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 23, 2024
Q3 2024
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
2.6K+ 1.65% |
$229K - $259K
|
160K
$15.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
2.54K+ 1.73% |
$224K - $253K
|
150K
$14.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.53K+ 13.84% |
$224K - $253K
|
20.8K
$2.02M
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
2.53K+ 1.73% |
$223K - $252K
|
149K
$14.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.52K+ 1.72% |
$222K - $251K
|
149K
$14.4M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
2.46KNew |
$217K - $245K
|
2.46K
$239K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
2.45K+ 13.82% |
$216K - $244K
|
20.2K
$1.96M
|
|
|
Oct 18, 2024
Q3 2024
|
Crosspoint Financial, LLC
Tustin, CA |
BUY
|
- |
2.42K+ 66.51% |
$214K - $242K
|
6.07K
$589K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.41K+ 100.42% |
$213K - $240K
|
4.81K
$467K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.41K+ 2.21% |
$212K - $240K
|
111K
$10.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
2.36K+ 4.1% |
$208K - $235K
|
59.8K
$5.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
2.34KNew |
$207K - $234K
|
2.34K
$228K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.34K+ 8.74% |
$207K - $234K
|
29.2K
$2.83M
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
2.33K+ 3.69% |
$206K - $233K
|
65.5K
$6.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
2.3K+ 3.26% |
$203K - $229K
|
72.8K
$7.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.27K+ 1.51% |
$200K - $226K
|
152K
$14.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
2.25K+ 2.96% |
$199K - $224K
|
78.2K
$7.59M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.24KNew |
$198K - $224K
|
2.24K
$218K
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
2.24KNew |
$198K - $223K
|
2.24K
$218K
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.22K+ 12.14% |
$196K - $221K
|
20.5K
$1.99M
|
|
|
Oct 07, 2024
Q3 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
2.22K+ 2.4% |
$195K - $221K
|
94.7K
$9.19M
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
2.19K+ 2.11% |
$193K - $218K
|
106K
$10.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.18KNew |
$192K - $217K
|
2.18K
$212K
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
2.16K+ 4.56% |
$191K - $215K
|
49.5K
$4.81M
|
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
2.11K+ 10.36% |
$186K - $210K
|
22.4K
$2.18M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
2.11KNew |
$186K - $210K
|
2.11K
$204K
|
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
2.07K+ 1.34% |
$182K - $206K
|
156K
$15.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.06K+ 4.3% |
$182K - $205K
|
50K
$4.85M
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
2K+ 4.5% |
$177K - $200K
|
46.6K
$4.52M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.98K+ 13.28% |
$175K - $197K
|
16.9K
$1.64M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.84K+ 2.19% |
$163K - $184K
|
85.9K
$8.34M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.84K+ 1.72% |
$163K - $184K
|
109K
$10.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.81K+ 11.1% |
$160K - $181K
|
18.1K
$1.76M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.8K+ 40.86% |
$159K - $179K
|
6.2K
$602K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.78K+ 5.54% |
$157K - $177K
|
33.8K
$3.29M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.75K+ 48.82% |
$154K - $174K
|
5.32K
$516K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.74K+ 23.87% |
$153K - $173K
|
9.01K
$874K
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
1.73K+ 3.28% |
$153K - $172K
|
54.5K
$5.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
1.72K+ 0.7% |
$152K - $171K
|
248K
$24.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.71K+ 7.45% |
$151K - $170K
|
24.6K
$2.39M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.68K+ 3.8% |
$148K - $167K
|
45.9K
$4.45M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.65K+ 548.33% |
$145K - $164K
|
1.95K
$189K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.64KNew |
$145K - $164K
|
1.64K
$159K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.62K+ 2.8% |
$143K - $162K
|
59.4K
$5.77M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
1.56K+ 7.45% |
$138K - $156K
|
22.5K
$2.18M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.55K+ 8.02% |
$137K - $155K
|
20.9K
$2.03M
|
|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1.52KNew |
$134K - $152K
|
1.52K
$148K
|
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
BUY
|
- |
1.48K+ 2.68% |
$131K - $148K
|
56.8K
$5.52M
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
1.48K+ 38.59% |
$131K - $148K
|
5.33K
$517K
|
|
|
Oct 09, 2024
Q3 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
1.48K+ 2.22% |
$131K - $148K
|
68.3K
$6.63M
|