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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
1.78K+ 2.47% |
$107K - $117K
|
73.9K
$4.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.72K+ 3.32% |
$103K - $113K
|
53.5K
$3.47M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.65KNew |
$98.9K - $109K
|
1.65K
$107K
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1.57K+ 7.19% |
$94.2K - $104K
|
23.4K
$1.52M
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.55K+ 23.72% |
$92.7K - $102K
|
8.07K
$524K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.46K+ 4.75% |
$87.2K - $95.9K
|
32.1K
$2.08M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.36K+ 20.16% |
$81.2K - $89.3K
|
8.08K
$524K
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.23K+ 14.16% |
$73.4K - $80.7K
|
9.88K
$641K
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
1.14K+ 7.28% |
$68.5K - $75.3K
|
16.9K
$1.09M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.13K+ 7.73% |
$67.8K - $74.5K
|
15.8K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.12K+ 9.13% |
$67.1K - $73.7K
|
13.4K
$869K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.06K+ 3.41% |
$63.5K - $69.8K
|
32.2K
$2.09M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.05K+ 3.81% |
$62.9K - $69.2K
|
28.6K
$1.86M
|
|
|
May 10, 2024
Q1 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
864+ 0.5% |
$51.8K - $56.9K
|
174K
$11.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
817+ 2.68% |
$49K - $53.8K
|
31.3K
$2.03M
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
781+ 11.9% |
$46.8K - $51.5K
|
7.35K
$477K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
720New |
$43.2K - $47.4K
|
720
$46.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
671+ 0.95% |
$40.2K - $44.2K
|
71.2K
$4.63M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
671New |
$40.2K - $44.2K
|
671
$43.6K
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
621+ 4.04% |
$37.2K - $40.9K
|
16K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
606+ 9.62% |
$36.3K - $39.9K
|
6.91K
$448K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
588+ 1251.06% |
$35.3K - $38.7K
|
635
$41.2K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
568+ 16.04% |
$34.1K - $37.4K
|
4.11K
$267K
|
|
|
Apr 24, 2024
Q1 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
482+ 3.13% |
$28.9K - $31.8K
|
15.9K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
481+ 11.29% |
$28.8K - $31.7K
|
4.74K
$308K
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
442+ 4.03% |
$26.5K - $29.1K
|
11.4K
$740K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
429+ 0.39% |
$25.7K - $28.3K
|
110K
$7.15M
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
411+ 18.55% |
$24.6K - $27.1K
|
2.63K
$171K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
388New |
$23.3K - $25.6K
|
388
$25.2K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
385New |
$23.1K - $25.4K
|
385
$25K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
317New |
$19K - $20.9K
|
317
$20.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
300+ 8.11% |
$18K - $19.8K
|
4K
$260K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
285New |
$17.1K - $18.8K
|
285
$18.5K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
280+ 0.72% |
$16.8K - $18.4K
|
39K
$2.53M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
265+ 5.61% |
$15.9K - $17.5K
|
4.99K
$324K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
255+ 2.36% |
$15.3K - $16.8K
|
11.1K
$719K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
238+ 1.71% |
$14.3K - $15.7K
|
14.1K
$917K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
217New |
$13K - $14.3K
|
217
$14.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
205New |
$12.3K - $13.5K
|
205
$13.3K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
187New |
$11.2K - $12.3K
|
187
$12.1K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
151New |
$9.05K - $9.95K
|
151
$9.8K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
140+ 5.86% |
$8.39K - $9.22K
|
2.53K
$164K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
124+ 19.28% |
$7.43K - $8.17K
|
767
$49.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Northland Capital Management LLC
|
BUY
|
- |
119+ 0.98% |
$7.13K - $7.84K
|
12.3K
$795K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
110New |
$6.59K - $7.25K
|
110
$7.14K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
109New |
$6.53K - $7.18K
|
109
$7.08K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
105+ 0.2% |
$6.29K - $6.92K
|
52.8K
$3.43M
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
92New |
$5.52K - $6.06K
|
92
$5.97K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
89New |
$5.34K - $5.86K
|
89
$5.78K
|
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
85+ 0.42% |
$5.1K - $5.6K
|
20.4K
$1.32M
|