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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
3.33KNew |
$289K - $312K
|
3.33K
$329K
|
|
|
Jul 23, 2024
Q2 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.32K+ 30.9% |
$289K - $312K
|
14.1K
$1.39M
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
3.3KNew |
$287K - $310K
|
3.3K
$326K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.25K+ 16.48% |
$282K - $304K
|
22.9K
$2.27M
|
|
|
Jul 25, 2024
Q2 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
3.22K+ 21.02% |
$280K - $302K
|
18.5K
$1.83M
|
|
|
Jul 29, 2024
Q2 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
3.21K+ 14.36% |
$279K - $301K
|
25.5K
$2.52M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
3.17K+ 3.33% |
$276K - $297K
|
98.4K
$9.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
3.1K+ 19.26% |
$269K - $290K
|
19.2K
$1.89M
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
3.08K+ 2.15% |
$267K - $288K
|
146K
$14.4M
|
|
|
Jul 10, 2024
Q2 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
3.06K+ 10.68% |
$266K - $287K
|
31.7K
$3.13M
|
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
3.05K+ 3.02% |
$265K - $286K
|
104K
$10.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3K+ 12.79% |
$261K - $282K
|
26.5K
$2.62M
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.99K+ 5.44% |
$260K - $280K
|
57.8K
$5.71M
|
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
2.98K+ 4.45% |
$259K - $279K
|
69.9K
$6.91M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
2.97KNew |
$258K - $279K
|
2.97K
$293K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.93K+ 9.46% |
$254K - $274K
|
33.8K
$3.34M
|
|
|
Jul 22, 2024
Q2 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
2.91K+ 28.09% |
$253K - $273K
|
13.3K
$1.31M
|
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.85K+ 2.46% |
$248K - $267K
|
119K
$11.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2.81K+ 24.1% |
$244K - $263K
|
14.5K
$1.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.81K+ 99.93% |
$244K - $263K
|
5.61K
$554K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
2.79K+ 1.59% |
$242K - $261K
|
177K
$17.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.71K+ 17.38% |
$236K - $254K
|
18.3K
$1.81M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2.71KNew |
$235K - $254K
|
2.71K
$267K
|
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.65K+ 5.11% |
$230K - $248K
|
54.5K
$5.38M
|
|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
2.62K+ 4.16% |
$227K - $245K
|
65.5K
$6.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
2.57K+ 6.56% |
$224K - $241K
|
41.8K
$4.13M
|
|
|
Jul 16, 2024
Q2 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
2.55K+ 1.79% |
$222K - $239K
|
145K
$14.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
2.45KNew |
$213K - $230K
|
2.45K
$242K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.37KNew |
$206K - $222K
|
2.37K
$234K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.36K+ 7.65% |
$205K - $222K
|
33.2K
$3.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.36K+ 3.53% |
$205K - $221K
|
69.2K
$6.83M
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
BUY
|
- |
2.33KNew |
$203K - $219K
|
2.33K
$231K
|
|
|
Aug 01, 2024
Q2 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
2.31K+ 19.7% |
$201K - $217K
|
14K
$1.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.31KNew |
$201K - $217K
|
2.31K
$228K
|
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
2.3K+ 1.71% |
$200K - $216K
|
137K
$13.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.27KNew |
$197K - $212K
|
2.27K
$224K
|
|
|
Jul 15, 2024
Q2 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
2.25K+ 3.78% |
$196K - $211K
|
61.9K
$6.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.25K+ 1.38% |
$195K - $211K
|
165K
$16.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.24K+ 3.54% |
$195K - $210K
|
65.6K
$6.48M
|
|
|
Aug 05, 2024
Q2 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
2.22K+ 2.01% |
$193K - $208K
|
113K
$11.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.18K+ 9.1% |
$189K - $204K
|
26.1K
$2.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.1K+ 11.71% |
$183K - $197K
|
20K
$1.98M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.02K+ 44.1% |
$176K - $190K
|
6.61K
$653K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.99K+ 7.49% |
$173K - $187K
|
28.6K
$2.83M
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.99K+ 1.58% |
$173K - $187K
|
128K
$12.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.99K+ 3.05% |
$173K - $186K
|
67.2K
$6.64M
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
1.97K+ 10.36% |
$171K - $184K
|
20.9K
$2.07M
|
|
|
Jul 24, 2024
Q2 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.96K+ 13.63% |
$170K - $184K
|
16.3K
$1.61M
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
1.92K+ 14.13% |
$167K - $180K
|
15.5K
$1.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.9K+ 1.99% |
$165K - $178K
|
97.3K
$9.61M
|