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 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.73KNew |
$198K - $226K
|
3.73K
$243K
|
|
|
Jan 17, 2024
Q4 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3.68K+ 10.72% |
$195K - $223K
|
38K
$2.47M
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
3.66K+ 28.63% |
$194K - $222K
|
16.4K
$1.07M
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
3.41K+ 20.2% |
$181K - $207K
|
20.3K
$1.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.37KNew |
$178K - $204K
|
3.37K
$219K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.24K+ 4.8% |
$172K - $196K
|
70.7K
$4.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
3.1K+ 7.52% |
$164K - $188K
|
44.3K
$2.88M
|
|
|
Jan 26, 2024
Q4 2023
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
2.97K+ 1.02% |
$157K - $180K
|
293K
$19.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2.82K+ 5.17% |
$149K - $171K
|
57.3K
$3.73M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.7KNew |
$143K - $164K
|
2.7K
$176K
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
2.6KNew |
$138K - $158K
|
2.6K
$169K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
2.39K+ 1.61% |
$127K - $145K
|
151K
$9.83M
|
|
|
Feb 08, 2024
Q4 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
2.31K+ 6.7% |
$122K - $140K
|
36.8K
$2.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.22K+ 8.56% |
$118K - $135K
|
28.2K
$1.84M
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
BUY
|
- |
2.14K+ 3.7% |
$114K - $130K
|
60K
$3.91M
|
|
|
Jan 25, 2024
Q4 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
2.07K+ 8.5% |
$110K - $126K
|
26.4K
$1.72M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2K+ 500.0% |
$106K - $121K
|
2.4K
$156K
|
|
|
Feb 12, 2024
Q4 2023
|
Esl Trust Services, LLC
|
BUY
|
- |
1.86K+ 0.29% |
$98.6K - $113K
|
638K
$41.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.86K+ 2.16% |
$98.3K - $113K
|
87.8K
$5.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.67K+ 24.36% |
$88.6K - $101K
|
8.54K
$556K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1.43K+ 22.07% |
$75.5K - $86.4K
|
7.88K
$513K
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.32K+ 11.81% |
$70.1K - $80.3K
|
12.5K
$816K
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.27K+ 2.24% |
$67.3K - $77K
|
58K
$3.77M
|
|
|
Jan 11, 2024
Q4 2023
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
1.19K+ 1.31% |
$62.8K - $71.8K
|
91.4K
$5.95M
|
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
1.07K+ 16.32% |
$56.9K - $65.1K
|
7.66K
$498K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.06KNew |
$56.2K - $64.3K
|
1.06K
$69K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.02K+ 12.59% |
$54.1K - $62K
|
9.14K
$595K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
876New |
$46.4K - $53.1K
|
876
$57K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
833+ 1.28% |
$44.1K - $50.5K
|
65.8K
$4.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
782+ 8.37% |
$41.4K - $47.4K
|
10.1K
$659K
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
724+ 4.46% |
$38.4K - $43.9K
|
17K
$1.1M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
700New |
$37.1K - $42.4K
|
700
$45.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
648+ 0.64% |
$34.3K - $39.3K
|
101K
$6.59M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
610+ 30500.0% |
$32.3K - $37K
|
612
$39.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Iam Advisory, LLC
|
BUY
|
- |
567+ 5.66% |
$30K - $34.4K
|
10.6K
$688K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
562+ 14.44% |
$29.8K - $34.1K
|
4.46K
$290K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
558+ 2.52% |
$29.6K - $33.8K
|
22.7K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
555New |
$29.4K - $33.6K
|
555
$36.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
477+ 1.82% |
$25.3K - $28.9K
|
26.7K
$1.74M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
367New |
$19.4K - $22.2K
|
367
$23.9K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
344+ 7.56% |
$18.2K - $20.9K
|
4.9K
$319K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
342+ 6.08% |
$18.1K - $20.7K
|
5.96K
$388K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
327+ 0.25% |
$17.3K - $19.8K
|
132K
$8.57M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
275New |
$14.6K - $16.7K
|
275
$17.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
262+ 1.94% |
$13.9K - $15.9K
|
13.8K
$895K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
250New |
$13.2K - $15.2K
|
250
$16.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
230+ 1.03% |
$12.2K - $13.9K
|
22.6K
$1.47M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
226+ 0.5% |
$12K - $13.7K
|
45.5K
$2.96M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
187+ 0.8% |
$9.91K - $11.3K
|
23.6K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
160New |
$8.48K - $9.7K
|
160
$10.4K
|