Purchases and Sales Made in Q4 2023 in American Centy ETF Tr Avantis (AVDE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.95MNew |
$103M - $118M
|
1.95M
$127M
|
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.65MNew |
$87.5M - $100M
|
1.65M
$107M
|
|
|
Jun 24, 2024
Q4 2023
|
Oak Root LLC
Santa Barbara, CA |
BUY
|
- |
1.54MNew |
$81.4M - $93.1M
|
1.54M
$100M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
563K+ 28912.64% |
$29.8M - $34.1M
|
565K
$36.7M
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
316KNew |
$16.8M - $19.2M
|
316K
$20.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
273K+ 7.75% |
$14.5M - $16.5M
|
3.79M
$247M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
227K+ 377.21% |
$12M - $13.8M
|
287K
$18.7M
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
204KNew |
$10.8M - $12.4M
|
204K
$13.3M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
189K+ 901.62% |
$10M - $11.5M
|
210K
$13.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
173K+ 60.85% |
$9.17M - $10.5M
|
457K
$29.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
153K+ 827.45% |
$8.11M - $9.27M
|
171K
$11.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
150KNew |
$7.97M - $9.12M
|
150K
$9.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
137K+ 21.55% |
$7.27M - $8.32M
|
774K
$50.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
126K+ 55.05% |
$6.66M - $7.62M
|
354K
$23M
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
123K+ 82.51% |
$6.53M - $7.47M
|
273K
$17.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
BUY
|
- |
118K+ 7.64% |
$6.27M - $7.18M
|
1.67M
$109M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
104K+ 33.45% |
$5.5M - $6.29M
|
414K
$26.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
99.8KNew |
$5.29M - $6.05M
|
99.8K
$6.49M
|
|
|
Jan 09, 2024
Q4 2023
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
95.1KNew |
$5.04M - $5.76M
|
95.1K
$6.18M
|
|
|
Feb 02, 2024
Q4 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
89.8KNew |
$4.76M - $5.44M
|
89.8K
$5.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
89.6KNew |
$4.75M - $5.43M
|
89.6K
$5.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
86K+ 12.7% |
$4.56M - $5.21M
|
763K
$49.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
85.2K+ 350.62% |
$4.51M - $5.17M
|
110K
$7.12M
|
|
|
Jan 31, 2024
Q4 2023
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
84.4KNew |
$4.47M - $5.12M
|
84.4K
$5.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
81.4K+ 72.15% |
$4.31M - $4.93M
|
194K
$12.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
77K+ 9.21% |
$4.08M - $4.67M
|
913K
$59.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
75.9K+ 1207.89% |
$4.02M - $4.6M
|
82.2K
$5.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
73.2K+ 7.91% |
$3.88M - $4.44M
|
998K
$64.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
69.3K+ 22.16% |
$3.67M - $4.2M
|
382K
$24.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
67.9K+ 141.63% |
$3.6M - $4.12M
|
116K
$7.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
67.8KNew |
$3.59M - $4.11M
|
67.8K
$4.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
66.2K+ 35.19% |
$3.51M - $4.01M
|
254K
$16.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
63.6K+ 19.51% |
$3.37M - $3.85M
|
390K
$25.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
63.3K+ 10.19% |
$3.35M - $3.84M
|
684K
$44.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
62K+ 61.24% |
$3.29M - $3.76M
|
163K
$10.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
60.8K+ 22.34% |
$3.22M - $3.69M
|
333K
$21.7M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
57.7K+ 2.5% |
$3.05M - $3.5M
|
2.37M
$154M
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
57.4K+ 6.61% |
$3.04M - $3.48M
|
926K
$60.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
56.8K+ 129.24% |
$3.01M - $3.44M
|
101K
$6.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
52.9K+ 11.63% |
$2.8M - $3.21M
|
508K
$33.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
52.6K+ 17.65% |
$2.78M - $3.19M
|
350K
$22.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
52.5KNew |
$2.78M - $3.18M
|
52.5K
$3.41M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
48.1K+ 91.76% |
$2.55M - $2.91M
|
100K
$6.54M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
47.9K+ 477.81% |
$2.54M - $2.91M
|
58K
$3.77M
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
46.5K+ 51.08% |
$2.47M - $2.82M
|
138K
$8.95M
|
|
|
Jan 12, 2024
Q4 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
46.3K+ 24.56% |
$2.45M - $2.81M
|
235K
$15.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
46.1K+ 62.16% |
$2.44M - $2.8M
|
120K
$7.83M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
45.1KNew |
$2.39M - $2.73M
|
45.1K
$2.93M
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
45KNew |
$2.38M - $2.73M
|
45K
$2.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
43.9KNew |
$2.33M - $2.66M
|
43.9K
$2.86M
|