Purchases and Sales Made in Q3 2024 in American Centy ETF Tr Avantis (AVSC)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSC) 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 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.5K+ 35040.0% |
$172K - $197K
|
3.51K
$192K
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
3.43K+ 4.14% |
$168K - $193K
|
86.4K
$4.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.3KNew |
$162K - $185K
|
3.3K
$180K
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
2.77K+ 9.28% |
$136K - $156K
|
32.6K
$1.78M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.18K+ 27.06% |
$107K - $122K
|
10.2K
$560K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
2.17K+ 45.52% |
$106K - $122K
|
6.92K
$379K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
1.9K+ 27.45% |
$93.1K - $107K
|
8.81K
$482K
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
1.62K+ 28.64% |
$79.4K - $90.8K
|
7.27K
$397K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.38K+ 6.29% |
$67.5K - $77.2K
|
23.2K
$1.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1.28K+ 1.33% |
$62.7K - $71.7K
|
97.3K
$5.32M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.23KNew |
$60.1K - $68.8K
|
1.23K
$67K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
1.21K+ 8.54% |
$59.2K - $67.7K
|
15.3K
$839K
|
|
|
Nov 14, 2024
Q3 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
1.19K+ 4.59% |
$58.1K - $66.5K
|
27K
$1.48M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.11KNew |
$54.6K - $62.5K
|
1.11K
$60.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.06K+ 4.36% |
$51.8K - $59.3K
|
25.3K
$1.38M
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
980+ 18.32% |
$48.1K - $55K
|
6.33K
$346K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
933+ 10.79% |
$45.8K - $52.4K
|
9.58K
$524K
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
762+ 2.57% |
$37.4K - $42.8K
|
30.4K
$1.66M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
723+ 1.99% |
$35.5K - $40.6K
|
37.1K
$2.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
597+ 0.32% |
$29.3K - $33.5K
|
186K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
549+ 25.85% |
$26.9K - $30.8K
|
2.67K
$146K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
509+ 21.96% |
$25K - $28.6K
|
2.83K
$155K
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
443+ 2.0% |
$21.7K - $24.9K
|
22.6K
$1.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
409New |
$20.1K - $23K
|
409
$22.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
385New |
$18.9K - $21.6K
|
385
$21.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
347+ 4.66% |
$17K - $19.5K
|
7.79K
$426K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
295New |
$14.5K - $16.6K
|
295
$16.1K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
250New |
$12.3K - $14K
|
250
$13.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
200New |
$9.81K - $11.2K
|
200
$10.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
90+ 10.38% |
$4.42K - $5.05K
|
957
$52.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
65+ 0.28% |
$3.19K - $3.65K
|
23.7K
$1.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
40+ 50.0% |
$1.96K - $2.25K
|
120
$6.56K
|
|
|
Oct 24, 2024
Q3 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
21+ 0.23% |
$1.03K - $1.18K
|
8.97K
$490K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20+ 0.05% |
$981 - $1.12K
|
36.6K
$2M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
17+ 0.24% |
$834 - $954
|
7.04K
$385K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
10New |
$491 - $561
|
10
$547
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$49.1 - $56.1
|
5.13K
$280K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-105- 0.6% |
$5.15K - $5.89K
|
17.4K
$952K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-192- 0.69% |
$9.42K - $10.8K
|
27.7K
$1.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-542- 3.25% |
$26.6K - $30.4K
|
16.1K
$881K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-629- 34.0% |
$30.9K - $35.3K
|
1.22K
$66.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-927- 9.63% |
$45.5K - $52K
|
8.7K
$476K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-949- 0.75% |
$46.6K - $53.3K
|
126K
$6.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.42K- 14.43% |
$69.7K - $79.7K
|
8.42K
$461K
|
|
|
Nov 14, 2024
Q3 2024
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-1.43K- 7.87% |
$70K - $80K
|
16.7K
$913K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.71K- 25.91% |
$83.9K - $96K
|
4.89K
$267K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-3.23K- 19.65% |
$158K - $181K
|
13.2K
$722K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.52K- 30.61% |
$173K - $198K
|
7.98K
$436K
|
|
|
Nov 12, 2024
Q3 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-4.3K- 19.05% |
$211K - $241K
|
18.3K
$999K
|