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 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
540New |
$47.6K - $53.8K
|
540
$52.4K
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
538+ 1.21% |
$47.5K - $53.6K
|
45.2K
$4.39M
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
531New |
$46.9K - $52.9K
|
531
$51.5K
|
|
Oct 09, 2024
Q3 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
531+ 0.49% |
$46.9K - $52.9K
|
108K
$10.5M
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
513+ 0.73% |
$45.3K - $51.1K
|
70.4K
$6.84M
|
|
Nov 12, 2024
Q3 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
500+ 1.48% |
$44.1K - $49.9K
|
34.3K
$3.33M
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
485+ 2.12% |
$42.8K - $48.4K
|
23.3K
$2.27M
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
483+ 15.08% |
$42.6K - $48.2K
|
3.69K
$358K
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
478+ 1.78% |
$42.2K - $47.7K
|
27.3K
$2.65M
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
465+ 3.53% |
$41K - $46.4K
|
13.6K
$1.32M
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
437+ 0.16% |
$38.6K - $43.6K
|
278K
$27M
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
431+ 1.42% |
$38K - $43K
|
30.7K
$2.98M
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
420+ 11.62% |
$37.1K - $41.9K
|
4.04K
$392K
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
415+ 10.07% |
$36.6K - $41.4K
|
4.54K
$440K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
400+ 15.4% |
$35.3K - $39.9K
|
3K
$291K
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
394+ 0.41% |
$34.8K - $39.3K
|
96.3K
$9.35M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
387+ 8.42% |
$34.1K - $38.6K
|
4.98K
$484K
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
370+ 7.81% |
$32.6K - $36.9K
|
5.11K
$496K
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
354+ 30.31% |
$31.2K - $35.3K
|
1.52K
$148K
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
352+ 1.84% |
$31.1K - $35.1K
|
19.5K
$1.9M
|
|
Oct 18, 2024
Q3 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
341+ 0.05% |
$30.1K - $34K
|
622K
$60.4M
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
324+ 20.28% |
$28.6K - $32.3K
|
1.92K
$187K
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
324+ 1.13% |
$28.6K - $32.3K
|
29K
$2.81M
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
317+ 10.67% |
$28K - $31.6K
|
3.29K
$319K
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
305New |
$26.9K - $30.4K
|
305
$29.6K
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
303+ 18.25% |
$26.7K - $30.2K
|
1.96K
$191K
|
|
Oct 24, 2024
Q3 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
281+ 12.01% |
$24.8K - $28K
|
2.62K
$254K
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
276+ 0.36% |
$24.4K - $27.5K
|
76.7K
$7.44M
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
275+ 4583.33% |
$24.3K - $27.4K
|
281
$27.3K
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
259+ 2.51% |
$22.9K - $25.8K
|
10.6K
$1.03M
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
255New |
$22.5K - $25.4K
|
255
$24.8K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
251+ 14.22% |
$22.1K - $25K
|
2.02K
$196K
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
250+ 0.87% |
$22.1K - $24.9K
|
28.9K
$2.8M
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
247New |
$21.8K - $24.6K
|
247
$24K
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
238+ 1.53% |
$21K - $23.7K
|
15.8K
$1.53M
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
238+ 4.7% |
$21K - $23.7K
|
5.3K
$515K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
230New |
$20.3K - $22.9K
|
230
$22.3K
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
222+ 105.71% |
$19.6K - $22.1K
|
432
$41.9K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
205New |
$18.1K - $20.4K
|
205
$19.9K
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
205+ 3.68% |
$18.1K - $20.4K
|
5.77K
$561K
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
191+ 4.33% |
$16.9K - $19K
|
4.61K
$447K
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
189+ 0.14% |
$16.7K - $18.8K
|
134K
$13M
|
|
Oct 15, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
187+ 0.34% |
$16.5K - $18.6K
|
55K
$5.34M
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
187+ 7.02% |
$16.5K - $18.6K
|
2.85K
$277K
|
|
Oct 25, 2024
Q3 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
176+ 0.16% |
$15.5K - $17.5K
|
114K
$11M
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
173New |
$15.3K - $17.2K
|
173
$16.8K
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
170+ 0.48% |
$15K - $16.9K
|
35.3K
$3.42M
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
160+ 97.56% |
$14.1K - $16K
|
324
$31.5K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
160+ 3.12% |
$14.1K - $16K
|
5.29K
$514K
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
153+ 1.28% |
$13.5K - $15.3K
|
12.1K
$1.17M
|