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 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
3.48K+ 4.55% |
$218K - $248K
|
80K
$5.19M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3.46KNew |
$217K - $246K
|
3.46K
$225K
|
|
|
Oct 15, 2024
Q3 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
3.35K+ 2.16% |
$210K - $238K
|
159K
$10.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
3.26K+ 1.86% |
$204K - $232K
|
178K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
3.09K+ 2.69% |
$193K - $220K
|
118K
$7.66M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
3.09KNew |
$193K - $219K
|
3.09K
$200K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.03KNew |
$189K - $215K
|
3.03K
$197K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3K+ 8.95% |
$188K - $214K
|
36.6K
$2.37M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3KNew |
$188K - $213K
|
3K
$195K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.97KNew |
$186K - $211K
|
2.97K
$193K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.96K+ 124.52% |
$185K - $210K
|
5.33K
$346K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
2.92K+ 11.97% |
$183K - $208K
|
27.3K
$1.77M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.9KNew |
$181K - $206K
|
2.9K
$188K
|
|
|
Oct 03, 2024
Q3 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
2.86KNew |
$179K - $203K
|
2.86K
$185K
|
|
|
Oct 10, 2024
Q3 2024
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
2.86K+ 13.56% |
$178K - $203K
|
23.9K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.83KNew |
$177K - $202K
|
2.83K
$184K
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
2.73K+ 5.05% |
$171K - $194K
|
56.7K
$3.68M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
2.72K+ 3.72% |
$170K - $193K
|
75.8K
$4.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.7K+ 3.08% |
$168K - $192K
|
90.3K
$5.86M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.62K+ 6.3% |
$163K - $186K
|
44.1K
$2.86M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.57K+ 15.52% |
$161K - $183K
|
19.2K
$1.24M
|
|
|
Oct 09, 2024
Q3 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
2.57K+ 2.89% |
$160K - $183K
|
91.3K
$5.93M
|
|
|
Dec 06, 2024
Q3 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
2.55K+ 8.97% |
$160K - $182K
|
31K
$2.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.42K+ 10.03% |
$151K - $172K
|
26.5K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.27K+ 0.37% |
$142K - $162K
|
616K
$40M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
2.26K+ 0.76% |
$141K - $160K
|
298K
$19.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
2.23K+ 4.94% |
$140K - $159K
|
47.5K
$3.08M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.96K+ 5.02% |
$123K - $139K
|
41K
$2.66M
|
|
|
Oct 18, 2024
Q3 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
1.95K+ 0.7% |
$122K - $139K
|
282K
$18.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.9K+ 3.76% |
$119K - $135K
|
52.4K
$3.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.84K+ 12.55% |
$115K - $131K
|
16.5K
$1.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.81K+ 2.34% |
$113K - $129K
|
79.2K
$5.14M
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.81K+ 20.01% |
$113K - $129K
|
10.8K
$704K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1.79K+ 7.35% |
$112K - $127K
|
26.2K
$1.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.77K+ 2.61% |
$111K - $126K
|
69.6K
$4.52M
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
1.74K+ 4.54% |
$109K - $124K
|
40.1K
$2.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.71K+ 2.41% |
$107K - $122K
|
72.8K
$4.73M
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.7K+ 1.25% |
$106K - $121K
|
137K
$8.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.7KNew |
$106K - $121K
|
1.7K
$110K
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1.66K+ 5.26% |
$104K - $118K
|
33.2K
$2.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.61K+ 2.3% |
$101K - $115K
|
71.5K
$4.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
1.53K+ 1.92% |
$95.7K - $109K
|
81.3K
$5.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.52K+ 33.78% |
$95K - $108K
|
6.02K
$391K
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
1.52K+ 2.51% |
$95K - $108K
|
62K
$4.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.51K+ 1.94% |
$94.3K - $107K
|
79.2K
$5.14M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.48KNew |
$92.7K - $105K
|
1.48K
$96.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.47K+ 35.9% |
$92.1K - $105K
|
5.58K
$362K
|
|
|
Oct 28, 2024
Q3 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
1.31K+ 1.71% |
$81.8K - $93.1K
|
78.1K
$5.07M
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1.22K+ 4.06% |
$76.1K - $86.6K
|
31.2K
$2.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.17K+ 1.45% |
$73.4K - $83.5K
|
81.9K
$5.32M
|