Purchases and Sales Made in Q1 2024 in American Centy ETF Tr Avantis (AVIG)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVIG) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
758K+ 384.85% |
$30.9M - $31.7M
|
955K
$39.1M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
427K+ 201.51% |
$17.4M - $17.8M
|
638K
$26.1M
|
|
|
May 14, 2024
Q1 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
128KNew |
$5.2M - $5.34M
|
128K
$5.23M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
111K+ 113.42% |
$4.53M - $4.65M
|
209K
$8.57M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
107KNew |
$4.36M - $4.48M
|
107K
$4.38M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
86.7K+ 15.79% |
$3.53M - $3.63M
|
636K
$26M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
76.5K+ 1052.9% |
$3.12M - $3.2M
|
83.8K
$3.43M
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
76.3K+ 883.79% |
$3.11M - $3.19M
|
84.9K
$3.48M
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
53.8K+ 5.01% |
$2.19M - $2.25M
|
1.13M
$46.1M
|
|
|
May 06, 2024
Q1 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
47.4K+ 14.07% |
$1.93M - $1.98M
|
384K
$15.7M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
45.8K+ 64.66% |
$1.87M - $1.92M
|
117K
$4.78M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
44.4K+ 32.55% |
$1.81M - $1.86M
|
181K
$7.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
43.1K+ 20.53% |
$1.76M - $1.8M
|
253K
$10.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
39.2K+ 12.82% |
$1.6M - $1.64M
|
345K
$14.1M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
34K+ 38.7% |
$1.38M - $1.42M
|
122K
$4.99M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
27.7KNew |
$1.13M - $1.16M
|
27.7K
$1.14M
|
|
|
Apr 22, 2024
Q1 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
24.1K+ 1.97% |
$981K - $1.01M
|
1.25M
$51.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
23.6K+ 11.53% |
$960K - $986K
|
228K
$9.34M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.2K+ 97.3% |
$862K - $885K
|
42.9K
$1.76M
|
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
20.5K+ 80.97% |
$834K - $856K
|
45.8K
$1.87M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
19.9K+ 30.49% |
$809K - $831K
|
85K
$3.48M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
19.1K+ 5.72% |
$776K - $797K
|
352K
$14.4M
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
BUY
|
- |
16.8K+ 10.59% |
$685K - $703K
|
176K
$7.19M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14K+ 39.76% |
$571K - $586K
|
49.2K
$2.02M
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
10.5KNew |
$429K - $440K
|
10.5K
$431K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.58KNew |
$390K - $401K
|
9.58K
$392K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.3K+ 4.53% |
$379K - $389K
|
215K
$8.79M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.24K+ 15.34% |
$376K - $386K
|
69.5K
$2.84M
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
8.25K+ 27.71% |
$336K - $345K
|
38K
$1.56M
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7.75K+ 1.99% |
$316K - $324K
|
397K
$16.3M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.63K+ 13.09% |
$311K - $319K
|
65.9K
$2.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.94K+ 24.49% |
$283K - $290K
|
35.3K
$1.45M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.35KNew |
$259K - $266K
|
6.35K
$260K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
5.95K+ 17.75% |
$243K - $249K
|
39.5K
$1.62M
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
5.02K+ 12.89% |
$205K - $210K
|
44K
$1.8M
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
4.87KNew |
$198K - $204K
|
4.87K
$199K
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
4.56K+ 22.81% |
$186K - $191K
|
24.6K
$1.01M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.29K+ 6.16% |
$175K - $179K
|
73.8K
$3.02M
|
|
|
May 03, 2024
Q1 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
2.99K+ 0.6% |
$122K - $125K
|
503K
$20.6M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.8K+ 25.17% |
$114K - $117K
|
13.9K
$571K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.43K+ 2.77% |
$58.2K - $59.7K
|
53K
$2.17M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.42K+ 11.93% |
$57.9K - $59.4K
|
13.3K
$546K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.3K+ 10.8% |
$53K - $54.4K
|
13.3K
$546K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
873New |
$35.6K - $36.5K
|
873
$35.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
636+ 0.75% |
$25.9K - $26.6K
|
85.6K
$3.51M
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
468+ 0.86% |
$19.1K - $19.6K
|
54.7K
$2.24M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
346+ 2.94% |
$14.1K - $14.5K
|
12.1K
$495K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
186+ 1.29% |
$7.58K - $7.78K
|
14.6K
$597K
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
78+ 0.74% |
$3.18K - $3.26K
|
10.6K
$433K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
65+ 0.39% |
$2.65K - $2.72K
|
16.9K
$690K
|