Purchases and Sales Made in Q2 2024 in American Centy ETF Tr Avantis (AVSE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSE) 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
|
- |
68.6K+ 86.04% |
$3.26M - $3.63M
|
148K
$7.74M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.21KNew |
$200K - $222K
|
4.21K
$219K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.53K+ 3.6% |
$121K - $134K
|
72.9K
$3.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
2.18K+ 14.23% |
$104K - $115K
|
17.5K
$914K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
1.97KNew |
$93.7K - $104K
|
1.97K
$103K
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
445+ 2.17% |
$21.2K - $23.5K
|
20.9K
$1.09M
|
|
|
Jul 23, 2024
Q2 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
368+ 7.04% |
$17.5K - $19.4K
|
5.6K
$292K
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
268+ 13.5% |
$12.8K - $14.2K
|
2.25K
$117K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
39+ 1.59% |
$1.86K - $2.06K
|
2.5K
$130K
|
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
33+ 0.6% |
$1.57K - $1.74K
|
5.5K
$287K
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
28+ 0.23% |
$1.33K - $1.48K
|
12.2K
$634K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
24+ 0.49% |
$1.14K - $1.27K
|
4.92K
$256K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 0.83% |
$190 - $211
|
484
$25.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
4+ 0.04% |
$190 - $211
|
9.05K
$472K
|
|
|
Aug 07, 2024
Q2 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
1+ 0.02% |
$47.6 - $52.9
|
5.16K
$269K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-17- 10.24% |
$809 - $898
|
149
$7.77K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-52- 0.19% |
$2.47K - $2.75K
|
28K
$1.46M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-169- 1.23% |
$8.04K - $8.93K
|
13.6K
$710K
|
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-463- 1.82% |
$22K - $24.5K
|
25K
$1.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.08K- 7.48% |
$51.2K - $56.9K
|
13.3K
$695K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.17K- 3.59% |
$55.6K - $61.7K
|
31.4K
$1.64M
|
|
|
Jul 17, 2024
Q2 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-1.56K- 7.93% |
$74.4K - $82.6K
|
18.2K
$947K
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
SELL
|
- |
-5.13K- 46.16% |
$244K - $271K
|
5.98K
$312K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-7.3K- 24.9% |
$347K - $386K
|
22K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-38.3K- 61.14% |
$1.82M - $2.02M
|
24.3K
$1.27M
|