Purchases and Sales Made in Q2 2024 in American Centy ETF Tr Avantis (AVDV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
14K+ 8.94% |
$895K - $958K
|
171K
$11.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
13.3K+ 2.46% |
$850K - $910K
|
555K
$36M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
12.9K+ 14.82% |
$822K - $880K
|
99.8K
$6.48M
|
|
|
Aug 07, 2024
Q2 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
12.9K+ 60.03% |
$821K - $880K
|
34.3K
$2.23M
|
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
12.8K+ 27.62% |
$815K - $873K
|
59K
$3.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
12.3K+ 0.76% |
$783K - $838K
|
1.63M
$106M
|
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
BUY
|
- |
11.9K+ 2.25% |
$760K - $815K
|
540K
$35.1M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
11.9KNew |
$760K - $814K
|
11.9K
$773K
|
|
|
Jul 31, 2024
Q2 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
11.8K+ 32.1% |
$754K - $808K
|
48.6K
$3.16M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.6K+ 10.8% |
$740K - $792K
|
119K
$7.72M
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
11.5K+ 1.92% |
$736K - $788K
|
611K
$39.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.5K+ 12.39% |
$668K - $716K
|
95K
$6.17M
|
|
|
Jul 10, 2024
Q2 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
10.4K+ 13.35% |
$666K - $714K
|
88.7K
$5.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
10.3KNew |
$660K - $707K
|
10.3K
$671K
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
10.3K+ 5.13% |
$659K - $706K
|
212K
$13.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Divergent Planning, LLC
|
BUY
|
- |
9.48K+ 2.19% |
$605K - $648K
|
442K
$28.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.19KNew |
$587K - $628K
|
9.19K
$597K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
9K+ 2.27% |
$574K - $615K
|
405K
$26.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
8.89K+ 11.45% |
$567K - $608K
|
86.5K
$5.62M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.71K+ 40.35% |
$556K - $595K
|
30.3K
$1.97M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.63K+ 6.6% |
$550K - $590K
|
139K
$9.05M
|
|
|
Aug 07, 2024
Q2 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
8.33K+ 10.18% |
$531K - $569K
|
90.2K
$5.85M
|
|
|
Aug 08, 2024
Q2 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
8.12K+ 6.17% |
$518K - $555K
|
140K
$9.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.05K+ 60.63% |
$514K - $550K
|
21.3K
$1.38M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7.58KNew |
$484K - $518K
|
7.58K
$492K
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
7.56K+ 44.83% |
$482K - $516K
|
24.4K
$1.58M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
7.49K+ 11.58% |
$478K - $512K
|
72.1K
$4.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
6.96K+ 7.42% |
$444K - $476K
|
101K
$6.54M
|
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
6.91K+ 4.37% |
$441K - $472K
|
165K
$10.7M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.85KNew |
$437K - $468K
|
6.85K
$444K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.81K+ 30.63% |
$435K - $466K
|
29.1K
$1.89M
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6.73K+ 9.09% |
$430K - $460K
|
80.8K
$5.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Libra Wealth LLC
|
BUY
|
- |
6.63K+ 11.27% |
$423K - $453K
|
65.4K
$4.25M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.59K+ 0.73% |
$420K - $450K
|
903K
$58.6M
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
6.57K+ 28.05% |
$419K - $449K
|
30K
$1.95M
|
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
6.33K+ 9.48% |
$404K - $432K
|
73.1K
$4.74M
|
|
|
Jul 24, 2024
Q2 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
6K+ 2.19% |
$383K - $410K
|
281K
$18.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.7KNew |
$364K - $390K
|
5.7K
$370K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.59KNew |
$357K - $382K
|
5.59K
$363K
|
|
|
Aug 01, 2024
Q2 2024
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
4.9K+ 4.47% |
$313K - $335K
|
115K
$7.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
4.7K+ 1.61% |
$300K - $321K
|
296K
$19.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
4.65K+ 4.22% |
$297K - $318K
|
115K
$7.46M
|
|
|
Jul 17, 2024
Q2 2024
|
Northland Capital Management LLC
|
BUY
|
- |
4.58K+ 37.35% |
$292K - $313K
|
16.8K
$1.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
4.56K+ 22.99% |
$291K - $312K
|
24.4K
$1.58M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.23K+ 5.76% |
$270K - $289K
|
77.7K
$5.04M
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
4.23K+ 6.28% |
$270K - $289K
|
71.5K
$4.64M
|
|
|
Aug 09, 2024
Q2 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
4.19KNew |
$267K - $287K
|
4.19K
$272K
|
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
4.14K+ 1.31% |
$264K - $283K
|
319K
$20.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
4.14K+ 6.29% |
$264K - $283K
|
69.9K
$4.54M
|
|
|
Jul 15, 2024
Q2 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
4.08K+ 7.03% |
$261K - $279K
|
62.2K
$4.04M
|