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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
10.9K+ 7.21% |
$958K - $1.08M
|
161K
$16.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
10.8K+ 20.59% |
$951K - $1.07M
|
63.1K
$6.38M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
10.6K+ 14.46% |
$936K - $1.06M
|
84K
$8.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
10.6K+ 9.3% |
$935K - $1.06M
|
125K
$12.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
10.2KNew |
$896K - $1.01M
|
10.2K
$1.03M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.1K+ 40.25% |
$890K - $1.01M
|
35.2K
$3.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.93K+ 53.86% |
$876K - $990K
|
28.4K
$2.87M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
9.83KNew |
$867K - $980K
|
9.83K
$994K
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
9.77K+ 69.43% |
$862K - $974K
|
23.8K
$2.41M
|
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
9.76K+ 9.64% |
$861K - $973K
|
111K
$11.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
9.69K+ 6.36% |
$855K - $966K
|
162K
$16.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
9.37KNew |
$826K - $934K
|
9.37K
$947K
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
9.12K+ 101.49% |
$805K - $909K
|
18.1K
$1.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
9.1K+ 24.99% |
$803K - $908K
|
45.5K
$4.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
9.09KNew |
$802K - $906K
|
9.09K
$919K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.01K+ 21.08% |
$795K - $898K
|
51.8K
$5.23M
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
8.95K+ 34.25% |
$789K - $892K
|
35.1K
$3.54M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
BUY
|
- |
8.91K+ 6.86% |
$786K - $888K
|
139K
$14M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.75K+ 8.29% |
$772K - $872K
|
114K
$11.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
8.6K+ 2.27% |
$759K - $857K
|
387K
$39.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Heron Bay Capital Management
|
BUY
|
- |
8.59K+ 38.75% |
$758K - $856K
|
30.7K
$3.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
8.44K+ 4.25% |
$744K - $841K
|
207K
$20.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Libra Wealth LLC
|
BUY
|
- |
8.38K+ 11.42% |
$739K - $835K
|
81.8K
$8.26M
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
8.24K+ 104.9% |
$727K - $821K
|
16.1K
$1.63M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
8.2K+ 65.92% |
$724K - $818K
|
20.6K
$2.09M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
8.18K+ 20.83% |
$722K - $816K
|
47.5K
$4.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
8.05K+ 10.74% |
$711K - $803K
|
83K
$8.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.79K+ 34.41% |
$688K - $777K
|
30.4K
$3.08M
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
7.78K+ 55.42% |
$687K - $776K
|
21.8K
$2.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
7.51K+ 2.29% |
$663K - $749K
|
336K
$33.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
7.45KNew |
$658K - $743K
|
7.45K
$753K
|
|
|
Oct 08, 2024
Q3 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
7.39K+ 5.01% |
$652K - $736K
|
155K
$15.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
7.32KNew |
$646K - $730K
|
7.32K
$740K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
7.26K+ 8.52% |
$641K - $724K
|
92.6K
$9.36M
|
|
|
Oct 10, 2024
Q3 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
6.98KNew |
$616K - $696K
|
6.98K
$705K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6.89K+ 10.5% |
$608K - $687K
|
72.5K
$7.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.86K+ 59.03% |
$605K - $684K
|
18.5K
$1.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
6.84K+ 11.07% |
$604K - $682K
|
68.6K
$6.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6.74KNew |
$594K - $671K
|
6.74K
$681K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
6.51K+ 5.09% |
$574K - $649K
|
134K
$13.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
6.38K+ 6.86% |
$563K - $636K
|
99.3K
$10M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
6.29K+ 80.88% |
$555K - $627K
|
14.1K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
6.26KNew |
$552K - $624K
|
6.26K
$633K
|
|
|
Oct 18, 2024
Q3 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
6.25K+ 9.03% |
$551K - $623K
|
75.5K
$7.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
6.17K+ 27.38% |
$544K - $615K
|
28.7K
$2.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
6.14KNew |
$542K - $612K
|
6.14K
$621K
|
|
|
Nov 13, 2024
Q3 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
6.1K+ 10.31% |
$538K - $608K
|
65.3K
$6.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
6.07K+ 0.98% |
$536K - $606K
|
625K
$63.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
6.07KNew |
$536K - $605K
|
6.07K
$614K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
6.07K+ 8.2% |
$535K - $605K
|
80.1K
$8.09M
|