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 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
85+ 0.68% |
$7.5K - $8.47K
|
12.6K
$1.27M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
80+ 0.34% |
$7.06K - $7.98K
|
23.4K
$2.37M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
73New |
$6.44K - $7.28K
|
73
$7.38K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
71New |
$6.27K - $7.08K
|
71
$7.18K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
71New |
$6.27K - $7.08K
|
71
$7.18K
|
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
66+ 0.12% |
$5.82K - $6.58K
|
55.1K
$5.57M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
65+ 0.37% |
$5.74K - $6.48K
|
17.7K
$1.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
64+ 2.42% |
$5.65K - $6.38K
|
2.71K
$274K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
59+ 2.57% |
$5.21K - $5.88K
|
2.36K
$238K
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
51+ 0.66% |
$4.5K - $5.08K
|
7.81K
$790K
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
50+ 0.18% |
$4.41K - $4.99K
|
27.9K
$2.82M
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
39+ 0.33% |
$3.44K - $3.89K
|
12K
$1.21M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
38+ 9.45% |
$3.35K - $3.79K
|
440
$44.5K
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
38+ 0.39% |
$3.35K - $3.79K
|
9.8K
$990K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
38+ 0.15% |
$3.35K - $3.79K
|
24.7K
$2.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
29+ 0.4% |
$2.56K - $2.89K
|
7.36K
$744K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
27+ 4.31% |
$2.38K - $2.69K
|
653
$66K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
25+ 0.31% |
$2.21K - $2.49K
|
8.16K
$825K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
24+ 0.6% |
$2.12K - $2.39K
|
4.02K
$407K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
22+ 0.3% |
$1.94K - $2.19K
|
7.38K
$746K
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
20+ 9.17% |
$1.76K - $1.99K
|
238
$24.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
20+ 0.66% |
$1.76K - $1.99K
|
3.05K
$308K
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
17+ 0.03% |
$1.5K - $1.69K
|
52.7K
$5.33M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
15+ 0.4% |
$1.32K - $1.5K
|
3.75K
$379K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
15New |
$1.32K - $1.5K
|
15
$1.52K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
13New |
$1.15K - $1.3K
|
13
$1.31K
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
BUY
|
- |
12New |
$1.06K - $1.2K
|
12
$1.21K
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
- |
11New |
$971 - $1.1K
|
11
$1.11K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
6+ 0.11% |
$529 - $598
|
5.62K
$568K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6+ 0.07% |
$529 - $598
|
8.42K
$851K
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
5+ 0.12% |
$441 - $499
|
4.03K
$407K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
5+ 1.82% |
$441 - $499
|
280
$28.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5+ 0.25% |
$441 - $499
|
2.03K
$205K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5+ 0.11% |
$441 - $499
|
4.53K
$458K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.05% |
$353 - $399
|
8.59K
$868K
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
2+ 0.09% |
$176 - $199
|
2.24K
$226K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2+ 0.02% |
$176 - $199
|
10.4K
$1.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.09% |
$88.2 - $99.7
|
1.14K
$116K
|
|
|
Oct 25, 2024
Q3 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
1+ 0.02% |
$88.2 - $99.7
|
6.38K
$645K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1New |
$88.2 - $99.7
|
1
$101
|
|
|
Oct 28, 2024
Q3 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
1+ 0.02% |
$88.2 - $99.7
|
4.5K
$455K
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-8- 0.04% |
$706 - $798
|
18.2K
$1.84M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-13- 0.38% |
$1.15K - $1.3K
|
3.42K
$345K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-13- 0.1% |
$1.15K - $1.3K
|
13.4K
$1.36M
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-19- 0.14% |
$1.68K - $1.89K
|
13.4K
$1.36M
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-24- 0.27% |
$2.12K - $2.39K
|
8.99K
$909K
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-47- 1.73% |
$4.15K - $4.69K
|
2.68K
$271K
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-56- 1.43% |
$4.94K - $5.58K
|
3.86K
$390K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-76- 0.39% |
$6.71K - $7.58K
|
19.3K
$1.95M
|