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 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.92KNew |
$346K - $391K
|
3.92K
$396K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
3.91K+ 3.05% |
$345K - $390K
|
132K
$13.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
BUY
|
- |
3.85K+ 15.21% |
$340K - $384K
|
29.2K
$2.95M
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
3.83K+ 8.12% |
$338K - $382K
|
51K
$5.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
3.8K+ 5.68% |
$335K - $379K
|
70.8K
$7.15M
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
3.77K+ 22.55% |
$332K - $376K
|
20.5K
$2.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.69K+ 55.9% |
$326K - $368K
|
10.3K
$1.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
3.66K+ 2.0% |
$323K - $365K
|
187K
$18.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
3.65K+ 141.63% |
$322K - $364K
|
6.22K
$629K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.62K+ 1.86% |
$320K - $361K
|
198K
$20M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.61K+ 3.51% |
$319K - $360K
|
107K
$10.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
3.6K+ 8.02% |
$318K - $359K
|
48.5K
$4.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
3.58K+ 145.96% |
$316K - $357K
|
6.03K
$609K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
3.56K+ 3.66% |
$314K - $355K
|
101K
$10.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.53K+ 9.67% |
$311K - $351K
|
40K
$4.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.43KNew |
$303K - $342K
|
3.43K
$347K
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.29KNew |
$291K - $328K
|
3.29K
$333K
|
|
|
Oct 09, 2024
Q3 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
3.25K+ 44.86% |
$286K - $324K
|
10.5K
$1.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.24K+ 19.96% |
$286K - $323K
|
19.5K
$1.97M
|
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
3.21K+ 1.21% |
$283K - $320K
|
268K
$27.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.2K+ 4.23% |
$283K - $319K
|
79K
$7.98M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
3.16K+ 5.95% |
$279K - $315K
|
56.2K
$5.68M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
3.09K+ 14.3% |
$273K - $308K
|
24.7K
$2.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
3.09K+ 4.23% |
$272K - $308K
|
76K
$7.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.07K+ 12.92% |
$271K - $306K
|
26.8K
$2.71M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.06K+ 3.17% |
$270K - $305K
|
99.6K
$10.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
3.06K+ 5.65% |
$270K - $305K
|
57.1K
$5.78M
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
3.04K+ 3.57% |
$268K - $303K
|
88.1K
$8.91M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
3.01K+ 4.59% |
$265K - $300K
|
68.5K
$6.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
2.98KNew |
$263K - $297K
|
2.98K
$301K
|
|
|
Oct 31, 2024
Q3 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
2.98K+ 2.11% |
$263K - $297K
|
144K
$14.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.97K+ 6.22% |
$262K - $296K
|
50.8K
$5.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
2.86K+ 6.85% |
$253K - $286K
|
44.7K
$4.51M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.81K+ 19.38% |
$248K - $280K
|
17.3K
$1.75M
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.78KNew |
$245K - $277K
|
2.78K
$280K
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
2.77K+ 13.51% |
$245K - $277K
|
23.3K
$2.36M
|
|
|
Oct 29, 2024
Q3 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
2.75KNew |
$243K - $275K
|
2.75K
$278K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.72K+ 4.38% |
$240K - $271K
|
64.8K
$6.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.67K+ 115.53% |
$236K - $266K
|
4.98K
$503K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.64K+ 13.78% |
$233K - $263K
|
21.8K
$2.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
2.63K+ 2.42% |
$232K - $262K
|
111K
$11.2M
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2.61KNew |
$230K - $260K
|
2.61K
$264K
|
|
|
Oct 23, 2024
Q3 2024
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
2.6K+ 1.65% |
$229K - $259K
|
160K
$16.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
2.54K+ 1.73% |
$224K - $253K
|
150K
$15.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.53K+ 13.84% |
$224K - $253K
|
20.8K
$2.11M
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
2.53K+ 1.73% |
$223K - $252K
|
149K
$15M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.52K+ 1.72% |
$222K - $251K
|
149K
$15M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
2.45K+ 13.82% |
$216K - $244K
|
20.2K
$2.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Crosspoint Financial, LLC
Tustin, CA |
BUY
|
- |
2.42K+ 66.51% |
$214K - $242K
|
6.07K
$613K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.41K+ 100.42% |
$213K - $240K
|
4.81K
$486K
|