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
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
59+ 0.07% |
$3.69K - $4.2K
|
90.2K
$5.86M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
58+ 1.44% |
$3.63K - $4.12K
|
4.1K
$266K
|
|
|
Oct 18, 2024
Q3 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
56+ 0.17% |
$3.5K - $3.98K
|
32.5K
$2.11M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
53+ 44.54% |
$3.31K - $3.77K
|
172
$11.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
51New |
$3.19K - $3.63K
|
51
$3.31K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
49+ 1.13% |
$3.06K - $3.48K
|
4.4K
$286K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
40+ 36.04% |
$2.5K - $2.84K
|
151
$9.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
35+ 0.16% |
$2.19K - $2.49K
|
21.6K
$1.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
32+ 0.24% |
$2K - $2.28K
|
13.6K
$885K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
31+ 775.0% |
$1.94K - $2.2K
|
35
$2.27K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
23New |
$1.44K - $1.64K
|
23
$1.49K
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
19+ 0.04% |
$1.19K - $1.35K
|
49.2K
$3.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
19+ 0.08% |
$1.19K - $1.35K
|
24.2K
$1.57M
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
BUY
|
- |
10New |
$625 - $711
|
10
$649
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
7New |
$438 - $498
|
7
$454
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2+ 0.26% |
$125 - $142
|
778
$50.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-4- 0.01% |
$250 - $284
|
71.6K
$4.65M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-36- 0.6% |
$2.25K - $2.56K
|
6.01K
$390K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-86- 29.86% |
$5.38K - $6.12K
|
202
$13.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-136- 5.56% |
$8.5K - $9.67K
|
2.31K
$150K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-167- 0.17% |
$10.4K - $11.9K
|
101K
$6.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-177- 0.67% |
$11.1K - $12.6K
|
26.1K
$1.69M
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-200- 0.86% |
$12.5K - $14.2K
|
23K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-216- 1.96% |
$13.5K - $15.4K
|
10.8K
$701K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-236- 0.47% |
$14.8K - $16.8K
|
49.8K
$3.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-241- 9.59% |
$15.1K - $17.1K
|
2.27K
$147K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-250- 1.17% |
$15.6K - $17.8K
|
21.1K
$1.37M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-312- 1.32% |
$19.5K - $22.2K
|
23.3K
$1.51M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-330- 0.62% |
$20.6K - $23.5K
|
52.5K
$3.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-410- 2.58% |
$25.6K - $29.2K
|
15.5K
$1.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-424- 2.0% |
$26.5K - $30.2K
|
20.8K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-440- 40.93% |
$27.5K - $31.3K
|
635
$41.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-443- 0.86% |
$27.7K - $31.5K
|
50.9K
$3.31M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-464- 6.12% |
$29K - $33K
|
7.12K
$462K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-486- 2.51% |
$30.4K - $34.6K
|
18.9K
$1.23M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-490- 2.82% |
$30.6K - $34.8K
|
16.9K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-490- 60.49% |
$30.6K - $34.8K
|
320
$20.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-512- 2.79% |
$32K - $36.4K
|
17.9K
$1.16M
|
|
|
Oct 21, 2024
Q3 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-643- 0.7% |
$40.2K - $45.7K
|
91K
$5.91M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-654- 3.88% |
$40.9K - $46.5K
|
16.2K
$1.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-670- 2.75% |
$41.9K - $47.7K
|
23.7K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-693- 29.67% |
$43.3K - $49.3K
|
1.64K
$107K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-764- 5.09% |
$47.8K - $54.3K
|
14.3K
$925K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-880- 21.69% |
$55K - $62.6K
|
3.18K
$206K
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-1.04K- 18.32% |
$65.1K - $74.1K
|
4.65K
$302K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
SELL
|
- |
-1.12K- 0.51% |
$69.8K - $79.4K
|
217K
$14.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-1.21K- 0.76% |
$75.7K - $86.1K
|
157K
$10.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.22K- 48.2% |
$76.3K - $86.8K
|
1.31K
$85.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.25K- 2.91% |
$78.4K - $89.2K
|
41.9K
$2.72M
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.28K- 0.88% |
$79.9K - $90.9K
|
144K
$9.34M
|