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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q2 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
280+ 4.75% |
$24.3K - $26.3K
|
6.18K
$600K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
275New |
$23.9K - $25.8K
|
275
$26.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
258+ 45.91% |
$22.4K - $24.2K
|
820
$79.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
255+ 2.8% |
$22.2K - $23.9K
|
9.37K
$910K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
253+ 0.23% |
$22K - $23.7K
|
112K
$10.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
244+ 0.67% |
$21.2K - $22.9K
|
36.4K
$3.54M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
243+ 2.07% |
$21.1K - $22.8K
|
12K
$1.16M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
240+ 7.2% |
$20.9K - $22.5K
|
3.57K
$347K
|
|
|
Jul 26, 2024
Q2 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
221+ 5.83% |
$19.2K - $20.7K
|
4.01K
$389K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
218New |
$19K - $20.4K
|
218
$21.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
196+ 0.49% |
$17K - $18.4K
|
39.9K
$3.88M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
185+ 5.17% |
$16.1K - $17.3K
|
3.76K
$365K
|
|
|
Jul 24, 2024
Q2 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
182+ 0.05% |
$15.8K - $17.1K
|
344K
$33.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
167+ 4.22% |
$14.5K - $15.7K
|
4.12K
$400K
|
|
|
Jul 23, 2024
Q2 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
149+ 0.48% |
$13K - $14K
|
31K
$3.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
133+ 0.28% |
$11.6K - $12.5K
|
47.3K
$4.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
128+ 5.09% |
$11.1K - $12K
|
2.65K
$257K
|
|
|
Aug 09, 2024
Q2 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
122+ 3.79% |
$10.6K - $11.4K
|
3.34K
$324K
|
|
|
Aug 07, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
120+ 3.9% |
$10.4K - $11.3K
|
3.2K
$310K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
105New |
$9.13K - $9.85K
|
105
$10.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
91New |
$7.91K - $8.53K
|
91
$8.83K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
90New |
$7.82K - $8.44K
|
90
$8.74K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
85+ 9.63% |
$7.39K - $7.97K
|
968
$94K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
78+ 0.89% |
$6.78K - $7.31K
|
8.82K
$856K
|
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
78+ 0.44% |
$6.78K - $7.31K
|
17.7K
$1.71M
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
73+ 36.14% |
$6.35K - $6.85K
|
275
$26.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
67+ 0.33% |
$5.82K - $6.28K
|
20.5K
$1.99M
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
64New |
$5.56K - $6K
|
64
$6.21K
|
|
|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
59+ 0.11% |
$5.13K - $5.53K
|
55K
$5.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
54+ 1.45% |
$4.69K - $5.06K
|
3.77K
$366K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
53+ 0.11% |
$4.61K - $4.97K
|
46.2K
$4.48M
|
|
|
Jul 18, 2024
Q2 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
47+ 0.39% |
$4.09K - $4.41K
|
12K
$1.16M
|
|
|
Jul 12, 2024
Q2 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
46+ 2.1% |
$4K - $4.31K
|
2.23K
$217K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
37+ 168.18% |
$3.22K - $3.47K
|
59
$5.73K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
35New |
$3.04K - $3.28K
|
35
$3.4K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
35+ 18.42% |
$3.04K - $3.28K
|
225
$21.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
30+ 0.37% |
$2.61K - $2.81K
|
8.14K
$790K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
28+ 4.68% |
$2.43K - $2.63K
|
626
$60.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
27New |
$2.35K - $2.53K
|
27
$2.62K
|
|
|
Jul 25, 2024
Q2 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
27+ 0.6% |
$2.35K - $2.53K
|
4.5K
$437K
|
|
|
Aug 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
26+ 0.27% |
$2.26K - $2.44K
|
9.76K
$948K
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
18+ 0.48% |
$1.56K - $1.69K
|
3.74K
$363K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
17+ 0.64% |
$1.48K - $1.59K
|
2.67K
$259K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
16New |
$1.39K - $1.5K
|
16
$1.55K
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
15+ 0.01% |
$1.3K - $1.41K
|
109K
$10.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
5+ 0.17% |
$435 - $469
|
3.03K
$294K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4+ 0.43% |
$348 - $375
|
940
$91.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3+ 0.18% |
$261 - $281
|
1.66K
$161K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1+ 0.02% |
$86.9 - $93.8
|
4.59K
$446K
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1+ 0.01% |
$86.9 - $93.8
|
17.7K
$1.71M
|