Purchases and Sales Made in Q2 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 Q2 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
Jul 17, 2023 Q2 2023
First National Bank Sioux Falls

BUY
 -
18.3K
+ 19.56%
$1.02M - $1.08M
112K $7.26M
Jul 25, 2023 Q2 2023
Canvas Wealth Advisors, LLC

BUY
 -
18.2K
+ 18.68%
$1.01M - $1.08M
116K $7.53M
Aug 07, 2023 Q2 2023
Orion Capital Management LLC

BUY
 -
18.1K
New
$1.01M - $1.07M
18.1K $1.17M
Jul 19, 2023 Q2 2023
Krilogy Financial LLC

BUY
 -
18K
+ 41.27%
$1M - $1.06M
61.5K $4M
Aug 02, 2023 Q2 2023
Executive Wealth Management, LLC

BUY
 -
16.3K
+ 3.05%
$909K - $967K
551K $35.8M
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
16K
+ 8.11%
$890K - $946K
213K $13.9M
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
14.4K
+ 91.34%
$803K - $854K
30.2K $1.96M
Aug 14, 2023 Q2 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
13.8K
New
$769K - $818K
13.8K $898K
Jul 10, 2023 Q2 2023
Cva Family Office, LLC

BUY
 -
13.4K
+ 11.39%
$744K - $791K
131K $8.5M
Jul 13, 2023 Q2 2023
Family Investment Center, Inc.

Saint Joseph, MO
BUY
 -
13.1K
+ 3.43%
$727K - $773K
393K $25.6M
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

BUY
 -
12.4K
New
$693K - $737K
12.4K $809K
Aug 14, 2023 Q2 2023
Slagle Financial, LLC

Edwardsville, IL
BUY
 -
12.2K
New
$680K - $723K
12.2K $794K
Aug 07, 2023 Q2 2023
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
11.5K
+ 4.82%
$642K - $683K
251K $16.3M
Nov 16, 2023 Q2 2023
Disciplina Capital Management LLC

Nashville, TN
BUY
 -
10.7K
+ 14.29%
$597K - $636K
85.8K $5.58M
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
10.6K
+ 5.38%
$591K - $629K
208K $13.5M
Jul 14, 2023 Q2 2023
Meredith Wealth Planning

Maryville, IL
BUY
 -
10.5K
+ 98.75%
$586K - $623K
21.2K $1.38M
Jul 19, 2023 Q2 2023
Foundations Investment Advisors, LLC

BUY
 -
9.99K
+ 7.08%
$556K - $592K
151K $9.84M
Aug 14, 2023 Q2 2023
Grand Wealth Management, LLC

Grand Rapids, MI
BUY
 -
9.88K
+ 4.58%
$550K - $585K
226K $14.7M
Aug 03, 2023 Q2 2023
Red Lighthouse Investment Management, LLC

New York, NY
BUY
 -
9.8K
+ 3.25%
$545K - $580K
311K $20.2M
Aug 14, 2023 Q2 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
9.78K
+ 214.14%
$545K - $580K
14.4K $934K
Aug 04, 2023 Q2 2023
Redw Wealth LLC

BUY
 -
9.71K
+ 40.43%
$541K - $575K
33.7K $2.19M
Aug 01, 2024 Q2 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
9.45K
+ 4.85%
$526K - $559K
204K $13.3M
Aug 11, 2023 Q2 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
9.09K
+ 49.51%
$506K - $538K
27.4K $1.79M
Jul 17, 2023 Q2 2023
Wedmont Private Capital

BUY
 -
9.03K
+ 15.16%
$503K - $535K
68.6K $4.46M
Aug 10, 2023 Q2 2023
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
8.72K
+ 6.86%
$486K - $516K
136K $8.83M
Jul 10, 2023 Q2 2023
Versant Capital Management, Inc

BUY
 -
8.27K
+ 1.4%
$460K - $490K
598K $38.9M
Jul 17, 2023 Q2 2023
Castle Wealth Management LLC

BUY
 -
8.01K
+ 9.07%
$446K - $474K
96.3K $6.26M
Aug 02, 2023 Q2 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
7.75K
New
$432K - $459K
7.75K $504K
Jul 20, 2023 Q2 2023
Cypress Point Wealth Management, LLC

Dallas, TX
BUY
 -
7.51K
+ 28.51%
$418K - $445K
33.8K $2.2M
Jul 14, 2023 Q2 2023
Herold Advisors, Inc.

BUY
 -
6.83K
+ 44.88%
$380K - $404K
22K $1.43M
Aug 14, 2023 Q2 2023
Chilton Capital Management LLC

Houston, TX
BUY
 -
6.71K
+ 2.9%
$374K - $398K
238K $15.5M
Jul 14, 2023 Q2 2023
Advisor Net Financial, Inc

BUY
 -
6.57K
+ 4.38%
$366K - $389K
157K $10.2M
Aug 09, 2023 Q2 2023
Summit X, LLC

Chesterfield, MO
BUY
 -
6.19K
New
$345K - $367K
6.19K $403K
Aug 14, 2023 Q2 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
5.46K
New
$304K - $324K
5.46K $355K
Aug 04, 2023 Q2 2023
Prairie View Partners, LLC

BUY
 -
4.9K
+ 0.62%
$273K - $290K
790K $51.4M
Jul 10, 2023 Q2 2023
Evanson Asset Management, LLC

BUY
 -
4.79K
+ 41.43%
$266K - $283K
16.3K $1.06M
Jul 14, 2023 Q2 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
4.77K
New
$266K - $283K
4.77K $311K
Aug 11, 2023 Q2 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
4.64K
+ 72.72%
$258K - $275K
11K $717K
Aug 02, 2023 Q2 2023
Jackson Thornton Asset Management, LLC

BUY
 -
4.44K
New
$247K - $263K
4.44K $289K
Jul 10, 2023 Q2 2023
Mc Lean Asset Management Corp

BUY
 -
4.39K
+ 10.39%
$244K - $260K
46.7K $3.04M
Jul 24, 2023 Q2 2023
Bridgewater Advisors Inc.

BUY
 -
4.05K
+ 1.48%
$226K - $240K
277K $18M
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
BUY
 -
3.94K
+ 16.59%
$219K - $233K
27.7K $1.8M
Aug 08, 2023 Q2 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
3.8K
New
$212K - $225K
3.8K $247K
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

BUY
 -
3.46K
+ 147.74%
$193K - $205K
5.8K $377K
Sep 06, 2023 Q2 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
3.24K
+ 22.71%
$180K - $192K
17.5K $1.14M
Jul 26, 2023 Q2 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
3.16K
+ 12.39%
$176K - $187K
28.6K $1.86M
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
3.13K
+ 9.64%
$174K - $185K
35.6K $2.31M
Sep 25, 2024 Q2 2023
Passive Capital Management, Llc.

Baltimore, MD
BUY
 -
3.06K
+ 1.85%
$170K - $181K
168K $10.9M
Jul 28, 2023 Q2 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
2.83K
+ 0.48%
$157K - $167K
586K $38.1M

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