Purchases and Sales Made in Q2 2024 in American Centy ETF Tr Avantis (AVSD)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSD) 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 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
128K+ 271.76% |
$6.98M - $7.49M
|
176K
$10M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
34.4K+ 85.02% |
$1.87M - $2M
|
74.8K
$4.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.17K+ 93.64% |
$226K - $243K
|
8.61K
$491K
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
3.72K+ 1.41% |
$202K - $217K
|
268K
$15.3M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.68K+ 6.76% |
$200K - $215K
|
58.1K
$3.31M
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
3.37K+ 51.36% |
$183K - $197K
|
9.94K
$567K
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.91K+ 22.28% |
$158K - $169K
|
15.9K
$909K
|
|
|
Jul 17, 2024
Q2 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
2.76K+ 10.14% |
$150K - $161K
|
30K
$1.71M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.6K+ 33.68% |
$86.9K - $93.3K
|
6.35K
$362K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
928+ 147.3% |
$50.4K - $54.1K
|
1.56K
$88.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
728+ 2.79% |
$39.5K - $42.5K
|
26.8K
$1.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
528+ 71.64% |
$28.7K - $30.8K
|
1.27K
$72.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
397+ 0.94% |
$21.6K - $23.2K
|
42.6K
$2.43M
|
|
|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
255+ 5.28% |
$13.8K - $14.9K
|
5.08K
$290K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
213+ 5.13% |
$11.6K - $12.4K
|
4.36K
$249K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
213+ 5.13% |
$11.6K - $12.4K
|
4.36K
$249K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
73+ 1.88% |
$3.96K - $4.26K
|
3.95K
$225K
|
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
60+ 1.21% |
$3.26K - $3.5K
|
5K
$285K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
33+ 0.06% |
$1.79K - $1.92K
|
53.6K
$3.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
17+ 0.35% |
$923 - $991
|
4.94K
$282K
|
|
|
Jul 30, 2024
Q2 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
9+ 0.03% |
$489 - $525
|
26.5K
$1.51M
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
6+ 1.34% |
$326 - $350
|
453
$25.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-9- 0.04% |
$489 - $525
|
21.9K
$1.25M
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-30- 0.44% |
$1.63K - $1.75K
|
6.75K
$385K
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-80- 16.53% |
$4.34K - $4.67K
|
404
$23K
|
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-307- 1.46% |
$16.7K - $17.9K
|
20.7K
$1.18M
|
|
|
Aug 07, 2024
Q2 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-359- 3.39% |
$19.5K - $20.9K
|
10.2K
$584K
|
|
|
Aug 08, 2024
Q2 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-720- 20.45% |
$39.1K - $42K
|
2.8K
$160K
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-2.81K- 3.91% |
$152K - $164K
|
68.9K
$3.93M
|
|
|
Jul 17, 2024
Q2 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-3.11K- 8.11% |
$169K - $182K
|
35.3K
$2.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-6.24K- 9.48% |
$339K - $364K
|
59.6K
$3.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
SELL
|
- |
-7.15K- 49.57% |
$388K - $417K
|
7.27K
$415K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-88.6K- 94.92% |
$4.81M - $5.17M
|
4.74K
$270K
|