Purchases and Sales Made in Q2 2024 in American Centy ETF Tr Avantis (AVEM)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVEM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.8KNew |
$440K - $487K
|
7.8K
$450K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
7.4KNew |
$418K - $462K
|
7.4K
$426K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
7.12K+ 5.08% |
$402K - $444K
|
147K
$8.48M
|
|
|
Aug 08, 2024
Q2 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
7KNew |
$395K - $437K
|
7K
$403K
|
|
|
Aug 12, 2024
Q2 2024
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
6.53K+ 2.57% |
$368K - $407K
|
261K
$15M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.37K+ 127.39% |
$359K - $397K
|
11.4K
$655K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
6.33KNew |
$357K - $395K
|
6.33K
$365K
|
|
|
Nov 14, 2024
Q2 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
6.08K+ 1.87% |
$343K - $379K
|
331K
$19M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.78K+ 86.22% |
$326K - $361K
|
12.5K
$719K
|
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
5.63K+ 3.35% |
$317K - $351K
|
174K
$10M
|
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
5.61K+ 1.07% |
$316K - $350K
|
531K
$30.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.59K+ 12.77% |
$315K - $349K
|
49.3K
$2.84M
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
5.43K+ 4.18% |
$306K - $339K
|
135K
$7.79M
|
|
|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
5.38K+ 4.53% |
$303K - $336K
|
124K
$7.15M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.33K+ 2.78% |
$300K - $332K
|
197K
$11.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.06KNew |
$286K - $316K
|
5.06K
$292K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
5.04K+ 2.93% |
$284K - $314K
|
177K
$10.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.86K+ 1007.88% |
$274K - $303K
|
5.34K
$308K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.84K+ 6.0% |
$273K - $302K
|
85.5K
$4.92M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.8K+ 60.88% |
$271K - $299K
|
12.7K
$730K
|
|
|
Jul 17, 2024
Q2 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
4.79K+ 5.41% |
$270K - $299K
|
93.4K
$5.38M
|
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
4.71K+ 16.61% |
$266K - $294K
|
33.1K
$1.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
4.62K+ 56.48% |
$260K - $288K
|
12.8K
$737K
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
4.48K+ 2.94% |
$252K - $279K
|
157K
$9.02M
|
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
4.46KNew |
$252K - $279K
|
4.46K
$257K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.22K+ 110.99% |
$238K - $264K
|
8.03K
$462K
|
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
4.22K+ 8.12% |
$238K - $264K
|
56.2K
$3.24M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4.11K+ 13.68% |
$232K - $256K
|
34.1K
$1.97M
|
|
|
Jul 18, 2024
Q2 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
3.9K+ 6.75% |
$220K - $243K
|
61.6K
$3.55M
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
3.89KNew |
$220K - $243K
|
3.89K
$224K
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.89K+ 111.14% |
$219K - $243K
|
7.39K
$426K
|
|
|
Jul 17, 2024
Q2 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
3.88K+ 4.44% |
$219K - $242K
|
91.3K
$5.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.81K+ 1.39% |
$215K - $238K
|
278K
$16M
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
3.8K+ 53.37% |
$214K - $237K
|
10.9K
$629K
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.74KNew |
$211K - $233K
|
3.74K
$215K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.68K+ 2.14% |
$208K - $230K
|
175K
$10.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
3.66K+ 9.09% |
$206K - $228K
|
43.9K
$2.53M
|
|
|
Aug 01, 2024
Q2 2024
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
3.6K+ 11.62% |
$203K - $225K
|
34.6K
$1.99M
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
3.48KNew |
$197K - $217K
|
3.48K
$201K
|
|
|
Aug 02, 2024
Q2 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
3.47KNew |
$196K - $216K
|
3.47K
$200K
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.46KNew |
$195K - $216K
|
3.46K
$199K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
3.43KNew |
$194K - $214K
|
3.43K
$198K
|
|
|
Jul 19, 2024
Q2 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
3.41KNew |
$193K - $213K
|
3.41K
$197K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
3.1K+ 5.33% |
$175K - $194K
|
61.3K
$3.53M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3K+ 49.18% |
$169K - $187K
|
9.1K
$524K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.98K+ 0.13% |
$168K - $186K
|
2.24M
$129M
|
|
|
Nov 06, 2024
Q2 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.98K+ 1.47% |
$168K - $186K
|
206K
$11.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
2.85K+ 2.56% |
$161K - $178K
|
114K
$6.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
2.68K+ 5.33% |
$151K - $167K
|
52.9K
$3.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.65K+ 2.99% |
$150K - $166K
|
91.4K
$5.27M
|