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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
498+ 8.74% |
$42.3K - $46.7K
|
6.2K
$626K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
489+ 19.02% |
$41.5K - $45.8K
|
3.06K
$309K
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
486+ 2.68% |
$41.2K - $45.5K
|
18.6K
$1.88M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
482+ 2.04% |
$40.9K - $45.2K
|
24.1K
$2.44M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
465+ 17.74% |
$39.5K - $43.6K
|
3.09K
$312K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
461+ 13.57% |
$39.1K - $43.2K
|
3.86K
$390K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
459+ 5.24% |
$39K - $43K
|
9.22K
$932K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
442+ 14.01% |
$37.5K - $41.4K
|
3.6K
$363K
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
409+ 3.59% |
$34.7K - $38.3K
|
11.8K
$1.19M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
408+ 0.5% |
$34.6K - $38.2K
|
82.7K
$8.36M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
402New |
$34.1K - $37.7K
|
402
$40.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
400+ 3.58% |
$33.9K - $37.5K
|
11.6K
$1.17M
|
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
381+ 1.27% |
$32.3K - $35.7K
|
30.3K
$3.07M
|
|
|
Apr 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
365+ 0.67% |
$31K - $34.2K
|
54.8K
$5.54M
|
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
361+ 1.96% |
$30.6K - $33.8K
|
18.8K
$1.9M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
347New |
$29.4K - $32.5K
|
347
$35.1K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
342+ 2.43% |
$29K - $32K
|
14.4K
$1.46M
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
336+ 2.53% |
$28.5K - $31.5K
|
13.6K
$1.38M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
332+ 2766.67% |
$28.2K - $31.1K
|
344
$34.8K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
324+ 5.15% |
$27.5K - $30.4K
|
6.62K
$669K
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
311+ 2.73% |
$26.4K - $29.1K
|
11.7K
$1.18M
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
304+ 0.65% |
$25.8K - $28.5K
|
47.2K
$4.77M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
299+ 0.64% |
$25.4K - $28K
|
46.8K
$4.73M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
295+ 2269.23% |
$25K - $27.6K
|
308
$31.1K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
287+ 1.3% |
$24.4K - $26.9K
|
22.3K
$2.26M
|
|
|
Apr 24, 2024
Q1 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
279+ 9.5% |
$23.7K - $26.1K
|
3.22K
$325K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
273+ 6.44% |
$23.2K - $25.6K
|
4.52K
$456K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
268+ 2.34% |
$22.7K - $25.1K
|
11.7K
$1.19M
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
265+ 0.49% |
$22.5K - $24.8K
|
54.6K
$5.52M
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
264+ 2.98% |
$22.4K - $24.7K
|
9.12K
$921K
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
245+ 0.24% |
$20.8K - $23K
|
103K
$10.4M
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
240+ 7.28% |
$20.4K - $22.5K
|
3.54K
$357K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
234+ 71.34% |
$19.9K - $21.9K
|
562
$56.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
229+ 111.17% |
$19.4K - $21.5K
|
435
$44K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
225New |
$19.1K - $21.1K
|
225
$22.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
216+ 0.04% |
$18.3K - $20.2K
|
617K
$62.4M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
211New |
$17.9K - $19.8K
|
211
$21.3K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
210New |
$17.8K - $19.7K
|
210
$21.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
200+ 194.17% |
$17K - $18.7K
|
303
$30.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
196+ 3.36% |
$16.6K - $18.4K
|
6.03K
$609K
|
|
|
Apr 19, 2024
Q1 2024
|
Northland Capital Management LLC
|
BUY
|
- |
192+ 0.66% |
$16.3K - $18K
|
29.1K
$2.94M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
190New |
$16.1K - $17.8K
|
190
$19.2K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
170+ 5.53% |
$14.4K - $15.9K
|
3.25K
$328K
|
|
|
Apr 12, 2024
Q1 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
169+ 1.44% |
$14.3K - $15.8K
|
11.9K
$1.21M
|
|
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
165+ 1.62% |
$14K - $15.5K
|
10.4K
$1.05M
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
155+ 9.08% |
$13.2K - $14.5K
|
1.86K
$188K
|
|
|
May 06, 2024
Q1 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
149+ 6.53% |
$12.6K - $14K
|
2.43K
$246K
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
146+ 0.36% |
$12.4K - $13.7K
|
40.5K
$4.09M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
138+ 2.11% |
$11.7K - $12.9K
|
6.69K
$676K
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
134+ 2.3% |
$11.4K - $12.6K
|
5.97K
$603K
|