Purchases and Sales Made in Q1 2024 in American Centy ETF Tr Avantis (AVRE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVRE) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
440KNew |
$17.8M - $19.1M
|
440K
$18.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
146K+ 93.16% |
$5.9M - $6.32M
|
302K
$12.8M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
110KNew |
$4.45M - $4.77M
|
110K
$4.66M
|
|
|
Apr 19, 2024
Q1 2024
|
Better Wealth, LLC
|
BUY
|
- |
107K+ 66.67% |
$4.33M - $4.64M
|
267K
$11.3M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
96.8K+ 20.94% |
$3.92M - $4.2M
|
559K
$23.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
61.3K+ 48.6% |
$2.48M - $2.66M
|
187K
$7.95M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
44.4K+ 22.19% |
$1.8M - $1.93M
|
244K
$10.4M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
38.3K+ 5711.48% |
$1.55M - $1.66M
|
39K
$1.66M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
36.3KNew |
$1.47M - $1.58M
|
36.3K
$1.54M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
34.9K+ 62.12% |
$1.41M - $1.52M
|
91.1K
$3.87M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
33.9K+ 25.5% |
$1.37M - $1.47M
|
167K
$7.08M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
33.7K+ 187.57% |
$1.37M - $1.46M
|
51.7K
$2.19M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
27.2K+ 144.27% |
$1.1M - $1.18M
|
46K
$1.95M
|
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
26.1K+ 29.6% |
$1.06M - $1.13M
|
114K
$4.85M
|
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
24.1K+ 11.85% |
$977K - $1.05M
|
228K
$9.66M
|
|
|
Apr 30, 2024
Q1 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
22.4K+ 16.41% |
$906K - $971K
|
159K
$6.74M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.4KNew |
$703K - $753K
|
17.4K
$737K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
16.6KNew |
$673K - $721K
|
16.6K
$705K
|
|
|
Apr 26, 2024
Q1 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
14.3K+ 7.9% |
$581K - $622K
|
196K
$8.31M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
14.1K+ 5.46% |
$571K - $612K
|
272K
$11.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
13.8K+ 27.54% |
$559K - $599K
|
63.8K
$2.71M
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
13.5K+ 12.37% |
$546K - $585K
|
122K
$5.2M
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
13.1K+ 23.57% |
$531K - $569K
|
68.7K
$2.92M
|
|
|
Apr 29, 2024
Q1 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
11.4K+ 43.59% |
$460K - $493K
|
37.4K
$1.59M
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
10.8K+ 120.86% |
$440K - $471K
|
19.8K
$841K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
9.86KNew |
$399K - $428K
|
9.86K
$418K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
9.03K+ 3.56% |
$366K - $392K
|
262K
$11.1M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
9.02K+ 12.84% |
$365K - $392K
|
79.2K
$3.36M
|
|
|
May 13, 2024
Q1 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
8.6K+ 93.4% |
$349K - $374K
|
17.8K
$756K
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
8.3K+ 24.86% |
$336K - $360K
|
41.7K
$1.77M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.78K+ 61.65% |
$234K - $251K
|
15.2K
$644K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.21K+ 14.78% |
$211K - $226K
|
40.5K
$1.72M
|
|
|
Apr 26, 2024
Q1 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
4.81K+ 6.02% |
$195K - $209K
|
84.7K
$3.59M
|
|
|
May 14, 2024
Q1 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
4.61K+ 0.65% |
$187K - $200K
|
709K
$30.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
4.54K+ 2.61% |
$184K - $197K
|
178K
$7.57M
|
|
|
Apr 15, 2024
Q1 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
4.35K+ 8.34% |
$176K - $189K
|
56.5K
$2.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.25K+ 4.18% |
$172K - $185K
|
106K
$4.5M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.02K+ 6.6% |
$163K - $174K
|
64.8K
$2.75M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.31K+ 56.76% |
$134K - $144K
|
9.15K
$388K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
3.27K+ 2.68% |
$133K - $142K
|
125K
$5.32M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.11K+ 3.74% |
$126K - $135K
|
86.2K
$3.66M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.97K+ 212.6% |
$120K - $129K
|
4.37K
$185K
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
2.24K+ 6.83% |
$90.8K - $97.3K
|
35.1K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.24K+ 37.82% |
$90.6K - $97.1K
|
8.15K
$346K
|
|
|
Apr 25, 2024
Q1 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
1.72K+ 13.82% |
$69.8K - $74.8K
|
14.2K
$602K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.45K+ 6.08% |
$58.6K - $62.8K
|
25.3K
$1.07M
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.24K+ 5.02% |
$50.2K - $53.8K
|
25.9K
$1.1M
|
|
|
May 01, 2024
Q1 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
1.02K+ 6.08% |
$41.5K - $44.5K
|
17.9K
$758K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1KNew |
$40.6K - $43.5K
|
1K
$42.5K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
943New |
$38.2K - $40.9K
|
943
$40K
|