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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-728- 4.64% |
$64.2K - $72.6K
|
15K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-735- 0.71% |
$64.9K - $73.3K
|
102K
$9.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-802- 2.44% |
$70.8K - $80K
|
32.1K
$3.12M
|
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-818- 1.79% |
$72.2K - $81.6K
|
45K
$4.37M
|
|
|
Oct 07, 2024
Q3 2024
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
SELL
|
- |
-826- 0.27% |
$72.9K - $82.4K
|
305K
$29.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-848- 16.56% |
$74.8K - $84.5K
|
4.27K
$415K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-885- 24.87% |
$78.1K - $88.2K
|
2.67K
$260K
|
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-900- 7.13% |
$79.4K - $89.7K
|
11.7K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-944- 28.78% |
$83.3K - $94.1K
|
2.34K
$227K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-949- 1.92% |
$83.7K - $94.6K
|
48.5K
$4.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.14K- 31.03% |
$101K - $114K
|
2.54K
$247K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-1.24K- 2.38% |
$109K - $124K
|
50.9K
$4.94M
|
|
|
Oct 03, 2024
Q3 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.25K- 2.46% |
$110K - $124K
|
49.4K
$4.79M
|
|
|
Nov 12, 2024
Q3 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-1.33K- 3.11% |
$118K - $133K
|
41.6K
$4.04M
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.37K- 96.62% |
$121K - $137K
|
48
$4.66K
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.62K- 0.97% |
$143K - $161K
|
165K
$16.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.62K- 3.42% |
$143K - $161K
|
45.6K
$4.43M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-1.63K- 3.95% |
$144K - $163K
|
39.6K
$3.85M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.8K- 0.37% |
$159K - $179K
|
478K
$46.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.8K- 11.0% |
$159K - $180K
|
14.6K
$1.42M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-1.82K- 9.07% |
$161K - $181K
|
18.2K
$1.77M
|
|
|
Oct 09, 2024
Q3 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-1.84K- 5.89% |
$162K - $183K
|
29.4K
$2.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.86K- 1.9% |
$164K - $185K
|
95.7K
$9.29M
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-2.06K- 17.1% |
$182K - $206K
|
10K
$971K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-2.09K- 12.7% |
$184K - $208K
|
14.4K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-2.17K- 22.07% |
$192K - $217K
|
7.67K
$745K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-2.19K- 0.78% |
$194K - $219K
|
280K
$27.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-2.29K- 0.67% |
$202K - $228K
|
342K
$33.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
SELL
|
- |
-2.32K- 16.81% |
$204K - $231K
|
11.5K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.33K- 4.25% |
$206K - $232K
|
52.5K
$5.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.51K- 33.2% |
$221K - $250K
|
5.05K
$490K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.68K- 1.51% |
$236K - $267K
|
175K
$17M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.7K- 10.75% |
$238K - $269K
|
22.4K
$2.18M
|
|
|
Nov 01, 2024
Q3 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-2.81K- 12.39% |
$248K - $280K
|
19.9K
$1.93M
|
|
|
Oct 08, 2024
Q3 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-2.84K- 9.16% |
$251K - $283K
|
28.2K
$2.74M
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-2.9K- 2.89% |
$256K - $289K
|
97.5K
$9.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.94K- 3.19% |
$259K - $293K
|
89.2K
$8.66M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-2.96K- 18.65% |
$262K - $296K
|
12.9K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-3K- 7.48% |
$265K - $299K
|
37.1K
$3.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-3.14K- 1.57% |
$277K - $313K
|
196K
$19M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.14K- 9.52% |
$277K - $313K
|
29.9K
$2.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-3.65K- 3.71% |
$322K - $364K
|
94.7K
$9.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-3.85K- 7.87% |
$340K - $384K
|
45.1K
$4.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-4.37K- 3.09% |
$386K - $436K
|
137K
$13.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-4.42K- 32.9% |
$390K - $440K
|
9.01K
$875K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.5K- 9.66% |
$397K - $449K
|
42.1K
$4.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-4.62K- 13.9% |
$408K - $461K
|
28.6K
$2.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-4.65K- 0.64% |
$410K - $463K
|
716K
$69.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-4.87K- 1.41% |
$430K - $486K
|
340K
$33M
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-5.01K- 35.09% |
$442K - $500K
|
9.27K
$900K
|