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 31, 2024
Q2 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-811- 0.51% |
$51.7K - $55.4K
|
159K
$10.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-904- 1.69% |
$57.7K - $61.8K
|
52.6K
$3.41M
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-977- 2.56% |
$62.3K - $66.8K
|
37.2K
$2.41M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-981- 3.43% |
$62.6K - $67.1K
|
27.7K
$1.8M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-1.02K- 5.61% |
$64.8K - $69.4K
|
17.1K
$1.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-1.15K- 0.98% |
$73.3K - $78.5K
|
117K
$7.57M
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.16K- 1.96% |
$74.3K - $79.6K
|
58.2K
$3.78M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.23K- 32.88% |
$78.6K - $84.2K
|
2.51K
$163K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.26K- 4.58% |
$80.5K - $86.3K
|
26.3K
$1.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.29K- 3.03% |
$82.1K - $88K
|
41.2K
$2.67M
|
|
|
Jul 25, 2024
Q2 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-1.52K- 2.87% |
$97K - $104K
|
51.4K
$3.33M
|
|
|
Jul 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-1.59K- 6.32% |
$102K - $109K
|
23.6K
$1.53M
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.75K- 8.7% |
$112K - $120K
|
18.4K
$1.19M
|
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-1.87K- 5.08% |
$119K - $128K
|
34.9K
$2.27M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.88K- 0.66% |
$120K - $129K
|
285K
$18.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.01K- 1.53% |
$128K - $137K
|
129K
$8.39M
|
|
|
Jul 10, 2024
Q2 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-2.18K- 1.99% |
$139K - $149K
|
107K
$6.97M
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-2.19K- 6.48% |
$140K - $150K
|
31.5K
$2.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.33K- 49.56% |
$149K - $159K
|
2.37K
$154K
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-2.48K- 2.19% |
$158K - $169K
|
111K
$7.18M
|
|
|
Jul 25, 2024
Q2 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-2.59K- 15.43% |
$165K - $177K
|
14.2K
$921K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.59K- 8.97% |
$165K - $177K
|
26.3K
$1.71M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.18K- 6.97% |
$203K - $217K
|
42.4K
$2.75M
|
|
|
Aug 12, 2024
Q2 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-3.45K- 10.65% |
$220K - $236K
|
29K
$1.88M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-5.08K- 5.15% |
$324K - $347K
|
93.7K
$6.08M
|
|
|
Dec 02, 2024
Q2 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-6.39K- 9.55% |
$408K - $437K
|
60.5K
$3.93M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-6.43K- 1.69% |
$410K - $440K
|
374K
$24.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-6.46K- 3.71% |
$412K - $442K
|
168K
$10.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-9.32K- 20.29% |
$594K - $637K
|
36.6K
$2.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
SELL
|
- |
-9.58K- 6.05% |
$611K - $655K
|
149K
$9.65M
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-11.3K- 4.02% |
$721K - $772K
|
269K
$17.5M
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-13.4K- 7.01% |
$853K - $914K
|
177K
$11.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-18.2K- 24.02% |
$1.16M - $1.25M
|
57.6K
$3.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-19.8K- 83.06% |
$1.26M - $1.35M
|
4.04K
$262K
|
|
|
Jul 31, 2024
Q2 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-29.6K- 44.08% |
$1.89M - $2.03M
|
37.6K
$2.44M
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-41.5K- 14.11% |
$2.65M - $2.84M
|
253K
$16.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-49.4K- 12.51% |
$3.15M - $3.38M
|
346K
$22.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-395K- 95.38% |
$25.2M - $27M
|
19.2K
$1.24M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-417K- 69.61% |
$26.6M - $28.5M
|
182K
$11.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-563K- 59.39% |
$35.9M - $38.5M
|
385K
$25M
|
|
|
Jul 12, 2024
Q2 2024
|
Unison Advisors LLC
|
SELL
|
- |
-565K- 31.78% |
$36M - $38.6M
|
1.21M
$78.7M
|