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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
2.25K+ 1.59% |
$120K - $131K
|
143K
$8.81M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.2K+ 12.86% |
$118K - $129K
|
19.3K
$1.19M
|
|
|
Apr 10, 2023
Q1 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
2.19K+ 7.33% |
$117K - $128K
|
32.1K
$1.97M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.07K+ 9.03% |
$110K - $121K
|
25K
$1.53M
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
2.05K+ 7.05% |
$109K - $120K
|
31.1K
$1.91M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2K+ 39.61% |
$107K - $117K
|
7.05K
$433K
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.59K+ 0.58% |
$84.8K - $92.7K
|
276K
$17M
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.56K+ 2.98% |
$83.1K - $90.9K
|
53.8K
$3.31M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.54K+ 0.79% |
$82K - $89.7K
|
197K
$12.1M
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.42KNew |
$76K - $83.1K
|
1.42K
$87.5K
|
|
|
Apr 27, 2023
Q1 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.39K+ 2.62% |
$74K - $80.9K
|
54.2K
$3.33M
|
|
|
Apr 13, 2023
Q1 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
1.37K+ 1.73% |
$72.9K - $79.7K
|
80.1K
$4.92M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.35K+ 3.55% |
$72.3K - $79.1K
|
39.5K
$2.43M
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.31K+ 5.67% |
$70.1K - $76.7K
|
24.5K
$1.51M
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.24K+ 27.56% |
$66.2K - $72.4K
|
5.74K
$353K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
1.22K+ 10.86% |
$65.3K - $71.5K
|
12.5K
$768K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.17KNew |
$62.2K - $68.1K
|
1.17K
$71.7K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.12K+ 1.48% |
$59.7K - $65.3K
|
76.7K
$4.72M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
881+ 2.17% |
$47K - $51.4K
|
41.5K
$2.55M
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
880+ 12.23% |
$47K - $51.4K
|
8.07K
$496K
|
|
|
Jul 28, 2023
Q1 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
760+ 0.46% |
$40.6K - $44.4K
|
165K
$10.1M
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
736+ 12.06% |
$39.3K - $43K
|
6.84K
$420K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
706+ 0.55% |
$37.7K - $41.2K
|
128K
$7.87M
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
692+ 3.87% |
$36.9K - $40.4K
|
18.6K
$1.14M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
643+ 18.28% |
$34.3K - $37.5K
|
4.16K
$256K
|
|
|
Apr 17, 2023
Q1 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
603+ 4.81% |
$32.2K - $35.2K
|
13.1K
$807K
|
|
|
Apr 24, 2023
Q1 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
540+ 2.71% |
$28.8K - $31.5K
|
20.5K
$1.26M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
441+ 8.36% |
$23.5K - $25.7K
|
5.72K
$351K
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
BUY
|
- |
439+ 1.02% |
$23.4K - $25.6K
|
43.3K
$2.66M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
437+ 2.34% |
$23.3K - $25.5K
|
19.1K
$1.18M
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
349+ 4.21% |
$18.6K - $20.4K
|
8.65K
$532K
|
|
|
May 01, 2023
Q1 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
335+ 2.04% |
$17.9K - $19.6K
|
16.8K
$1.03M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
319+ 0.99% |
$17K - $18.6K
|
32.4K
$1.99M
|
|
|
May 03, 2023
Q1 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
290+ 5.44% |
$15.5K - $16.9K
|
5.62K
$346K
|
|
|
Apr 13, 2023
Q1 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
272+ 0.05% |
$14.5K - $15.9K
|
513K
$31.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
259+ 0.44% |
$13.8K - $15.1K
|
59.6K
$3.66M
|
|
|
May 01, 2023
Q1 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
240+ 5.61% |
$12.8K - $14K
|
4.52K
$278K
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
185+ 0.77% |
$9.87K - $10.8K
|
24.1K
$1.48M
|
|
|
May 08, 2023
Q1 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
182+ 2.17% |
$9.71K - $10.6K
|
8.58K
$527K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
178+ 4.33% |
$9.5K - $10.4K
|
4.29K
$263K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
174New |
$9.29K - $10.2K
|
174
$10.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
167+ 0.66% |
$8.91K - $9.75K
|
25.5K
$1.57M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
110+ 0.7% |
$5.87K - $6.42K
|
15.8K
$970K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
100+ 0.41% |
$5.34K - $5.84K
|
24.2K
$1.49M
|
|
|
May 12, 2023
Q1 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
81+ 1.54% |
$4.32K - $4.73K
|
5.35K
$329K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
41+ 0.91% |
$2.19K - $2.39K
|
4.54K
$279K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
30New |
$1.6K - $1.75K
|
30
$1.84K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12+ 0.16% |
$640 - $701
|
7.68K
$472K
|
|
|
Oct 15, 2024
Q1 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
9+ 0.01% |
$480 - $526
|
65.3K
$4.01M
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
8+ 0.03% |
$427 - $467
|
23.6K
$1.45M
|