Purchases and Sales Made in Q1 2023 in American Centy ETF Tr Avantis (AVDE)

AVDE Quotes by TradingView

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 09, 2023 Q1 2023
Arq Wealth Advisors, LLC

BUY
 -
13.1K
New
$698K - $764K
13.1K $804K
May 04, 2023 Q1 2023
Castle Wealth Management LLC

BUY
 -
12.2K
+ 16.0%
$650K - $711K
88.3K $5.43M
May 02, 2023 Q1 2023
Savant Capital, LLC

BUY
 -
10.9K
+ 18.96%
$582K - $637K
68.4K $4.21M
Apr 20, 2023 Q1 2023
Sage Rhino Capital LLC

BUY
 -
10.5K
+ 11.75%
$558K - $610K
99.4K $6.11M
May 05, 2023 Q1 2023
Prairie View Partners, LLC

BUY
 -
10K
+ 1.29%
$535K - $585K
786K $48.3M
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
9.96K
+ 41.76%
$532K - $582K
33.8K $2.08M
Apr 10, 2023 Q1 2023
Iam Advisory, LLC

BUY
 -
9.84K
New
$525K - $575K
9.84K $605K
Apr 17, 2023 Q1 2023
Tanglewood Legacy Advisors, LLC

Houston, TX
BUY
 -
8.81K
New
$470K - $514K
8.81K $541K
May 09, 2023 Q1 2023
Glenview Trust CO

Louisville, KY
BUY
 -
8.37K
New
$447K - $489K
8.37K $514K
May 03, 2023 Q1 2023
Krilogy Financial LLC

BUY
 -
8.28K
+ 23.45%
$442K - $483K
43.6K $2.68M
Apr 24, 2023 Q1 2023
Greenwich Wealth Management LLC

Greenwich, CT
BUY
 -
7.68K
New
$410K - $449K
7.68K $472K
May 08, 2023 Q1 2023
Pcg Wealth Advisors, LLC

BUY
 -
7.63K
+ 15.68%
$407K - $445K
56.3K $3.46M
Apr 13, 2023 Q1 2023
Hb Wealth Management, LLC

BUY
 -
7.14K
New
$381K - $417K
7.14K $439K
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
7.13K
New
$380K - $416K
7.13K $438K
May 15, 2023 Q1 2023
Chilton Capital Management LLC

Houston, TX
BUY
 -
7.1K
+ 3.16%
$379K - $415K
232K $14.2M
Apr 11, 2023 Q1 2023
Lex Aurum Advisors, LLC

BUY
 -
6.99K
+ 54.6%
$373K - $408K
19.8K $1.22M
May 05, 2023 Q1 2023
Ml & R Wealth Management LLC

BUY
 -
6.89K
+ 38.23%
$368K - $402K
24.9K $1.53M
May 10, 2023 Q1 2023
L & S Advisors Inc

Los Angeles, CA
BUY
 -
6.62K
New
$353K - $386K
6.62K $407K
May 01, 2023 Q1 2023
Lutz Financial Services LLC

BUY
 -
6.62K
+ 5.76%
$353K - $386K
121K $7.46M
May 15, 2023 Q1 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
6.38K
New
$340K - $372K
6.38K $392K
May 03, 2023 Q1 2023
Symphony Financial, Ltd. Co.

BUY
 -
6.26K
+ 24.95%
$334K - $366K
31.4K $1.93M
May 03, 2023 Q1 2023
Signature Estate & Investment Advisors LLC

BUY
 -
5.99K
+ 7.12%
$320K - $350K
90.1K $5.54M
Apr 24, 2023 Q1 2023
Meredith Wealth Planning

Maryville, IL
BUY
 -
5.84K
+ 121.14%
$312K - $341K
10.7K $655K
Apr 06, 2023 Q1 2023
Anderson Hoagland & CO

BUY
 -
5.36K
+ 9.84%
$286K - $313K
59.8K $3.68M
May 04, 2023 Q1 2023
Kelman Lazarov, Inc.

Memphis, TN
BUY
 -
5.2K
+ 8.88%
$277K - $303K
63.7K $3.91M
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
5.1K
+ 119.37%
$272K - $298K
9.38K $576K
Apr 19, 2023 Q1 2023
Stephens Consulting, LLC

Flint, MI
BUY
 -
5K
+ 7.89%
$267K - $292K
68.4K $4.2M
Nov 16, 2023 Q1 2023
Disciplina Capital Management LLC

Nashville, TN
BUY
 -
4.83K
+ 18.41%
$258K - $282K
31K $1.91M
Apr 21, 2023 Q1 2023
Atwood & Palmer Inc

BUY
 -
4.72K
+ 1.02%
$252K - $275K
467K $28.7M
May 15, 2023 Q1 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
4.57K
New
$244K - $267K
4.57K $281K
May 15, 2023 Q1 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
4.2K
+ 3.73%
$224K - $245K
117K $7.19M
Apr 28, 2023 Q1 2023
Echo Wealth Management, LLC

BUY
 -
4.15K
+ 7.75%
$221K - $242K
57.7K $3.54M
May 02, 2023 Q1 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
4.14K
+ 1.46%
$221K - $242K
289K $17.7M
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
4.1K
New
$219K - $239K
4.1K $252K
May 11, 2023 Q1 2023
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
BUY
 -
3.8K
New
$203K - $222K
3.8K $234K
May 05, 2023 Q1 2023
Good Life Advisors, LLC

BUY
 -
3.77K
New
$201K - $220K
3.77K $232K
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
3.72K
New
$199K - $217K
3.72K $229K
Apr 26, 2023 Q1 2023
Safeguard Financial, LLC

BUY
 -
3.72K
New
$199K - $217K
3.72K $229K
May 15, 2023 Q1 2023
Aire Advisors, LLC

Beverly Hills, CA
BUY
 -
3.55K
New
$189K - $207K
3.55K $218K
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
3.37K
+ 21.09%
$180K - $197K
19.3K $1.19M
Apr 26, 2023 Q1 2023
Chicago Partners Investment Group LLC

BUY
 -
3.28K
+ 5.45%
$175K - $191K
63.4K $3.9M
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
3.12K
+ 2.13%
$167K - $182K
150K $9.23M
May 12, 2023 Q1 2023
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
3K
+ 1.27%
$160K - $175K
239K $14.7M
Oct 02, 2024 Q1 2023
Cannon Financial Strategists, Inc.

Athens, GA
BUY
 -
2.93K
+ 1.14%
$157K - $171K
260K $16M
May 08, 2023 Q1 2023
Cypress Point Wealth Management, LLC

Dallas, TX
BUY
 -
2.66K
+ 11.21%
$142K - $155K
26.3K $1.62M
Apr 17, 2023 Q1 2023
Trilogy Capital Inc.

BUY
 -
2.6K
+ 21.37%
$139K - $152K
14.8K $907K
May 12, 2023 Q1 2023
Esl Trust Services, LLC

BUY
 -
2.55K
+ 0.41%
$136K - $149K
629K $38.7M
Apr 28, 2023 Q1 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
2.32K
+ 0.98%
$124K - $135K
239K $14.7M
Apr 20, 2023 Q1 2023
Flagstone Financial Management

Lincoln, NE
BUY
 -
2.25K
+ 4.09%
$120K - $131K
57.3K $3.52M

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