Purchases and Sales Made in Q3 2024 in American Centy ETF Tr Avantis (AVLV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVLV) 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 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-53- 0.18% |
$3.18K - $3.49K
|
29.1K
$2.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-62- 0.04% |
$3.72K - $4.08K
|
161K
$11.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-79- 12.04% |
$4.74K - $5.2K
|
577
$39.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-137- 1.62% |
$8.23K - $9.02K
|
8.3K
$572K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-229- 0.88% |
$13.8K - $15.1K
|
25.7K
$1.77M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-237- 2.76% |
$14.2K - $15.6K
|
8.36K
$576K
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-240- 0.79% |
$14.4K - $15.8K
|
30.1K
$2.08M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-274- 2.72% |
$16.5K - $18K
|
9.8K
$676K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-322- 1.22% |
$19.3K - $21.2K
|
26.1K
$1.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-406- 0.22% |
$24.4K - $26.7K
|
188K
$12.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-425- 0.91% |
$25.5K - $28K
|
46.5K
$3.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-436- 8.82% |
$26.2K - $28.7K
|
4.51K
$311K
|
|
|
Nov 01, 2024
Q3 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-465- 10.66% |
$27.9K - $30.6K
|
3.9K
$269K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-539- 11.94% |
$32.4K - $35.5K
|
3.98K
$274K
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-767- 40.67% |
$46.1K - $50.5K
|
1.12K
$77.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-792- 3.03% |
$47.6K - $52.1K
|
25.4K
$1.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-900- 4.15% |
$54K - $59.2K
|
20.8K
$1.43M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-996- 21.98% |
$59.8K - $65.6K
|
3.54K
$244K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.25K- 1.45% |
$74.9K - $82.2K
|
84.8K
$5.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.59K- 6.26% |
$95.2K - $104K
|
23.7K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.82K- 16.48% |
$109K - $120K
|
9.22K
$636K
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.07K- 3.24% |
$124K - $136K
|
61.8K
$4.26M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.12K- 1.64% |
$127K - $139K
|
127K
$8.77M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-2.37K- 1.7% |
$142K - $156K
|
137K
$9.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-2.52K- 3.02% |
$151K - $166K
|
80.8K
$5.57M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.05K- 3.03% |
$183K - $201K
|
97.5K
$6.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-4.56K- 2.35% |
$274K - $300K
|
189K
$13M
|
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-4.79K- 1.57% |
$288K - $315K
|
300K
$20.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-5.07K- 2.09% |
$304K - $334K
|
238K
$16.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-5.6K- 6.3% |
$336K - $368K
|
83.3K
$5.74M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-6K- 30.13% |
$360K - $395K
|
13.9K
$959K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-6.25K- 6.5% |
$375K - $411K
|
89.9K
$6.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.77K- 1.35% |
$466K - $511K
|
569K
$39.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-10K- 33.81% |
$601K - $658K
|
19.6K
$1.35M
|
|
|
Oct 07, 2024
Q3 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-10.6K- 3.63% |
$636K - $697K
|
281K
$19.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-11.9K- 9.7% |
$715K - $784K
|
111K
$7.65M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-12.2K- 1.48% |
$732K - $803K
|
812K
$56M
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-13.2K- 70.63% |
$794K - $870K
|
5.5K
$379K
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-13.3K- 7.85% |
$799K - $876K
|
156K
$10.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-26.6K- 27.05% |
$1.6M - $1.75M
|
71.8K
$4.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-36.5K- 8.04% |
$2.19M - $2.41M
|
418K
$28.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-37.9K- 24.24% |
$2.28M - $2.5M
|
118K
$8.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-48.5K- 67.15% |
$2.92M - $3.2M
|
23.8K
$1.64M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-49.7K- 2.9% |
$2.98M - $3.27M
|
1.67M
$115M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-55.8K- 81.19% |
$3.35M - $3.67M
|
12.9K
$892K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-93K- 5.56% |
$5.58M - $6.12M
|
1.58M
$109M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-102K- 6.08% |
$6.1M - $6.69M
|
1.57M
$108M
|
|
|
Nov 06, 2024
Q3 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-155K- 96.63% |
$9.33M - $10.2M
|
5.41K
$373K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-320K- 16.57% |
$19.2M - $21.1M
|
1.61M
$111M
|