Purchases and Sales Made in Q3 2024 in American Centy ETF Tr Avantis (AVRE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVRE) 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 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
62.8K+ 827.68% |
$2.57M - $3.03M
|
70.4K
$3.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
62.8K+ 78.91% |
$2.57M - $3.03M
|
142K
$6.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
55.7K+ 21.81% |
$2.28M - $2.69M
|
311K
$13.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
42.1KNew |
$1.73M - $2.03M
|
42.1K
$1.87M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.9K+ 57.0% |
$1.59M - $1.88M
|
107K
$4.75M
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
32.7K+ 81.82% |
$1.34M - $1.58M
|
72.7K
$3.22M
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
28.6K+ 104.05% |
$1.17M - $1.38M
|
56.1K
$2.48M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
27.9K+ 11.05% |
$1.14M - $1.35M
|
281K
$12.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
25.2KNew |
$1.03M - $1.21M
|
25.2K
$1.11M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.9K+ 17.63% |
$855K - $1.01M
|
139K
$6.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
18.4K+ 28.31% |
$755K - $890K
|
83.5K
$3.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
16.9K+ 12.91% |
$693K - $818K
|
148K
$6.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
16.8K+ 6.31% |
$686K - $809K
|
282K
$12.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
16.2K+ 1.54% |
$665K - $784K
|
1.07M
$47.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
12.7KNew |
$520K - $613K
|
12.7K
$563K
|
|
|
Nov 13, 2024
Q3 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
11.4K+ 6.31% |
$467K - $551K
|
192K
$8.52M
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
11.3K+ 15.02% |
$463K - $546K
|
86.7K
$3.84M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
BUY
|
- |
11.2K+ 12.84% |
$459K - $541K
|
98.6K
$4.37M
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
10.9K+ 2.91% |
$447K - $527K
|
386K
$17.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.34K+ 145.6% |
$383K - $451K
|
15.8K
$698K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
9.33KNew |
$382K - $451K
|
9.33K
$413K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.74K+ 82.12% |
$358K - $422K
|
19.4K
$859K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
8.39K+ 89.3% |
$344K - $405K
|
17.8K
$788K
|
|
|
Nov 07, 2024
Q3 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
7.55K+ 145.35% |
$309K - $364K
|
12.7K
$564K
|
|
|
Oct 25, 2024
Q3 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
7.32K+ 3.94% |
$300K - $353K
|
193K
$8.55M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.28K+ 14.7% |
$298K - $352K
|
56.8K
$2.52M
|
|
|
Oct 22, 2024
Q3 2024
|
Better Wealth, LLC
|
BUY
|
- |
6.27K+ 2.28% |
$257K - $303K
|
281K
$12.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.26KNew |
$256K - $302K
|
6.26K
$277K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.25KNew |
$256K - $302K
|
6.25K
$277K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
6.25KNew |
$256K - $302K
|
6.25K
$277K
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
6.23K+ 13.43% |
$255K - $301K
|
52.6K
$2.33M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.23K+ 12.5% |
$255K - $301K
|
56K
$2.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.14K+ 48.52% |
$211K - $248K
|
15.7K
$697K
|
|
|
Nov 04, 2024
Q3 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
5.06K+ 11.78% |
$207K - $244K
|
48K
$2.13M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.75KNew |
$194K - $229K
|
4.75K
$210K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
4.45K+ 2.45% |
$182K - $215K
|
186K
$8.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.41KNew |
$180K - $213K
|
4.41K
$195K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.81KNew |
$156K - $184K
|
3.81K
$169K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.34K+ 14539.13% |
$137K - $161K
|
3.37K
$149K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
2.42K+ 49.53% |
$99.1K - $117K
|
7.31K
$324K
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
2.34K+ 39.06% |
$95.7K - $113K
|
8.32K
$369K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
2.32KNew |
$95K - $112K
|
2.32K
$103K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.14K+ 8.31% |
$87.5K - $103K
|
27.8K
$1.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.92K+ 9.51% |
$78.5K - $92.6K
|
22.1K
$978K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1.9K+ 1.5% |
$77.6K - $91.5K
|
128K
$5.68M
|
|
|
Oct 21, 2024
Q3 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
1.72K+ 16.72% |
$70.3K - $82.9K
|
12K
$531K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1.6K+ 2.42% |
$65.5K - $77.2K
|
67.6K
$3M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.38K+ 29.26% |
$56.6K - $66.7K
|
6.1K
$270K
|
|
|
Oct 24, 2024
Q3 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
1.37K+ 1.44% |
$55.9K - $66K
|
96.5K
$4.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
1.29K+ 0.64% |
$52.9K - $62.3K
|
202K
$8.95M
|