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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.4K+ 44.47% |
$352K - $394K
|
14.3K
$1.4M
|
|
|
May 01, 2024
Q1 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
4.34K+ 3.88% |
$347K - $388K
|
116K
$11.4M
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
4.32K+ 28.01% |
$345K - $387K
|
19.8K
$1.93M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
4.23K+ 2.79% |
$338K - $379K
|
156K
$15.3M
|
|
|
May 03, 2024
Q1 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
4.18KNew |
$334K - $374K
|
4.18K
$409K
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.89K+ 26.92% |
$311K - $348K
|
18.3K
$1.79M
|
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
3.76KNew |
$301K - $337K
|
3.76K
$368K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.72K+ 35.43% |
$297K - $333K
|
14.2K
$1.39M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.56KNew |
$285K - $319K
|
3.56K
$349K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.55K+ 5.15% |
$284K - $318K
|
72.5K
$7.1M
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
3.54K+ 3.79% |
$283K - $317K
|
97K
$9.49M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
3.53KNew |
$282K - $316K
|
3.53K
$346K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
3.34KNew |
$267K - $299K
|
3.34K
$327K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3.32K+ 2.27% |
$265K - $297K
|
149K
$14.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
3.32K+ 3.87% |
$265K - $297K
|
88.9K
$8.7M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.13K+ 11.73% |
$250K - $280K
|
29.8K
$2.92M
|
|
|
Apr 29, 2024
Q1 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
3.13K+ 75.47% |
$250K - $280K
|
7.27K
$712K
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
3.12K+ 20.86% |
$250K - $279K
|
18.1K
$1.77M
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.97K+ 23.55% |
$237K - $266K
|
15.6K
$1.53M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
2.91KNew |
$233K - $260K
|
2.91K
$285K
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
2.87KNew |
$230K - $257K
|
2.87K
$281K
|
|
|
Apr 22, 2024
Q1 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
2.79K+ 11.23% |
$223K - $250K
|
27.6K
$2.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.64KNew |
$211K - $236K
|
2.64K
$258K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.63K+ 30.9% |
$210K - $235K
|
11.1K
$1.09M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.59K+ 5.79% |
$207K - $231K
|
47.3K
$4.63M
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
2.53KNew |
$202K - $226K
|
2.53K
$248K
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2.53K+ 5.94% |
$202K - $226K
|
45K
$4.41M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.39KNew |
$191K - $214K
|
2.39K
$234K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
2.34KNew |
$187K - $209K
|
2.34K
$229K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.29K+ 1.74% |
$183K - $205K
|
134K
$13.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
2.28KNew |
$182K - $204K
|
2.28K
$223K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.28K+ 0.57% |
$182K - $204K
|
405K
$39.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
2.27KNew |
$181K - $203K
|
2.27K
$222K
|
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
2.25K+ 15.49% |
$180K - $202K
|
16.8K
$1.64M
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
2.24KNew |
$179K - $200K
|
2.24K
$219K
|
|
|
Apr 24, 2024
Q1 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
2.17K+ 2.05% |
$173K - $194K
|
108K
$10.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.12K+ 24.75% |
$169K - $190K
|
10.7K
$1.05M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.97KNew |
$157K - $176K
|
1.97K
$193K
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1.83K+ 2.51% |
$146K - $164K
|
74.7K
$7.32M
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
1.78K+ 4.24% |
$143K - $160K
|
43.9K
$4.3M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.62KNew |
$130K - $145K
|
1.62K
$159K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.62K+ 1.14% |
$129K - $145K
|
143K
$14M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.61K+ 18.79% |
$129K - $144K
|
10.2K
$996K
|
|
|
Apr 23, 2024
Q1 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
1.58K+ 2.52% |
$127K - $142K
|
64.4K
$6.31M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.57K+ 1.14% |
$125K - $140K
|
140K
$13.7M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.53KNew |
$122K - $137K
|
1.53K
$150K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.47KNew |
$118K - $132K
|
1.47K
$144K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.42K+ 17.18% |
$114K - $127K
|
9.71K
$951K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.22KNew |
$97.3K - $109K
|
1.22K
$119K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.19K+ 6.22% |
$95.2K - $107K
|
20.3K
$1.99M
|