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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Brickley Wealth Management
|
BUY
|
- |
77+ 0.02% |
$4.91K - $5.26K
|
445K
$28.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
67+ 0.18% |
$4.28K - $4.58K
|
36.4K
$2.37M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
64+ 1.8% |
$4.08K - $4.38K
|
3.62K
$235K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
56+ 7.78% |
$3.57K - $3.83K
|
776
$50.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
48+ 3.12% |
$3.06K - $3.28K
|
1.59K
$103K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
37+ 1.54% |
$2.36K - $2.53K
|
2.45K
$159K
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
BUY
|
- |
36New |
$2.3K - $2.46K
|
36
$2.34K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
34+ 0.37% |
$2.17K - $2.32K
|
9.2K
$597K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
33+ 0.47% |
$2.11K - $2.26K
|
7.05K
$458K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
31New |
$1.98K - $2.12K
|
31
$2.01K
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
30+ 0.69% |
$1.91K - $2.05K
|
4.37K
$284K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
12+ 1.79% |
$766 - $820
|
683
$44.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
11+ 0.03% |
$702 - $752
|
39K
$2.53M
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
11+ 0.26% |
$702 - $752
|
4.26K
$277K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
9+ 1.22% |
$574 - $615
|
746
$48.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
2New |
$128 - $137
|
2
$130
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 1.69% |
$63.8 - $68.4
|
60
$3.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
1+ 12.5% |
$63.8 - $68.4
|
9
$584
|
|
|
Aug 13, 2024
Q2 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-2- 0.01% |
$128 - $137
|
31.8K
$2.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-36- 0.73% |
$2.3K - $2.46K
|
4.87K
$316K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-45- 0.09% |
$2.87K - $3.08K
|
52.8K
$3.43M
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-50- 0.82% |
$3.19K - $3.42K
|
6.05K
$393K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-56- 0.51% |
$3.57K - $3.83K
|
11K
$715K
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-67- 1.02% |
$4.28K - $4.58K
|
6.51K
$423K
|
|
|
Jul 15, 2024
Q2 2024
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-80- 0.38% |
$5.1K - $5.47K
|
21.1K
$1.37M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-90- 1.42% |
$5.74K - $6.15K
|
6.23K
$404K
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-104- 0.65% |
$6.64K - $7.11K
|
15.9K
$1.03M
|
|
|
Jul 23, 2024
Q2 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-106- 1.13% |
$6.76K - $7.25K
|
9.27K
$602K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-113- 0.9% |
$7.21K - $7.72K
|
12.4K
$805K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-113- 32.66% |
$7.21K - $7.72K
|
233
$15.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-126- 0.65% |
$8.04K - $8.61K
|
19.4K
$1.26M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-139- 5.62% |
$8.87K - $9.5K
|
2.34K
$152K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-154- 0.22% |
$9.83K - $10.5K
|
71.1K
$4.62M
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-200- 2.04% |
$12.8K - $13.7K
|
9.62K
$625K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-207- 1.21% |
$13.2K - $14.2K
|
16.9K
$1.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-232- 4.75% |
$14.8K - $15.9K
|
4.66K
$302K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-240- 1.1% |
$15.3K - $16.4K
|
21.6K
$1.4M
|
|
|
Aug 13, 2024
Q2 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-292- 4.87% |
$18.6K - $20K
|
5.7K
$370K
|
|
|
Aug 07, 2024
Q2 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-343- 8.06% |
$21.9K - $23.4K
|
3.91K
$254K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-377- 1.53% |
$24.1K - $25.8K
|
24.2K
$1.57M
|
|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-414- 6.78% |
$26.4K - $28.3K
|
5.69K
$369K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-429- 9.56% |
$27.4K - $29.3K
|
4.06K
$263K
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-451- 2.09% |
$28.8K - $30.8K
|
21.2K
$1.37M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-524- 3.71% |
$33.4K - $35.8K
|
13.6K
$883K
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-548- 10.8% |
$35K - $37.5K
|
4.53K
$294K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-562- 5.16% |
$35.9K - $38.4K
|
10.3K
$671K
|
|
|
Jul 30, 2024
Q2 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-601- 0.65% |
$38.3K - $41.1K
|
91.7K
$5.95M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-647- 1.53% |
$41.3K - $44.2K
|
41.5K
$2.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-686- 16.4% |
$43.8K - $46.9K
|
3.5K
$227K
|
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-699- 9.52% |
$44.6K - $47.8K
|
6.65K
$431K
|