Purchases and Sales Made in Q2 2024 in American Centy ETF Tr Avantis (AVRE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVRE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1.02K+ 0.81% |
$39.6K - $42.8K
|
126K
$5.25M
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
565New |
$22K - $23.8K
|
565
$23.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
558+ 0.99% |
$21.7K - $23.5K
|
57K
$2.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
530New |
$20.6K - $22.3K
|
530
$22K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
428+ 1.69% |
$16.6K - $18K
|
25.7K
$1.07M
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
224+ 2.44% |
$8.71K - $9.42K
|
9.4K
$391K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
176+ 146.67% |
$6.84K - $7.4K
|
296
$12.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
159+ 23.01% |
$6.18K - $6.69K
|
850
$35.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
157+ 0.75% |
$6.11K - $6.6K
|
21.2K
$883K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
93+ 2.96% |
$3.62K - $3.91K
|
3.24K
$135K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
48New |
$1.87K - $2.02K
|
48
$2K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
22New |
$856 - $925
|
22
$915
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11+ 7.05% |
$428 - $463
|
167
$6.95K
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
5+ 0.07% |
$194 - $210
|
7.11K
$295K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-43- 0.92% |
$1.67K - $1.81K
|
4.62K
$192K
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
SELL
|
- |
-87- 0.31% |
$3.38K - $3.66K
|
27.7K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-101- 99.02% |
$3.93K - $4.25K
|
1
$41.6
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-101- 99.02% |
$3.93K - $4.25K
|
1
$41.6
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-227- 6.69% |
$8.83K - $9.55K
|
3.17K
$132K
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-266- 3.5% |
$10.3K - $11.2K
|
7.34K
$305K
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-541- 9.97% |
$21K - $22.7K
|
4.89K
$203K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-614- 1.69% |
$23.9K - $25.8K
|
35.7K
$1.48M
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-1.22K- 4.7% |
$47.4K - $51.2K
|
24.7K
$1.03M
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.6K- 19.81% |
$62.3K - $67.4K
|
6.48K
$270K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.86K- 3.59% |
$72.2K - $78.1K
|
49.8K
$2.07M
|
|
|
Jul 10, 2024
Q2 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-2.52K- 4.46% |
$98K - $106K
|
54K
$2.24M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-2.69K- 17.33% |
$105K - $113K
|
12.8K
$534K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.83K- 17.03% |
$110K - $119K
|
13.8K
$573K
|
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-3.45K- 39.93% |
$134K - $145K
|
5.19K
$216K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.34K- 99.47% |
$169K - $183K
|
23
$957
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-6.72K- 2.47% |
$261K - $282K
|
265K
$11M
|
|
|
Jul 30, 2024
Q2 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-7.55K- 42.35% |
$293K - $317K
|
10.3K
$427K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-8.34K- 18.12% |
$324K - $351K
|
37.7K
$1.57M
|
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-10.2K- 2.65% |
$397K - $429K
|
375K
$15.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-10.2K- 12.99% |
$398K - $431K
|
68.6K
$2.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-11.8K- 4.72% |
$461K - $498K
|
239K
$9.93M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-16K- 41.09% |
$623K - $674K
|
23K
$955K
|
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
SELL
|
- |
-21.2K- 10.66% |
$826K - $893K
|
178K
$7.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-26.5K- 30.53% |
$1.03M - $1.11M
|
60.3K
$2.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-30.2K- 27.53% |
$1.18M - $1.27M
|
79.6K
$3.31M
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-34.1K- 27.83% |
$1.33M - $1.43M
|
88.4K
$3.68M
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-40.7K- 50.41% |
$1.58M - $1.71M
|
40K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-360K- 64.32% |
$14M - $15.1M
|
200K
$8.3M
|