Purchases and Sales Made in Q2 2024 in American Centy ETF Tr Avantis (AVUS)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
21.7K+ 19.34% |
$1.84M - $1.97M
|
134K
$12.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
19.9K+ 2.75% |
$1.68M - $1.8M
|
742K
$71.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
19.1K+ 171.48% |
$1.61M - $1.73M
|
30.2K
$2.91M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
19K+ 7.95% |
$1.61M - $1.72M
|
258K
$24.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
18.9K+ 1.41% |
$1.6M - $1.71M
|
1.36M
$131M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18.3K+ 9.57% |
$1.55M - $1.66M
|
209K
$20.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
16.9K+ 51.52% |
$1.43M - $1.53M
|
49.7K
$4.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
16.8K+ 5.41% |
$1.42M - $1.53M
|
328K
$31.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16K+ 6.14% |
$1.35M - $1.45M
|
276K
$26.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
15.8K+ 7.01% |
$1.34M - $1.43M
|
241K
$23.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
14.3K+ 7.07% |
$1.21M - $1.3M
|
217K
$20.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
13.9KNew |
$1.18M - $1.26M
|
13.9K
$1.34M
|
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
13K+ 10.91% |
$1.1M - $1.18M
|
133K
$12.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
13K+ 19.1% |
$1.1M - $1.18M
|
81K
$7.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.6K+ 34.21% |
$1.06M - $1.14M
|
49.3K
$4.75M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.5K+ 20.65% |
$1.06M - $1.13M
|
73.1K
$7.04M
|
|
|
Jul 26, 2024
Q2 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
12.5K+ 2.01% |
$1.06M - $1.13M
|
634K
$61.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.4K+ 109.46% |
$1.05M - $1.13M
|
23.8K
$2.29M
|
|
|
Jul 31, 2024
Q2 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
11.9K+ 43.23% |
$1.01M - $1.08M
|
39.5K
$3.81M
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
11.6KNew |
$981K - $1.05M
|
11.6K
$1.12M
|
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
11.2K+ 0.99% |
$945K - $1.01M
|
1.14M
$110M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
11.2K+ 127.22% |
$945K - $1.01M
|
19.9K
$1.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
10.8K+ 757.41% |
$916K - $982K
|
12.3K
$1.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
10.8K+ 90.42% |
$911K - $976K
|
22.7K
$2.18M
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
10.6K+ 11.91% |
$896K - $959K
|
99.5K
$9.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.9K+ 6.9% |
$837K - $897K
|
153K
$14.8M
|
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
8.98K+ 8.95% |
$759K - $814K
|
109K
$10.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.7K+ 164.64% |
$736K - $789K
|
14K
$1.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
8.63K+ 2.59% |
$730K - $782K
|
341K
$32.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
7.59K+ 32.83% |
$642K - $688K
|
30.7K
$2.96M
|
|
|
Aug 02, 2024
Q2 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
6.9K+ 17.89% |
$584K - $625K
|
45.5K
$4.38M
|
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
6.7K+ 8.97% |
$567K - $607K
|
81.5K
$7.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
6.52KNew |
$551K - $590K
|
6.52K
$628K
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
6.49K+ 14.43% |
$549K - $588K
|
51.5K
$4.96M
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
6K+ 4.05% |
$507K - $543K
|
154K
$14.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
5.79KNew |
$490K - $525K
|
5.79K
$558K
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
5.66K+ 3.96% |
$479K - $513K
|
149K
$14.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
5.58K+ 0.79% |
$472K - $506K
|
709K
$68.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.43K+ 7.48% |
$459K - $492K
|
77.9K
$7.51M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.23K+ 7.3% |
$443K - $474K
|
77K
$7.42M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.96K+ 1.22% |
$419K - $449K
|
410K
$39.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.95K+ 2.76% |
$418K - $448K
|
184K
$17.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
4.7K+ 131.73% |
$397K - $426K
|
8.26K
$796K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
4.69K+ 89.36% |
$397K - $425K
|
9.95K
$958K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.66K+ 2.6% |
$395K - $423K
|
184K
$17.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.52K+ 1.36% |
$382K - $409K
|
336K
$32.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Divergent Planning, LLC
|
BUY
|
- |
4.48K+ 2.23% |
$379K - $406K
|
206K
$19.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
4.44K+ 7.42% |
$375K - $402K
|
64.2K
$6.19M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.37K+ 30.74% |
$370K - $396K
|
18.6K
$1.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.29K+ 4.56% |
$363K - $389K
|
98.4K
$9.49M
|