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 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.49K- 2.18% |
$129K - $142K
|
66.8K
$6.57M
|
|
Nov 14, 2024
Q3 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.73K- 3.13% |
$149K - $164K
|
53.4K
$5.25M
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.76K- 16.03% |
$152K - $168K
|
9.23K
$908K
|
|
Nov 06, 2024
Q3 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-1.8K- 23.96% |
$155K - $171K
|
5.7K
$560K
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.84K- 6.21% |
$159K - $175K
|
27.8K
$2.74M
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-1.96K- 9.53% |
$169K - $186K
|
18.6K
$1.83M
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.98K- 1.03% |
$171K - $189K
|
190K
$18.7M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.58K- 0.79% |
$223K - $246K
|
325K
$32M
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-2.68K- 1.42% |
$231K - $255K
|
187K
$18.3M
|
|
Nov 04, 2024
Q3 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-2.76K- 6.39% |
$238K - $263K
|
40.5K
$3.98M
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-3.19K- 21.27% |
$275K - $303K
|
11.8K
$1.16M
|
|
Oct 30, 2024
Q3 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-3.75K- 26.93% |
$324K - $357K
|
10.2K
$1M
|
|
Oct 18, 2024
Q3 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-3.85K- 4.15% |
$332K - $366K
|
88.7K
$8.72M
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.86K- 48.99% |
$333K - $367K
|
4.02K
$395K
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-4.35K- 4.22% |
$375K - $414K
|
98.7K
$9.71M
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
SELL
|
- |
-4.58K- 1.08% |
$395K - $436K
|
421K
$41.4M
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-4.85K- 3.26% |
$418K - $461K
|
144K
$14.2M
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-4.96K- 11.75% |
$428K - $472K
|
37.2K
$3.66M
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-5.43K- 10.92% |
$469K - $517K
|
44.3K
$4.36M
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-5.49K- 4.78% |
$474K - $523K
|
109K
$10.8M
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-5.85K- 3.9% |
$505K - $557K
|
144K
$14.2M
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-5.95K- 6.99% |
$513K - $566K
|
79.2K
$7.79M
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-6.44K- 1.69% |
$555K - $612K
|
374K
$36.8M
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-6.58K- 7.69% |
$567K - $626K
|
79K
$7.76M
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-6.86K- 29.36% |
$592K - $653K
|
16.5K
$1.62M
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-6.88K- 8.32% |
$594K - $655K
|
75.9K
$7.46M
|
|
Oct 30, 2024
Q3 2024
|
Oak Root LLC
Santa Barbara, CA |
SELL
|
- |
-6.9K- 0.23% |
$596K - $657K
|
3.04M
$298M
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-7.18K- 1.64% |
$619K - $683K
|
431K
$42.4M
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-7.44K- 60.66% |
$642K - $708K
|
4.82K
$474K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.68K- 54.91% |
$663K - $731K
|
6.31K
$620K
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-8.6K- 5.19% |
$742K - $818K
|
157K
$15.4M
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-8.6K- 15.5% |
$742K - $818K
|
46.9K
$4.61M
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-8.68K- 28.6% |
$749K - $826K
|
21.7K
$2.13M
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-10.5K- 16.41% |
$905K - $998K
|
53.4K
$5.25M
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-10.7K- 1.51% |
$923K - $1.02M
|
698K
$68.6M
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-11.2K- 69.14% |
$966K - $1.07M
|
5K
$492K
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-11.3K- 89.58% |
$973K - $1.07M
|
1.31K
$129K
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-11.7K- 46.45% |
$1.01M - $1.12M
|
13.5K
$1.33M
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-12.5K- 21.23% |
$1.08M - $1.19M
|
46.5K
$4.57M
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-13.3K- 10.86% |
$1.15M - $1.26M
|
109K
$10.7M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-13.3K- 4.21% |
$1.15M - $1.27M
|
303K
$29.8M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-13.7K- 13.89% |
$1.18M - $1.3M
|
84.8K
$8.33M
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-16.9K- 70.78% |
$1.46M - $1.61M
|
6.97K
$685K
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-18.5K- 7.73% |
$1.59M - $1.76M
|
221K
$21.7M
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-18.6K- 6.74% |
$1.6M - $1.77M
|
257K
$25.3M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-18.9K- 31.43% |
$1.63M - $1.8M
|
41.2K
$4.05M
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-19.6K- 9.36% |
$1.69M - $1.86M
|
189K
$18.6M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-19.9K- 83.69% |
$1.72M - $1.89M
|
3.88K
$381K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-21.3K- 70.71% |
$1.84M - $2.03M
|
8.84K
$869K
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-22K- 2.03% |
$1.9M - $2.09M
|
1.06M
$104M
|