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 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
12.7KNew |
$791K - $900K
|
12.7K
$822K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
12.7KNew |
$791K - $900K
|
12.7K
$822K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
12.6K+ 15.7% |
$785K - $893K
|
92.6K
$6.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
12.3K+ 7.19% |
$768K - $874K
|
183K
$11.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
12.1K+ 11.65% |
$756K - $860K
|
116K
$7.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
BUY
|
- |
12.1KNew |
$754K - $858K
|
12.1K
$783K
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
11.7K+ 1.78% |
$729K - $830K
|
668K
$43.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
11.6K+ 4.32% |
$728K - $828K
|
281K
$18.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
11.4KNew |
$711K - $809K
|
11.4K
$738K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11.3K+ 3.97% |
$707K - $805K
|
296K
$19.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
11K+ 225.24% |
$686K - $781K
|
15.9K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
10K+ 16.09% |
$626K - $712K
|
72.2K
$4.69M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
9.66K+ 2.38% |
$604K - $687K
|
415K
$26.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
9.49KNew |
$593K - $675K
|
9.49K
$616K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
9.1KNew |
$569K - $647K
|
9.1K
$591K
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
8.8K+ 25.66% |
$550K - $626K
|
43.1K
$2.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
8.65KNew |
$541K - $615K
|
8.65K
$562K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.6K+ 29.6% |
$538K - $612K
|
37.7K
$2.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.23K+ 14.44% |
$514K - $585K
|
65.2K
$4.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
7.41K+ 10.37% |
$464K - $527K
|
78.9K
$5.12M
|
|
|
Oct 23, 2024
Q3 2024
|
Libra Wealth LLC
|
BUY
|
- |
7.09K+ 10.84% |
$443K - $504K
|
72.5K
$4.71M
|
|
|
Oct 29, 2024
Q3 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
6.34K+ 13.04% |
$397K - $451K
|
55K
$3.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
6.27K+ 738.52% |
$392K - $446K
|
7.12K
$462K
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
6.11K+ 7.81% |
$382K - $434K
|
84.3K
$5.47M
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
6.01K+ 179.55% |
$375K - $427K
|
9.35K
$607K
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
5.96K+ 61.9% |
$372K - $424K
|
15.6K
$1.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
5.91KNew |
$369K - $420K
|
5.91K
$384K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.86K+ 19.36% |
$367K - $417K
|
36.1K
$2.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
5.6K+ 28.08% |
$350K - $398K
|
25.5K
$1.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
5.32K+ 29.16% |
$333K - $379K
|
23.6K
$1.53M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.31K+ 3.81% |
$332K - $377K
|
145K
$9.39M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.17K+ 22.31% |
$323K - $368K
|
28.3K
$1.84M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.91KNew |
$307K - $349K
|
4.91K
$318K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.78KNew |
$299K - $340K
|
4.78K
$310K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
4.73K+ 2.24% |
$296K - $336K
|
216K
$14M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
4.64K+ 1.38% |
$290K - $330K
|
342K
$22.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4.26K+ 39.51% |
$267K - $303K
|
15.1K
$978K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
4.21KNew |
$263K - $300K
|
4.21K
$274K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
4.21K+ 2.72% |
$263K - $299K
|
159K
$10.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.2K+ 3.09% |
$262K - $298K
|
140K
$9.09M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.07KNew |
$254K - $289K
|
4.07K
$264K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.04K+ 39.04% |
$252K - $287K
|
14.4K
$933K
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
3.96KNew |
$247K - $281K
|
3.96K
$257K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
3.83K+ 86.92% |
$239K - $272K
|
8.23K
$534K
|
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
3.77K+ 6.07% |
$236K - $268K
|
65.9K
$4.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.68K+ 4.88% |
$230K - $262K
|
79.2K
$5.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
3.65K+ 4.22% |
$228K - $260K
|
90.2K
$5.86M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
3.62K+ 9.75% |
$227K - $258K
|
40.8K
$2.65M
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3.52K+ 6.43% |
$220K - $250K
|
58.2K
$3.78M
|
|
|
Oct 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
3.51K+ 1.73% |
$220K - $250K
|
206K
$13.4M
|