Purchases and Sales Made in Q2 2024 in American Centy ETF Tr Avantis (AVUV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.05M+ 32551.54% |
$90.9M - $98M
|
1.05M
$106M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
675K+ 24.79% |
$58.7M - $63.3M
|
3.4M
$344M
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
650K+ 219.61% |
$56.5M - $60.9M
|
946K
$95.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
589K+ 1580.24% |
$51.2M - $55.2M
|
626K
$63.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
488K+ 9.2% |
$42.4M - $45.7M
|
5.79M
$585M
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
BUY
|
- |
438K+ 241.8% |
$38.1M - $41.1M
|
619K
$62.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
423K+ 37.13% |
$36.8M - $39.7M
|
1.56M
$158M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
395K+ 15.37% |
$34.4M - $37.1M
|
2.97M
$300M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
395K+ 15.37% |
$34.4M - $37.1M
|
2.97M
$300M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
392KNew |
$34M - $36.7M
|
392K
$39.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
290K+ 74.07% |
$25.2M - $27.2M
|
682K
$69M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
212K+ 12483.12% |
$18.4M - $19.9M
|
214K
$21.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
210K+ 25.9% |
$18.3M - $19.7M
|
1.02M
$103M
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
204K+ 90.87% |
$17.7M - $19.1M
|
428K
$43.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
191K+ 486.25% |
$16.6M - $18M
|
231K
$23.3M
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
160KNew |
$13.9M - $15M
|
160K
$16.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
151K+ 557.57% |
$13.1M - $14.1M
|
178K
$18M
|
|
|
Jul 23, 2024
Q2 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
145K+ 5603.13% |
$12.6M - $13.6M
|
147K
$14.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
136K+ 19.81% |
$11.8M - $12.7M
|
821K
$83M
|
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
129K+ 712.91% |
$11.2M - $12.1M
|
147K
$14.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
114KNew |
$9.95M - $10.7M
|
114K
$11.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
113KNew |
$9.87M - $10.6M
|
113K
$11.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
113KNew |
$9.8M - $10.6M
|
113K
$11.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
107K+ 12.97% |
$9.27M - $10M
|
929K
$93.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
89.2K+ 4023.82% |
$7.75M - $8.37M
|
91.4K
$9.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
87.1K+ 2.44% |
$7.57M - $8.16M
|
3.66M
$370M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
87K+ 9.9% |
$7.56M - $8.16M
|
966K
$97.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
83.9KNew |
$7.3M - $7.87M
|
83.9K
$8.49M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
83.5KNew |
$7.26M - $7.83M
|
83.5K
$8.44M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
81.8K+ 19.06% |
$7.11M - $7.67M
|
511K
$51.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
81K+ 11.54% |
$7.04M - $7.59M
|
782K
$79.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
76.1KNew |
$6.61M - $7.13M
|
76.1K
$7.69M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
67.4K+ 89.45% |
$5.86M - $6.32M
|
143K
$14.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
67K+ 2957.51% |
$5.82M - $6.28M
|
69.2K
$7M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
65.6KNew |
$5.7M - $6.15M
|
65.6K
$6.63M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
61.1KNew |
$5.31M - $5.73M
|
61.1K
$6.18M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
59KNew |
$5.13M - $5.53M
|
59K
$5.96M
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
57.4K+ 61.64% |
$4.99M - $5.39M
|
151K
$15.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
55.5K+ 80.8% |
$4.82M - $5.2M
|
124K
$12.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
55.1KNew |
$4.79M - $5.17M
|
55.1K
$5.57M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
52.5K+ 70.82% |
$4.56M - $4.92M
|
127K
$12.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
52.3KNew |
$4.55M - $4.91M
|
52.3K
$5.29M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
51.7K+ 6.3% |
$4.49M - $4.85M
|
872K
$88.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
47.3K+ 47.35% |
$4.11M - $4.43M
|
147K
$14.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
45.6K+ 7.26% |
$3.96M - $4.27M
|
673K
$68.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
45.6K+ 5.68% |
$3.96M - $4.27M
|
848K
$85.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
40.6K+ 17.71% |
$3.53M - $3.8M
|
270K
$27.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
BUY
|
- |
39.9K+ 4.39% |
$3.47M - $3.74M
|
950K
$96M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
39.7KNew |
$3.45M - $3.72M
|
39.7K
$4.01M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
39.7K+ 8.88% |
$3.45M - $3.72M
|
487K
$49.2M
|