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 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
19.6K+ 10.6% |
$1.73M - $1.96M
|
205K
$19.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
19.4K+ 10.55% |
$1.71M - $1.94M
|
203K
$19.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
19.4K+ 19.27% |
$1.71M - $1.93M
|
120K
$11.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
18K+ 18.7% |
$1.59M - $1.79M
|
114K
$11.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
17.7K+ 31.02% |
$1.57M - $1.77M
|
74.9K
$7.27M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
17.5K+ 31.79% |
$1.55M - $1.75M
|
72.7K
$7.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
17.3K+ 3.93% |
$1.53M - $1.72M
|
458K
$44.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
16.9KNew |
$1.49M - $1.69M
|
16.9K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
16.9K+ 2.59% |
$1.49M - $1.69M
|
670K
$65M
|
|
|
Oct 29, 2024
Q3 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
16.6K+ 46.7% |
$1.46M - $1.65M
|
52K
$5.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
16.2K+ 6.95% |
$1.43M - $1.62M
|
249K
$24.2M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
15.5K+ 9.71% |
$1.37M - $1.55M
|
176K
$17.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
14.8K+ 8.86% |
$1.31M - $1.47M
|
182K
$17.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
14.6KNew |
$1.29M - $1.46M
|
14.6K
$1.42M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
14.6K+ 11.1% |
$1.29M - $1.46M
|
146K
$14.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
14.5KNew |
$1.28M - $1.45M
|
14.5K
$1.41M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
14.5KNew |
$1.28M - $1.44M
|
14.5K
$1.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.4K+ 3.72% |
$1.27M - $1.44M
|
402K
$39.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
14.4K+ 6.01% |
$1.27M - $1.44M
|
254K
$24.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
14.3K+ 26.25% |
$1.26M - $1.43M
|
68.8K
$6.68M
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
14.2K+ 11.69% |
$1.25M - $1.41M
|
136K
$13.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
14.2K+ 28.93% |
$1.25M - $1.41M
|
63.1K
$6.12M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
14.1K+ 23.11% |
$1.25M - $1.41M
|
75.3K
$7.31M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
14.1KNew |
$1.24M - $1.41M
|
14.1K
$1.37M
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
14KNew |
$1.24M - $1.4M
|
14K
$1.36M
|
|
|
Nov 06, 2024
Q3 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
14K+ 9.17% |
$1.23M - $1.39M
|
166K
$16.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
13.8K+ 22.62% |
$1.22M - $1.38M
|
75K
$7.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.7K+ 105.08% |
$1.21M - $1.37M
|
26.7K
$2.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
13.7K+ 7.86% |
$1.2M - $1.36M
|
187K
$18.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
13.5K+ 6.55% |
$1.19M - $1.34M
|
219K
$21.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
13.4K+ 7.81% |
$1.19M - $1.34M
|
186K
$18M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
13.4KNew |
$1.19M - $1.34M
|
13.4K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
13.4K+ 195.07% |
$1.18M - $1.33M
|
20.2K
$1.97M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
13.4KNew |
$1.18M - $1.33M
|
13.4K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
13.3KNew |
$1.17M - $1.33M
|
13.3K
$1.29M
|
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
13.3K+ 9.04% |
$1.17M - $1.33M
|
160K
$15.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13.1K+ 133.96% |
$1.15M - $1.3M
|
22.8K
$2.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
12.9KNew |
$1.14M - $1.29M
|
12.9K
$1.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
12.9K+ 917.75% |
$1.14M - $1.28M
|
14.3K
$1.39M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
12.8K+ 24.68% |
$1.13M - $1.27M
|
64.6K
$6.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
12.6KNew |
$1.12M - $1.26M
|
12.6K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12.4K+ 30.35% |
$1.1M - $1.24M
|
53.3K
$5.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
12.1K+ 8.82% |
$1.07M - $1.21M
|
149K
$14.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
11.9K+ 14.24% |
$1.05M - $1.19M
|
95.4K
$9.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
11.7K+ 28.62% |
$1.03M - $1.17M
|
52.6K
$5.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
11.7K+ 10.65% |
$1.03M - $1.16M
|
121K
$11.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
11.7K+ 17.38% |
$1.03M - $1.16M
|
78.9K
$7.66M
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
11.6K+ 16.69% |
$1.02M - $1.16M
|
81.2K
$7.88M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.6K+ 5.77% |
$1.02M - $1.15M
|
212K
$20.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
11.3KNew |
$999K - $1.13M
|
11.3K
$1.1M
|