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 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
726New |
$63.1K - $68.1K
|
726
$70.5K
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
725+ 0.76% |
$63K - $68K
|
95.9K
$9.31M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
722+ 14.9% |
$62.8K - $67.7K
|
5.57K
$540K
|
|
Jul 22, 2024
Q2 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
720+ 0.49% |
$62.6K - $67.5K
|
147K
$14.3M
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
713+ 6.36% |
$62K - $66.9K
|
11.9K
$1.16M
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
706+ 5.18% |
$61.4K - $66.2K
|
14.3K
$1.39M
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
701New |
$60.9K - $65.7K
|
701
$68.1K
|
|
Aug 02, 2024
Q2 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
700+ 14.54% |
$60.9K - $65.6K
|
5.52K
$535K
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
696+ 8.4% |
$60.5K - $65.3K
|
8.98K
$872K
|
|
Jul 26, 2024
Q2 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
680+ 22.35% |
$59.1K - $63.8K
|
3.72K
$361K
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
674+ 10.19% |
$58.6K - $63.2K
|
7.29K
$708K
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
602+ 6.91% |
$52.3K - $56.4K
|
9.32K
$904K
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
599+ 7.72% |
$52.1K - $56.2K
|
8.36K
$811K
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
592New |
$51.5K - $55.5K
|
592
$57.5K
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
590+ 24.56% |
$51.3K - $55.3K
|
2.99K
$290K
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
581+ 4.14% |
$50.5K - $54.5K
|
14.6K
$1.42M
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
571New |
$49.6K - $53.5K
|
571
$55.4K
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
564+ 9.89% |
$49K - $52.9K
|
6.27K
$608K
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
557+ 1.05% |
$48.4K - $52.2K
|
53.7K
$5.21M
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
553+ 89.92% |
$48.1K - $51.9K
|
1.17K
$113K
|
|
Jul 10, 2024
Q2 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
547+ 1.94% |
$47.6K - $51.3K
|
28.7K
$2.79M
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
530+ 2.02% |
$46.1K - $49.7K
|
26.8K
$2.6M
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
529+ 71.01% |
$46K - $49.6K
|
1.27K
$124K
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
515+ 7.62% |
$44.8K - $48.3K
|
7.27K
$706K
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
510+ 0.26% |
$44.3K - $47.8K
|
194K
$18.9M
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
508+ 0.89% |
$44.2K - $47.6K
|
57.5K
$5.58M
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
508+ 0.46% |
$44.2K - $47.6K
|
112K
$10.9M
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
499+ 16.31% |
$43.4K - $46.8K
|
3.56K
$346K
|
|
Jul 19, 2024
Q2 2024
|
Clarus Group, Inc.
|
BUY
|
- |
497+ 0.63% |
$43.2K - $46.6K
|
79.3K
$7.7M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
487New |
$42.3K - $45.7K
|
487
$47.3K
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advisors LLC
|
BUY
|
- |
464+ 4.0% |
$40.3K - $43.5K
|
12.1K
$1.17M
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
454+ 10.06% |
$39.5K - $42.6K
|
4.97K
$482K
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
423+ 45.58% |
$36.8K - $39.7K
|
1.35K
$131K
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
BUY
|
- |
421+ 2.14% |
$36.6K - $39.5K
|
20.1K
$1.95M
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
382New |
$33.2K - $35.8K
|
382
$37.1K
|
|
Aug 12, 2024
Q2 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
378+ 6.1% |
$32.9K - $35.4K
|
6.58K
$638K
|
|
Jul 08, 2024
Q2 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
370+ 7.81% |
$32.2K - $34.7K
|
5.11K
$496K
|
|
Jul 25, 2024
Q2 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
367+ 3.05% |
$31.9K - $34.4K
|
12.4K
$1.2M
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
366+ 2.36% |
$31.8K - $34.3K
|
15.9K
$1.54M
|
|
Aug 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
340+ 0.45% |
$29.6K - $31.9K
|
75.9K
$7.37M
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
333+ 1.07% |
$28.9K - $31.2K
|
31.6K
$3.06M
|
|
Aug 14, 2024
Q2 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
320+ 0.59% |
$27.8K - $30K
|
54.8K
$5.32M
|
|
Oct 18, 2024
Q2 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
320+ 0.59% |
$27.8K - $30K
|
54.8K
$5.32M
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
315New |
$27.4K - $29.5K
|
315
$30.6K
|
|
Jul 26, 2024
Q2 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
312+ 1.39% |
$27.1K - $29.3K
|
22.7K
$2.2M
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
308+ 8.71% |
$26.8K - $28.9K
|
3.84K
$373K
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
303New |
$26.3K - $28.4K
|
303
$29.4K
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
300New |
$26.1K - $28.1K
|
300
$29.1K
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
295+ 10.15% |
$25.6K - $27.7K
|
3.2K
$311K
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
293+ 4.86% |
$25.5K - $27.5K
|
6.32K
$613K
|