Purchases and Sales Made in Q2 2024 in American Centy ETF Tr Avantis (AVGE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVGE) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
518KNew |
N/A
|
518K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
35.6KNew |
N/A
|
35.6K
$0
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
27.2K+ 30.54% |
N/A
|
116K
$0
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
13.3K+ 162.69% |
N/A
|
21.5K
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.6K+ 22.35% |
N/A
|
69K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
12.3K+ 7.7% |
N/A
|
173K
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.77K+ 21.82% |
N/A
|
54.5K
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
9.33K+ 43.81% |
N/A
|
30.6K
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
8.9K+ 176.03% |
N/A
|
14K
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
8.79KNew |
N/A
|
8.79K
$0
|
|
|
Jul 18, 2024
Q2 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
7.79K+ 7.61% |
N/A
|
110K
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.32KNew |
N/A
|
7.32K
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
7.03K+ 13.29% |
N/A
|
59.9K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
6KNew |
N/A
|
6K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.54KNew |
N/A
|
5.54K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.72KNew |
N/A
|
4.72K
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
4.36K+ 8.59% |
N/A
|
55.2K
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
4.36K+ 33.47% |
N/A
|
17.4K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Libra Wealth LLC
|
BUY
|
- |
4.22KNew |
N/A
|
4.22K
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.77KNew |
N/A
|
3.77K
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
3.43KNew |
N/A
|
3.43K
$0
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
3.42K+ 135.12% |
N/A
|
5.95K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.11KNew |
N/A
|
3.11K
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2.69K+ 3.63% |
N/A
|
76.7K
$0
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2.39K+ 12.36% |
N/A
|
21.7K
$0
|
|
|
Jul 24, 2024
Q2 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
2.2K+ 8.38% |
N/A
|
28.4K
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.04K+ 9.4% |
N/A
|
23.8K
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.99K+ 43.01% |
N/A
|
6.63K
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.5K+ 7.85% |
N/A
|
20.6K
$0
|
|
|
Jul 24, 2024
Q2 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
1.49K+ 22.7% |
N/A
|
8.04K
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.1K+ 5.17% |
N/A
|
22.4K
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.05K+ 22.15% |
N/A
|
5.78K
$0
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1.01KNew |
N/A
|
1.01K
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
1K+ 8.78% |
N/A
|
12.4K
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
719+ 5.83% |
N/A
|
13K
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
609+ 12.99% |
N/A
|
5.3K
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
513+ 6.57% |
N/A
|
8.33K
$0
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
475+ 113.64% |
N/A
|
893
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
384+ 6.52% |
N/A
|
6.27K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
345+ 1.1% |
N/A
|
31.8K
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
190+ 46.12% |
N/A
|
602
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
135+ 0.63% |
N/A
|
21.5K
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
125+ 3.42% |
N/A
|
3.79K
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
108+ 2.67% |
N/A
|
4.15K
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
99+ 2.39% |
N/A
|
4.23K
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
97+ 18.23% |
N/A
|
629
$0
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
90New |
N/A
|
90
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
76+ 0.76% |
N/A
|
10.1K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
48+ 6.75% |
N/A
|
759
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
33+ 11.0% |
N/A
|
333
$0
|