Purchases and Sales Made in Q2 2024 in American Centy ETF Travantis C (AVMU)
This table provides information about the institutional ownership of American Centy ETF Travantis C (AVMU) during Q2 2024. The information is specifically focused on institutions that hold shares of AMERICAN CENTY ETF TRAVANTIS C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.27M+ 2579.4% |
$58.3M - $59.1M
|
1.32M
$61.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
55.9K+ 8.67% |
$2.56M - $2.6M
|
701K
$32.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
16.4KNew |
$751K - $762K
|
16.4K
$760K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
14.3K+ 5.5% |
$654K - $663K
|
274K
$12.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.12KNew |
$371K - $377K
|
8.12K
$376K
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
BUY
|
- |
6.85K+ 16.98% |
$313K - $318K
|
47.2K
$2.18M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.47KNew |
$250K - $254K
|
5.47K
$253K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.63KNew |
$212K - $215K
|
4.63K
$214K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.58K+ 14.38% |
$164K - $166K
|
28.5K
$1.32M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.13K+ 5.27% |
$97.4K - $98.8K
|
42.5K
$1.97M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.36K+ 3.02% |
$62.3K - $63.2K
|
46.4K
$2.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.26K+ 7.35% |
$57.6K - $58.4K
|
18.4K
$851K
|
|
|
Jul 25, 2024
Q2 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
1.03K+ 18.03% |
$47K - $47.7K
|
6.73K
$312K
|
|
|
Aug 08, 2024
Q2 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
934New |
$42.7K - $43.3K
|
934
$43.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
265+ 6.48% |
$12.1K - $12.3K
|
4.36K
$202K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
260+ 6.5% |
$11.9K - $12.1K
|
4.26K
$197K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
219+ 7.78% |
$10K - $10.2K
|
3.03K
$140K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-342- 0.35% |
$15.6K - $15.9K
|
96K
$4.45M
|
|
|
Jul 25, 2024
Q2 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-432- 4.33% |
$19.8K - $20K
|
9.55K
$442K
|
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.07K- 0.47% |
$49K - $49.8K
|
227K
$10.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.74K- 5.93% |
$217K - $220K
|
75.2K
$3.48M
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-5.02K- 2.62% |
$229K - $233K
|
186K
$8.63M
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-11.6K- 17.36% |
$532K - $539K
|
55.3K
$2.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-19.1K- 58.3% |
$875K - $887K
|
13.7K
$633K
|