Purchases and Sales Made in Q3 2024 in American Centy ETF Tr Avantis (AVUV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUV) during Q3 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 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.09% |
$88.2 - $99.7
|
1.14K
$112K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.48% |
$88.2 - $99.7
|
208
$20.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1New |
$88.2 - $99.7
|
1
$97.6
|
|
|
Oct 28, 2024
Q3 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
1+ 0.02% |
$88.2 - $99.7
|
4.5K
$440K
|
|
|
Oct 25, 2024
Q3 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
1+ 0.02% |
$88.2 - $99.7
|
6.38K
$623K
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-8- 0.04% |
$706 - $798
|
18.2K
$1.78M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-13- 0.38% |
$1.15K - $1.3K
|
3.42K
$333K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-13- 0.1% |
$1.15K - $1.3K
|
13.4K
$1.31M
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-19- 0.14% |
$1.68K - $1.89K
|
13.4K
$1.31M
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-24- 0.27% |
$2.12K - $2.39K
|
8.99K
$878K
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-47- 1.73% |
$4.15K - $4.69K
|
2.68K
$261K
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-56- 1.43% |
$4.94K - $5.58K
|
3.86K
$377K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-76- 0.39% |
$6.71K - $7.58K
|
19.3K
$1.88M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-94- 41.78% |
$8.29K - $9.37K
|
131
$12.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-122- 0.72% |
$10.8K - $12.2K
|
16.7K
$1.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-136- 3.08% |
$12K - $13.6K
|
4.28K
$418K
|
|
|
Oct 25, 2024
Q3 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-141- 1.66% |
$12.4K - $14.1K
|
8.34K
$814K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-149- 1.31% |
$13.1K - $14.9K
|
11.2K
$1.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-164- 3.52% |
$14.5K - $16.4K
|
4.49K
$439K
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-166- 1.34% |
$14.6K - $16.6K
|
12.2K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-173- 15.11% |
$15.3K - $17.2K
|
972
$94.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-173- 12.6% |
$15.3K - $17.2K
|
1.2K
$117K
|
|
|
Oct 29, 2024
Q3 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-174- 3.47% |
$15.4K - $17.3K
|
4.84K
$472K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-178- 3.67% |
$15.7K - $17.7K
|
4.67K
$456K
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-184- 1.48% |
$16.2K - $18.3K
|
12.2K
$1.19M
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-219- 1.65% |
$19.3K - $21.8K
|
13.1K
$1.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-221- 5.51% |
$19.5K - $22K
|
3.79K
$370K
|
|
|
Oct 15, 2024
Q3 2024
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-231- 0.46% |
$20.4K - $23K
|
49.5K
$4.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-256- 2.21% |
$22.6K - $25.5K
|
11.3K
$1.11M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-257- 4.86% |
$22.7K - $25.6K
|
5.03K
$491K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-269- 2.34% |
$23.7K - $26.8K
|
11.2K
$1.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-293- 0.63% |
$25.9K - $29.2K
|
45.9K
$4.48M
|
|
|
Oct 23, 2024
Q3 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-370- 7.24% |
$32.6K - $36.9K
|
4.74K
$463K
|
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-394- 10.22% |
$34.8K - $39.3K
|
3.46K
$338K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-402- 0.12% |
$35.5K - $40.1K
|
343K
$33.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-407- 5.05% |
$35.9K - $40.6K
|
7.65K
$747K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-415- 0.42% |
$36.6K - $41.4K
|
98K
$9.56M
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
SELL
|
- |
-417- 15.1% |
$36.8K - $41.6K
|
2.35K
$229K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-466- 0.7% |
$41.1K - $46.5K
|
66.4K
$6.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-517- 0.94% |
$45.6K - $51.5K
|
54.3K
$5.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-529- 41.52% |
$46.7K - $52.7K
|
745
$72.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-540- 11.47% |
$47.6K - $53.8K
|
4.17K
$407K
|
|
|
Oct 21, 2024
Q3 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-543- 0.69% |
$47.9K - $54.1K
|
78.7K
$7.68M
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-543- 3.12% |
$47.9K - $54.1K
|
16.9K
$1.65M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-620- 64.05% |
$54.7K - $61.8K
|
348
$34K
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-648- 0.09% |
$57.2K - $64.6K
|
715K
$69.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-653- 0.64% |
$57.6K - $65.1K
|
101K
$9.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-697- 0.43% |
$61.5K - $69.5K
|
162K
$15.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-701- 5.85% |
$61.9K - $69.9K
|
11.3K
$1.1M
|