Purchases and Sales Made in Q1 2024 in American Centy ETF Tr Avantis (AVUV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUV) 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 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
146+ 0.36% |
$12.4K - $13.7K
|
40.5K
$3.94M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
138+ 2.11% |
$11.7K - $12.9K
|
6.69K
$652K
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
134+ 2.3% |
$11.4K - $12.6K
|
5.97K
$582K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
128+ 23.36% |
$10.9K - $12K
|
676
$65.9K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
123+ 5.14% |
$10.4K - $11.5K
|
2.52K
$245K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
123+ 4.87% |
$10.4K - $11.5K
|
2.65K
$258K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
120New |
$10.2K - $11.2K
|
120
$11.7K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
103+ 2.88% |
$8.74K - $9.65K
|
3.68K
$359K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
103+ 0.62% |
$8.74K - $9.65K
|
16.6K
$1.62M
|
|
|
May 06, 2024
Q1 2024
|
Matrix Trust CO
|
BUY
|
- |
99+ 3.58% |
$8.4K - $9.28K
|
2.86K
$279K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
91+ 7.91% |
$7.72K - $8.53K
|
1.24K
$121K
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
78+ 0.24% |
$6.62K - $7.31K
|
32.1K
$3.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
73+ 0.76% |
$6.2K - $6.84K
|
9.73K
$949K
|
|
|
Apr 24, 2024
Q1 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
69+ 1.57% |
$5.86K - $6.47K
|
4.48K
$436K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
65New |
$5.52K - $6.09K
|
65
$6.34K
|
|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
64+ 0.56% |
$5.43K - $6K
|
11.5K
$1.13M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
63+ 0.71% |
$5.35K - $5.9K
|
8.98K
$876K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
62New |
$5.26K - $5.81K
|
62
$6.04K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
60New |
$5.09K - $5.62K
|
60
$5.85K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
56+ 0.22% |
$4.75K - $5.25K
|
25.4K
$2.48M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
55+ 0.23% |
$4.67K - $5.15K
|
23.9K
$2.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
54+ 0.31% |
$4.58K - $5.06K
|
17.6K
$1.71M
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
53+ 1.46% |
$4.5K - $4.97K
|
3.69K
$360K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
36+ 0.07% |
$3.06K - $3.37K
|
51.5K
$5.02M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
32+ 0.03% |
$2.72K - $3K
|
94.8K
$9.24M
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
32+ 1.11% |
$2.72K - $3K
|
2.91K
$283K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
28+ 4.91% |
$2.38K - $2.62K
|
598
$58.3K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
21New |
$1.78K - $1.97K
|
21
$2.05K
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
21+ 0.26% |
$1.78K - $1.97K
|
8.11K
$790K
|
|
|
Nov 14, 2024
Q1 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
20+ 0.34% |
$1.7K - $1.87K
|
5.93K
$578K
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
12+ 0.32% |
$1.02K - $1.12K
|
3.72K
$362K
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
10New |
$849 - $937
|
10
$975
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
10+ 45.45% |
$849 - $937
|
32
$3.12K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
8+ 0.15% |
$679 - $750
|
5.32K
$518K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
7New |
$594 - $656
|
7
$682
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3+ 0.03% |
$255 - $281
|
9.07K
$884K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
3+ 0.03% |
$255 - $281
|
8.74K
$852K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2New |
$170 - $187
|
2
$195
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2+ 0.05% |
$170 - $187
|
3.95K
$385K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1+ 0.01% |
$84.9 - $93.7
|
10.1K
$987K
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
1+ 0.01% |
$84.9 - $93.7
|
13.6K
$1.33M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1+ 0.16% |
$84.9 - $93.7
|
615
$59.9K
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 0.67% |
$170 - $187
|
298
$29K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-3- 15.79% |
$255 - $281
|
16
$1.56K
|
|
|
Apr 26, 2024
Q1 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-8- 0.16% |
$679 - $750
|
5.12K
$499K
|
|
|
May 14, 2024
Q1 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-13- 0.03% |
$1.1K - $1.22K
|
39.2K
$3.82M
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-22- 5.39% |
$1.87K - $2.06K
|
386
$37.6K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-30- 0.98% |
$2.55K - $2.81K
|
3.02K
$294K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-31- 0.82% |
$2.63K - $2.91K
|
3.75K
$366K
|