Purchases and Sales Made in Q1 2023 in American Centy ETF Tr Avantis (AVDE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDE) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
BUY
|
- |
369K+ 41.64% |
$19.7M - $21.6M
|
1.26M
$77.5M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
361K+ 24595.64% |
$19.3M - $21.1M
|
363K
$22.4M
|
|
|
Jul 20, 2023
Q1 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
298K+ 27.08% |
$15.9M - $17.4M
|
1.4M
$86.1M
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
280K+ 109.67% |
$14.9M - $16.3M
|
534K
$33M
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
224K+ 107.85% |
$11.9M - $13.1M
|
431K
$26.6M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
220K+ 55.33% |
$11.7M - $12.8M
|
617K
$38M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
183KNew |
$9.74M - $10.7M
|
183K
$11.3M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
165K+ 28.38% |
$8.78M - $9.61M
|
744K
$45.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
141KNew |
$7.54M - $8.24M
|
141K
$8.71M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
141K+ 47.02% |
$7.53M - $8.24M
|
441K
$27.2M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
124K+ 2044.14% |
$6.63M - $7.25M
|
130K
$8.04M
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
123KNew |
$6.56M - $7.18M
|
123K
$7.58M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
121K+ 79.44% |
$6.45M - $7.06M
|
273K
$16.8M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
110K+ 126.3% |
$5.88M - $6.43M
|
197K
$12.2M
|
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
108KNew |
$5.75M - $6.29M
|
108K
$6.64M
|
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
98.1K+ 6.89% |
$5.24M - $5.73M
|
1.52M
$93.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
91K+ 1384.35% |
$4.85M - $5.31M
|
97.5K
$6.01M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
87K+ 31856.41% |
$4.64M - $5.08M
|
87.2K
$5.38M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
85.6K+ 4.43% |
$4.57M - $5M
|
2.02M
$125M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
77.8K+ 13.92% |
$4.15M - $4.54M
|
637K
$39.3M
|
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
71.4K+ 11.21% |
$3.81M - $4.17M
|
708K
$43.7M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
71K+ 112.33% |
$3.79M - $4.14M
|
134K
$8.27M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
60.6K+ 16.53% |
$3.24M - $3.54M
|
427K
$26.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
50.3K+ 27.12% |
$2.69M - $2.94M
|
236K
$14.6M
|
|
|
May 01, 2023
Q1 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
50.1KNew |
$2.67M - $2.92M
|
50.1K
$3.09M
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
44.1KNew |
$2.35M - $2.57M
|
44.1K
$2.72M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
37.6K+ 144.32% |
$2.01M - $2.19M
|
63.6K
$3.92M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
36K+ 6.59% |
$1.92M - $2.1M
|
583K
$36M
|
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
35K+ 357.4% |
$1.87M - $2.04M
|
44.8K
$2.76M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
33.8K+ 20.68% |
$1.81M - $1.98M
|
197K
$12.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
33.2K+ 39.47% |
$1.77M - $1.94M
|
117K
$7.23M
|
|
|
Apr 12, 2023
Q1 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
27.3K+ 11.08% |
$1.45M - $1.59M
|
273K
$16.9M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
26.5KNew |
$1.42M - $1.55M
|
26.5K
$1.64M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
26.3K+ 324.08% |
$1.4M - $1.54M
|
34.4K
$2.12M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
24K+ 20.86% |
$1.28M - $1.4M
|
139K
$8.57M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
23.7KNew |
$1.27M - $1.39M
|
23.7K
$1.46M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
22.7KNew |
$1.21M - $1.33M
|
22.7K
$1.4M
|
|
|
May 10, 2023
Q1 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
22.6K+ 11.7% |
$1.21M - $1.32M
|
216K
$13.3M
|
|
|
May 01, 2023
Q1 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
20.2K+ 2.3% |
$1.08M - $1.18M
|
899K
$55.4M
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
19.8K+ 13.29% |
$1.06M - $1.16M
|
169K
$10.4M
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
BUY
|
- |
19.6K+ 440.0% |
$1.04M - $1.14M
|
24K
$1.48M
|
|
|
May 08, 2023
Q1 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
16.5K+ 2.46% |
$882K - $964K
|
687K
$42.4M
|
|
|
Aug 10, 2023
Q1 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
16.5K+ 7.54% |
$879K - $962K
|
235K
$14.5M
|
|
|
Apr 18, 2023
Q1 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
16.3K+ 21.12% |
$869K - $950K
|
93.3K
$5.75M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
16.2KNew |
$866K - $947K
|
16.2K
$1M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
15.7K+ 5.02% |
$837K - $916K
|
328K
$20.2M
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
14.7K+ 13.13% |
$787K - $861K
|
127K
$7.84M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
14.3KNew |
$762K - $833K
|
14.3K
$880K
|
|
|
Apr 28, 2023
Q1 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
14.2KNew |
$759K - $830K
|
14.2K
$876K
|
|
|
Apr 13, 2023
Q1 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
13.9K+ 3.79% |
$741K - $811K
|
380K
$23.4M
|