Purchases and Sales Made in Q3 2024 in American Centy ETF Tr Avantis (AVIV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVIV) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
156K+ 146.07% |
$7.88M - $8.82M
|
263K
$14.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
34.8K+ 442.56% |
$1.75M - $1.96M
|
42.6K
$2.31M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
28.5KNew |
$1.44M - $1.61M
|
28.5K
$1.54M
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
25KNew |
$1.26M - $1.41M
|
25K
$1.35M
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
19.6K+ 4.87% |
$986K - $1.1M
|
421K
$22.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
16.2K+ 17.12% |
$814K - $911K
|
110K
$5.98M
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
12.4K+ 145.92% |
$623K - $698K
|
20.8K
$1.13M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
11.1K+ 17.14% |
$559K - $627K
|
75.9K
$4.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
7.88K+ 40.88% |
$397K - $444K
|
27.1K
$1.47M
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
4.82KNew |
$243K - $272K
|
4.82K
$261K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.26K+ 61.14% |
$214K - $240K
|
11.2K
$607K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3.73KNew |
$188K - $210K
|
3.73K
$202K
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
3.71KNew |
$187K - $209K
|
3.71K
$201K
|
|
|
Oct 18, 2024
Q3 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
3.3K+ 19.89% |
$166K - $186K
|
19.9K
$1.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
3.19K+ 1.63% |
$161K - $180K
|
199K
$10.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.19K+ 3.26% |
$161K - $180K
|
101K
$5.46M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
BUY
|
- |
2.83K+ 5.11% |
$142K - $160K
|
58.2K
$3.15M
|
|
|
Oct 22, 2024
Q3 2024
|
Northland Capital Management LLC
|
BUY
|
- |
2.82K+ 2.42% |
$142K - $159K
|
120K
$6.47M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.33K+ 12.69% |
$117K - $131K
|
20.7K
$1.12M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.3KNew |
$65.3K - $73.1K
|
1.3K
$70.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
1.23K+ 0.7% |
$61.7K - $69.1K
|
177K
$9.59M
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
595+ 6.12% |
$30K - $33.6K
|
10.3K
$558K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
500+ 4.93% |
$25.2K - $28.2K
|
10.6K
$576K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
227New |
$11.4K - $12.8K
|
227
$12.3K
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
133+ 0.31% |
$6.7K - $7.51K
|
42.5K
$2.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-20- 0.15% |
$1.01K - $1.13K
|
13K
$701K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-29- 0.27% |
$1.46K - $1.64K
|
10.5K
$570K
|
|
|
Oct 28, 2024
Q3 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-72- 0.52% |
$3.63K - $4.06K
|
13.8K
$747K
|
|
|
Oct 21, 2024
Q3 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-72- 0.06% |
$3.63K - $4.06K
|
113K
$6.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-182- 2.82% |
$9.17K - $10.3K
|
6.27K
$339K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-310- 6.81% |
$15.6K - $17.5K
|
4.24K
$229K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-720- 0.28% |
$36.3K - $40.6K
|
260K
$14.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.98K- 14.28% |
$99.6K - $112K
|
11.9K
$642K
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-2.08K- 5.15% |
$105K - $117K
|
38.3K
$2.07M
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.37K- 3.57% |
$119K - $134K
|
64K
$3.46M
|
|
|
Oct 16, 2024
Q3 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-2.92K- 5.7% |
$147K - $165K
|
48.3K
$2.61M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.05K- 9.98% |
$204K - $228K
|
36.5K
$1.98M
|