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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
700+ 2.58% |
$28.4K - $30.4K
|
27.8K
$1.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
566+ 6.57% |
$22.9K - $24.6K
|
9.18K
$391K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
447New |
$18.1K - $19.4K
|
447
$19.1K
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
289+ 3.95% |
$11.7K - $12.5K
|
7.61K
$324K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
258+ 3.06% |
$10.5K - $11.2K
|
8.68K
$370K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
183New |
$7.42K - $7.95K
|
183
$7.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
115+ 0.55% |
$4.66K - $4.99K
|
21.1K
$898K
|
|
|
Apr 24, 2024
Q1 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
113+ 0.11% |
$4.58K - $4.91K
|
100K
$4.28M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
104+ 1.82% |
$4.21K - $4.52K
|
5.81K
$248K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
101+ 10100.0% |
$4.09K - $4.39K
|
102
$4.35K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
83+ 19.39% |
$3.36K - $3.6K
|
511
$21.8K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
70New |
$2.84K - $3.04K
|
70
$2.98K
|
|
|
May 10, 2024
Q1 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
60+ 0.08% |
$2.43K - $2.61K
|
78.9K
$3.36M
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
10+ 0.02% |
$405 - $434
|
62.6K
$2.67M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.97% |
$40.5 - $43.4
|
102
$4.35K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.97% |
$40.5 - $43.4
|
102
$4.35K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-56- 0.81% |
$2.27K - $2.43K
|
6.84K
$291K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-67- 0.06% |
$2.71K - $2.91K
|
120K
$5.13M
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-100- 1.81% |
$4.05K - $4.34K
|
5.43K
$231K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-123- 3.5% |
$4.98K - $5.34K
|
3.39K
$145K
|
|
|
Apr 11, 2024
Q1 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-138- 1.68% |
$5.59K - $5.99K
|
8.09K
$345K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-156- 0.4% |
$6.32K - $6.77K
|
39K
$1.66M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-198- 4.08% |
$8.02K - $8.6K
|
4.66K
$199K
|
|
|
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-345- 3.84% |
$14K - $15K
|
8.64K
$368K
|
|
|
Apr 22, 2024
Q1 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-431- 0.53% |
$17.5K - $18.7K
|
80.7K
$3.44M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.29K- 56.31% |
$52.3K - $56K
|
1K
$42.7K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.43K- 2.47% |
$57.9K - $62K
|
56.5K
$2.41M
|
|
|
May 14, 2024
Q1 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-1.54K- 0.61% |
$62.3K - $66.7K
|
251K
$10.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-2.12K- 1.34% |
$86K - $92.2K
|
157K
$6.68M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.58K- 35.33% |
$105K - $112K
|
4.72K
$201K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-2.7K- 37.49% |
$109K - $117K
|
4.49K
$192K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-5.09K- 97.03% |
$206K - $221K
|
156
$6.65K
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-16.6K- 16.1% |
$674K - $723K
|
86.8K
$3.7M
|
|
|
Apr 05, 2024
Q1 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-50.7K- 54.61% |
$2.05M - $2.2M
|
42.1K
$1.79M
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-98.6K- 20.38% |
$4M - $4.28M
|
385K
$16.4M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-119K- 88.5% |
$4.84M - $5.19M
|
15.5K
$662K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-134K- 66.9% |
$5.44M - $5.83M
|
66.4K
$2.83M
|
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
SELL
|
- |
-174K- 46.61% |
$7.05M - $7.55M
|
199K
$8.49M
|