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 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
14K+ 373.43% |
$1.21M - $1.31M
|
17.7K
$1.72M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
13.8K+ 27.83% |
$1.2M - $1.3M
|
63.5K
$6.16M
|
|
|
Jul 19, 2024
Q2 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
13.5K+ 5.81% |
$1.18M - $1.27M
|
247K
$23.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
13.4K+ 25.05% |
$1.17M - $1.26M
|
67K
$6.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
13.3K+ 9.6% |
$1.16M - $1.25M
|
152K
$14.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
13.1K+ 28.88% |
$1.14M - $1.23M
|
58.6K
$5.68M
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
13.1K+ 3.57% |
$1.14M - $1.23M
|
379K
$36.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
13K+ 7.21% |
$1.13M - $1.22M
|
193K
$18.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
12.6K+ 65.0% |
$1.1M - $1.18M
|
32.1K
$3.11M
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
12.6K+ 31.07% |
$1.09M - $1.18M
|
53K
$5.15M
|
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
12.5K+ 154.68% |
$1.08M - $1.17M
|
20.5K
$1.99M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12.4K+ 19.64% |
$1.08M - $1.17M
|
75.8K
$7.35M
|
|
|
Aug 09, 2024
Q2 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
12.3K+ 0.45% |
$1.07M - $1.15M
|
2.73M
$265M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12.3K+ 312.75% |
$1.07M - $1.15M
|
16.2K
$1.57M
|
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
11.6K+ 1.81% |
$1.01M - $1.09M
|
653K
$63.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
11.4K+ 216.0% |
$993K - $1.07M
|
16.7K
$1.62M
|
|
|
Aug 08, 2024
Q2 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
11.1K+ 7.05% |
$967K - $1.04M
|
169K
$16.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
10.8K+ 5.71% |
$936K - $1.01M
|
199K
$19.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
10.7K+ 3.4% |
$931K - $1M
|
326K
$31.6M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.6K+ 73.73% |
$925K - $998K
|
25.1K
$2.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
10.4K+ 7.63% |
$907K - $978K
|
147K
$14.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
10.4K+ 6.02% |
$905K - $976K
|
183K
$17.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
10.4K+ 9.89% |
$904K - $976K
|
116K
$11.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.4K+ 5.94% |
$904K - $975K
|
185K
$18M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.2KNew |
$884K - $953K
|
10.2K
$987K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
10.1K+ 121.85% |
$880K - $949K
|
18.4K
$1.79M
|
|
|
Jul 17, 2024
Q2 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
10K+ 10.93% |
$872K - $940K
|
102K
$9.88M
|
|
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
10K+ 16.79% |
$869K - $938K
|
69.6K
$6.75M
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
10K+ 2.55% |
$869K - $938K
|
402K
$39M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
9.91K+ 7.27% |
$861K - $929K
|
146K
$14.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
9.68KNew |
$841K - $907K
|
9.68K
$939K
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
9.67KNew |
$840K - $906K
|
9.67K
$938K
|
|
|
Aug 07, 2024
Q2 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
9.66K+ 25.83% |
$840K - $906K
|
47.1K
$4.57M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.57K+ 465.55% |
$832K - $897K
|
11.6K
$1.13M
|
|
|
Jul 17, 2024
Q2 2024
|
Northland Capital Management LLC
|
BUY
|
- |
9.42K+ 32.35% |
$819K - $884K
|
38.6K
$3.74M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
9.4K+ 14.7% |
$817K - $881K
|
73.3K
$7.12M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
9.34K+ 18.01% |
$812K - $876K
|
61.2K
$5.94M
|
|
|
Aug 12, 2024
Q2 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
9.33K+ 7.93% |
$811K - $874K
|
127K
$12.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
9.3K+ 5.42% |
$809K - $872K
|
181K
$17.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
9.2K+ 1.95% |
$799K - $862K
|
480K
$46.6M
|
|
|
Jul 10, 2024
Q2 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
9.05K+ 15.66% |
$786K - $848K
|
66.8K
$6.49M
|
|
|
Jul 26, 2024
Q2 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
8.9K+ 21.33% |
$774K - $834K
|
50.6K
$4.91M
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
8.88K+ 44.24% |
$772K - $832K
|
28.9K
$2.81M
|
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
8.82KNew |
$767K - $827K
|
8.82K
$856K
|
|
|
Jul 12, 2024
Q2 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
8.79K+ 62.08% |
$764K - $824K
|
22.9K
$2.23M
|
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
8.61K+ 13.0% |
$748K - $807K
|
74.8K
$7.26M
|
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
8.5K+ 4.28% |
$739K - $797K
|
207K
$20.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
8.49K+ 1.19% |
$738K - $796K
|
721K
$70M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.44K+ 183.72% |
$734K - $792K
|
13K
$1.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
8.32KNew |
$723K - $780K
|
8.32K
$808K
|