Purchases and Sales Made in Q3 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 Q3 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
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
822K
+ 30.48%
$45.7M - $49M
3.52M $222M
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
413K
+ 198.46%
$22.9M - $24.6M
621K $39.1M
Nov 09, 2023 Q3 2023
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
220K
New
$12.2M - $13.1M
220K $13.9M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
192K
+ 26.25%
$10.7M - $11.5M
925K $58.2M
Oct 10, 2023 Q3 2023
Rockwood Wealth Management, LLC

New Hope, PA
BUY
 -
186K
+ 11.25%
$10.3M - $11.1M
1.84M $116M
Oct 23, 2023 Q3 2023
Financial Advisory Service, Inc.

BUY
 -
145K
New
$8.07M - $8.67M
145K $9.15M
Oct 13, 2023 Q3 2023
Tarbox Family Office, Inc.

BUY
 -
142K
+ 306.59%
$7.88M - $8.46M
188K $11.8M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
133K
+ 26.33%
$7.37M - $7.91M
637K $40.1M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
128K
+ 129.43%
$7.09M - $7.61M
226K $14.2M
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
118K
+ 5.39%
$6.56M - $7.04M
2.31M $145M
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
97.3K
+ 45.1%
$5.4M - $5.8M
313K $19.7M
Nov 09, 2023 Q3 2023
Pacific Life Fund Advisors LLC

Newport Beach, CA
BUY
 -
94.9K
+ 16.86%
$5.27M - $5.66M
658K $41.4M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
80.7K
+ 21.54%
$4.48M - $4.81M
455K $28.7M
Nov 14, 2023 Q3 2023
Disciplina Capital Management LLC

Nashville, TN
BUY
 -
75.1K
New
$4.17M - $4.48M
75.1K $4.73M
Oct 25, 2023 Q3 2023
Waypoint Capital Advisors, LLC

BUY
 -
71.7K
+ 12.45%
$3.98M - $4.27M
648K $40.8M
Nov 08, 2023 Q3 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
69.4K
+ 348.24%
$3.85M - $4.14M
89.3K $5.62M
Nov 13, 2023 Q3 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
65K
New
$3.61M - $3.87M
65K $4.09M
Nov 14, 2023 Q3 2023
Vista Wealth Management Group, LLC

BUY
 -
60K
+ 7.73%
$3.33M - $3.58M
836K $52.6M
Dec 05, 2023 Q3 2023
Advisory Resource Group

BUY
 -
57.9K
New
$3.22M - $3.45M
57.9K $3.65M
Oct 05, 2023 Q3 2023
Foundations Investment Advisors, LLC

BUY
 -
53.6K
+ 35.43%
$2.98M - $3.19M
205K $12.9M
Oct 30, 2023 Q3 2023
Annapolis Financial Services, LLC

BUY
 -
41.8K
+ 15.58%
$2.32M - $2.49M
310K $19.5M
Nov 13, 2023 Q3 2023
American Century Companies Inc

Kansas City, MO
BUY
 -
41.5K
+ 2.63%
$2.31M - $2.47M
1.62M $102M
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
38K
+ 16.21%
$2.11M - $2.26M
272K $17.1M
Nov 03, 2023 Q3 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
36K
+ 5.61%
$2M - $2.14M
677K $42.6M
Oct 26, 2023 Q3 2023
Park Avenue Securities LLC

BUY
 -
33.5K
+ 25.47%
$1.86M - $2M
165K $10.4M
Nov 07, 2023 Q3 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
33.5K
+ 5.71%
$1.86M - $1.99M
619K $39M
Nov 07, 2023 Q3 2023
Executive Wealth Management, LLC

BUY
 -
31.3K
+ 5.69%
$1.74M - $1.87M
582K $36.7M
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
30.5K
+ 15.39%
$1.69M - $1.82M
228K $14.4M
Oct 13, 2023 Q3 2023
Garrett Investment Advisors LLC

BUY
 -
29.5K
+ 8.21%
$1.64M - $1.76M
389K $24.5M
Oct 20, 2023 Q3 2023
Atwood & Palmer Inc

BUY
 -
29.5K
+ 5.94%
$1.64M - $1.76M
526K $33.1M
Oct 24, 2023 Q3 2023
Iag Wealth Partners, LLC

BUY
 -
27.8K
+ 137.85%
$1.54M - $1.66M
48K $3.02M
Oct 11, 2023 Q3 2023
Versant Capital Management, Inc

BUY
 -
26.6K
+ 4.45%
$1.48M - $1.59M
624K $39.3M
Oct 23, 2023 Q3 2023
Waypoint Wealth Partners Inc.

BUY
 -
26K
+ 2.88%
$1.44M - $1.55M
926K $58.3M
Oct 11, 2023 Q3 2023
Zhang Financial LLC

BUY
 -
24.3K
New
$1.35M - $1.45M
24.3K $1.53M
Oct 25, 2023 Q3 2023
Stephens Consulting, LLC

Flint, MI
BUY
 -
23.7K
+ 24.84%
$1.31M - $1.41M
119K $7.48M
Nov 06, 2023 Q3 2023
Savant Capital, LLC

BUY
 -
22.9K
+ 28.16%
$1.27M - $1.36M
104K $6.56M
Nov 13, 2023 Q3 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
22.4K
+ 203.4%
$1.24M - $1.34M
33.4K $2.1M
Oct 30, 2023 Q3 2023
Redw Wealth LLC

BUY
 -
21.3K
+ 63.28%
$1.19M - $1.27M
55.1K $3.47M
Nov 08, 2023 Q3 2023
Greenup Street Wealth Management LLC

BUY
 -
21.3K
+ 2.76%
$1.18M - $1.27M
792K $49.9M
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
20.3K
+ 37.56%
$1.13M - $1.21M
74.2K $4.67M
Nov 08, 2023 Q3 2023
D.A. Davidson & Co.

BUY
 -
19.8K
New
$1.1M - $1.18M
19.8K $1.25M
Nov 07, 2023 Q3 2023
Symphony Financial, Ltd. Co.

BUY
 -
18.5K
+ 14.17%
$1.03M - $1.11M
149K $9.41M
Oct 11, 2023 Q3 2023
Cva Family Office, LLC

BUY
 -
18K
+ 13.81%
$1M - $1.08M
149K $9.36M
Nov 15, 2023 Q3 2023
Orion Capital Management LLC

BUY
 -
17.2K
+ 95.49%
$957K - $1.03M
35.3K $2.22M
Nov 14, 2023 Q3 2023
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
16.7K
+ 6.13%
$926K - $994K
289K $18.2M
Nov 02, 2023 Q3 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
15.9K
+ 5.13%
$884K - $949K
326K $20.5M
Oct 24, 2023 Q3 2023
Htg Investment Advisors, Inc.

New Canaan, CT
BUY
 -
15.2K
+ 18.59%
$844K - $906K
96.9K $6.1M
Nov 14, 2023 Q3 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
14.7K
+ 2.25%
$818K - $878K
671K $42.2M
Oct 25, 2023 Q3 2023
Highland Financial Advisors, LLC

BUY
 -
14.7K
+ 6.94%
$817K - $877K
227K $14.3M

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