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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
956+ 9.79% |
$39.1K - $46.2K
|
10.7K
$475K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
788+ 0.36% |
$32.3K - $38K
|
219K
$9.68M
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
530+ 10.34% |
$21.7K - $25.6K
|
5.66K
$251K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
509New |
$20.8K - $24.6K
|
509
$22.6K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
490+ 1.77% |
$20.1K - $23.7K
|
28.2K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
361+ 0.63% |
$14.8K - $17.4K
|
57.4K
$2.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
348+ 1.79% |
$14.3K - $16.8K
|
19.8K
$875K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
332+ 4.54% |
$13.6K - $16K
|
7.64K
$338K
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
327+ 1.7% |
$13.4K - $15.8K
|
19.5K
$866K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
263+ 3.34% |
$10.8K - $12.7K
|
8.13K
$360K
|
|
|
Oct 18, 2024
Q3 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
254+ 1.2% |
$10.4K - $12.3K
|
21.5K
$952K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
226New |
$9.25K - $10.9K
|
226
$10K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
158+ 0.13% |
$6.47K - $7.63K
|
122K
$5.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
137+ 13700.0% |
$5.61K - $6.61K
|
138
$6.11K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
124New |
$5.08K - $5.99K
|
124
$5.49K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
110+ 17.66% |
$4.5K - $5.31K
|
733
$32.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
102+ 19.25% |
$4.18K - $4.92K
|
632
$28K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
77New |
$3.15K - $3.72K
|
77
$3.41K
|
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
47+ 0.07% |
$1.92K - $2.27K
|
68.7K
$3.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
8+ 16.67% |
$328 - $386
|
56
$2.48K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
4+ 1.35% |
$164 - $193
|
300
$13.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-234- 1.82% |
$9.58K - $11.3K
|
12.6K
$558K
|
|
|
Oct 23, 2024
Q3 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-437- 0.41% |
$17.9K - $21.1K
|
105K
$4.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-473- 0.2% |
$19.4K - $22.8K
|
238K
$10.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-505- 4.14% |
$20.7K - $24.4K
|
11.7K
$518K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-595- 2.41% |
$24.4K - $28.7K
|
24.1K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-841- 0.11% |
$34.4K - $40.6K
|
731K
$32.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-906- 1.03% |
$37.1K - $43.7K
|
87.4K
$3.87M
|
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-935- 0.58% |
$38.3K - $45.1K
|
159K
$7.04M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-962- 0.86% |
$39.4K - $46.4K
|
111K
$4.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.15K- 8.33% |
$47K - $55.4K
|
12.6K
$560K
|
|
|
Oct 02, 2024
Q3 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-1.18K- 2.18% |
$48.1K - $56.7K
|
52.8K
$2.34M
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.5K- 23.11% |
$61.3K - $72.3K
|
4.99K
$221K
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.81K- 24.61% |
$74K - $87.2K
|
5.54K
$245K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2.9K- 7.7% |
$119K - $140K
|
34.8K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-4.08K- 1.46% |
$167K - $197K
|
275K
$12.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-7.92K- 13.15% |
$324K - $383K
|
52.3K
$2.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.09K- 28.68% |
$331K - $391K
|
20.1K
$892K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.99K- 25.21% |
$368K - $434K
|
26.7K
$1.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-22.3K- 97.08% |
$913K - $1.08M
|
671
$29.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-23K- 26.01% |
$941K - $1.11M
|
65.4K
$2.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-30.6K- 10.37% |
$1.25M - $1.48M
|
265K
$11.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
SELL
|
- |
-36.1K- 20.26% |
$1.48M - $1.74M
|
142K
$6.29M
|
|
|
Oct 08, 2024
Q3 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-38.7K- 12.08% |
$1.59M - $1.87M
|
282K
$12.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-84.9K- 42.54% |
$3.48M - $4.1M
|
115K
$5.08M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-429K- 83.2% |
$17.6M - $20.7M
|
86.7K
$3.84M
|