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 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-94- 41.78% |
$8.29K - $9.37K
|
131
$13.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-122- 0.72% |
$10.8K - $12.2K
|
16.7K
$1.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-136- 3.08% |
$12K - $13.6K
|
4.28K
$433K
|
|
|
Oct 25, 2024
Q3 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-141- 1.66% |
$12.4K - $14.1K
|
8.34K
$843K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-149- 1.31% |
$13.1K - $14.9K
|
11.2K
$1.14M
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-164- 3.52% |
$14.5K - $16.4K
|
4.49K
$454K
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-166- 1.34% |
$14.6K - $16.6K
|
12.2K
$1.24M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-173- 12.6% |
$15.3K - $17.2K
|
1.2K
$121K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-173- 15.11% |
$15.3K - $17.2K
|
972
$98.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-174- 3.47% |
$15.4K - $17.3K
|
4.84K
$489K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-178- 3.67% |
$15.7K - $17.7K
|
4.67K
$472K
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-184- 1.48% |
$16.2K - $18.3K
|
12.2K
$1.24M
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-219- 1.65% |
$19.3K - $21.8K
|
13.1K
$1.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-221- 5.51% |
$19.5K - $22K
|
3.79K
$383K
|
|
|
Oct 15, 2024
Q3 2024
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-231- 0.46% |
$20.4K - $23K
|
49.5K
$5M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-256- 2.21% |
$22.6K - $25.5K
|
11.3K
$1.15M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-257- 4.86% |
$22.7K - $25.6K
|
5.03K
$508K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-269- 2.34% |
$23.7K - $26.8K
|
11.2K
$1.13M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-293- 0.63% |
$25.9K - $29.2K
|
45.9K
$4.64M
|
|
|
Oct 23, 2024
Q3 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-370- 7.24% |
$32.6K - $36.9K
|
4.74K
$479K
|
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-394- 10.22% |
$34.8K - $39.3K
|
3.46K
$350K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-402- 0.12% |
$35.5K - $40.1K
|
343K
$34.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-407- 5.05% |
$35.9K - $40.6K
|
7.65K
$774K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-415- 0.42% |
$36.6K - $41.4K
|
98K
$9.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
SELL
|
- |
-417- 15.1% |
$36.8K - $41.6K
|
2.35K
$237K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-466- 0.7% |
$41.1K - $46.5K
|
66.4K
$6.72M
|
|
|
Oct 18, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-517- 0.94% |
$45.6K - $51.5K
|
54.3K
$5.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-529- 41.52% |
$46.7K - $52.7K
|
745
$75.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-540- 11.47% |
$47.6K - $53.8K
|
4.17K
$421K
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-543- 3.12% |
$47.9K - $54.1K
|
16.9K
$1.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-543- 0.69% |
$47.9K - $54.1K
|
78.7K
$7.96M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-620- 64.05% |
$54.7K - $61.8K
|
348
$35.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-648- 0.09% |
$57.2K - $64.6K
|
715K
$72.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-653- 0.64% |
$57.6K - $65.1K
|
101K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-697- 0.43% |
$61.5K - $69.5K
|
162K
$16.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-701- 5.85% |
$61.9K - $69.9K
|
11.3K
$1.14M
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-702- 2.02% |
$61.9K - $70K
|
34.1K
$3.44M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-728- 4.64% |
$64.2K - $72.6K
|
15K
$1.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-735- 0.71% |
$64.9K - $73.3K
|
102K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-802- 2.44% |
$70.8K - $80K
|
32.1K
$3.25M
|
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-818- 1.79% |
$72.2K - $81.6K
|
45K
$4.55M
|
|
|
Oct 07, 2024
Q3 2024
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
SELL
|
- |
-826- 0.27% |
$72.9K - $82.4K
|
305K
$30.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-848- 16.56% |
$74.8K - $84.5K
|
4.27K
$432K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-885- 24.87% |
$78.1K - $88.2K
|
2.67K
$270K
|
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-900- 7.13% |
$79.4K - $89.7K
|
11.7K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-944- 28.78% |
$83.3K - $94.1K
|
2.34K
$236K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-949- 1.92% |
$83.7K - $94.6K
|
48.5K
$4.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.14K- 31.03% |
$101K - $114K
|
2.54K
$257K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-1.24K- 2.38% |
$109K - $124K
|
50.9K
$5.14M
|
|
|
Oct 03, 2024
Q3 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.25K- 2.46% |
$110K - $124K
|
49.4K
$4.99M
|