Purchases and Sales Made in Q1 2024 in American Centy ETF Tr Avantis (AVUS)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUS) 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 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-54.6K- 55.96% |
$4.36M - $4.88M
|
43K
$3.94M
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-56.7K- 22.82% |
$4.53M - $5.07M
|
192K
$17.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-57.1K- 91.97% |
$4.57M - $5.11M
|
4.99K
$458K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-64.1K- 89.84% |
$5.12M - $5.73M
|
7.25K
$665K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-120K- 8.17% |
$9.56M - $10.7M
|
1.34M
$123M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-291K- 67.44% |
$23.2M - $26M
|
140K
$12.9M
|
|
|
Mar 18, 2025
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-383K- 68.22% |
$30.6M - $34.3M
|
178K
$16.4M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-607K- 87.34% |
$48.5M - $54.3M
|
88K
$8.08M
|