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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
40+ 0.15% |
$2.26K - $2.57K
|
26.5K
$1.84M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
36New |
$2.03K - $2.31K
|
36
$2.5K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
32+ 0.92% |
$1.81K - $2.06K
|
3.51K
$244K
|
|
|
Apr 25, 2024
Q1 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
30+ 0.35% |
$1.69K - $1.93K
|
8.68K
$602K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
28+ 0.34% |
$1.58K - $1.8K
|
8.37K
$581K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
17+ 1.7% |
$960 - $1.09K
|
1.02K
$70.5K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
17+ 0.35% |
$960 - $1.09K
|
4.92K
$341K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
8+ 0.38% |
$452 - $514
|
2.13K
$148K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-17- 0.8% |
$960 - $1.09K
|
2.12K
$147K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-21- 0.3% |
$1.19K - $1.35K
|
6.97K
$484K
|
|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-23- 0.31% |
$1.3K - $1.48K
|
7.46K
$517K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-30- 4.41% |
$1.69K - $1.93K
|
651
$45.2K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-45- 0.86% |
$2.54K - $2.89K
|
5.2K
$360K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-105- 2.8% |
$5.93K - $6.75K
|
3.64K
$252K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-164- 1.87% |
$9.26K - $10.5K
|
8.6K
$596K
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-268- 0.99% |
$15.1K - $17.2K
|
26.7K
$1.85M
|
|
|
Apr 18, 2024
Q1 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-324- 1.09% |
$18.3K - $20.8K
|
29.5K
$2.05M
|
|
|
May 07, 2024
Q1 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-710- 1.71% |
$40.1K - $45.6K
|
40.8K
$2.83M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-798- 4.22% |
$45.1K - $51.3K
|
18.1K
$1.26M
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-805- 3.57% |
$45.5K - $51.7K
|
21.8K
$1.51M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-822- 5.23% |
$46.4K - $52.8K
|
14.9K
$1.03M
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-827- 14.14% |
$46.7K - $53.1K
|
5.02K
$348K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-853- 3.27% |
$48.2K - $54.8K
|
25.2K
$1.75M
|
|
|
Apr 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-855- 15.87% |
$48.3K - $54.9K
|
4.53K
$314K
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-949- 17.59% |
$53.6K - $61K
|
4.45K
$308K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-1.01K- 3.7% |
$57.2K - $65.1K
|
26.4K
$1.83M
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-1.13K- 17.33% |
$63.9K - $72.7K
|
5.4K
$375K
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.68K- 0.7% |
$94.9K - $108K
|
238K
$16.5M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.77K- 1.08% |
$99.9K - $114K
|
162K
$11.2M
|
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-1.8K- 1.13% |
$102K - $116K
|
158K
$11M
|
|
|
Apr 10, 2024
Q1 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-1.83K- 0.93% |
$103K - $117K
|
195K
$13.6M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.09K- 13.39% |
$118K - $134K
|
13.5K
$939K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-2.45K- 8.45% |
$139K - $158K
|
26.6K
$1.84M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-2.47K- 2.71% |
$139K - $159K
|
88.5K
$6.14M
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-3.57K- 2.25% |
$201K - $229K
|
155K
$10.7M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.66K- 46.22% |
$207K - $235K
|
4.26K
$295K
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-3.9K- 20.93% |
$220K - $250K
|
14.7K
$1.02M
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-4.16K- 11.62% |
$235K - $267K
|
31.6K
$2.2M
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-5.55K- 74.63% |
$313K - $357K
|
1.89K
$131K
|
|
|
May 08, 2024
Q1 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-5.76K- 4.14% |
$325K - $370K
|
133K
$9.24M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-6.67K- 99.6% |
$377K - $429K
|
27
$1.87K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-7.19K- 8.25% |
$406K - $462K
|
80K
$5.55M
|
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-7.68K- 10.47% |
$434K - $494K
|
65.7K
$4.56M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-9.43K- 33.71% |
$533K - $606K
|
18.5K
$1.29M
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-9.73K- 26.85% |
$549K - $625K
|
26.5K
$1.84M
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-9.87K- 42.63% |
$557K - $634K
|
13.3K
$921K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.5K- 1.15% |
$704K - $801K
|
1.07M
$74.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-13.4K- 4.3% |
$755K - $859K
|
297K
$20.6M
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-14.4K- 19.1% |
$816K - $928K
|
61.2K
$4.24M
|