Purchases and Sales Made in Q3 2024 in American Centy ETF Tr Avantis (AVDV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
2.31M+ 51055.44% |
$144M - $164M
|
2.32M
$150M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
936K+ 11.72% |
$58.5M - $66.6M
|
8.92M
$577M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
379K+ 2.26% |
$23.7M - $27M
|
17.2M
$1.11B
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
377K+ 6.33% |
$23.6M - $26.8M
|
6.34M
$410M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
360K+ 16.69% |
$22.5M - $25.6M
|
2.52M
$163M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
193K+ 1009.3% |
$12.1M - $13.8M
|
213K
$13.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
149K+ 21.09% |
$9.29M - $10.6M
|
853K
$55.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
145KNew |
$9.09M - $10.3M
|
145K
$9.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
120K+ 13.13% |
$7.49M - $8.52M
|
1.03M
$66.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
119K+ 9.57% |
$7.46M - $8.49M
|
1.37M
$88.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
112KNew |
$6.99M - $7.96M
|
112K
$7.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
107K+ 171.85% |
$6.71M - $7.63M
|
170K
$11M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
101K+ 11.21% |
$6.32M - $7.19M
|
1M
$64.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
62K+ 16.12% |
$3.88M - $4.41M
|
447K
$28.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
61.8K+ 171.25% |
$3.87M - $4.4M
|
97.9K
$6.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
58KNew |
$3.63M - $4.13M
|
58K
$3.75M
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
57.5KNew |
$3.59M - $4.09M
|
57.5K
$3.72M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
57.4K+ 838.03% |
$3.59M - $4.08M
|
64.2K
$4.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
47.5K+ 15.03% |
$2.97M - $3.38M
|
364K
$23.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
47.3KNew |
$2.96M - $3.36M
|
47.3K
$3.06M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
46K+ 9.1% |
$2.88M - $3.27M
|
552K
$35.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
43.1K+ 16.53% |
$2.7M - $3.07M
|
304K
$19.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37.5K+ 13.0% |
$2.34M - $2.66M
|
326K
$21.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
35.8K+ 627.5% |
$2.24M - $2.54M
|
41.5K
$2.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
27.7K+ 2.37% |
$1.73M - $1.97M
|
1.2M
$77.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
27.3K+ 27.32% |
$1.7M - $1.94M
|
127K
$8.21M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
26.7K+ 7.45% |
$1.67M - $1.9M
|
385K
$24.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
BUY
|
- |
24.3K+ 4.49% |
$1.52M - $1.73M
|
565K
$36.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
24.2K+ 7.57% |
$1.51M - $1.72M
|
344K
$22.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
24.2KNew |
$1.51M - $1.72M
|
24.2K
$1.56M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
21.3K+ 3.48% |
$1.33M - $1.51M
|
633K
$40.9M
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
20.4K+ 12.34% |
$1.27M - $1.45M
|
185K
$12M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
19.8K+ 4.4% |
$1.24M - $1.41M
|
470K
$30.4M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
19K+ 5.08% |
$1.19M - $1.35M
|
393K
$25.4M
|
|
|
Oct 01, 2024
Q3 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
18.6K+ 20.82% |
$1.16M - $1.32M
|
108K
$6.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
17KNew |
$1.06M - $1.21M
|
17K
$1.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
16.7K+ 8.29% |
$1.04M - $1.19M
|
218K
$14.1M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.6K+ 20.99% |
$1.04M - $1.18M
|
96K
$6.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
15.9K+ 0.97% |
$993K - $1.13M
|
1.65M
$106M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
15K+ 2.71% |
$938K - $1.07M
|
568K
$36.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
14.9K+ 9.37% |
$933K - $1.06M
|
174K
$11.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
14.9KNew |
$929K - $1.06M
|
14.9K
$961K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
14.1K+ 19.59% |
$883K - $1M
|
86.3K
$5.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
14.1K+ 35.56% |
$880K - $1M
|
53.7K
$3.47M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
13.8K+ 78.21% |
$862K - $980K
|
31.4K
$2.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.7K+ 32.26% |
$855K - $973K
|
56.1K
$3.63M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.2K+ 32.15% |
$827K - $941K
|
54.4K
$3.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
12.9K+ 5.64% |
$805K - $916K
|
241K
$15.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
12.9KNew |
$805K - $916K
|
12.9K
$832K
|
|
|
Oct 07, 2024
Q3 2024
|
Divergent Planning, LLC
|
BUY
|
- |
12.7K+ 2.87% |
$794K - $903K
|
454K
$29.4M
|