Purchases and Sales Made in Q2 2024 in American Centy ETF Tr Avantis (AVSC)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSC) 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 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.09M+ 11.38% |
$52M - $56.8M
|
10.6M
$574M
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
244K+ 8127.97% |
$11.7M - $12.7M
|
247K
$13.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
185K+ 2668.09% |
$8.88M - $9.69M
|
192K
$10.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
99.2KNew |
$4.75M - $5.18M
|
99.2K
$5.36M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
79.5K+ 12.15% |
$3.81M - $4.15M
|
733K
$39.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
53.1K+ 1.62% |
$2.54M - $2.77M
|
3.33M
$180M
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
51.6K+ 11.38% |
$2.47M - $2.7M
|
505K
$27.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
43.5K+ 9.42% |
$2.08M - $2.27M
|
505K
$27.3M
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
29.9KNew |
$1.43M - $1.56M
|
29.9K
$1.61M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
28.8K+ 384.85% |
$1.38M - $1.51M
|
36.3K
$1.96M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28.1K+ 12.01% |
$1.35M - $1.47M
|
262K
$14.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
25.8KNew |
$1.24M - $1.35M
|
25.8K
$1.4M
|
|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
23.6K+ 10.15% |
$1.13M - $1.23M
|
256K
$13.8M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
19.3K+ 20.73% |
$924K - $1.01M
|
112K
$6.07M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.1K+ 68.07% |
$818K - $893K
|
42.2K
$2.28M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
16.4KNew |
$784K - $855K
|
16.4K
$885K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.1KNew |
$579K - $632K
|
12.1K
$654K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
10.4K+ 7.1% |
$500K - $546K
|
158K
$8.52M
|
|
|
Jul 23, 2024
Q2 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
10.2K+ 41.08% |
$491K - $535K
|
35.2K
$1.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
9.19KNew |
$440K - $480K
|
9.19K
$497K
|
|
|
Aug 09, 2024
Q2 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
8.95KNew |
$428K - $467K
|
8.95K
$483K
|
|
|
Jul 18, 2024
Q2 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
8.89K+ 9.15% |
$426K - $465K
|
106K
$5.73M
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
7.66K+ 10.18% |
$367K - $400K
|
82.9K
$4.48M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
7.17K+ 3.11% |
$343K - $374K
|
237K
$12.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
6.91KNew |
$331K - $361K
|
6.91K
$374K
|
|
|
Aug 08, 2024
Q2 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
6.6K+ 6.66% |
$316K - $345K
|
106K
$5.71M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.23K+ 5.09% |
$299K - $326K
|
129K
$6.95M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.99K+ 44.9% |
$287K - $313K
|
19.3K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.12KNew |
$245K - $268K
|
5.12K
$277K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5.03K+ 38.64% |
$241K - $263K
|
18K
$975K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.01K+ 13.48% |
$240K - $262K
|
42.2K
$2.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
4.76KNew |
$228K - $249K
|
4.76K
$257K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.7K+ 2.65% |
$225K - $246K
|
182K
$9.83M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.85K+ 9.13% |
$184K - $201K
|
46K
$2.48M
|
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
3.84K+ 30.01% |
$184K - $201K
|
16.7K
$900K
|
|
|
Aug 07, 2024
Q2 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
3.01K+ 14.64% |
$144K - $157K
|
23.6K
$1.27M
|
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
3K+ 71.02% |
$144K - $157K
|
7.22K
$390K
|
|
|
Jul 12, 2024
Q2 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
2.74K+ 2.94% |
$131K - $143K
|
96K
$5.19M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.72K+ 19.82% |
$130K - $142K
|
16.4K
$887K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.4KNew |
$115K - $125K
|
2.4K
$130K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.21K+ 153.75% |
$106K - $116K
|
3.65K
$197K
|
|
|
Aug 13, 2024
Q2 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
2.01K+ 9.77% |
$96.3K - $105K
|
22.6K
$1.22M
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.86K+ 33.2% |
$88.8K - $96.9K
|
7.44K
$402K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.82K+ 5.25% |
$87.4K - $95.3K
|
36.6K
$1.98M
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
1.8K+ 14.56% |
$86K - $93.8K
|
14.1K
$763K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.37KNew |
$65.4K - $71.4K
|
1.37K
$73.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.32K+ 12.95% |
$63.1K - $68.9K
|
11.5K
$621K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.01K+ 4.37% |
$48.5K - $52.9K
|
24.2K
$1.31M
|
|
|
Jul 26, 2024
Q2 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
938+ 2.45% |
$44.9K - $49K
|
39.3K
$2.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
882+ 71.01% |
$42.2K - $46.1K
|
2.12K
$115K
|