Purchases and Sales Made in Q2 2024 in American Centy ETF Tr Avantis (AVDV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDV) 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 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
881KNew |
$56.2M - $60.2M
|
881K
$57.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
665K+ 9.09% |
$42.5M - $45.5M
|
7.99M
$519M
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
BUY
|
- |
496K+ 30.53% |
$31.7M - $33.9M
|
2.12M
$138M
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
BUY
|
- |
490K+ 780.18% |
$31.3M - $33.5M
|
553K
$35.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
441K+ 167.0% |
$28.1M - $30.1M
|
705K
$45.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
395K+ 7.1% |
$25.2M - $27M
|
5.96M
$387M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
342K+ 2.08% |
$21.8M - $23.3M
|
16.8M
$1.09B
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
317K+ 17.21% |
$20.2M - $21.6M
|
2.16M
$140M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
316K+ 13.94% |
$20.1M - $21.6M
|
2.58M
$168M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
249K+ 24.95% |
$15.9M - $17M
|
1.25M
$81M
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
220K+ 50.38% |
$14M - $15M
|
656K
$42.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
143K+ 82.18% |
$9.1M - $9.75M
|
316K
$20.5M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
143K+ 82.18% |
$9.1M - $9.75M
|
316K
$20.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
110K+ 48.62% |
$7.04M - $7.54M
|
337K
$21.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
85.3K+ 105.04% |
$5.44M - $5.83M
|
166K
$10.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
80.1K+ 206.01% |
$5.11M - $5.47M
|
119K
$7.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
75.6K+ 664.22% |
$4.83M - $5.17M
|
87K
$5.65M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
67.4K+ 7.99% |
$4.3M - $4.61M
|
912K
$59.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
62.5KNew |
$3.99M - $4.27M
|
62.5K
$4.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
57.6KNew |
$3.68M - $3.94M
|
57.6K
$3.74M
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
50.5KNew |
$3.22M - $3.45M
|
50.5K
$3.28M
|
|
|
Aug 09, 2024
Q2 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
46.8K+ 2.03% |
$2.99M - $3.2M
|
2.35M
$153M
|
|
|
Jul 31, 2024
Q2 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
46.3K+ 149.12% |
$2.96M - $3.17M
|
77.4K
$5.02M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
46.2K+ 381.27% |
$2.95M - $3.16M
|
58.3K
$3.79M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
45.2KNew |
$2.89M - $3.09M
|
45.2K
$2.94M
|
|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
37.6K+ 8.03% |
$2.4M - $2.57M
|
506K
$32.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
36K+ 3.18% |
$2.3M - $2.46M
|
1.17M
$75.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
35.5KNew |
$2.26M - $2.43M
|
35.5K
$2.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
34.4K+ 75.61% |
$2.2M - $2.35M
|
80K
$5.19M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
34.3K+ 33.78% |
$2.19M - $2.34M
|
136K
$8.82M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33.7K+ 13.25% |
$2.15M - $2.31M
|
288K
$18.7M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
31.6K+ 9.66% |
$2.01M - $2.16M
|
358K
$23.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
26.6K+ 11.36% |
$1.7M - $1.82M
|
261K
$16.9M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
25.6K+ 47.72% |
$1.63M - $1.75M
|
79.3K
$5.15M
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
24.3K+ 19.49% |
$1.55M - $1.66M
|
149K
$9.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
23.7K+ 149.53% |
$1.51M - $1.62M
|
39.6K
$2.57M
|
|
|
Aug 01, 2024
Q2 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
22.9K+ 28.34% |
$1.46M - $1.57M
|
104K
$6.74M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
21K+ 112.43% |
$1.34M - $1.43M
|
39.6K
$2.57M
|
|
|
Jul 24, 2024
Q2 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
20.9K+ 10.06% |
$1.33M - $1.43M
|
228K
$14.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
20.3K+ 127.87% |
$1.29M - $1.38M
|
36.1K
$2.34M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
19.9K+ 39.01% |
$1.27M - $1.36M
|
71K
$4.61M
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
19.5KNew |
$1.25M - $1.33M
|
19.5K
$1.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
19.4K+ 25.95% |
$1.24M - $1.33M
|
94.2K
$6.11M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
BUY
|
- |
18.9K+ 13.44% |
$1.2M - $1.29M
|
159K
$10.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
18.5K+ 38.51% |
$1.18M - $1.27M
|
66.6K
$4.33M
|
|
|
Jul 29, 2024
Q2 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
16.5K+ 22.66% |
$1.05M - $1.13M
|
89.2K
$5.79M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.2K+ 39.71% |
$1.03M - $1.11M
|
57K
$3.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
16.2K+ 411.39% |
$1.03M - $1.1M
|
20.1K
$1.3M
|
|
|
Jul 02, 2024
Q2 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
15.3K+ 7.5% |
$975K - $1.04M
|
219K
$14.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
14.1K+ 7.01% |
$901K - $965K
|
216K
$14M
|