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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Echo Wealth Management, LLC
|
BUY
|
- |
41.6K+ 61.39% |
$2.2M - $2.52M
|
109K
$7.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
40.6K+ 53.62% |
$2.15M - $2.46M
|
116K
$7.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
40.6K+ 913.87% |
$2.15M - $2.46M
|
45K
$2.93M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
39.8K+ 38.19% |
$2.11M - $2.41M
|
144K
$9.37M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
39.2KNew |
$2.08M - $2.38M
|
39.2K
$2.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
37.9K+ 113.41% |
$2.01M - $2.3M
|
71.3K
$4.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
34.7K+ 37.37% |
$1.84M - $2.1M
|
128K
$8.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
BUY
|
- |
32KNew |
$1.7M - $1.94M
|
32K
$2.08M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
30.4K+ 13.73% |
$1.61M - $1.84M
|
252K
$16.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
29.4KNew |
$1.56M - $1.78M
|
29.4K
$1.91M
|
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
28.5K+ 11.85% |
$1.51M - $1.73M
|
269K
$17.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Brown Financial Advisory
|
BUY
|
- |
28.1KNew |
$1.49M - $1.7M
|
28.1K
$1.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
27K+ 9.36% |
$1.43M - $1.64M
|
316K
$20.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
26.7KNew |
$1.41M - $1.62M
|
26.7K
$1.74M
|
|
|
Feb 01, 2024
Q4 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
25.8K+ 20.92% |
$1.37M - $1.56M
|
149K
$9.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
25.7K+ 23.25% |
$1.36M - $1.56M
|
136K
$8.88M
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
24.7KNew |
$1.31M - $1.5M
|
24.7K
$1.61M
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
23.6K+ 19.31% |
$1.25M - $1.43M
|
146K
$9.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
23.2K+ 10.53% |
$1.23M - $1.4M
|
243K
$15.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
23KNew |
$1.22M - $1.4M
|
23K
$1.5M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
22.9K+ 115.34% |
$1.21M - $1.39M
|
42.7K
$2.78M
|
|
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
22.8K+ 10.07% |
$1.21M - $1.38M
|
250K
$16.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
BUY
|
- |
22.1KNew |
$1.17M - $1.34M
|
22.1K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
21.6KNew |
$1.15M - $1.31M
|
21.6K
$1.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
21.2K+ 10.36% |
$1.12M - $1.29M
|
226K
$14.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
21.2K+ 8.22% |
$1.12M - $1.28M
|
279K
$18.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
21.2K+ 1.15% |
$1.12M - $1.28M
|
1.86M
$121M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
20.4K+ 49.36% |
$1.08M - $1.24M
|
61.8K
$4.02M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
19.4K+ 4.59% |
$1.03M - $1.17M
|
442K
$28.7M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
19KNew |
$1.01M - $1.15M
|
19K
$1.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
19KNew |
$1M - $1.15M
|
19K
$1.23M
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
18.2KNew |
$963K - $1.1M
|
18.2K
$1.18M
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
17.4K+ 131.25% |
$924K - $1.06M
|
30.7K
$2M
|
|
|
Jan 09, 2024
Q4 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
16.8K+ 46.23% |
$889K - $1.02M
|
53.1K
$3.45M
|
|
|
Jan 25, 2024
Q4 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
16K+ 18.87% |
$846K - $968K
|
101K
$6.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
15.5K+ 144.31% |
$820K - $938K
|
26.2K
$1.7M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
15.2K+ 3.92% |
$807K - $923K
|
404K
$26.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
15.1K+ 6.17% |
$802K - $917K
|
260K
$16.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
13.6K+ 8.26% |
$723K - $827K
|
179K
$11.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
13.5K+ 28.82% |
$717K - $820K
|
60.5K
$3.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
13.1K+ 1.99% |
$692K - $792K
|
671K
$43.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
12.7K+ 186.61% |
$670K - $767K
|
19.4K
$1.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
12.6K+ 1.37% |
$670K - $766K
|
938K
$61M
|
|
|
Jan 17, 2024
Q4 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
12.6K+ 3.86% |
$668K - $764K
|
339K
$22M
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
12.5K+ 2.37% |
$660K - $755K
|
538K
$35M
|
|
|
Feb 26, 2024
Q4 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
12.1K+ 8.81% |
$641K - $733K
|
149K
$9.72M
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
12K+ 2.05% |
$633K - $725K
|
594K
$38.6M
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
11.9KNew |
$632K - $723K
|
11.9K
$776K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
11.4K+ 16.71% |
$603K - $690K
|
79.4K
$5.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
11.3K+ 11.69% |
$600K - $687K
|
108K
$7.04M
|