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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.03K+ 0.67% |
$65.7K - $70.4K
|
155K
$10M
|
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
961+ 11.91% |
$61.3K - $65.7K
|
9.03K
$584K
|
|
|
Aug 12, 2024
Q2 2024
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
851+ 0.59% |
$54.3K - $58.2K
|
144K
$9.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
735New |
$46.9K - $50.2K
|
735
$47.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
728+ 1.03% |
$46.5K - $49.8K
|
71.6K
$4.63M
|
|
|
Aug 05, 2024
Q2 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
704+ 2.54% |
$44.9K - $48.1K
|
28.5K
$1.84M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
668+ 25.43% |
$42.6K - $45.7K
|
3.3K
$213K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
635+ 0.13% |
$40.5K - $43.4K
|
506K
$32.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
609+ 0.39% |
$38.9K - $41.6K
|
155K
$10M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
597+ 0.1% |
$38.1K - $40.8K
|
614K
$39.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
590+ 2.48% |
$37.6K - $40.3K
|
24.4K
$1.58M
|
|
|
Jul 24, 2024
Q2 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
582+ 0.33% |
$37.1K - $39.8K
|
175K
$11.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
554+ 0.76% |
$35.4K - $37.9K
|
73.9K
$4.78M
|
|
|
Oct 22, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
547+ 0.12% |
$34.9K - $37.4K
|
459K
$29.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
518New |
$33.1K - $35.4K
|
518
$33.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
505+ 4.3% |
$32.2K - $34.5K
|
12.2K
$792K
|
|
|
Jul 09, 2024
Q2 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
500+ 12.5% |
$31.9K - $34.2K
|
4.5K
$291K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
484+ 13.37% |
$30.9K - $33.1K
|
4.1K
$265K
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
440+ 69.29% |
$28.1K - $30.1K
|
1.08K
$69.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
433+ 0.1% |
$27.6K - $29.6K
|
450K
$29.1M
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
430+ 2.06% |
$27.4K - $29.4K
|
21.3K
$1.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
425+ 110.39% |
$27.1K - $29.1K
|
810
$52.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
413+ 1.81% |
$26.4K - $28.2K
|
23.2K
$1.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
396+ 12.99% |
$25.3K - $27.1K
|
3.44K
$223K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
360+ 3.45% |
$23K - $24.6K
|
10.8K
$698K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
353+ 46.02% |
$22.5K - $24.1K
|
1.12K
$72.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
344+ 0.44% |
$22K - $23.5K
|
78.2K
$5.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
342+ 5.72% |
$21.8K - $23.4K
|
6.32K
$408K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
326+ 4.1% |
$20.8K - $22.3K
|
8.29K
$536K
|
|
|
Jul 30, 2024
Q2 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
316+ 0.32% |
$20.2K - $21.6K
|
99.6K
$6.44M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
BUY
|
- |
287+ 0.13% |
$18.3K - $19.6K
|
218K
$14.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
283+ 6.87% |
$18.1K - $19.3K
|
4.4K
$285K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
263+ 1052.0% |
$16.8K - $18K
|
288
$18.6K
|
|
|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
234+ 1.27% |
$14.9K - $16K
|
18.6K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
225+ 6.5% |
$14.4K - $15.4K
|
3.69K
$238K
|
|
|
Jul 19, 2024
Q2 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
216+ 0.67% |
$13.8K - $14.8K
|
32.4K
$2.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
215+ 3.47% |
$13.7K - $14.7K
|
6.42K
$415K
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
210New |
$13.4K - $14.4K
|
210
$13.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
195New |
$12.4K - $13.3K
|
195
$12.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
187New |
$11.9K - $12.8K
|
187
$12.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
130+ 18.08% |
$8.3K - $8.89K
|
849
$54.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
119New |
$7.59K - $8.13K
|
119
$7.69K
|
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
119+ 2.51% |
$7.59K - $8.13K
|
4.86K
$314K
|
|
|
Aug 09, 2024
Q2 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
114+ 1.68% |
$7.27K - $7.79K
|
6.9K
$446K
|
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
111+ 0.75% |
$7.08K - $7.59K
|
14.9K
$961K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
111New |
$7.08K - $7.59K
|
111
$7.18K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
100+ 71.94% |
$6.38K - $6.84K
|
239
$15.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
96+ 1.46% |
$6.13K - $6.56K
|
6.69K
$432K
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
95+ 0.56% |
$6.06K - $6.49K
|
17K
$1.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Brickley Wealth Management
|
BUY
|
- |
77+ 0.02% |
$4.91K - $5.26K
|
445K
$28.8M
|