Purchases and Sales Made in Q3 2024 in American Centy ETF Tr Avantis (AVUS)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUS) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
357+ 5.78% |
$30.8K - $34K
|
6.53K
$642K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
342+ 10.46% |
$29.5K - $32.5K
|
3.61K
$355K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
272+ 0.23% |
$23.5K - $25.9K
|
117K
$11.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
260+ 1.73% |
$22.4K - $24.7K
|
15.3K
$1.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
248+ 0.05% |
$21.4K - $23.6K
|
521K
$51.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
200+ 71.43% |
$17.3K - $19K
|
480
$47.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
197+ 10.09% |
$17K - $18.7K
|
2.15K
$211K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
194+ 0.34% |
$16.7K - $18.5K
|
56.7K
$5.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
133+ 0.46% |
$11.5K - $12.7K
|
28.9K
$2.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
110+ 1.25% |
$9.49K - $10.5K
|
8.89K
$874K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
106+ 0.35% |
$9.14K - $10.1K
|
30.3K
$2.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
94+ 3.79% |
$8.11K - $8.94K
|
2.57K
$253K
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
89+ 3.55% |
$7.68K - $8.47K
|
2.6K
$255K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
84New |
$7.25K - $7.99K
|
84
$8.26K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
68+ 4.61% |
$5.87K - $6.47K
|
1.54K
$152K
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
67+ 0.41% |
$5.78K - $6.38K
|
16.4K
$1.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
64+ 0.08% |
$5.52K - $6.09K
|
77K
$7.57M
|
|
|
Oct 18, 2024
Q3 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
62+ 0.09% |
$5.35K - $5.9K
|
67.4K
$6.63M
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
52New |
$4.49K - $4.95K
|
52
$5.11K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
49+ 0.05% |
$4.23K - $4.66K
|
91.5K
$9M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
48+ 0.2% |
$4.14K - $4.57K
|
24.3K
$2.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
41+ 0.28% |
$3.54K - $3.9K
|
14.5K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
40+ 0.34% |
$3.45K - $3.81K
|
11.8K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
39+ 0.6% |
$3.36K - $3.71K
|
6.55K
$644K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
37+ 0.34% |
$3.19K - $3.52K
|
10.8K
$1.06M
|
|
|
Oct 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
28+ 0.07% |
$2.42K - $2.66K
|
39.6K
$3.89M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
22+ 0.35% |
$1.9K - $2.09K
|
6.24K
$613K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
22+ 733.33% |
$1.9K - $2.09K
|
25
$2.46K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
21+ 0.11% |
$1.81K - $2K
|
19.3K
$1.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
21+ 0.23% |
$1.81K - $2K
|
9.05K
$890K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
20+ 0.57% |
$1.73K - $1.9K
|
3.52K
$346K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
20+ 0.34% |
$1.73K - $1.9K
|
5.91K
$580K
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
18+ 0.16% |
$1.55K - $1.71K
|
11.5K
$1.13M
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
18+ 9.63% |
$1.55K - $1.71K
|
205
$20.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
17+ 0.15% |
$1.47K - $1.62K
|
11.3K
$1.11M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
17+ 0.35% |
$1.47K - $1.62K
|
4.85K
$477K
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
11+ 0.13% |
$949 - $1.05K
|
8.28K
$814K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
8+ 0.06% |
$690 - $761
|
14.4K
$1.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
8New |
$690 - $761
|
8
$786
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
7+ 0.23% |
$604 - $666
|
3.01K
$296K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
5+ 0.2% |
$431 - $476
|
2.57K
$252K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.29% |
$345 - $381
|
1.36K
$134K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
3+ 0.58% |
$259 - $285
|
523
$51.4K
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
2+ 0.09% |
$173 - $190
|
2.28K
$225K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.01% |
$86.3 - $95.2
|
9.79K
$962K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1- 0.01% |
$86.3 - $95.2
|
15K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-7- 0.13% |
$604 - $666
|
5.39K
$530K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-28- 0.51% |
$2.42K - $2.66K
|
5.47K
$538K
|