Purchases and Sales Made in Q3 2024 in American Centy ETF Tr Avantis (AVSE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSE) 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 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.6K+ 84.67% |
$1.01M - $1.16M
|
44.9K
$2.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.6KNew |
$910K - $1.04M
|
18.6K
$954K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.9K+ 46.0% |
$629K - $722K
|
40.8K
$2.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
10.7KNew |
$521K - $598K
|
10.7K
$547K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.84KNew |
$482K - $553K
|
9.84K
$505K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
8.46KNew |
$414K - $475K
|
8.46K
$434K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.43KNew |
$216K - $248K
|
4.43K
$227K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
3.01K+ 22.07% |
$147K - $169K
|
16.6K
$853K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
971+ 38.86% |
$47.5K - $54.5K
|
3.47K
$178K
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
898+ 15.01% |
$43.9K - $50.4K
|
6.88K
$353K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
755+ 3.6% |
$36.9K - $42.4K
|
21.7K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
700New |
$34.2K - $39.3K
|
700
$35.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
620+ 0.42% |
$30.3K - $34.8K
|
149K
$7.64M
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
574+ 10.43% |
$28.1K - $32.2K
|
6.08K
$312K
|
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
554+ 3.16% |
$27.1K - $31.1K
|
18.1K
$928K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
548+ 24.32% |
$26.8K - $30.8K
|
2.8K
$144K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
190+ 9.64% |
$9.29K - $10.7K
|
2.16K
$111K
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
101+ 0.4% |
$4.94K - $5.67K
|
25.1K
$1.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
47+ 0.96% |
$2.3K - $2.64K
|
4.96K
$255K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1- 0.02% |
$48.9 - $56.1
|
4.21K
$216K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4- 0.01% |
$196 - $225
|
31.4K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-103- 5.87% |
$5.04K - $5.78K
|
1.65K
$84.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-231- 1.27% |
$11.3K - $13K
|
17.9K
$920K
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-325- 2.67% |
$15.9K - $18.2K
|
11.8K
$607K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.03K- 1.42% |
$50.6K - $58K
|
71.9K
$3.69M
|