Purchases and Sales Made in Q3 2024 in American Centy ETF Tr Avantis (AVUV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUV) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.3M+ 253.61% |
$114M - $129M
|
1.81M
$183M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
983K+ 465.46% |
$86.7M - $98M
|
1.19M
$121M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
891K+ 227.62% |
$78.6M - $88.9M
|
1.28M
$130M
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
542KNew |
$47.8M - $54M
|
542K
$54.8M
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
509KNew |
$45M - $50.8M
|
509K
$51.5M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
464K+ 13.66% |
$41M - $46.3M
|
3.86M
$390M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
409K+ 48.23% |
$36.1M - $40.8M
|
1.26M
$127M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
395K+ 6.83% |
$34.9M - $39.4M
|
6.19M
$625M
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
289K+ 125.22% |
$25.5M - $28.8M
|
520K
$52.6M
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
229K+ 996.47% |
$20.2M - $22.8M
|
252K
$25.4M
|
|
Nov 12, 2024
Q3 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
218KNew |
$19.2M - $21.7M
|
218K
$22M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
207K+ 22.29% |
$18.3M - $20.7M
|
1.14M
$115M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
189K+ 6.36% |
$16.7M - $18.8M
|
3.16M
$319M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
188K+ 270.98% |
$16.6M - $18.8M
|
258K
$26.1M
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
187KNew |
$16.5M - $18.6M
|
187K
$18.9M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
134K+ 16.25% |
$11.8M - $13.4M
|
961K
$97.1M
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
124KNew |
$10.9M - $12.3M
|
124K
$12.5M
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
116KNew |
$10.2M - $11.6M
|
116K
$11.7M
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
116KNew |
$10.2M - $11.6M
|
116K
$11.7M
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
113K+ 1516.64% |
$9.94M - $11.2M
|
120K
$12.1M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
108K+ 25.42% |
$9.55M - $10.8M
|
534K
$54M
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
106KNew |
$9.38M - $10.6M
|
106K
$10.7M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
98.4K+ 34.41% |
$8.68M - $9.81M
|
384K
$38.9M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
84.3K+ 687.48% |
$7.44M - $8.4M
|
96.5K
$9.76M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
78.9K+ 114.05% |
$6.96M - $7.87M
|
148K
$15M
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
77.9K+ 766.43% |
$6.88M - $7.77M
|
88.1K
$8.9M
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
73.6KNew |
$6.49M - $7.34M
|
73.6K
$7.44M
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
73.4KNew |
$6.48M - $7.32M
|
73.4K
$7.42M
|
|
Nov 04, 2024
Q3 2024
|
Del Sette Capital Management, LLC
|
BUY
|
- |
73KNew |
$6.44M - $7.28M
|
73K
$7.38M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
72.1K+ 278.66% |
$6.37M - $7.19M
|
98K
$9.91M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
71.9K+ 7.03% |
$6.35M - $7.17M
|
1.09M
$111M
|
|
Nov 08, 2024
Q3 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
71.4KNew |
$6.3M - $7.12M
|
71.4K
$7.21M
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
68.2K+ 989.0% |
$6.02M - $6.8M
|
75.1K
$7.59M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
67.5K+ 23.24% |
$5.96M - $6.73M
|
358K
$36.2M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
66.9K+ 9.93% |
$5.9M - $6.67M
|
740K
$74.8M
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
BUY
|
- |
66.8K+ 235.47% |
$5.9M - $6.66M
|
95.2K
$9.62M
|
|
Oct 21, 2024
Q3 2024
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
64.6K+ 55.27% |
$5.7M - $6.44M
|
181K
$18.3M
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
63.6KNew |
$5.61M - $6.34M
|
63.6K
$6.43M
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
BUY
|
- |
63.4K+ 8.9% |
$5.59M - $6.32M
|
775K
$78.4M
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
62.5KNew |
$5.51M - $6.23M
|
62.5K
$6.31M
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
62K+ 39.33% |
$5.47M - $6.19M
|
220K
$22.2M
|
|
Nov 13, 2024
Q3 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
61.6K+ 42.06% |
$5.44M - $6.14M
|
208K
$21M
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
60.5K+ 37.98% |
$5.34M - $6.03M
|
220K
$22.2M
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
60.5K+ 52.85% |
$5.34M - $6.03M
|
175K
$17.7M
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
60.3K+ 62.78% |
$5.32M - $6.01M
|
156K
$15.8M
|
|
Nov 12, 2024
Q3 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
59.9KNew |
$5.29M - $5.97M
|
59.9K
$6.06M
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
58.4K+ 7.12% |
$5.15M - $5.82M
|
879K
$88.9M
|
|
Nov 08, 2024
Q3 2024
|
Brown University
|
BUY
|
- |
55.9K+ 22.73% |
$4.93M - $5.57M
|
302K
$30.5M
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
54.8K+ 273.57% |
$4.84M - $5.47M
|
74.9K
$7.57M
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
53.9K+ 79.69% |
$4.75M - $5.37M
|
121K
$12.3M
|