Purchases and Sales Made in Q1 2024 in American Centy ETF Tr Avantis (AVSD)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSD) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.45KNew |
$231K - $254K
|
4.45K
$253K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.15KNew |
$216K - $237K
|
4.15K
$236K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
4.15KNew |
$216K - $237K
|
4.15K
$236K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.68K+ 39.32% |
$191K - $210K
|
13K
$740K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.49KNew |
$130K - $142K
|
2.49K
$142K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.23K+ 4.27% |
$116K - $127K
|
54.4K
$3.09M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.13K+ 1.74% |
$58.6K - $64.3K
|
65.9K
$3.74M
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
1.07K+ 5.38% |
$55.8K - $61.2K
|
21K
$1.19M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1K+ 26.67% |
$52K - $57K
|
4.75K
$270K
|
|
|
May 10, 2024
Q1 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
467+ 44.69% |
$24.3K - $26.6K
|
1.51K
$85.9K
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
401+ 2.86% |
$20.9K - $22.9K
|
14.4K
$819K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
315+ 5.04% |
$16.4K - $18K
|
6.57K
$373K
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
268+ 4.12% |
$13.9K - $15.3K
|
6.78K
$385K
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
158+ 3.3% |
$8.22K - $9.01K
|
4.94K
$281K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
143+ 0.34% |
$7.44K - $8.15K
|
42.2K
$2.39M
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
143New |
$7.44K - $8.15K
|
143
$8.12K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
114New |
$5.93K - $6.5K
|
114
$6.47K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
BUY
|
- |
77+ 2.91% |
$4K - $4.39K
|
2.73K
$155K
|
|
|
Aug 20, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
45+ 0.43% |
$2.34K - $2.57K
|
10.6K
$602K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
45+ 0.43% |
$2.34K - $2.57K
|
10.6K
$602K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
37New |
$1.92K - $2.11K
|
37
$2.1K
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
14+ 0.02% |
$728 - $798
|
71.7K
$4.07M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 0.9% |
$208 - $228
|
447
$25.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-101- 1.33% |
$5.25K - $5.76K
|
7.5K
$426K
|
|
|
Apr 15, 2024
Q1 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-114- 0.65% |
$5.93K - $6.5K
|
17.5K
$995K
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-263- 0.1% |
$13.7K - $15K
|
264K
$15M
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-353- 1.33% |
$18.4K - $20.1K
|
26.1K
$1.48M
|
|
|
Apr 19, 2024
Q1 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-359- 0.93% |
$18.7K - $20.5K
|
38.4K
$2.18M
|
|
|
May 06, 2024
Q1 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-987- 3.49% |
$51.3K - $56.3K
|
27.3K
$1.55M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3K- 6.92% |
$156K - $171K
|
40.4K
$2.29M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.49K- 6.11% |
$181K - $199K
|
53.6K
$3.04M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-16.3K- 59.03% |
$847K - $928K
|
11.3K
$642K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-48.1K- 34.01% |
$2.5M - $2.74M
|
93.3K
$5.3M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-124K- 72.44% |
$6.46M - $7.08M
|
47.3K
$2.68M
|