Purchases and Sales Made in Q1 2024 in American Centy ETF Tr Avantis (AVUS)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUS) 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 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.13MNew |
$90.5M - $101M
|
1.13M
$112M
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.04M+ 67.19% |
$83.2M - $93.1M
|
2.59M
$256M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
523K+ 150.07% |
$41.8M - $46.8M
|
871K
$86.3M
|
|
|
May 14, 2024
Q1 2024
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
446KNew |
$35.6M - $39.9M
|
446K
$44.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
398K+ 2673.34% |
$31.8M - $35.6M
|
413K
$40.9M
|
|
|
May 09, 2024
Q1 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
213K+ 25.41% |
$17M - $19.1M
|
1.05M
$104M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
198K+ 1431.46% |
$15.9M - $17.8M
|
212K
$21M
|
|
|
Apr 11, 2024
Q1 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
175K+ 378.66% |
$14M - $15.7M
|
221K
$21.9M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
174K+ 12.81% |
$13.9M - $15.5M
|
1.53M
$151M
|
|
|
May 14, 2024
Q1 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
166KNew |
$13.3M - $14.8M
|
166K
$16.4M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
139K+ 349.72% |
$11.1M - $12.5M
|
179K
$17.7M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
139K+ 263.0% |
$11.1M - $12.4M
|
191K
$18.9M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
131K+ 13.83% |
$10.5M - $11.8M
|
1.08M
$107M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
131K+ 13.83% |
$10.5M - $11.8M
|
1.08M
$107M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
115K+ 49.11% |
$9.21M - $10.3M
|
350K
$34.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
115K+ 1035.51% |
$9.18M - $10.3M
|
126K
$12.5M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
106K+ 279.1% |
$8.44M - $9.45M
|
143K
$14.2M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
93K+ 53.38% |
$7.43M - $8.32M
|
267K
$26.5M
|
|
|
May 14, 2024
Q1 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
91.1K+ 71.86% |
$7.28M - $8.15M
|
218K
$21.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
88.8K+ 7.14% |
$7.1M - $7.95M
|
1.33M
$132M
|
|
|
Apr 22, 2024
Q1 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
79.9K+ 5.4% |
$6.38M - $7.15M
|
1.56M
$155M
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
79.6K+ 10.95% |
$6.36M - $7.12M
|
806K
$79.8M
|
|
|
Jul 10, 2024
Q1 2024
|
Oak Root LLC
Santa Barbara, CA |
BUY
|
- |
61.7K+ 2.07% |
$4.93M - $5.52M
|
3.04M
$301M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
59.7K+ 76.84% |
$4.77M - $5.34M
|
137K
$13.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
57.5K+ 67.22% |
$4.6M - $5.15M
|
143K
$14.2M
|
|
|
May 01, 2024
Q1 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
56.2K+ 49.69% |
$4.49M - $5.03M
|
169K
$16.8M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
55.7KNew |
$4.45M - $4.98M
|
55.7K
$5.51M
|
|
|
Apr 30, 2024
Q1 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
54.7K+ 28.25% |
$4.37M - $4.89M
|
248K
$24.6M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
54.4K+ 3.91% |
$4.35M - $4.87M
|
1.45M
$143M
|
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
48.3K+ 17.66% |
$3.86M - $4.32M
|
322K
$31.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
47.8K+ 5.87% |
$3.82M - $4.27M
|
861K
$85.3M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
40.8K+ 5.74% |
$3.26M - $3.65M
|
752K
$74.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
39.9K+ 4.42% |
$3.19M - $3.57M
|
941K
$93.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
39.4K+ 1.78% |
$3.15M - $3.52M
|
2.25M
$222M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
38.5K+ 10.5% |
$3.08M - $3.44M
|
405K
$40.1M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
37.5K+ 657.8% |
$3M - $3.36M
|
43.2K
$4.28M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
36.3KNew |
$2.9M - $3.25M
|
36.3K
$3.6M
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
34.4K+ 7.29% |
$2.75M - $3.08M
|
507K
$50.2M
|
|
|
May 14, 2024
Q1 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
30.8K+ 9.97% |
$2.46M - $2.76M
|
340K
$33.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
29.2K+ 7.97% |
$2.33M - $2.61M
|
396K
$39.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
28.4K+ 11.12% |
$2.27M - $2.54M
|
284K
$28.1M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
27.1K+ 12.75% |
$2.16M - $2.42M
|
239K
$23.7M
|
|
|
May 14, 2024
Q1 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
24.5K+ 62.62% |
$1.96M - $2.2M
|
63.7K
$6.31M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
24.1K+ 111.0% |
$1.93M - $2.16M
|
45.9K
$4.55M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
24K+ 7.76% |
$1.92M - $2.14M
|
333K
$33M
|
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
23.3K+ 31.19% |
$1.86M - $2.08M
|
97.8K
$9.69M
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
22.9K+ 5.9% |
$1.83M - $2.05M
|
411K
$40.7M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
22.1K+ 30.71% |
$1.77M - $1.98M
|
94.1K
$9.32M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
22.1K+ 30.33% |
$1.76M - $1.97M
|
94.8K
$9.39M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
21.6K+ 31.4% |
$1.73M - $1.94M
|
90.6K
$8.97M
|