Purchases and Sales Made in Q1 2024 in American Centy ETF Tr Avantis (AVDV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDV) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
762K+ 70.63% |
$45.7M - $50.2M
|
1.84M
$119M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
542K+ 8.0% |
$32.5M - $35.7M
|
7.32M
$473M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
532K+ 30.69% |
$31.9M - $35M
|
2.26M
$146M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
436KNew |
$26.2M - $28.8M
|
436K
$28.2M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
425K+ 8.27% |
$25.5M - $28M
|
5.57M
$360M
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
369K+ 29.37% |
$22.1M - $24.3M
|
1.62M
$105M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
292K+ 239.45% |
$17.5M - $19.3M
|
415K
$26.8M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
241K+ 1.48% |
$14.4M - $15.9M
|
16.5M
$1.06B
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
145K+ 9.86% |
$8.71M - $9.57M
|
1.62M
$105M
|
|
|
May 14, 2024
Q1 2024
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
144KNew |
$8.61M - $9.46M
|
144K
$9.28M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
127K+ 3127.87% |
$7.6M - $8.35M
|
131K
$8.45M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
93K+ 10.26% |
$5.57M - $6.12M
|
999K
$64.6M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
76.5K+ 442.01% |
$4.58M - $5.04M
|
93.8K
$6.06M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
75.9KNew |
$4.55M - $5M
|
75.9K
$4.9M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
74.8KNew |
$4.48M - $4.93M
|
74.8K
$4.83M
|
|
|
Apr 08, 2024
Q1 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
72.7KNew |
$4.36M - $4.79M
|
72.7K
$4.7M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
58.3K+ 5.43% |
$3.5M - $3.84M
|
1.13M
$73.3M
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
BUY
|
- |
54.5K+ 242.43% |
$3.27M - $3.59M
|
77K
$4.98M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
50.1K+ 1241.64% |
$3M - $3.3M
|
54.2K
$3.5M
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
48.7K+ 20.09% |
$2.92M - $3.21M
|
291K
$18.8M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
48.5K+ 6.09% |
$2.91M - $3.19M
|
844K
$54.6M
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
47.4KNew |
$2.84M - $3.13M
|
47.4K
$3.07M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
46.8K+ 19.49% |
$2.8M - $3.08M
|
287K
$18.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
46.3K+ 14163.3% |
$2.78M - $3.05M
|
46.6K
$3.01M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
42.5K+ 32.44% |
$2.55M - $2.8M
|
174K
$11.2M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
42.5K+ 32.44% |
$2.55M - $2.8M
|
174K
$11.2M
|
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
39.4K+ 9.18% |
$2.36M - $2.6M
|
468K
$30.3M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.5K+ 17.84% |
$2.31M - $2.54M
|
254K
$16.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
38.1K+ 4.19% |
$2.28M - $2.51M
|
948K
$61.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
33.3K+ 11.34% |
$1.99M - $2.19M
|
327K
$21.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
30.9K+ 65.1% |
$1.85M - $2.03M
|
78.3K
$5.06M
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
BUY
|
- |
26.9K+ 14.1% |
$1.61M - $1.77M
|
218K
$14.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
25.3K+ 14.56% |
$1.52M - $1.67M
|
199K
$12.9M
|
|
|
Apr 02, 2024
Q1 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
24.9K+ 13.93% |
$1.49M - $1.64M
|
204K
$13.2M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
24.6KNew |
$1.47M - $1.62M
|
24.6K
$1.59M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
24.3K+ 40.42% |
$1.45M - $1.6M
|
84.3K
$5.45M
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
24K+ 20.55% |
$1.44M - $1.58M
|
141K
$9.11M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
24K+ 80.89% |
$1.44M - $1.58M
|
53.7K
$3.47M
|
|
|
Apr 30, 2024
Q1 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
23.2K+ 12.61% |
$1.39M - $1.53M
|
207K
$13.4M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
23.2K+ 4.8% |
$1.39M - $1.53M
|
505K
$32.7M
|
|
|
Aug 01, 2024
Q1 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
21.4K+ 35.95% |
$1.28M - $1.41M
|
80.8K
$5.23M
|
|
|
May 09, 2024
Q1 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
20.6K+ 11.5% |
$1.24M - $1.36M
|
200K
$12.9M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
18.6KNew |
$1.12M - $1.23M
|
18.6K
$1.2M
|
|
|
May 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
17.9K+ 51.79% |
$1.07M - $1.18M
|
52.4K
$3.38M
|
|
|
May 08, 2024
Q1 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
17.3K+ 114.83% |
$1.04M - $1.14M
|
32.4K
$2.09M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
17.2K+ 34.45% |
$1.03M - $1.14M
|
67.3K
$4.35M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
17.2K+ 37.71% |
$1.03M - $1.13M
|
62.9K
$4.06M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16.5K+ 323.08% |
$988K - $1.09M
|
21.6K
$1.39M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
16.1K+ 4.42% |
$965K - $1.06M
|
380K
$24.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Divergent Planning, LLC
|
BUY
|
- |
16.1K+ 3.86% |
$963K - $1.06M
|
432K
$27.9M
|