Purchases and Sales Made in Q3 2024 in American Centy ETF Tr Avantis (AVUV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
1.48K+ 38.59% |
$131K - $148K
|
5.33K
$519K
|
|
|
Oct 09, 2024
Q3 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
1.48K+ 2.22% |
$131K - $148K
|
68.3K
$6.66M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
1.42K+ 7.97% |
$126K - $142K
|
19.3K
$1.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.39K+ 2.23% |
$123K - $139K
|
63.9K
$6.23M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1.38KNew |
$122K - $137K
|
1.38K
$134K
|
|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.33K+ 1.54% |
$117K - $132K
|
87.8K
$8.56M
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.3K+ 1.1% |
$115K - $130K
|
120K
$11.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.28K+ 135.74% |
$113K - $127K
|
2.22K
$216K
|
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
1.25K+ 6.85% |
$110K - $125K
|
19.5K
$1.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.24K+ 2.3% |
$109K - $123K
|
54.9K
$5.35M
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.23K+ 1.99% |
$109K - $123K
|
63.1K
$6.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
1.22K+ 2.14% |
$108K - $122K
|
58.2K
$5.67M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.22K+ 5.56% |
$107K - $121K
|
23.1K
$2.25M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.2K+ 11.88% |
$106K - $120K
|
11.3K
$1.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.18K+ 22.76% |
$104K - $118K
|
6.38K
$622K
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
1.14K+ 11.8% |
$101K - $114K
|
10.8K
$1.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
BUY
|
- |
1.12K+ 34.33% |
$98.6K - $111K
|
4.37K
$426K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.11K+ 0.99% |
$98K - $111K
|
113K
$11M
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.07K+ 15.46% |
$94.4K - $107K
|
7.99K
$779K
|
|
|
Oct 23, 2024
Q3 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
1.04K+ 28.02% |
$92K - $104K
|
4.77K
$464K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.04K+ 7.17% |
$91.6K - $103K
|
15.5K
$1.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.01K+ 176.71% |
$89K - $101K
|
1.58K
$154K
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
983+ 1.74% |
$86.7K - $98K
|
57.3K
$5.59M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
975+ 26.96% |
$86K - $97.2K
|
4.59K
$448K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
960+ 3.12% |
$84.7K - $95.7K
|
31.7K
$3.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
931+ 1577.97% |
$82.2K - $92.8K
|
990
$96.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Northland Capital Management LLC
|
BUY
|
- |
901+ 2.34% |
$79.5K - $89.8K
|
39.5K
$3.85M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
900+ 5.67% |
$79.4K - $89.7K
|
16.8K
$1.64M
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
887+ 4.25% |
$78.3K - $88.4K
|
21.8K
$2.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
872New |
$76.9K - $86.9K
|
872
$85K
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
870+ 0.84% |
$76.8K - $86.7K
|
105K
$10.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
867+ 3.3% |
$76.5K - $86.4K
|
27.1K
$2.64M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
862+ 0.77% |
$76.1K - $85.9K
|
113K
$11M
|
|
|
Nov 01, 2024
Q3 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
835+ 3.34% |
$73.7K - $83.2K
|
25.8K
$2.51M
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
833+ 9.45% |
$73.5K - $83.1K
|
9.65K
$941K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
831+ 1.41% |
$73.3K - $82.9K
|
59.9K
$5.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
830+ 3.53% |
$73.2K - $82.8K
|
24.4K
$2.37M
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
805+ 2.54% |
$71K - $80.3K
|
32.5K
$3.17M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
804+ 55.79% |
$70.9K - $80.2K
|
2.25K
$219K
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
766+ 0.46% |
$67.6K - $76.4K
|
166K
$16.2M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
741+ 2.35% |
$65.4K - $73.9K
|
32.3K
$3.15M
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
728+ 5.45% |
$64.2K - $72.6K
|
14.1K
$1.37M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
697New |
$61.5K - $69.5K
|
697
$67.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
675+ 1.98% |
$59.6K - $67.3K
|
34.8K
$3.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
628+ 21.14% |
$55.4K - $62.6K
|
3.6K
$351K
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
624+ 3.37% |
$55.1K - $62.2K
|
19.2K
$1.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
619+ 8.49% |
$54.6K - $61.7K
|
7.91K
$771K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
609New |
$53.7K - $60.7K
|
609
$59.4K
|
|
|
Oct 02, 2024
Q3 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
588+ 2.05% |
$51.9K - $58.6K
|
29.3K
$2.86M
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
561+ 4.21% |
$49.5K - $55.9K
|
13.9K
$1.35M
|