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 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
4+ 0.01% |
$320 - $358
|
32K
$3.13M
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1+ 0.01% |
$79.9 - $89.5
|
8.66K
$848K
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$79.9 - $89.5
|
3.79K
$371K
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-5- 0.19% |
$400 - $448
|
2.68K
$262K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-17- 1.0% |
$1.36K - $1.52K
|
1.69K
$165K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-29- 0.04% |
$2.32K - $2.6K
|
66.1K
$6.47M
|
|
|
Apr 30, 2024
Q1 2024
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-35- 0.05% |
$2.8K - $3.13K
|
63.8K
$6.25M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-39- 0.13% |
$3.12K - $3.49K
|
29.5K
$2.89M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-48- 0.99% |
$3.84K - $4.3K
|
4.82K
$472K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-79- 0.02% |
$6.31K - $7.07K
|
320K
$31.4M
|
|
|
Nov 01, 2024
Q1 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-90- 0.08% |
$7.19K - $8.06K
|
114K
$11.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-100- 3.8% |
$7.99K - $8.95K
|
2.54K
$248K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-110- 1.27% |
$8.79K - $9.85K
|
8.57K
$839K
|
|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-121- 4.69% |
$9.67K - $10.8K
|
2.46K
$241K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-134- 1.15% |
$10.7K - $12K
|
11.5K
$1.13M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-181- 2.56% |
$14.5K - $16.2K
|
6.89K
$675K
|
|
|
Apr 26, 2024
Q1 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-246- 2.67% |
$19.7K - $22K
|
8.98K
$879K
|
|
|
Apr 22, 2024
Q1 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-262- 0.87% |
$20.9K - $23.4K
|
29.9K
$2.93M
|
|
|
May 07, 2024
Q1 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-274- 3.4% |
$21.9K - $24.5K
|
7.79K
$762K
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-316- 7.88% |
$25.3K - $28.3K
|
3.69K
$361K
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-319- 0.63% |
$25.5K - $28.6K
|
50.3K
$4.93M
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-349- 1.4% |
$27.9K - $31.2K
|
24.7K
$2.42M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-399- 9.96% |
$31.9K - $35.7K
|
3.61K
$353K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-419- 94.16% |
$33.5K - $37.5K
|
26
$2.55K
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-455- 5.83% |
$36.4K - $40.7K
|
7.35K
$720K
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-500- 3.35% |
$40K - $44.8K
|
14.4K
$1.41M
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-552- 1.01% |
$44.1K - $49.4K
|
54.4K
$5.32M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-576- 4.93% |
$46K - $51.6K
|
11.1K
$1.09M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-589- 14.85% |
$47.1K - $52.7K
|
3.38K
$331K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-617- 6.67% |
$49.3K - $55.2K
|
8.63K
$845K
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-671- 6.94% |
$53.6K - $60.1K
|
8.99K
$881K
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-678- 6.49% |
$54.2K - $60.7K
|
9.77K
$957K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-724- 7.46% |
$57.9K - $64.8K
|
8.98K
$879K
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-739- 1.56% |
$59.1K - $66.1K
|
46.6K
$4.56M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-797- 14.37% |
$63.7K - $71.3K
|
4.75K
$465K
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-1K- 25.06% |
$79.9K - $89.5K
|
2.99K
$293K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-1.04K- 62.88% |
$83.3K - $93.3K
|
615
$60.2K
|
|
|
Sep 25, 2024
Q1 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-1.08K- 0.55% |
$86.6K - $97K
|
197K
$19.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.16K- 2.1% |
$92.3K - $103K
|
53.7K
$5.26M
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.19K- 3.98% |
$95K - $106K
|
28.7K
$2.81M
|
|
|
May 10, 2024
Q1 2024
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-1.41K- 9.14% |
$113K - $126K
|
14K
$1.37M
|
|
|
Apr 22, 2024
Q1 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-1.5K- 0.38% |
$120K - $135K
|
396K
$38.8M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.72K- 54.57% |
$137K - $154K
|
1.43K
$140K
|
|
|
May 10, 2024
Q1 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-1.73K- 0.4% |
$138K - $155K
|
428K
$41.9M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-2.19K- 75.15% |
$175K - $196K
|
724
$70.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-2.24K- 2.08% |
$179K - $200K
|
106K
$10.3M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.3K- 7.71% |
$184K - $206K
|
27.6K
$2.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.48K- 30.28% |
$198K - $222K
|
5.7K
$558K
|