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 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.65K- 13.4% |
$140K - $161K
|
17.1K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-2.73K- 2.41% |
$145K - $165K
|
111K
$7.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-2.88K- 2.79% |
$153K - $175K
|
100K
$6.52M
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-3.02K- 5.23% |
$160K - $183K
|
54.6K
$3.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-3.43K- 2.55% |
$182K - $208K
|
131K
$8.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.77K- 4.55% |
$200K - $229K
|
79.2K
$5.15M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-4.57K- 1.04% |
$242K - $277K
|
436K
$28.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.25K- 13.78% |
$278K - $318K
|
32.8K
$2.13M
|
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-5.33K- 21.83% |
$282K - $323K
|
19.1K
$1.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Awm Capital, LLC
|
SELL
|
- |
-5.38K- 2.59% |
$285K - $326K
|
202K
$13.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-6.04K- 5.76% |
$320K - $366K
|
98.8K
$6.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-6.86K- 5.93% |
$363K - $416K
|
109K
$7.08M
|
|
|
Jun 10, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-8.36K- 59.68% |
$443K - $507K
|
5.65K
$368K
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-8.54K- 3.04% |
$452K - $518K
|
272K
$17.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-9.12K- 31.33% |
$483K - $553K
|
20K
$1.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-17.6K- 78.2% |
$933K - $1.07M
|
4.91K
$320K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-23.4K- 10.89% |
$1.24M - $1.42M
|
191K
$12.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-27.5K- 59.53% |
$1.46M - $1.67M
|
18.7K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-27.8K- 12.31% |
$1.48M - $1.69M
|
198K
$12.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-31.3K- 4.66% |
$1.66M - $1.9M
|
640K
$41.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-34.7K- 5.35% |
$1.84M - $2.1M
|
613K
$39.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-88.9K- 39.32% |
$4.71M - $5.39M
|
137K
$8.93M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-189K- 27.14% |
$10M - $11.5M
|
508K
$33.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-195K- 15.02% |
$10.3M - $11.8M
|
1.1M
$71.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-239K- 30.2% |
$12.7M - $14.5M
|
553K
$36M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-277K- 64.59% |
$14.7M - $16.8M
|
152K
$9.89M
|