K
|
6.38K
$619K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-532- 6.74% |
$46.2K - $49.9K
|
7.36K
$715K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-537- 27.68% |
$46.7K - $50.4K
|
1.4K
$136K
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-561- 4.66% |
$48.8K - $52.6K
|
11.5K
$1.12M
|
|
|
Jul 23, 2024
Q2 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-569- 3.09% |
$49.5K - $53.4K
|
17.9K
$1.73M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-606- 75.56% |
$52.7K - $56.8K
|
196
$19K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-653- 7.2% |
$56.8K - $61.2K
|
8.41K
$817K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-692- 32.44% |
$60.2K - $64.9K
|
1.44K
$140K
|
|
|
Aug 14, 2024
Q2 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-733- 3.87% |
$63.7K - $68.7K
|
18.2K
$1.77M
|
|
|
Jul 26, 2024
Q2 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-828- 1.72% |
$72K - $77.6K
|
47.3K
$4.59M
|
|
|
Jul 31, 2024
Q2 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-890- 0.88% |
$77.4K - $83.5K
|
100K
$9.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-900- 6.77% |
$78.2K - $84.4K
|
12.4K
$1.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-933- 1.74% |
$81.1K - $87.5K
|
52.7K
$5.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-961- 5.01% |
$83.5K - $90.1K
|
18.2K
$1.77M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-965- 37.65% |
$83.9K - $90.5K
|
1.6K
$155K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-1.12K- 4.4% |
$97.4K - $105K
|
24.3K
$2.36M
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.28K- 0.46% |
$111K - $120K
|
278K
$27M
|
|
|
Aug 13, 2024
Q2 2024
|
Heron Bay Capital Management
|
SELL
|
- |
-1.3K- 5.53% |
$113K - $122K
|
22.2K
$2.15M
|
|
|
Jul 02, 2024
Q2 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-1.52K- 4.63% |
$132K - $142K
|
31.2K
$3.03M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.55K- 24.26% |
$135K - $146K
|
4.85K
$471K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.66K- 18.03% |
$145K - $156K
|
7.56K
$734K
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-1.69K- 6.9% |
$147K - $159K
|
22.9K
$2.22M
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-1.88K- 3.44% |
$164K - $176K
|
52.7K
$5.12M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.92K- 1.76% |
$167K - $180K
|
107K
$10.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2K- 4.07% |
$174K - $188K
|
47.2K
$4.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.01K- 1.22% |
$175K - $188K
|
163K
$15.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
SELL
|
- |
-2.16K- 43.91% |
$188K - $203K
|
2.76K
$268K
|
|
|
Jul 23, 2024
Q2 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-2.23K- 1.44% |
$194K - $209K
|
152K
$14.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-2.27K- 2.27% |
$197K - $212K
|
97.6K
$9.47M
|
|
|
Jul 23, 2024
Q2 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-2.35K- 7.58% |
$204K - $220K
|
28.7K
$2.78M
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-2.47K- 15.53% |
$215K - $232K
|
13.4K
$1.31M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-2.48K- 13.49% |
$215K - $232K
|
15.9K
$1.54M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-2.57K- 11.73% |
$224K - $241K
|
19.4K
$1.88M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.61K- 5.07% |
$227K - $245K
|
48.9K
$4.75M
|
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-2.65K- 2.21% |
$230K - $249K
|
117K
$11.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-2.69K- 2.52% |
$234K - $252K
|
104K
$10.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-2.76K- 35.64% |
$240K - $259K
|
4.99K
$485K
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
SELL
|
- |
-2.77K- 1.71% |
$241K - $259K
|
159K
$15.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-2.8K- 5.76% |
$244K - $263K
|
45.8K
$4.45M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.09K- 9.26% |
$269K - $290K
|
30.3K
$2.94M
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-3.1K- 5.64% |
$269K - $290K
|
51.8K
$5.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-3.17K- 4.86% |
$276K - $297K
|
62.1K
$6.03M
|
|
|
Jul 12, 2024
Q2 2024
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
SELL
|
- |
-3.18K- 1.03% |
$277K - $298K
|
306K
$29.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-3.25K- 1.14% |
$282K - $305K
|
282K
$27.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-3.82K- 0.58% |
$332K - $359K
|
656K
$63.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-3.94K- 63.62% |
$342K - $369K
|
2.25K
$218K
|