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 |
---|---|---|---|---|---|---|---|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.17K+ 1.99% |
$73.3K - $83.4K
|
60.2K
$3.91M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.1K+ 144.31% |
$69K - $78.5K
|
1.87K
$121K
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.08K+ 0.98% |
$67.3K - $76.6K
|
111K
$7.23M
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.06K+ 1.75% |
$66.2K - $75.3K
|
61.6K
$4M
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
1.04K+ 2.99% |
$65.1K - $74.1K
|
35.9K
$2.33M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
861+ 4.04% |
$53.8K - $61.2K
|
22.2K
$1.44M
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
813+ 5.47% |
$50.8K - $57.8K
|
15.7K
$1.02M
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
801+ 10.91% |
$50.1K - $57K
|
8.15K
$529K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
750+ 1.43% |
$46.9K - $53.3K
|
53.3K
$3.46M
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
734+ 8.86% |
$45.9K - $52.2K
|
9.02K
$586K
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
712New |
$44.5K - $50.6K
|
712
$46.2K
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
698New |
$43.6K - $49.6K
|
698
$45.3K
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
690+ 1.16% |
$43.1K - $49.1K
|
60K
$3.89M
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
674+ 11.82% |
$42.1K - $47.9K
|
6.38K
$414K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
606+ 8.65% |
$37.9K - $43.1K
|
7.62K
$494K
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
588+ 6.34% |
$36.8K - $41.8K
|
9.86K
$640K
|
|
Nov 14, 2024
Q3 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
586+ 0.59% |
$36.6K - $41.7K
|
100K
$6.5M
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
585+ 1.74% |
$36.6K - $41.6K
|
34.2K
$2.22M
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
560New |
$35K - $39.8K
|
560
$36.4K
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
BUY
|
- |
516+ 0.12% |
$32.3K - $36.7K
|
446K
$28.9M
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
474+ 5.79% |
$29.6K - $33.7K
|
8.67K
$563K
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
462+ 3.65% |
$28.9K - $32.9K
|
13.1K
$853K
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
453+ 3.65% |
$28.3K - $32.2K
|
12.9K
$835K
|
|
Nov 19, 2024
Q3 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
448+ 0.71% |
$28K - $31.9K
|
63.2K
$4.1M
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
434New |
$27.1K - $30.9K
|
434
$28.2K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
430+ 12.49% |
$26.9K - $30.6K
|
3.87K
$252K
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
401+ 8.25% |
$25.1K - $28.5K
|
5.26K
$342K
|
|
Oct 22, 2024
Q3 2024
|
Northland Capital Management LLC
|
BUY
|
- |
389+ 2.31% |
$24.3K - $27.7K
|
17.2K
$1.12M
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
376+ 3.33% |
$23.5K - $26.7K
|
11.7K
$758K
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
359+ 2.12% |
$22.4K - $25.5K
|
17.3K
$1.12M
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
291+ 5.2% |
$18.2K - $20.7K
|
5.88K
$382K
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
282+ 0.05% |
$17.6K - $20.1K
|
555K
$36M
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
275+ 2.25% |
$17.2K - $19.6K
|
12.5K
$813K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
273+ 145.99% |
$17.1K - $19.4K
|
460
$29.9K
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
262+ 0.76% |
$16.4K - $18.6K
|
34.6K
$2.24M
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
248New |
$15.5K - $17.6K
|
248
$16.1K
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
234+ 31.84% |
$14.6K - $16.6K
|
969
$62.9K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
223+ 104.69% |
$13.9K - $15.9K
|
436
$28.3K
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
215+ 1.03% |
$13.4K - $15.3K
|
21.1K
$1.37M
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
205New |
$12.8K - $14.6K
|
205
$13.3K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
130New |
$8.13K - $9.25K
|
130
$8.44K
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
120New |
$7.5K - $8.53K
|
120
$7.79K
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
112+ 3.2% |
$7K - $7.97K
|
3.61K
$234K
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
106+ 0.06% |
$6.63K - $7.54K
|
168K
$10.9M
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
91+ 0.54% |
$5.69K - $6.47K
|
17.1K
$1.11M
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
73New |
$4.56K - $5.19K
|
73
$4.74K
|
|
Oct 09, 2024
Q3 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
73+ 0.03% |
$4.56K - $5.19K
|
219K
$14.2M
|
|
Oct 23, 2024
Q3 2024
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
73+ 0.06% |
$4.56K - $5.19K
|
115K
$7.44M
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
66New |
$4.13K - $4.69K
|
66
$4.28K
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
62+ 0.93% |
$3.88K - $4.41K
|
6.71K
$435K
|