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 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
5.28K+ 10.17% |
$459K - $495K
|
57.2K
$5.78M
|
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
5.23K+ 2.39% |
$455K - $490K
|
224K
$22.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
5.09K+ 3.17% |
$442K - $477K
|
166K
$16.7M
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
5.07KNew |
$441K - $476K
|
5.07K
$513K
|
|
|
Jul 24, 2024
Q2 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
5.05K+ 3.35% |
$439K - $474K
|
156K
$15.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
5.01KNew |
$436K - $470K
|
5.01K
$507K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5KNew |
$435K - $469K
|
5K
$505K
|
|
|
Aug 01, 2024
Q2 2024
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
4.93K+ 3.23% |
$429K - $463K
|
158K
$16M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
4.93K+ 100.53% |
$429K - $463K
|
9.84K
$995K
|
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
4.93K+ 12.4% |
$428K - $462K
|
44.6K
$4.51M
|
|
|
Jul 24, 2024
Q2 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
4.86K+ 14.51% |
$422K - $455K
|
38.3K
$3.87M
|
|
|
Jul 23, 2024
Q2 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
4.83K+ 8.85% |
$420K - $453K
|
59.4K
$6M
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
4.82K+ 7.73% |
$419K - $452K
|
67.2K
$6.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.8K+ 71.83% |
$417K - $450K
|
11.5K
$1.16M
|
|
|
Jul 24, 2024
Q2 2024
|
White Pine Investment CO
|
BUY
|
- |
4.79K+ 9.47% |
$416K - $449K
|
55.4K
$5.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.71K+ 10.91% |
$410K - $442K
|
47.9K
$4.84M
|
|
|
Jul 16, 2024
Q2 2024
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
4.69K+ 4.18% |
$407K - $439K
|
117K
$11.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Navalign, LLC
|
BUY
|
- |
4.68K+ 7.1% |
$407K - $439K
|
70.5K
$7.13M
|
|
|
Aug 02, 2024
Q2 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
4.56K+ 0.74% |
$396K - $428K
|
622K
$62.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.53KNew |
$394K - $425K
|
4.53K
$458K
|
|
|
Aug 14, 2024
Q2 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
4.52K+ 8.03% |
$393K - $424K
|
60.8K
$6.15M
|
|
|
Aug 07, 2024
Q2 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
4.45K+ 14.66% |
$387K - $417K
|
34.8K
$3.52M
|
|
|
Jul 15, 2024
Q2 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
4.36K+ 15.37% |
$379K - $409K
|
32.7K
$3.31M
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
4.34K+ 12.41% |
$377K - $407K
|
39.3K
$3.97M
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
4.32K+ 26.13% |
$376K - $405K
|
20.9K
$2.11M
|
|
|
Jul 12, 2024
Q2 2024
|
Iam Advisory, LLC
|
BUY
|
- |
4.3K+ 5.97% |
$374K - $403K
|
76.4K
$7.72M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
4.26K+ 18.87% |
$370K - $399K
|
26.8K
$2.71M
|
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
4.2K+ 24.48% |
$365K - $394K
|
21.3K
$2.16M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.16K+ 6.56% |
$362K - $390K
|
67.6K
$6.83M
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
4.16K+ 112.79% |
$362K - $390K
|
7.85K
$793K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.15K+ 8.01% |
$360K - $389K
|
55.9K
$5.65M
|
|
|
Aug 06, 2024
Q2 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
4.15K+ 4.19% |
$360K - $389K
|
103K
$10.4M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
4.04K+ 10.83% |
$351K - $378K
|
41.3K
$4.17M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.01K+ 12.37% |
$349K - $376K
|
36.5K
$3.69M
|
|
|
Jul 22, 2024
Q2 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
4K+ 27.64% |
$348K - $375K
|
18.5K
$1.87M
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
3.99K+ 22.64% |
$347K - $374K
|
21.6K
$2.18M
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
3.99K+ 9.13% |
$347K - $374K
|
47.6K
$4.82M
|
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
3.91K+ 119.85% |
$340K - $367K
|
7.18K
$726K
|
|
|
Jul 10, 2024
Q2 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
3.91K+ 117.86% |
$340K - $367K
|
7.23K
$731K
|
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
3.84K+ 12.28% |
$334K - $360K
|
35.1K
$3.55M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.83K+ 7.4% |
$333K - $360K
|
55.7K
$5.63M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.74K+ 55.96% |
$325K - $351K
|
10.4K
$1.05M
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.7K+ 20.31% |
$321K - $346K
|
21.9K
$2.21M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.68K+ 40.96% |
$320K - $345K
|
12.7K
$1.28M
|
|
|
Jul 26, 2024
Q2 2024
|
Crosspoint Financial, LLC
Tustin, CA |
BUY
|
- |
3.64KNew |
$317K - $342K
|
3.64K
$368K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.62KNew |
$314K - $339K
|
3.62K
$366K
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
3.61KNew |
$313K - $338K
|
3.61K
$364K
|
|
|
Jul 31, 2024
Q2 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
3.52K+ 6.48% |
$306K - $330K
|
57.9K
$5.85M
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.48K+ 43.0% |
$303K - $327K
|
11.6K
$1.17M
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
3.46KNew |
$301K - $325K
|
3.46K
$350K
|