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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-36- 0.91% |
$3.11K - $3.43K
|
3.92K
$385K
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-43- 0.06% |
$3.71K - $4.09K
|
71.1K
$6.99M
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-50- 1.97% |
$4.31K - $4.76K
|
2.49K
$244K
|
|
Oct 25, 2024
Q3 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-55- 4.37% |
$4.74K - $5.23K
|
1.2K
$118K
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-56- 0.54% |
$4.83K - $5.33K
|
10.3K
$1.01M
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-59- 2.38% |
$5.09K - $5.61K
|
2.42K
$238K
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-64- 0.09% |
$5.52K - $6.09K
|
68.5K
$6.74M
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-97- 3.6% |
$8.37K - $9.23K
|
2.6K
$256K
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-100- 2.53% |
$8.63K - $9.52K
|
3.85K
$379K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-111- 9.46% |
$9.58K - $10.6K
|
1.06K
$104K
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-126- 3.49% |
$10.9K - $12K
|
3.48K
$342K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-138- 0.32% |
$11.9K - $13.1K
|
42.8K
$4.21M
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-140- 6.08% |
$12.1K - $13.3K
|
2.16K
$213K
|
|
Oct 28, 2024
Q3 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-148- 2.81% |
$12.8K - $14.1K
|
5.12K
$503K
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-151- 0.28% |
$13K - $14.4K
|
54.1K
$5.32M
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-153- 1.77% |
$13.2K - $14.6K
|
8.51K
$836K
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-165- 1.1% |
$14.2K - $15.7K
|
14.8K
$1.46M
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-198Closed |
$17.1K - $18.8K
|
0
$0
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-207- 2.38% |
$17.9K - $19.7K
|
8.5K
$836K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-273- 1.31% |
$23.6K - $26K
|
20.5K
$2.02M
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-273- 6.24% |
$23.6K - $26K
|
4.1K
$403K
|
|
Oct 21, 2024
Q3 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-314- 2.78% |
$27.1K - $29.9K
|
11K
$1.08M
|
|
Feb 28, 2025
Q3 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-319- 6.46% |
$27.5K - $30.4K
|
4.62K
$454K
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-320- 1.98% |
$27.6K - $30.4K
|
15.9K
$1.56M
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-370- 2.0% |
$31.9K - $35.2K
|
18.1K
$1.78M
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-378- 52.14% |
$32.6K - $36K
|
347
$34.1K
|
|
Oct 24, 2024
Q3 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-402- 0.8% |
$34.7K - $38.3K
|
49.6K
$4.88M
|
|
Nov 06, 2024
Q3 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-410- 5.83% |
$35.4K - $39K
|
6.62K
$651K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-435- 34.47% |
$37.5K - $41.4K
|
827
$81.3K
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-448- 3.96% |
$38.6K - $42.6K
|
10.9K
$1.07M
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-543- 15.78% |
$46.8K - $51.7K
|
2.9K
$285K
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-550- 1.83% |
$47.4K - $52.3K
|
29.5K
$2.9M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-579- 65.5% |
$50K - $55.1K
|
305
$30K
|
|
Oct 23, 2024
Q3 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-602- 1.69% |
$51.9K - $57.3K
|
35K
$3.44M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-628- 76.49% |
$54.2K - $59.8K
|
193
$19K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-657- 10.33% |
$56.7K - $62.5K
|
5.7K
$561K
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-745- 1.63% |
$64.3K - $70.9K
|
45K
$4.42M
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-842- 0.43% |
$72.6K - $80.1K
|
197K
$19.3M
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-878- 0.21% |
$75.7K - $83.5K
|
409K
$40.2M
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-895- 0.87% |
$77.2K - $85.2K
|
102K
$10.1M
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-976- 1.48% |
$84.2K - $92.9K
|
64.8K
$6.37M
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-977- 10.35% |
$84.3K - $93K
|
8.47K
$832K
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-1.04K- 0.63% |
$89.4K - $98.6K
|
163K
$16M
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-1.07K- 2.42% |
$92.1K - $102K
|
43.1K
$4.24M
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.17K- 4.8% |
$101K - $111K
|
23.1K
$2.27M
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-1.17K- 3.63% |
$101K - $112K
|
31.2K
$3.07M
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-1.26K- 2.37% |
$109K - $120K
|
52K
$5.11M
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-1.35K- 37.24% |
$116K - $128K
|
2.27K
$223K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.42K- 14.9% |
$123K - $135K
|
8.12K
$798K
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-1.49K- 22.47% |
$129K - $142K
|
5.14K
$505K
|