Purchases and Sales Made in Q2 2024 in American Centy ETF Tr Avantis (AVES)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVES) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
704KNew |
$32.5M - $35.6M
|
704K
$32.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
115K+ 266.44% |
$5.32M - $5.83M
|
158K
$7.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
100KNew |
$4.63M - $5.08M
|
100K
$4.69M
|
|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
70.7K+ 15.43% |
$3.27M - $3.58M
|
529K
$24.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
56K+ 46.1% |
$2.59M - $2.84M
|
178K
$8.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
25.3K+ 25.06% |
$1.17M - $1.28M
|
126K
$5.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
24.1K+ 3.28% |
$1.11M - $1.22M
|
760K
$35.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
20.7KNew |
$954K - $1.05M
|
20.7K
$966K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
18.9K+ 45.29% |
$875K - $959K
|
60.8K
$2.84M
|
|
|
Jul 17, 2024
Q2 2024
|
Northland Capital Management LLC
|
BUY
|
- |
18K+ 38.87% |
$831K - $911K
|
64.3K
$3M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
16KNew |
$741K - $812K
|
16K
$750K
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
14.4K+ 40.89% |
$663K - $727K
|
49.5K
$2.31M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
13.5KNew |
$625K - $685K
|
13.5K
$633K
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
13.3K+ 22.08% |
$615K - $674K
|
73.6K
$3.44M
|
|
|
Jul 22, 2024
Q2 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
11.4K+ 15.27% |
$527K - $577K
|
86K
$4.02M
|
|
|
Jul 24, 2024
Q2 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
11.2K+ 11.72% |
$520K - $569K
|
107K
$5.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
8.89K+ 5.06% |
$410K - $450K
|
185K
$8.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
8.78K+ 73.94% |
$406K - $444K
|
20.7K
$966K
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
8.73K+ 2.98% |
$403K - $442K
|
302K
$14.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.51K+ 13772.5% |
$255K - $279K
|
5.55K
$259K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
5.34KNew |
$247K - $270K
|
5.34K
$250K
|
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
5.15K+ 6.34% |
$238K - $261K
|
86.4K
$4.04M
|
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.11K+ 6.17% |
$236K - $258K
|
87.8K
$4.11M
|
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
4.77KNew |
$220K - $241K
|
4.77K
$223K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.36KNew |
$201K - $221K
|
4.36K
$204K
|
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
4.24K+ 4.59% |
$196K - $215K
|
96.6K
$4.52M
|
|
|
Jul 30, 2024
Q2 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
4.13KNew |
$191K - $209K
|
4.13K
$193K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.45K+ 7.83% |
$159K - $175K
|
47.5K
$2.22M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.18K+ 54.79% |
$147K - $161K
|
8.98K
$420K
|
|
|
Jul 24, 2024
Q2 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
2.84K+ 1.35% |
$131K - $144K
|
213K
$9.97M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.64K+ 5.06% |
$122K - $134K
|
54.9K
$2.57M
|
|
|
Jul 23, 2024
Q2 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
2.2K+ 17.82% |
$102K - $111K
|
14.6K
$681K
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.82K+ 14.37% |
$84K - $92.1K
|
14.5K
$677K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.79K+ 17.32% |
$82.6K - $90.5K
|
12.1K
$566K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.38K+ 1.38% |
$63.6K - $69.7K
|
101K
$4.74M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1.24K+ 175.35% |
$57.2K - $62.7K
|
1.94K
$90.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
998+ 9.65% |
$46.1K - $50.5K
|
11.3K
$530K
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
926+ 2.28% |
$42.8K - $46.9K
|
41.5K
$1.94M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
923+ 2.41% |
$42.6K - $46.7K
|
39.2K
$1.83M
|
|
|
Jul 25, 2024
Q2 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
916+ 1.15% |
$42.3K - $46.4K
|
80.4K
$3.76M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
724+ 2.99% |
$33.4K - $36.6K
|
25K
$1.17M
|
|
|
Aug 05, 2024
Q2 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
579+ 0.79% |
$26.7K - $29.3K
|
73.9K
$3.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
575New |
$26.6K - $29.1K
|
575
$26.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
541+ 49.59% |
$25K - $27.4K
|
1.63K
$76.3K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
541+ 49.59% |
$25K - $27.4K
|
1.63K
$76.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
514+ 4.1% |
$23.7K - $26K
|
13K
$610K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
266New |
$12.3K - $13.5K
|
266
$12.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
240+ 0.58% |
$11.1K - $12.1K
|
41.3K
$1.93M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
142+ 13.68% |
$6.56K - $7.19K
|
1.18K
$55.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
101+ 0.64% |
$4.67K - $5.11K
|
15.9K
$743K
|