Purchases and Sales Made in Q2 2024 in American Centy ETF Tr Avantis (AVIG)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVIG) 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
|
- |
4.71M+ 5618.65% |
$188M - $194M
|
4.79M
$196M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
389K+ 40.72% |
$15.6M - $16M
|
1.34M
$55M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
192K+ 690.62% |
$7.66M - $7.88M
|
219K
$8.98M
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
144KNew |
$5.76M - $5.92M
|
144K
$5.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
127K+ 19.9% |
$5.08M - $5.23M
|
765K
$31.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
111K+ 17.46% |
$4.44M - $4.57M
|
747K
$30.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
90.7KNew |
$3.63M - $3.73M
|
90.7K
$3.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
81KNew |
$3.24M - $3.33M
|
81K
$3.32M
|
|
|
Aug 05, 2024
Q2 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
77.9K+ 6.91% |
$3.11M - $3.21M
|
1.2M
$49.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
76.5K+ 798.3% |
$3.06M - $3.15M
|
86K
$3.52M
|
|
|
Jul 17, 2024
Q2 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
64.3K+ 16.75% |
$2.57M - $2.65M
|
448K
$18.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
58.1K+ 691.46% |
$2.32M - $2.39M
|
66.5K
$2.72M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
57.1K+ 25.04% |
$2.28M - $2.35M
|
285K
$11.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
51K+ 20.12% |
$2.04M - $2.1M
|
304K
$12.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
46.7K+ 25.81% |
$1.87M - $1.92M
|
227K
$9.31M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
44.8KNew |
$1.79M - $1.84M
|
44.8K
$1.83M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
39.3KNew |
$1.57M - $1.62M
|
39.3K
$1.61M
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
34.6K+ 40.8% |
$1.39M - $1.43M
|
120K
$4.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
32.3K+ 46.52% |
$1.29M - $1.33M
|
102K
$4.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28.5K+ 23.4% |
$1.14M - $1.17M
|
150K
$6.15M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27.5K+ 77.97% |
$1.1M - $1.13M
|
62.8K
$2.57M
|
|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
25.8K+ 56.28% |
$1.03M - $1.06M
|
71.5K
$2.93M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.1K+ 8.4% |
$962K - $990K
|
310K
$12.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
BUY
|
- |
23.2K+ 13.2% |
$927K - $954K
|
199K
$8.14M
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
22.4K+ 6.5% |
$898K - $924K
|
368K
$15.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
16.2K+ 7.64% |
$646K - $665K
|
228K
$9.33M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15.7K+ 4.46% |
$628K - $647K
|
368K
$15.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
15.4K+ 62.87% |
$618K - $636K
|
40K
$1.64M
|
|
|
Jul 26, 2024
Q2 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
14.9K+ 2.96% |
$596K - $613K
|
518K
$21.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
14.2K+ 13.28% |
$569K - $585K
|
121K
$4.97M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
13.2K+ 33.29% |
$526K - $541K
|
52.6K
$2.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
BUY
|
- |
11.3KNew |
$452K - $465K
|
11.3K
$463K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.58K+ 12.97% |
$383K - $394K
|
83.4K
$3.42M
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
8.92K+ 44.43% |
$357K - $367K
|
29K
$1.19M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
8.81KNew |
$352K - $363K
|
8.81K
$361K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.55KNew |
$342K - $352K
|
8.55K
$350K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8K+ 16.24% |
$320K - $329K
|
57.2K
$2.34M
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
7.63K+ 13.95% |
$305K - $314K
|
62.3K
$2.55M
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
6.64KNew |
$265K - $273K
|
6.64K
$272K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
5.36KNew |
$215K - $221K
|
5.36K
$220K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
4.44K+ 76.29% |
$177K - $183K
|
10.3K
$420K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.86K+ 1.85% |
$155K - $159K
|
213K
$8.73M
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
3.68KNew |
$147K - $151K
|
3.68K
$151K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.24K+ 1.51% |
$129K - $133K
|
218K
$8.92M
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
2.09K+ 5.5% |
$83.6K - $86K
|
40.1K
$1.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.58K+ 21.5% |
$63.3K - $65.2K
|
8.95K
$367K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.5K+ 1.75% |
$60.1K - $61.8K
|
87.1K
$3.57M
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
982+ 1.85% |
$39.3K - $40.4K
|
53.9K
$2.21M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
554+ 0.65% |
$22.2K - $22.8K
|
85.6K
$3.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
331+ 2.48% |
$13.2K - $13.6K
|
13.7K
$560K
|