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 06, 2023 Q2 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
2.81K
+ 2.28%
$156K - $166K
126K $8.18M
Jul 31, 2023 Q2 2023
Greenwich Wealth Management LLC

Greenwich, CT
BUY
 -
2.73K
+ 35.54%
$152K - $162K
10.4K $677K
Jul 25, 2023 Q2 2023
Lex Aurum Advisors, LLC

BUY
 -
2.61K
+ 13.19%
$145K - $155K
22.4K $1.46M
Aug 11, 2023 Q2 2023
Bayshore Asset Management, LLC

BUY
 -
2.33K
+ 4.98%
$130K - $138K
49.1K $3.19M
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
2.3K
+ 32.33%
$128K - $136K
9.43K $613K
Jul 11, 2023 Q2 2023
Janiczek Wealth Management, LLC

BUY
 -
2.18K
+ 0.51%
$121K - $129K
433K $28.2M
Jul 31, 2023 Q2 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
2.18K
+ 5.24%
$121K - $129K
43.7K $2.84M
Jul 24, 2023 Q2 2023
Austin Asset Management CO Inc

BUY
 -
2.1K
+ 6.55%
$117K - $124K
34.2K $2.22M
Aug 09, 2023 Q2 2023
Nwam LLC

Mercer Island, WA
BUY
 -
2.02K
+ 14.25%
$112K - $120K
16.2K $1.05M
Aug 11, 2023 Q2 2023
L & S Advisors Inc

Los Angeles, CA
BUY
 -
2.01K
+ 30.35%
$112K - $119K
8.63K $561K
Aug 14, 2023 Q2 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
1.83K
+ 0.66%
$102K - $108K
278K $18.1M
Aug 07, 2023 Q2 2023
Chicago Partners Investment Group LLC

BUY
 -
1.71K
+ 2.7%
$95.3K - $101K
65.1K $4.24M
Aug 04, 2023 Q2 2023
Kelman Lazarov, Inc.

Memphis, TN
BUY
 -
1.68K
+ 2.64%
$93.6K - $99.6K
65.4K $4.25M
Jul 17, 2023 Q2 2023
Htg Investment Advisors, Inc.

New Canaan, CT
BUY
 -
1.62K
+ 2.03%
$90.4K - $96.2K
81.7K $5.32M
Aug 03, 2023 Q2 2023
Private Capital Management LLC

BUY
 -
1.6K
+ 23.38%
$89K - $94.7K
8.44K $549K
Aug 04, 2023 Q2 2023
Tci Wealth Advisors, Inc.

BUY
 -
1.56K
+ 1.22%
$87K - $92.5K
130K $8.44M
Jul 26, 2023 Q2 2023
Sol Capital Management CO

BUY
 -
1.43K
+ 3.3%
$79.6K - $84.7K
44.7K $2.91M
Jul 31, 2023 Q2 2023
Sage Rhino Capital LLC

BUY
 -
1.34K
+ 1.34%
$74.4K - $79.1K
101K $6.55M
Jul 27, 2023 Q2 2023
Grove Bank & Trust

BUY
 -
1.14K
+ 9.11%
$63.4K - $67.4K
13.6K $887K
Jul 07, 2023 Q2 2023
Anderson Hoagland & CO

BUY
 -
1.05K
+ 1.75%
$58.2K - $62K
60.9K $3.96M
Jul 31, 2023 Q2 2023
Waypoint Wealth Partners Inc.

BUY
 -
959
+ 0.11%
$53.4K - $56.8K
900K $58.5M
Aug 14, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
912
+ 11.88%
$50.8K - $54K
8.59K $559K
Aug 09, 2023 Q2 2023
Morris Financial Concepts, Inc.

BUY
 -
828
+ 3.38%
$46.1K - $49K
25.3K $1.65M
Aug 11, 2023 Q2 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
800
+ 6.78%
$44.5K - $47.4K
12.6K $820K
Jul 10, 2023 Q2 2023
Good Life Advisors, LLC

BUY
 -
750
+ 19.89%
$41.8K - $44.4K
4.52K $294K
Jul 17, 2023 Q2 2023
Bridge Advisory, LLC

BUY
 -
728
+ 4.08%
$40.5K - $43.1K
18.6K $1.21M
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

BUY
 -
646
+ 14.98%
$36K - $38.3K
4.96K $323K
Jul 13, 2023 Q2 2023
Prosperity Planning, Inc.

BUY
 -
583
+ 5.5%
$32.5K - $34.5K
11.2K $727K
Jul 28, 2023 Q2 2023
Private Trust CO Na

BUY
 -
529
+ 33.91%
$29.5K - $31.3K
2.09K $136K
Aug 14, 2023 Q2 2023
Glenview Trust CO

Louisville, KY
BUY
 -
513
+ 6.13%
$28.6K - $30.4K
8.88K $578K
Aug 07, 2023 Q2 2023
Wealthfront Advisers LLC

BUY
 -
484
+ 8.47%
$26.9K - $28.7K
6.2K $403K
Aug 01, 2023 Q2 2023
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
480
+ 2.58%
$26.7K - $28.4K
19.1K $1.24M
Aug 07, 2023 Q2 2023
Tortoise Investment Management, LLC

BUY
 -
467
+ 1.87%
$26K - $27.7K
25.4K $1.65M
Aug 11, 2023 Q2 2023
Esl Trust Services, LLC

BUY
 -
447
+ 0.07%
$24.9K - $26.5K
630K $41M
Aug 11, 2023 Q2 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
408
+ 1.88%
$22.7K - $24.2K
22.1K $1.43M
Jul 27, 2023 Q2 2023
Nova R Wealth, Inc.

BUY
 -
392
+ 2.98%
$21.8K - $23.2K
13.5K $880K
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

BUY
 -
352
+ 4.99%
$19.6K - $20.8K
7.41K $482K
Jul 12, 2023 Q2 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
304
+ 0.56%
$16.9K - $18K
54.1K $3.52M
Aug 10, 2023 Q2 2023
Capital Performance Advisors LLP

BUY
 -
265
+ 3.09%
$14.8K - $15.7K
8.84K $575K
Aug 03, 2023 Q2 2023
Vista Capital Partners, Inc.

BUY
 -
239
+ 4.25%
$13.3K - $14.2K
5.86K $381K
Jul 12, 2023 Q2 2023
Shanker Valleau Wealth Advisors, Inc.

BUY
 -
190
+ 0.22%
$10.6K - $11.3K
87.1K $5.67M
Aug 11, 2023 Q2 2023
Huntington National Bank

Columbus, OH
BUY
 -
146
New
$8.13K - $8.65K
146 $9.5K
Jul 26, 2023 Q2 2023
Time Scale Financial, Inc.

BUY
 -
138
+ 460.0%
$7.68K - $8.17K
168 $10.9K
Jan 12, 2024 Q2 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
130
+ 0.15%
$7.24K - $7.7K
89.5K $5.82M
Aug 16, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
117
+ 1.36%
$6.51K - $6.93K
8.71K $566K
Aug 10, 2023 Q2 2023
Capasso Planning Partners LLC

Charleston, SC
BUY
 -
84
+ 1.86%
$4.68K - $4.98K
4.6K $299K
Jul 13, 2023 Q2 2023
Iam Advisory, LLC

BUY
 -
80
+ 0.81%
$4.45K - $4.74K
9.92K $645K
Aug 11, 2023 Q2 2023
Cooper/Haims Advisors, LLC

BUY
 -
73
+ 1.86%
$4.06K - $4.32K
3.99K $260K
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
57
New
$3.17K - $3.38K
57 $3.71K

Track Institutional and Insider Activities on AVDE

Follow AMERICAN CENTY ETF TR AVANTIS and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells AVDE shares.

Notify only if

Insider Trading

Get notified when an American Centy ETF Tr Avantis insider buys or sells AVDE shares.

Notify only if

News

Receive news related to AMERICAN CENTY ETF TR AVANTIS

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on AVDE