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 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-140- 1.84% |
$7.47K - $8.17K
|
7.49K
$460K
|
|
|
May 15, 2023
Q1 2023
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-195- 0.42% |
$10.4K - $11.4K
|
46.7K
$2.87M
|
|
|
Apr 19, 2023
Q1 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-206- 0.5% |
$11K - $12K
|
40.6K
$2.5M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-220- 1.18% |
$11.7K - $12.8K
|
18.4K
$1.13M
|
|
|
Apr 10, 2023
Q1 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-395- 1.56% |
$21.1K - $23.1K
|
24.9K
$1.53M
|
|
|
Apr 18, 2023
Q1 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-472- 4.92% |
$25.2K - $27.6K
|
9.12K
$560K
|
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-580- 3.15% |
$31K - $33.9K
|
17.8K
$1.1M
|
|
|
May 11, 2023
Q1 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-594- 0.59% |
$31.7K - $34.7K
|
101K
$6.2M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-717- 12.37% |
$38.3K - $41.9K
|
5.08K
$312K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-724- 0.55% |
$38.6K - $42.3K
|
131K
$8.05M
|
|
|
Aug 11, 2023
Q1 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.04K- 1.01% |
$55.2K - $60.4K
|
101K
$6.23M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.1K- 8.53% |
$58.7K - $64.2K
|
11.8K
$725K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.22K- 7.93% |
$65.1K - $71.2K
|
14.2K
$871K
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.27K- 7.68% |
$67.5K - $73.9K
|
15.2K
$935K
|
|
|
Apr 17, 2023
Q1 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.69K- 4.2% |
$90.2K - $98.7K
|
38.6K
$2.37M
|
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1.7K- 13.81% |
$90.6K - $99.1K
|
10.6K
$651K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1.73K- 1.59% |
$92.4K - $101K
|
107K
$6.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-1.74K- 1.96% |
$93K - $102K
|
86.9K
$5.34M
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-1.96K- 12.63% |
$105K - $115K
|
13.6K
$834K
|
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-2.03K- 4.02% |
$108K - $119K
|
48.4K
$2.98M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.42K- 4.13% |
$129K - $141K
|
56.2K
$3.45M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.45K- 14.24% |
$131K - $143K
|
14.8K
$908K
|
|
|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-2.57K- 2.52% |
$137K - $150K
|
99.6K
$6.12M
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-2.66K- 0.45% |
$142K - $155K
|
590K
$36.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-2.83K- 6.91% |
$151K - $165K
|
38.1K
$2.34M
|
|
|
Jul 06, 2023
Q1 2023
|
Awm Capital, LLC
|
SELL
|
- |
-2.92K- 1.38% |
$156K - $170K
|
209K
$12.9M
|
|
|
May 01, 2023
Q1 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-3.05K- 36.66% |
$163K - $178K
|
5.27K
$324K
|
|
|
Apr 11, 2023
Q1 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-3.28K- 1.69% |
$175K - $192K
|
191K
$11.7M
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-3.47K- 13.82% |
$185K - $203K
|
21.6K
$1.33M
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4.01K- 10.4% |
$214K - $234K
|
34.6K
$2.12M
|
|
|
May 15, 2023
Q1 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-4.42K- 1.44% |
$236K - $258K
|
301K
$18.5M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-5.05K- 19.57% |
$269K - $295K
|
20.7K
$1.27M
|
|
|
May 05, 2023
Q1 2023
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-5.21K- 1.72% |
$278K - $304K
|
298K
$18.3M
|
|
|
Apr 07, 2023
Q1 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-5.49K- 1.82% |
$293K - $321K
|
297K
$18.2M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-6.66K- 3.42% |
$355K - $389K
|
188K
$11.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.96K- 6.18% |
$371K - $406K
|
106K
$6.49M
|
|
|
Apr 03, 2023
Q1 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-7K- 3.16% |
$374K - $409K
|
214K
$13.2M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-8.33K- 23.04% |
$445K - $486K
|
27.8K
$1.71M
|
|
|
May 12, 2023
Q1 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-8.59K- 7.61% |
$458K - $501K
|
104K
$6.4M
|
|
|
May 01, 2023
Q1 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-10.4K- 64.19% |
$554K - $606K
|
5.79K
$356K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-12.3K- 24.38% |
$657K - $719K
|
38.2K
$2.35M
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-14.9K- 3.02% |
$795K - $870K
|
478K
$29.4M
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
SELL
|
- |
-18K- 2.02% |
$958K - $1.05M
|
869K
$53.4M
|
|
|
May 03, 2023
Q1 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-21.4K- 7.84% |
$1.14M - $1.25M
|
251K
$15.4M
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-23.3K- 35.51% |
$1.24M - $1.36M
|
42.3K
$2.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-34.4K- 5.04% |
$1.83M - $2.01M
|
648K
$39.8M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-59.6K- 40.95% |
$3.18M - $3.48M
|
85.9K
$5.28M
|
|
|
Apr 28, 2023
Q1 2023
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-64.6K- 10.77% |
$3.45M - $3.77M
|
535K
$32.9M
|
|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-116K- 81.32% |
$6.22M - $6.8M
|
26.8K
$1.64M
|