Purchases and Sales Made in Q3 2023 in American Centy ETF Tr Avantis (AVDE)
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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-15.8K- 3.36% |
$878K - $942K
|
454K
$28.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-20.8K- 8.4% |
$1.15M - $1.24M
|
226K
$14.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-25.7K- 18.55% |
$1.43M - $1.53M
|
113K
$7.1M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-31.9K- 23.2% |
$1.77M - $1.9M
|
106K
$6.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-51.7K- 52.78% |
$2.87M - $3.08M
|
46.3K
$2.91M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-62.6K- 42.99% |
$3.47M - $3.73M
|
83K
$5.22M
|
|
|
Oct 04, 2023
Q3 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-67.1K- 17.06% |
$3.73M - $4M
|
326K
$20.5M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-186K- 12.53% |
$10.3M - $11.1M
|
1.3M
$81.8M
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-251K- 97.75% |
$13.9M - $14.9M
|
5.78K
$364K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-276K- 100.0% |
$15.3M - $16.5M
|
2
$126
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-281K- 99.39% |
$15.6M - $16.8M
|
1.73K
$109K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-993K- 69.8% |
$55.1M - $59.2M
|
429K
$27M
|