Purchases and Sales Made in Q1 2024 in American Centy ETF Tr Avantis (AVLV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVLV) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.08M+ 3489.74% |
$343M - $391M
|
6.25M
$417M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
959K+ 19672.45% |
$54.1M - $61.6M
|
964K
$64.3M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
422K+ 45.71% |
$23.8M - $27.1M
|
1.35M
$89.8M
|
|
|
May 14, 2024
Q1 2024
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
400KNew |
$22.6M - $25.7M
|
400K
$26.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
BUY
|
- |
337K+ 120.94% |
$19M - $21.7M
|
616K
$41.1M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
335K+ 61.23% |
$18.9M - $21.5M
|
882K
$58.8M
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
256K+ 23.24% |
$14.4M - $16.4M
|
1.36M
$90.4M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
227K+ 303.99% |
$12.8M - $14.6M
|
302K
$20.1M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
227K+ 303.99% |
$12.8M - $14.6M
|
302K
$20.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
220KNew |
$12.4M - $14.1M
|
220K
$14.7M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
204K+ 54777.42% |
$11.5M - $13.1M
|
204K
$13.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
183K+ 32.22% |
$10.3M - $11.8M
|
751K
$50.1M
|
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
178K+ 17.65% |
$10.1M - $11.5M
|
1.19M
$79.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
160KNew |
$9.03M - $10.3M
|
160K
$10.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
155KNew |
$8.75M - $9.96M
|
155K
$10.3M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
149KNew |
$8.41M - $9.57M
|
149K
$9.93M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
141K+ 28.63% |
$7.97M - $9.07M
|
634K
$42.3M
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
135KNew |
$7.6M - $8.65M
|
135K
$8.98M
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
125K+ 569.14% |
$7.04M - $8.02M
|
147K
$9.78M
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
BUY
|
- |
124KNew |
$7M - $7.96M
|
124K
$8.27M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
119K+ 18.17% |
$6.74M - $7.67M
|
776K
$51.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
109K+ 288.01% |
$6.18M - $7.03M
|
147K
$9.83M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
103K+ 337.84% |
$5.84M - $6.64M
|
134K
$8.94M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
75.4K+ 254.19% |
$4.26M - $4.85M
|
105K
$7.01M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
75K+ 23.61% |
$4.24M - $4.82M
|
393K
$26.2M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
74.9K+ 4.0% |
$4.23M - $4.81M
|
1.95M
$130M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
73.7K+ 15.79% |
$4.16M - $4.74M
|
541K
$36.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
64.5K+ 41.31% |
$3.64M - $4.15M
|
221K
$14.7M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
56.8K+ 894.72% |
$3.21M - $3.65M
|
63.1K
$4.21M
|
|
|
May 07, 2024
Q1 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
51.7K+ 9.76% |
$2.92M - $3.32M
|
581K
$38.7M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
47.7K+ 19.47% |
$2.69M - $3.07M
|
293K
$19.5M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
46.4K+ 331.43% |
$2.62M - $2.98M
|
60.4K
$4.03M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
45.4K+ 124.57% |
$2.56M - $2.91M
|
81.8K
$5.46M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
44.9K+ 6.65% |
$2.53M - $2.88M
|
720K
$48M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
42K+ 63.51% |
$2.37M - $2.7M
|
108K
$7.21M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
36.8K+ 5.06% |
$2.08M - $2.37M
|
765K
$51M
|
|
|
Apr 30, 2024
Q1 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
35.8K+ 10.6% |
$2.02M - $2.3M
|
373K
$24.9M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
35.1K+ 27.51% |
$1.98M - $2.25M
|
162K
$10.8M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
33.6K+ 3.74% |
$1.9M - $2.16M
|
933K
$62.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
32.6K+ 3.58% |
$1.84M - $2.1M
|
945K
$63M
|
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
29.6K+ 18.9% |
$1.67M - $1.9M
|
186K
$12.4M
|
|
|
May 14, 2024
Q1 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
24.3K+ 8.8% |
$1.37M - $1.56M
|
301K
$20.1M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
21.9KNew |
$1.24M - $1.41M
|
21.9K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
21.9K+ 90.5% |
$1.24M - $1.41M
|
46.1K
$3.08M
|
|
|
Apr 15, 2024
Q1 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
21.3K+ 21.35% |
$1.2M - $1.37M
|
121K
$8.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
20.7K+ 14.34% |
$1.17M - $1.33M
|
165K
$11M
|
|
|
Apr 17, 2024
Q1 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
20.4K+ 61.52% |
$1.15M - $1.31M
|
53.7K
$3.58M
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
20.1K+ 59.92% |
$1.14M - $1.29M
|
53.7K
$3.58M
|
|
|
Apr 16, 2024
Q1 2024
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
18KNew |
$1.01M - $1.15M
|
18K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.5K+ 27.33% |
$988K - $1.12M
|
81.5K
$5.44M
|