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 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
53.2KNew |
$4.7M - $5.31M
|
53.2K
$5.17M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
51K+ 32.09% |
$4.5M - $5.09M
|
210K
$20.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
50.8KNew |
$4.48M - $5.06M
|
50.8K
$4.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
45.1K+ 86.09% |
$3.98M - $4.49M
|
97.5K
$9.46M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
45K+ 59.11% |
$3.97M - $4.48M
|
121K
$11.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
44.6KNew |
$3.94M - $4.45M
|
44.6K
$4.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
44.2KNew |
$3.9M - $4.4M
|
44.2K
$4.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
43.1K+ 294.86% |
$3.8M - $4.29M
|
57.7K
$5.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
42.3KNew |
$3.73M - $4.22M
|
42.3K
$4.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
41.8K+ 29.32% |
$3.69M - $4.17M
|
185K
$17.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
41.5K+ 34.96% |
$3.66M - $4.13M
|
160K
$15.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
41.2K+ 19.26% |
$3.64M - $4.11M
|
255K
$24.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
39.2K+ 60.64% |
$3.46M - $3.9M
|
104K
$10.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
38.7K+ 69.12% |
$3.41M - $3.85M
|
94.6K
$9.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
38.1K+ 1.72% |
$3.36M - $3.8M
|
2.25M
$218M
|
|
|
Oct 08, 2024
Q3 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
37.5K+ 20.68% |
$3.31M - $3.73M
|
219K
$21.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
36.1KNew |
$3.18M - $3.6M
|
36.1K
$3.5M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
35.8K+ 5.74% |
$3.16M - $3.57M
|
660K
$64M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
34.4K+ 12.75% |
$3.03M - $3.43M
|
304K
$29.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
31.8K+ 4.55% |
$2.8M - $3.17M
|
730K
$70.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
31.5K+ 9.45% |
$2.78M - $3.14M
|
364K
$35.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
30.5K+ 3.77% |
$2.69M - $3.04M
|
838K
$81.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
29.5KNew |
$2.61M - $2.94M
|
29.5K
$2.87M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
29.5K+ 25.52% |
$2.6M - $2.94M
|
145K
$14.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
29.3K+ 21.07% |
$2.58M - $2.92M
|
168K
$16.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
29.2K+ 3.73% |
$2.58M - $2.91M
|
811K
$78.8M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
29.1K+ 5.98% |
$2.57M - $2.9M
|
516K
$50.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
29KNew |
$2.56M - $2.89M
|
29K
$2.82M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
29K+ 9.76% |
$2.56M - $2.89M
|
326K
$31.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
28.5K+ 3.7% |
$2.51M - $2.84M
|
798K
$77.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
28.3K+ 4.32% |
$2.5M - $2.82M
|
684K
$66.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
27.6KNew |
$2.44M - $2.75M
|
27.6K
$2.68M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
27.5K+ 2.9% |
$2.43M - $2.75M
|
977K
$94.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
27.4K+ 18.26% |
$2.42M - $2.73M
|
177K
$17.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.1K+ 3.1% |
$2.39M - $2.7M
|
899K
$87.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
26.8K+ 72.05% |
$2.36M - $2.67M
|
64K
$6.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
BUY
|
- |
26.7K+ 1.21% |
$2.36M - $2.66M
|
2.23M
$216M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
25.7KNew |
$2.27M - $2.56M
|
25.7K
$2.49M
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
25K+ 48.3% |
$2.21M - $2.49M
|
76.8K
$7.46M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
24.3K+ 644.78% |
$2.14M - $2.42M
|
28K
$2.72M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
23.9K+ 246.98% |
$2.11M - $2.38M
|
33.6K
$3.26M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
23.7K+ 2.51% |
$2.09M - $2.36M
|
969K
$94.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
23.5K+ 11.04% |
$2.07M - $2.34M
|
236K
$23M
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
23.3K+ 25.51% |
$2.06M - $2.33M
|
115K
$11.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
22.8K+ 4.19% |
$2.01M - $2.27M
|
566K
$54.9M
|
|
|
Oct 03, 2024
Q3 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
22K+ 21.54% |
$1.94M - $2.19M
|
124K
$12M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
21.3K+ 53.56% |
$1.88M - $2.12M
|
61K
$5.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
21K+ 165.52% |
$1.85M - $2.09M
|
33.6K
$3.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
20.8K+ 249.42% |
$1.83M - $2.07M
|
29.1K
$2.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20.2K+ 14.47% |
$1.79M - $2.02M
|
160K
$15.5M
|