Purchases and Sales Made in Q3 2024 in American Centy ETF Tr Avantis (AVSU)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSU) 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
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
30.5K+ 8.52% |
$1.8M - $1.99M
|
389K
$26.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
13.7K+ 16.59% |
$807K - $893K
|
96.1K
$6.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
11K+ 3.67% |
$649K - $718K
|
310K
$21.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
9.6KNew |
$566K - $627K
|
9.6K
$651K
|
|
|
Oct 22, 2024
Q3 2024
|
Northland Capital Management LLC
|
BUY
|
- |
7.29K+ 10.24% |
$430K - $476K
|
78.4K
$5.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.63K+ 128.4% |
$332K - $368K
|
10K
$679K
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
3.47KNew |
$205K - $227K
|
3.47K
$236K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.39KNew |
$200K - $221K
|
3.39K
$230K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.97K+ 2.61% |
$175K - $194K
|
117K
$7.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
2.53K+ 12.18% |
$150K - $165K
|
23.3K
$1.58M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
2.32K+ 7.57% |
$137K - $151K
|
32.9K
$2.23M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
1.78K+ 44.17% |
$105K - $116K
|
5.79K
$393K
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.14K+ 12.85% |
$67.1K - $74.2K
|
9.99K
$677K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.01K+ 27.33% |
$59.4K - $65.8K
|
4.69K
$318K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
941+ 1.96% |
$55.5K - $61.4K
|
49K
$3.32M
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
800+ 3.34% |
$47.2K - $52.2K
|
24.7K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
792+ 4.86% |
$46.7K - $51.7K
|
17.1K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
520+ 13.3% |
$30.7K - $34K
|
4.43K
$301K
|
|
|
Oct 24, 2024
Q3 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
402+ 2.77% |
$23.7K - $26.3K
|
14.9K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
297+ 0.19% |
$17.5K - $19.4K
|
160K
$10.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
229+ 0.77% |
$13.5K - $15K
|
29.8K
$2.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
82+ 0.79% |
$4.84K - $5.35K
|
10.5K
$710K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
33+ 0.56% |
$1.95K - $2.15K
|
5.9K
$400K
|
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
15+ 0.16% |
$885 - $980
|
9.14K
$620K
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
12+ 0.23% |
$708 - $784
|
5.18K
$351K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
11+ 3.17% |
$649 - $718
|
358
$24.3K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 0.41% |
$236 - $261
|
975
$66.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3+ 0.01% |
$177 - $196
|
34K
$2.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-21- 2.97% |
$1.24K - $1.37K
|
687
$46.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-46- 1.15% |
$2.71K - $3K
|
3.94K
$267K
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-208- 0.96% |
$12.3K - $13.6K
|
21.5K
$1.46M
|
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-307- 2.56% |
$18.1K - $20K
|
11.7K
$791K
|
|
|
Oct 23, 2024
Q3 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-312- 8.65% |
$18.4K - $20.4K
|
3.3K
$224K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-564- 0.4% |
$33.3K - $36.8K
|
141K
$9.54M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-623- 2.87% |
$36.8K - $40.7K
|
21.1K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.37K- 2.73% |
$80.9K - $89.5K
|
48.8K
$3.31M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.43K- 6.11% |
$84.6K - $93.6K
|
22K
$1.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.92K- 68.99% |
$113K - $126K
|
864
$58.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.53K- 22.26% |
$149K - $165K
|
8.82K
$599K
|