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
$13.5M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
155K+ 20.07% |
$7.83M - $8.77M
|
930K
$47.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
107K+ 1110.97% |
$5.41M - $6.06M
|
117K
$6.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
98.9KNew |
$4.98M - $5.58M
|
98.9K
$5.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
98.9KNew |
$4.98M - $5.58M
|
98.9K
$5.08M
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
54.3K+ 111.64% |
$2.73M - $3.06M
|
103K
$5.28M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
45.1K+ 878.82% |
$2.27M - $2.54M
|
50.2K
$2.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
44.2KNew |
$2.23M - $2.5M
|
44.2K
$2.27M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
34.8K+ 442.56% |
$1.75M - $1.96M
|
42.6K
$2.19M
|
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
32.6KNew |
$1.64M - $1.84M
|
32.6K
$1.67M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
28.5KNew |
$1.44M - $1.61M
|
28.5K
$1.46M
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
25KNew |
$1.26M - $1.41M
|
25K
$1.29M
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
19.6K+ 4.87% |
$986K - $1.1M
|
421K
$21.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
16.2K+ 17.12% |
$814K - $911K
|
110K
$5.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
15.3K+ 76.18% |
$770K - $863K
|
35.4K
$1.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
12.5K+ 6.68% |
$628K - $704K
|
199K
$10.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
12.4K+ 145.92% |
$623K - $698K
|
20.8K
$1.07M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
11.1K+ 17.14% |
$559K - $627K
|
75.9K
$3.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.75KNew |
$440K - $493K
|
8.75K
$449K
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
7.88K+ 40.88% |
$397K - $444K
|
27.1K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.09KNew |
$307K - $344K
|
6.09K
$313K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5.3K+ 7.37% |
$267K - $299K
|
77.2K
$3.96M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.3KNew |
$267K - $299K
|
5.3K
$272K
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
4.82KNew |
$243K - $272K
|
4.82K
$247K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.73KNew |
$238K - $267K
|
4.73K
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.67K+ 49.32% |
$235K - $264K
|
14.1K
$726K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.27K+ 6.09% |
$215K - $241K
|
74.4K
$3.82M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.26K+ 61.14% |
$214K - $240K
|
11.2K
$576K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3.73KNew |
$188K - $210K
|
3.73K
$191K
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
3.71KNew |
$187K - $209K
|
3.71K
$190K
|
|
|
Oct 18, 2024
Q3 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
3.3K+ 19.89% |
$166K - $186K
|
19.9K
$1.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
3.19K+ 1.63% |
$161K - $180K
|
199K
$10.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.19K+ 3.26% |
$161K - $180K
|
101K
$5.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.14K+ 2.86% |
$158K - $177K
|
113K
$5.79M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
BUY
|
- |
2.83K+ 5.11% |
$142K - $160K
|
58.2K
$2.99M
|
|
|
Oct 22, 2024
Q3 2024
|
Northland Capital Management LLC
|
BUY
|
- |
2.82K+ 2.42% |
$142K - $159K
|
120K
$6.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.6KNew |
$131K - $147K
|
2.6K
$134K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.33K+ 12.69% |
$117K - $131K
|
20.7K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.79K+ 121.15% |
$90K - $101K
|
3.26K
$167K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.75KNew |
$88.1K - $98.8K
|
1.75K
$89.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
1.35KNew |
$68K - $76.2K
|
1.35K
$69.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.3KNew |
$65.3K - $73.1K
|
1.3K
$66.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
1.23K+ 0.7% |
$61.7K - $69.1K
|
177K
$9.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
840+ 8.11% |
$42.3K - $47.4K
|
11.2K
$575K
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
595+ 6.12% |
$30K - $33.6K
|
10.3K
$529K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
500+ 4.93% |
$25.2K - $28.2K
|
10.6K
$546K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
488+ 13.03% |
$24.6K - $27.5K
|
4.23K
$217K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
227New |
$11.4K - $12.8K
|
227
$11.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
148+ 0.43% |
$7.45K - $8.35K
|
34.4K
$1.77M
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
133+ 0.31% |
$6.7K - $7.51K
|
42.5K
$2.18M
|