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
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
160New |
$8.48K - $9.7K
|
160
$10.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
134New |
$7.1K - $8.12K
|
134
$8.72K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
134New |
$7.1K - $8.12K
|
134
$8.72K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
126+ 0.87% |
$6.68K - $7.64K
|
14.6K
$947K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
100New |
$5.3K - $6.06K
|
100
$6.51K
|
|
|
Feb 05, 2024
Q4 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
79+ 0.11% |
$4.19K - $4.79K
|
75.2K
$4.89M
|
|
|
Feb 08, 2024
Q4 2023
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
69+ 1.22% |
$3.66K - $4.18K
|
5.74K
$373K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
68+ 0.95% |
$3.6K - $4.12K
|
7.21K
$469K
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
67+ 1.28% |
$3.55K - $4.06K
|
5.31K
$345K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
58+ 0.36% |
$3.07K - $3.52K
|
16.3K
$1.06M
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
55+ 5500.0% |
$2.91K - $3.33K
|
56
$3.64K
|
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
51+ 1.28% |
$2.7K - $3.09K
|
4.04K
$263K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
40+ 0.29% |
$2.12K - $2.42K
|
14K
$912K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
32New |
$1.7K - $1.94K
|
32
$2.08K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
13New |
$689 - $788
|
13
$846
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
9+ 0.07% |
$477 - $546
|
13.7K
$888K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
1New |
$53 - $60.6
|
1
$65.1
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.02% |
$265 - $303
|
28.1K
$1.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-48- 0.4% |
$2.54K - $2.91K
|
12K
$779K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-49- 0.19% |
$2.6K - $2.97K
|
25.9K
$1.68M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-52- 0.17% |
$2.75K - $3.15K
|
30.6K
$1.99M
|
|
|
Feb 06, 2024
Q4 2023
|
Capital Performance Advisors LLP
|
SELL
|
- |
-53- 0.59% |
$2.81K - $3.21K
|
8.91K
$580K
|
|
|
Jan 17, 2024
Q4 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-64- 0.12% |
$3.39K - $3.88K
|
54.2K
$3.52M
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-65- 0.01% |
$3.44K - $3.94K
|
624K
$40.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-83- 1.59% |
$4.4K - $5.03K
|
5.12K
$333K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-151Closed |
$8K - $9.15K
|
0
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-318- 0.26% |
$16.8K - $19.3K
|
124K
$8.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-338- 2.16% |
$17.9K - $20.5K
|
15.3K
$994K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
SELL
|
- |
-343- 0.5% |
$18.2K - $20.8K
|
68.7K
$4.47M
|
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-356- 6.09% |
$18.9K - $21.6K
|
5.49K
$357K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-360- 7.09% |
$19.1K - $21.8K
|
4.71K
$307K
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-463- 0.1% |
$24.5K - $28.1K
|
454K
$29.5M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-505- 1.79% |
$26.8K - $30.6K
|
27.7K
$1.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-506- 11.7% |
$26.8K - $30.7K
|
3.82K
$248K
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-615- 1.71% |
$32.6K - $37.3K
|
35.3K
$2.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-825- 3.8% |
$43.7K - $50K
|
20.9K
$1.36M
|
|
|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-878- 18.34% |
$46.5K - $53.2K
|
3.91K
$254K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.01K- 2.72% |
$53.7K - $61.4K
|
36.3K
$2.36M
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.06K- 2.52% |
$56.1K - $64.1K
|
41K
$2.67M
|
|
|
Jan 26, 2024
Q4 2023
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-1.11K- 1.98% |
$58.7K - $67.2K
|
54.9K
$3.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-1.34K- 2.08% |
$70.7K - $80.9K
|
62.8K
$4.09M
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-1.47K- 4.15% |
$77.6K - $88.8K
|
33.8K
$2.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.5K- 11.19% |
$79.6K - $91.1K
|
11.9K
$776K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.54K- 2.96% |
$81.8K - $93.6K
|
50.6K
$3.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.01K- 7.42% |
$106K - $122K
|
25K
$1.63M
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-2.22K- 0.94% |
$118K - $135K
|
235K
$15.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.26K- 11.99% |
$120K - $137K
|
16.6K
$1.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-2.41K- 10.5% |
$128K - $146K
|
20.6K
$1.34M
|