Purchases and Sales Made in Q1 2024 in American Centy ETF Tr Avantis (AVUV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUV) 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 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
3.08KNew |
$261K - $288K
|
3.08K
$311K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
3.06K+ 82.57% |
$259K - $286K
|
6.76K
$683K
|
|
|
Apr 26, 2024
Q1 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
3.04KNew |
$258K - $285K
|
3.04K
$307K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.01K+ 2.72% |
$255K - $282K
|
114K
$11.5M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3K+ 5.33% |
$255K - $281K
|
59.2K
$5.99M
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3KNew |
$254K - $281K
|
3K
$303K
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2.92K+ 36.97% |
$248K - $274K
|
10.8K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.86K+ 107.85% |
$243K - $268K
|
5.51K
$557K
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.85K+ 19.63% |
$242K - $267K
|
17.4K
$1.75M
|
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
2.84KNew |
$241K - $266K
|
2.84K
$287K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.81KNew |
$238K - $263K
|
2.81K
$284K
|
|
|
May 10, 2024
Q1 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
2.8K+ 21.84% |
$237K - $262K
|
15.6K
$1.58M
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.79K+ 5.68% |
$236K - $261K
|
51.9K
$5.24M
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.7K+ 12.69% |
$229K - $253K
|
23.9K
$2.42M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.68KNew |
$228K - $251K
|
2.68K
$271K
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
2.68K+ 1.7% |
$227K - $251K
|
160K
$16.2M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.67KNew |
$226K - $250K
|
2.67K
$270K
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
2.62K+ 5.05% |
$222K - $246K
|
54.6K
$5.52M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.6K+ 25.34% |
$220K - $243K
|
12.8K
$1.3M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.59K+ 18.15% |
$220K - $243K
|
16.9K
$1.71M
|
|
|
Apr 22, 2024
Q1 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
2.59KNew |
$219K - $242K
|
2.59K
$261K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
2.58KNew |
$219K - $241K
|
2.58K
$260K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.57K+ 62.46% |
$218K - $241K
|
6.68K
$675K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.56KNew |
$217K - $240K
|
2.56K
$258K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.55K+ 4.15% |
$216K - $239K
|
63.9K
$6.46M
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
2.44K+ 30.63% |
$207K - $229K
|
10.4K
$1.05M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
2.4KNew |
$204K - $225K
|
2.4K
$243K
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.4KNew |
$204K - $225K
|
2.4K
$243K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
2.36K+ 6.76% |
$200K - $221K
|
37.3K
$3.77M
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
2.35K+ 3.78% |
$199K - $220K
|
64.5K
$6.52M
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2.33K+ 5.19% |
$198K - $219K
|
47.3K
$4.78M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
2.33KNew |
$198K - $218K
|
2.33K
$235K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.27K+ 783.79% |
$193K - $213K
|
2.56K
$259K
|
|
|
May 07, 2024
Q1 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
2.26KNew |
$192K - $212K
|
2.26K
$229K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.25K+ 95.61% |
$191K - $210K
|
4.59K
$464K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.23KNew |
$189K - $209K
|
2.23K
$225K
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
2.22KNew |
$188K - $208K
|
2.22K
$224K
|
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
2.19KNew |
$186K - $205K
|
2.19K
$221K
|
|
|
May 01, 2024
Q1 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
2.15K+ 1.44% |
$182K - $201K
|
151K
$15.2M
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
2.13K+ 0.46% |
$181K - $200K
|
470K
$47.5M
|
|
|
Aug 01, 2024
Q1 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
2.11K+ 21.95% |
$179K - $198K
|
11.7K
$1.19M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
2.11K+ 5.32% |
$179K - $197K
|
41.7K
$4.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
2K+ 22.78% |
$169K - $187K
|
10.8K
$1.09M
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.88K+ 0.28% |
$159K - $176K
|
660K
$66.7M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.87K+ 11.86% |
$159K - $175K
|
17.7K
$1.78M
|
|
|
Apr 15, 2024
Q1 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
1.8K+ 6.82% |
$153K - $169K
|
28.2K
$2.85M
|
|
|
Apr 18, 2024
Q1 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
1.79K+ 1.38% |
$152K - $168K
|
132K
$13.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.73K+ 5.83% |
$147K - $162K
|
31.4K
$3.18M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.7KNew |
$144K - $159K
|
1.7K
$172K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.66K+ 1.54% |
$141K - $156K
|
109K
$11M
|