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 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
3.74K+ 5.84% |
$239K - $256K
|
67.8K
$4.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.7K+ 34.58% |
$236K - $253K
|
14.4K
$935K
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.64K+ 26.5% |
$232K - $249K
|
17.4K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
3.6K+ 4.93% |
$229K - $246K
|
76.5K
$4.97M
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
3.49KNew |
$222K - $238K
|
3.49K
$226K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
3.44K+ 2.44% |
$220K - $235K
|
144K
$9.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
3.4K+ 4.06% |
$217K - $233K
|
87.1K
$5.65M
|
|
|
Jul 19, 2024
Q2 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
3.35KNew |
$213K - $229K
|
3.35K
$217K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.31K+ 3.93% |
$211K - $226K
|
87.6K
$5.69M
|
|
|
Aug 01, 2024
Q2 2024
|
Claris Advisors, LLC
|
BUY
|
- |
3.17K+ 18.91% |
$202K - $217K
|
19.9K
$1.29M
|
|
|
Jul 15, 2024
Q2 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
3.15K+ 2.38% |
$201K - $216K
|
135K
$8.79M
|
|
|
Jul 29, 2024
Q2 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
2.86K+ 1.43% |
$183K - $196K
|
203K
$13.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
2.84K+ 3.85% |
$181K - $194K
|
76.7K
$4.98M
|
|
|
Aug 07, 2024
Q2 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
2.79K+ 13.68% |
$178K - $191K
|
23.2K
$1.51M
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
BUY
|
- |
2.79K+ 3.62% |
$178K - $191K
|
79.8K
$5.18M
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
2.74K+ 5.35% |
$175K - $188K
|
54K
$3.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.74K+ 5.76% |
$175K - $187K
|
50.3K
$3.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.71K+ 6.69% |
$173K - $185K
|
43.1K
$2.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
2.61K+ 5.49% |
$166K - $178K
|
50K
$3.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.45K+ 4.1% |
$156K - $168K
|
62.2K
$4.04M
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
2.44K+ 1.22% |
$155K - $166K
|
201K
$13.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
2.4K+ 3.97% |
$153K - $164K
|
62.8K
$4.08M
|
|
|
Jul 25, 2024
Q2 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.38K+ 14.98% |
$152K - $163K
|
18.3K
$1.19M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.33K+ 49.67% |
$148K - $159K
|
7.01K
$455K
|
|
|
Jul 26, 2024
Q2 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.32K+ 4.43% |
$148K - $159K
|
54.7K
$3.55M
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.29K+ 7.3% |
$146K - $156K
|
33.6K
$2.18M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.26KNew |
$144K - $154K
|
2.26K
$147K
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
2.25K+ 18.11% |
$143K - $154K
|
14.6K
$951K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.21K+ 6.87% |
$141K - $151K
|
34.3K
$2.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.18K+ 9.96% |
$139K - $149K
|
24.1K
$1.57M
|
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
2.02K+ 1.74% |
$129K - $138K
|
118K
$7.67M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.99K+ 1.84% |
$127K - $136K
|
110K
$7.16M
|
|
|
Aug 07, 2024
Q2 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1.96K+ 1.36% |
$125K - $134K
|
145K
$9.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.9K+ 6.54% |
$121K - $130K
|
31K
$2.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.85K+ 0.4% |
$118K - $126K
|
459K
$29.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.84K+ 11.68% |
$118K - $126K
|
17.6K
$1.14M
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.8K+ 3.79% |
$115K - $123K
|
49.1K
$3.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
1.78K+ 7.84% |
$113K - $121K
|
24.4K
$1.59M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.73K+ 3.01% |
$111K - $118K
|
59.3K
$3.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.64K+ 12.26% |
$105K - $112K
|
15K
$975K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.58K+ 2.13% |
$101K - $108K
|
75.5K
$4.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
1.5K+ 8.21% |
$95.7K - $103K
|
19.8K
$1.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
1.47K+ 4.0% |
$94.1K - $101K
|
38.4K
$2.49M
|
|
|
Jul 16, 2024
Q2 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
1.44K+ 2.43% |
$91.6K - $98.1K
|
60.4K
$3.92M
|
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.43K+ 14.43% |
$90.9K - $97.4K
|
11.3K
$734K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.41K+ 9.28% |
$89.9K - $96.3K
|
16.6K
$1.08M
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
1.37K+ 7.03% |
$87.5K - $93.8K
|
20.9K
$1.36M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.37K+ 4.25% |
$87.3K - $93.5K
|
33.6K
$2.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.29K+ 18.62% |
$82.1K - $87.9K
|
8.19K
$532K
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.27K+ 11.18% |
$81.3K - $87.1K
|
12.7K
$823K
|