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 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.34K- 4.34% |
$84K - $95.5K
|
29.6K
$1.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.49K- 7.41% |
$93K - $106K
|
18.6K
$1.21M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.57K- 1.21% |
$97.8K - $111K
|
128K
$8.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.62K- 1.71% |
$102K - $115K
|
93.4K
$6.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.89K- 3.25% |
$118K - $134K
|
56.3K
$3.66M
|
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-1.98K- 28.74% |
$124K - $141K
|
4.92K
$319K
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-2.11K- 1.96% |
$132K - $150K
|
105K
$6.83M
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-2.28K- 7.88% |
$143K - $162K
|
26.7K
$1.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.87K- 4.97% |
$179K - $204K
|
54.8K
$3.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.46K- 6.89% |
$216K - $246K
|
46.8K
$3.04M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-3.47K- 3.7% |
$217K - $247K
|
90.2K
$5.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-3.85K- 54.64% |
$241K - $274K
|
3.2K
$208K
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-3.9K- 12.26% |
$244K - $278K
|
27.9K
$1.81M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-4.4K- 3.05% |
$275K - $313K
|
140K
$9.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.49K- 0.89% |
$281K - $319K
|
502K
$32.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-5.43K- 19.62% |
$339K - $386K
|
22.2K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-6.07K- 0.26% |
$379K - $432K
|
2.35M
$152M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-6.19K- 4.15% |
$387K - $440K
|
143K
$9.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.33K- 6.72% |
$396K - $450K
|
87.8K
$5.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-6.35K- 4.54% |
$397K - $451K
|
133K
$8.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-6.64K- 1.45% |
$415K - $473K
|
453K
$29.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
SELL
|
- |
-7.31K- 4.92% |
$457K - $520K
|
141K
$9.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-7.34K- 20.04% |
$459K - $522K
|
29.3K
$1.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-7.79K- 5.39% |
$487K - $554K
|
137K
$8.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-9.91K- 68.81% |
$619K - $705K
|
4.49K
$292K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-10K- 17.14% |
$625K - $711K
|
48.3K
$3.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-10.5K- 73.85% |
$655K - $745K
|
3.71K
$241K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-11.2K- 6.16% |
$702K - $798K
|
171K
$11.1M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11.6K- 9.75% |
$725K - $824K
|
107K
$6.97M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11.6K- 9.75% |
$725K - $824K
|
107K
$6.97M
|
|
|
Oct 24, 2024
Q3 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-12.5K- 5.8% |
$781K - $889K
|
203K
$13.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-12.6K- 18.86% |
$786K - $894K
|
54.1K
$3.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-13.4K- 3.88% |
$838K - $954K
|
332K
$21.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-14.5K- 20.45% |
$908K - $1.03M
|
56.5K
$3.67M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-17.5K- 6.94% |
$1.1M - $1.25M
|
235K
$15.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-20.7K- 54.93% |
$1.29M - $1.47M
|
17K
$1.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-37.5K- 50.68% |
$2.34M - $2.66M
|
36.5K
$2.37M
|
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
SELL
|
- |
-49K- 4.04% |
$3.06M - $3.48M
|
1.16M
$75.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-54.9K- 6.23% |
$3.43M - $3.9M
|
826K
$53.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-66.8K- 40.11% |
$4.17M - $4.75M
|
99.7K
$6.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-73.5K- 84.5% |
$4.6M - $5.23M
|
13.5K
$876K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-82.5K- 74.65% |
$5.16M - $5.87M
|
28K
$1.82M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-112K- 95.15% |
$7.03M - $8M
|
5.73K
$372K
|
|
|
Nov 06, 2024
Q3 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-113K- 97.15% |
$7.08M - $8.06M
|
3.32K
$216K
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-156K- 88.25% |
$9.77M - $11.1M
|
20.8K
$1.35M
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-2.12M- 99.79% |
$132M - $151M
|
4.53K
$294K
|