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 |
|---|---|---|---|---|---|---|---|
|
Mar 05, 2024
Q4 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
11.2K+ 99.2% |
$595K - $681K
|
22.5K
$1.47M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11K+ 10.44% |
$584K - $668K
|
117K
$7.59M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
10.5K+ 6.53% |
$556K - $636K
|
171K
$11.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
10.2K+ 270.16% |
$539K - $617K
|
13.9K
$907K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
9.42KNew |
$499K - $571K
|
9.42K
$613K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
9.39K+ 53.02% |
$497K - $569K
|
27.1K
$1.76M
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
9.36K+ 1.3% |
$496K - $567K
|
730K
$47.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
9.02K+ 14.55% |
$478K - $547K
|
71K
$4.62M
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
8.98K+ 7.56% |
$476K - $544K
|
128K
$8.32M
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
8.94K+ 1.11% |
$474K - $542K
|
812K
$52.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.92KNew |
$472K - $541K
|
8.92K
$580K
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
BUY
|
- |
8.83K+ 16.04% |
$468K - $535K
|
63.9K
$4.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
8.54KNew |
$452K - $517K
|
8.54K
$555K
|
|
|
Jan 23, 2024
Q4 2023
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
8.26KNew |
$437K - $500K
|
8.26K
$537K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
7.86K+ 2.74% |
$417K - $477K
|
295K
$19.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
7.75KNew |
$411K - $470K
|
7.75K
$504K
|
|
|
Feb 02, 2024
Q4 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
7.46K+ 2.4% |
$395K - $452K
|
318K
$20.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
7.36KNew |
$390K - $446K
|
7.36K
$479K
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
7.26KNew |
$385K - $440K
|
7.26K
$472K
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
7.23KNew |
$383K - $438K
|
7.23K
$470K
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
6.87KNew |
$364K - $416K
|
6.87K
$447K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.8K+ 160.36% |
$360K - $412K
|
11K
$718K
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
6.79K+ 101.46% |
$360K - $412K
|
13.5K
$877K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
6.78KNew |
$359K - $411K
|
6.78K
$441K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.32K+ 24.05% |
$335K - $383K
|
32.6K
$2.12M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.21K+ 2.66% |
$329K - $376K
|
240K
$15.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.18KNew |
$327K - $375K
|
6.18K
$402K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
5.91K+ 4.07% |
$313K - $358K
|
151K
$9.84M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
5.87K+ 110.07% |
$311K - $356K
|
11.2K
$728K
|
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
5.81K+ 2.26% |
$308K - $352K
|
262K
$17.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.7K+ 2.51% |
$302K - $345K
|
232K
$15.1M
|
|
|
Sep 25, 2024
Q4 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
5.69K+ 3.43% |
$301K - $345K
|
171K
$11.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.67K+ 50.77% |
$301K - $344K
|
16.8K
$1.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
5.55KNew |
$294K - $337K
|
5.55K
$361K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.32KNew |
$282K - $323K
|
5.32K
$346K
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
5.07KNew |
$269K - $307K
|
5.07K
$330K
|
|
|
Oct 15, 2024
Q4 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
4.99K+ 7.65% |
$264K - $302K
|
70.2K
$4.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
4.84KNew |
$256K - $293K
|
4.84K
$315K
|
|
|
Feb 09, 2024
Q4 2023
|
Bayshore Asset Management, LLC
|
BUY
|
- |
4.82K+ 9.62% |
$255K - $292K
|
54.9K
$3.57M
|
|
|
Jan 18, 2024
Q4 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
4.7K+ 35.8% |
$249K - $285K
|
17.8K
$1.16M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.65KNew |
$246K - $282K
|
4.65K
$302K
|
|
|
Feb 14, 2024
Q4 2023
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
4.6KNew |
$244K - $279K
|
4.6K
$299K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.55KNew |
$241K - $276K
|
4.55K
$296K
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
4.53K+ 3.54% |
$240K - $275K
|
133K
$8.63M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4.43KNew |
$234K - $268K
|
4.43K
$288K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
4.28K+ 37.14% |
$227K - $259K
|
15.8K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
4.22KNew |
$224K - $256K
|
4.22K
$275K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.08KNew |
$216K - $247K
|
4.08K
$265K
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
3.98K+ 48.62% |
$211K - $241K
|
12.2K
$791K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.95K+ 11.09% |
$209K - $239K
|
39.6K
$2.57M
|