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 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
38.5K+ 6.58% |
$3.35M - $3.61M
|
624K
$59.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
34.2KNew |
$2.97M - $3.2M
|
34.2K
$3.24M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
33K+ 12.83% |
$2.87M - $3.1M
|
290K
$27.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
31.7K+ 74.81% |
$2.75M - $2.97M
|
74K
$7.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
30.2K+ 45.87% |
$2.62M - $2.83M
|
96K
$9.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
30.1K+ 41.78% |
$2.62M - $2.83M
|
102K
$9.68M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
28.9K+ 15.72% |
$2.51M - $2.71M
|
213K
$20.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
28.6K+ 656.65% |
$2.49M - $2.68M
|
33K
$3.12M
|
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
BUY
|
- |
28.4KNew |
$2.47M - $2.66M
|
28.4K
$2.69M
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
27.9KNew |
$2.42M - $2.62M
|
27.9K
$2.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
27.9K+ 10.8% |
$2.42M - $2.61M
|
286K
$27.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
27.5K+ 22.49% |
$2.39M - $2.58M
|
150K
$14.2M
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
27K+ 26.24% |
$2.35M - $2.53M
|
130K
$12.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
26.4K+ 3.38% |
$2.3M - $2.48M
|
807K
$76.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
BUY
|
- |
25.6K+ 16.15% |
$2.22M - $2.4M
|
184K
$17.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
BUY
|
- |
24.7K+ 32.56% |
$2.14M - $2.31M
|
100K
$9.51M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
23.7KNew |
$2.06M - $2.23M
|
23.7K
$2.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
23.7K+ 36.31% |
$2.06M - $2.22M
|
88.8K
$8.41M
|
|
|
Aug 05, 2024
Q2 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
23.2K+ 7.96% |
$2.02M - $2.17M
|
314K
$29.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
23K+ 3.09% |
$2M - $2.16M
|
769K
$72.8M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
22.8K+ 737.05% |
$1.98M - $2.14M
|
25.9K
$2.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
22.4K+ 47.72% |
$1.95M - $2.1M
|
69.5K
$6.58M
|
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
BUY
|
- |
22.2K+ 3.22% |
$1.93M - $2.08M
|
712K
$67.4M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
21.7K+ 12.25% |
$1.88M - $2.03M
|
198K
$18.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
BUY
|
- |
21.5K+ 0.98% |
$1.87M - $2.02M
|
2.21M
$209M
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
21.2K+ 6.81% |
$1.84M - $1.99M
|
333K
$31.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
21.1K+ 9.67% |
$1.84M - $1.98M
|
240K
$22.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
BUY
|
- |
20.8K+ 3.08% |
$1.81M - $1.95M
|
698K
$66.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
20.6KNew |
$1.79M - $1.93M
|
20.6K
$1.95M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20.4K+ 17.13% |
$1.78M - $1.92M
|
140K
$13.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
20.3K+ 9.51% |
$1.76M - $1.9M
|
233K
$22.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
19.8K+ 11.53% |
$1.72M - $1.85M
|
191K
$18.1M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
19.7K+ 2.45% |
$1.72M - $1.85M
|
826K
$78.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
19.2KNew |
$1.67M - $1.8M
|
19.2K
$1.82M
|
|
|
Oct 23, 2024
Q2 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
19.2KNew |
$1.67M - $1.8M
|
19.2K
$1.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
18.7K+ 100.95% |
$1.62M - $1.75M
|
37.2K
$3.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
18.6K+ 100.1% |
$1.62M - $1.75M
|
37.3K
$3.53M
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
18.5K+ 14.06% |
$1.61M - $1.73M
|
150K
$14.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17.6K+ 69.79% |
$1.53M - $1.65M
|
42.7K
$4.05M
|
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
17.4K+ 18.85% |
$1.51M - $1.63M
|
110K
$10.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
BUY
|
- |
17K+ 14.81% |
$1.48M - $1.59M
|
132K
$12.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
16.8K+ 16.5% |
$1.46M - $1.58M
|
119K
$11.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
16.4K+ 3.11% |
$1.43M - $1.54M
|
543K
$51.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.9K+ 2.71% |
$1.39M - $1.49M
|
604K
$57.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
15.4KNew |
$1.34M - $1.45M
|
15.4K
$1.46M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
14.9K+ 9.47% |
$1.29M - $1.4M
|
172K
$16.3M
|
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
14.6K+ 5.53% |
$1.27M - $1.37M
|
278K
$26.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Churchill Management Corp
|
BUY
|
- |
14.4K+ 0.66% |
$1.25M - $1.35M
|
2.2M
$208M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
14.3K+ 6784.83% |
$1.24M - $1.34M
|
14.5K
$1.38M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
14.3K+ 29.83% |
$1.24M - $1.34M
|
62.1K
$5.88M
|