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 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.27K- 3.28% |
$371K - $400K
|
126K
$12.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
SELL
|
- |
-4.32K- 2.67% |
$376K - $405K
|
158K
$15.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-4.4K- 15.87% |
$383K - $413K
|
23.3K
$2.27M
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-4.62K- 24.44% |
$402K - $433K
|
14.3K
$1.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.13K- 34.49% |
$446K - $481K
|
9.75K
$946K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.6K- 3.86% |
$487K - $525K
|
140K
$13.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-5.61K- 14.57% |
$488K - $526K
|
32.9K
$3.19M
|
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-5.79K- 5.87% |
$503K - $543K
|
92.9K
$9.02M
|
|
|
Aug 02, 2024
Q2 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-5.9K- 14.25% |
$513K - $553K
|
35.5K
$3.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.01K- 41.18% |
$522K - $563K
|
8.58K
$833K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-6.5K- 12.82% |
$565K - $609K
|
44.2K
$4.29M
|
|
|
Jul 19, 2024
Q2 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-6.67K- 4.5% |
$579K - $625K
|
141K
$13.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-6.92K- 1.98% |
$601K - $649K
|
343K
$33.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-7.5K- 2.46% |
$652K - $703K
|
297K
$28.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-7.73K- 66.72% |
$672K - $725K
|
3.86K
$374K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-8.4K- 45.9% |
$730K - $788K
|
9.9K
$961K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.42K- 27.1% |
$732K - $790K
|
22.7K
$2.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-8.5K- 6.88% |
$739K - $797K
|
115K
$11.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-9.52K- 8.11% |
$827K - $892K
|
108K
$10.5M
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-9.6K- 4.63% |
$834K - $900K
|
197K
$19.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-10.2K- 9.36% |
$883K - $953K
|
98.4K
$9.55M
|
|
|
Jul 10, 2024
Q2 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-10.4K- 56.37% |
$905K - $977K
|
8.06K
$783K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.5K- 2.4% |
$912K - $984K
|
426K
$41.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-11.7K- 27.09% |
$1.02M - $1.1M
|
31.5K
$3.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14K- 6.24% |
$1.22M - $1.32M
|
211K
$20.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.4K- 54.45% |
$1.34M - $1.44M
|
12.8K
$1.25M
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-16.1K- 3.52% |
$1.4M - $1.51M
|
440K
$42.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-17.8K- 15.6% |
$1.54M - $1.67M
|
96.1K
$9.33M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-18.1K- 21.88% |
$1.57M - $1.7M
|
64.6K
$6.27M
|
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-18.8K- 58.54% |
$1.63M - $1.76M
|
13.3K
$1.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-22.2K- 1.27% |
$1.93M - $2.09M
|
1.73M
$168M
|
|
|
Aug 12, 2024
Q2 2024
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-24K- 11.67% |
$2.08M - $2.25M
|
181K
$17.6M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-25.7K- 62.85% |
$2.23M - $2.41M
|
15.2K
$1.47M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-46.9K- 18.99% |
$4.08M - $4.4M
|
200K
$19.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Unison Advisors LLC
|
SELL
|
- |
-52.4K- 4.58% |
$4.56M - $4.92M
|
1.09M
$106M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-57.1K- 35.11% |
$4.96M - $5.35M
|
105K
$10.2M
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-75.6K- 34.27% |
$6.57M - $7.08M
|
145K
$14.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-81.4K- 48.48% |
$7.07M - $7.63M
|
86.5K
$8.39M
|
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-90.8K- 37.11% |
$7.89M - $8.52M
|
154K
$14.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-120K- 46.33% |
$10.5M - $11.3M
|
140K
$13.5M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-146K- 74.78% |
$12.7M - $13.7M
|
49.4K
$4.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-981K- 96.36% |
$85.3M - $92M
|
37.1K
$3.6M
|