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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
89+ 8.26% |
$4.48K - $5.02K
|
1.17K
$59.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
69New |
$3.48K - $3.89K
|
69
$3.54K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
23+ 0.82% |
$1.16K - $1.3K
|
2.82K
$145K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18- 0.39% |
$907 - $1.02K
|
4.57K
$235K
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-20- 0.15% |
$1.01K - $1.13K
|
13K
$666K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-23- 4.28% |
$1.16K - $1.3K
|
514
$26.4K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-29- 0.27% |
$1.46K - $1.64K
|
10.5K
$541K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-40- 0.26% |
$2.01K - $2.26K
|
15.4K
$788K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-66- 0.08% |
$3.32K - $3.72K
|
77.6K
$3.98M
|
|
|
Oct 28, 2024
Q3 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-72- 0.52% |
$3.63K - $4.06K
|
13.8K
$709K
|
|
|
Oct 21, 2024
Q3 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-72- 0.06% |
$3.63K - $4.06K
|
113K
$5.81M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-182- 2.82% |
$9.17K - $10.3K
|
6.27K
$322K
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-253- 0.95% |
$12.7K - $14.3K
|
26.5K
$1.36M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-310- 6.81% |
$15.6K - $17.5K
|
4.24K
$218K
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-326- 2.81% |
$16.4K - $18.4K
|
11.3K
$578K
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-372- 5.65% |
$18.7K - $21K
|
6.21K
$319K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-375- 1.57% |
$18.9K - $21.2K
|
23.6K
$1.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-449- 41.15% |
$22.6K - $25.3K
|
642
$33K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-604- 0.47% |
$30.4K - $34.1K
|
129K
$6.62M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-720- 0.28% |
$36.3K - $40.6K
|
260K
$13.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-1.09K- 11.55% |
$54.9K - $61.5K
|
8.35K
$429K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.73K- 62.72% |
$87K - $97.5K
|
1.03K
$52.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.98K- 14.28% |
$99.6K - $112K
|
11.9K
$610K
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-2.08K- 5.15% |
$105K - $117K
|
38.3K
$1.97M
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.37K- 3.57% |
$119K - $134K
|
64K
$3.28M
|
|
|
Oct 16, 2024
Q3 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-2.92K- 5.7% |
$147K - $165K
|
48.3K
$2.48M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.05K- 9.98% |
$204K - $228K
|
36.5K
$1.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.04K- 9.36% |
$254K - $284K
|
48.8K
$2.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-15.9K- 12.84% |
$803K - $900K
|
108K
$5.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-16.9K- 41.99% |
$853K - $956K
|
23.4K
$1.2M
|