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 12, 2024
Q2 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
8.3K+ 7.35% |
$722K - $779K
|
121K
$11.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
8.18KNew |
$711K - $767K
|
8.18K
$794K
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
8.13K+ 72.48% |
$706K - $762K
|
19.3K
$1.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Libra Wealth LLC
|
BUY
|
- |
8.05K+ 12.32% |
$700K - $755K
|
73.4K
$7.12M
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
7.98K+ 6.64% |
$693K - $748K
|
128K
$12.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
7.91K+ 21.58% |
$688K - $742K
|
44.6K
$4.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
7.78KNew |
$676K - $729K
|
7.78K
$755K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
7.76KNew |
$675K - $728K
|
7.76K
$753K
|
|
|
Jul 16, 2024
Q2 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
7.71K+ 17.47% |
$670K - $723K
|
51.8K
$5.03M
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
7.68K+ 7.78% |
$667K - $720K
|
106K
$10.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
7.63K+ 7.18% |
$664K - $716K
|
114K
$11.1M
|
|
|
Aug 07, 2024
Q2 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
7.62K+ 4.78% |
$663K - $715K
|
167K
$16.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
7.61K+ 1.08% |
$662K - $714K
|
716K
$69.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
7.51KNew |
$652K - $704K
|
7.51K
$729K
|
|
|
Aug 09, 2024
Q2 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
7.34KNew |
$638K - $688K
|
7.34K
$712K
|
|
|
Jul 25, 2024
Q2 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
7.26K+ 21.55% |
$631K - $680K
|
40.9K
$3.97M
|
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
6.98K+ 5.29% |
$607K - $654K
|
139K
$13.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
6.94K+ 6.88% |
$603K - $651K
|
108K
$10.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
6.89KNew |
$599K - $646K
|
6.89K
$669K
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.86KNew |
$597K - $643K
|
6.86K
$666K
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
6.85K+ 6.72% |
$596K - $643K
|
109K
$10.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
6.63K+ 4.64% |
$577K - $622K
|
150K
$14.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
6.53K+ 2.53% |
$567K - $612K
|
265K
$25.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
6.5K+ 6.74% |
$565K - $609K
|
103K
$9.99M
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
6.48K+ 32.81% |
$564K - $608K
|
26.2K
$2.55M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.45K+ 6.3% |
$561K - $605K
|
109K
$10.6M
|
|
|
Nov 14, 2024
Q2 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
6.39K+ 3.08% |
$555K - $599K
|
213K
$20.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
6.35K+ 13.8% |
$552K - $595K
|
52.4K
$5.08M
|
|
|
Jul 22, 2024
Q2 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
6.33K+ 16.43% |
$551K - $594K
|
44.9K
$4.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
6.2K+ 3.86% |
$539K - $582K
|
167K
$16.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
6.18K+ 1.39% |
$537K - $580K
|
451K
$43.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.16K+ 3.68% |
$535K - $577K
|
174K
$16.9M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
6.14K+ 24.92% |
$534K - $576K
|
30.8K
$2.99M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
6.1K+ 18.17% |
$531K - $572K
|
39.7K
$3.85M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
6.07K+ 29.73% |
$528K - $570K
|
26.5K
$2.57M
|
|
|
Jul 24, 2024
Q2 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
6.06K+ 6.32% |
$527K - $568K
|
102K
$9.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
5.93K+ 7.47% |
$515K - $556K
|
85.3K
$8.28M
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
5.89K+ 12.73% |
$512K - $552K
|
52.1K
$5.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.86K+ 106.04% |
$509K - $550K
|
11.4K
$1.11M
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
5.86K+ 15.59% |
$509K - $549K
|
43.4K
$4.22M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
5.83K+ 10.43% |
$507K - $547K
|
61.8K
$6M
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
5.83K+ 8.69% |
$507K - $546K
|
72.9K
$7.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.78K+ 10.44% |
$503K - $542K
|
61.2K
$5.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.77K+ 3.77% |
$502K - $541K
|
159K
$15.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
5.74K+ 2.87% |
$499K - $538K
|
206K
$20M
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
5.7K+ 4.92% |
$495K - $534K
|
121K
$11.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
5.65K+ 52.7% |
$491K - $530K
|
16.4K
$1.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
5.58K+ 5.58% |
$485K - $523K
|
106K
$10.2M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.55K+ 6.41% |
$483K - $521K
|
92.1K
$8.95M
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
5.28K+ 50.68% |
$459K - $495K
|
15.7K
$1.52M
|