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 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.86K+ 8.97% |
$161K - $174K
|
22.5K
$2.19M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1.81K+ 54.39% |
$157K - $170K
|
5.13K
$498K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
BUY
|
- |
1.8K+ 5.11% |
$156K - $169K
|
37K
$3.59M
|
|
|
Aug 09, 2024
Q2 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
1.78K+ 1.35% |
$154K - $167K
|
133K
$13M
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.7K+ 8.55% |
$148K - $159K
|
21.6K
$2.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.69K+ 1.78% |
$147K - $159K
|
96.5K
$9.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.69K+ 3.56% |
$147K - $158K
|
49K
$4.76M
|
|
|
Jul 17, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1.68K+ 2.01% |
$146K - $157K
|
85.1K
$8.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.64K+ 3.64% |
$142K - $154K
|
46.6K
$4.52M
|
|
|
Aug 01, 2024
Q2 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
1.64K+ 13.97% |
$142K - $154K
|
13.4K
$1.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.63K+ 11.0% |
$142K - $153K
|
16.4K
$1.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.61K+ 14.85% |
$140K - $151K
|
12.4K
$1.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.6K+ 44.55% |
$139K - $150K
|
5.2K
$505K
|
|
|
Jul 10, 2024
Q2 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
1.56K+ 1.72% |
$136K - $147K
|
92.5K
$8.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
1.56K+ 2.96% |
$135K - $146K
|
54.1K
$5.25M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.54K+ 21.96% |
$134K - $144K
|
8.55K
$830K
|
|
|
Jul 17, 2024
Q2 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
1.52K+ 8.07% |
$132K - $142K
|
20.3K
$1.97M
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.51K+ 11.68% |
$132K - $142K
|
14.5K
$1.41M
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.47K+ 12.62% |
$128K - $138K
|
13.2K
$1.28M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.42K+ 1.72% |
$124K - $133K
|
84.1K
$8.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.4K+ 3.55% |
$122K - $131K
|
40.9K
$3.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
BUY
|
- |
1.39K+ 5.82% |
$121K - $131K
|
25.3K
$2.46M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.38K+ 2.59% |
$120K - $130K
|
54.9K
$5.33M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.38K+ 0.36% |
$120K - $129K
|
388K
$37.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
1.25K+ 8.03% |
$109K - $117K
|
16.9K
$1.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.2K+ 5.39% |
$104K - $113K
|
23.5K
$2.28M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.2K+ 6.63% |
$104K - $112K
|
19.3K
$1.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.17K+ 36.06% |
$102K - $110K
|
4.42K
$429K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.15K+ 35.27% |
$99.8K - $108K
|
4.4K
$427K
|
|
|
Jul 09, 2024
Q2 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
1.13K+ 39.13% |
$98.3K - $106K
|
4.02K
$390K
|
|
|
Jul 19, 2024
Q2 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
1.11K+ 2.02% |
$96.8K - $104K
|
56.3K
$5.47M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.11K+ 8.04% |
$96.4K - $104K
|
14.9K
$1.45M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.11K+ 16.45% |
$96.1K - $104K
|
7.82K
$759K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.05K+ 9.33% |
$90.9K - $98.1K
|
12.3K
$1.19M
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1.03K+ 0.73% |
$89.5K - $96.5K
|
142K
$13.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.03K+ 299.13% |
$89.5K - $96.5K
|
1.37K
$133K
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
992+ 10.62% |
$86.2K - $93K
|
10.3K
$1M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
971+ 2.07% |
$84.4K - $91.1K
|
47.8K
$4.64M
|
|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
952+ 2.27% |
$82.8K - $89.3K
|
42.9K
$4.16M
|
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
937+ 5.4% |
$81.5K - $87.9K
|
18.3K
$1.78M
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
914+ 1.48% |
$79.5K - $85.7K
|
62.5K
$6.07M
|
|
|
Aug 06, 2024
Q2 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
899+ 25.56% |
$78.2K - $84.3K
|
4.42K
$429K
|
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
893+ 14.81% |
$77.6K - $83.7K
|
6.92K
$672K
|
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
885+ 1.42% |
$76.9K - $83K
|
63.2K
$6.13M
|
|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
877+ 7.6% |
$76.2K - $82.2K
|
12.4K
$1.21M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
855+ 33.44% |
$74.3K - $80.2K
|
3.41K
$331K
|
|
|
Jul 19, 2024
Q2 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
841+ 7.91% |
$73.1K - $78.9K
|
11.5K
$1.11M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
826+ 87.97% |
$71.8K - $77.5K
|
1.77K
$171K
|
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
755+ 1.57% |
$65.6K - $70.8K
|
48.9K
$4.75M
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
746+ 0.23% |
$64.8K - $70K
|
328K
$31.9M
|