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 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
83+ 1.73% |
$4.98K - $5.47K
|
4.89K
$317K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
71+ 1.14% |
$4.26K - $4.68K
|
6.32K
$410K
|
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
69+ 0.25% |
$4.14K - $4.55K
|
27.8K
$1.8M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
62+ 126.53% |
$3.72K - $4.09K
|
111
$7.21K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
56+ 0.48% |
$3.36K - $3.69K
|
11.7K
$762K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
38+ 1.6% |
$2.28K - $2.5K
|
2.41K
$156K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
36+ 1.0% |
$2.16K - $2.37K
|
3.62K
$235K
|
|
|
Apr 25, 2024
Q1 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
27+ 0.09% |
$1.62K - $1.78K
|
31.1K
$2.02M
|
|
|
May 14, 2024
Q1 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
24New |
$1.44K - $1.58K
|
24
$1.56K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
24+ 0.14% |
$1.44K - $1.58K
|
17.1K
$1.11M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
6New |
$360 - $395
|
6
$390
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6New |
$360 - $395
|
6
$390
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1+ 2.22% |
$60 - $65.9
|
46
$2.99K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-23- 14.2% |
$1.38K - $1.52K
|
139
$9.02K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-35- 0.68% |
$2.1K - $2.31K
|
5.13K
$333K
|
|
|
Apr 19, 2024
Q1 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-38- 0.4% |
$2.28K - $2.5K
|
9.38K
$609K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-42- 1.01% |
$2.52K - $2.77K
|
4.13K
$268K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-64- 0.31% |
$3.84K - $4.22K
|
20.9K
$1.36M
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-80- 0.37% |
$4.8K - $5.27K
|
21.6K
$1.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-81- 0.38% |
$4.86K - $5.34K
|
21.1K
$1.37M
|
|
|
May 07, 2024
Q1 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-85- 0.09% |
$5.1K - $5.6K
|
99.3K
$6.45M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-92- 1.24% |
$5.52K - $6.06K
|
7.34K
$477K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-110- 3.48% |
$6.59K - $7.25K
|
3.05K
$198K
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-113- 2.25% |
$6.77K - $7.45K
|
4.91K
$319K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-150- 2.23% |
$8.99K - $9.88K
|
6.59K
$428K
|
|
|
May 10, 2024
Q1 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-177- 2.87% |
$10.6K - $11.7K
|
6K
$389K
|
|
|
May 01, 2024
Q1 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-185- 4.55% |
$11.1K - $12.2K
|
3.89K
$252K
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-200- 4.39% |
$12K - $13.2K
|
4.35K
$283K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-203- 5.14% |
$12.2K - $13.4K
|
3.74K
$243K
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-226- 0.34% |
$13.5K - $14.9K
|
65.8K
$4.27M
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-347- 50.07% |
$20.8K - $22.9K
|
346
$22.5K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-377- 2.04% |
$22.6K - $24.8K
|
18.1K
$1.17M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-464- 0.47% |
$27.8K - $30.6K
|
98.7K
$6.41M
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-500- 11.11% |
$30K - $32.9K
|
4K
$260K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-512- 2.48% |
$30.7K - $33.7K
|
20.1K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-574- 0.73% |
$34.4K - $37.8K
|
77.8K
$5.05M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-584- 8.91% |
$35K - $38.5K
|
5.97K
$388K
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-595- 0.52% |
$35.7K - $39.2K
|
113K
$7.34M
|
|
|
May 14, 2024
Q1 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-652- 4.23% |
$39.1K - $43K
|
14.8K
$958K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-699- 2.98% |
$41.9K - $46.1K
|
22.8K
$1.48M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-777- 14.23% |
$46.6K - $51.2K
|
4.68K
$304K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-794- 1.64% |
$47.6K - $52.3K
|
47.5K
$3.09M
|
|
|
Apr 15, 2024
Q1 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-817- 0.51% |
$49K - $53.8K
|
159K
$10.3M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-899- 4.41% |
$53.9K - $59.2K
|
19.5K
$1.27M
|
|
|
May 01, 2024
Q1 2024
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-946- 0.61% |
$56.7K - $62.3K
|
155K
$10M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-983- 19.16% |
$58.9K - $64.8K
|
4.15K
$269K
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-1.03K- 1.21% |
$61.7K - $67.8K
|
83.7K
$5.43M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.16K- 4.94% |
$69.3K - $76.2K
|
22.2K
$1.44M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.3K- 0.28% |
$77.9K - $85.6K
|
457K
$29.7M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.45K- 76.42% |
$87K - $95.7K
|
448
$29.1K
|