Purchases and Sales Made in Q2 2023 in American Centy ETF Tr Avantis (AVDV)

AVDV Quotes by TradingView

This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDV) during Q2 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
Aug 11, 2023 Q2 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
95
+ 2.17%
$5.33K - $5.71K
4.47K $299K
Aug 10, 2023 Q2 2023
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
70
+ 2.04%
$3.92K - $4.21K
3.51K $235K
Aug 10, 2023 Q2 2023
Capital Performance Advisors LLP

BUY
 -
67
+ 0.24%
$3.76K - $4.03K
27.5K $1.84M
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
61
New
$3.42K - $3.67K
61 $4.08K
Jul 26, 2023 Q2 2023
Time Scale Financial, Inc.

BUY
 -
30
+ 600.0%
$1.68K - $1.8K
35 $2.34K
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
26
+ 0.3%
$1.46K - $1.56K
8.73K $584K
Aug 09, 2023 Q2 2023
Jones Financial Companies Lllp

BUY
 -
24
New
$1.35K - $1.44K
24 $1.61K
Aug 06, 2024 Q2 2023
Hantz Financial Services, Inc.

BUY
 -
19
+ 63.33%
$1.07K - $1.14K
49 $3.28K
Aug 02, 2023 Q2 2023
Jackson Thornton Asset Management, LLC

BUY
 -
12
+ 0.06%
$673 - $722
18.7K $1.25M
Aug 08, 2023 Q2 2023
Lee Financial CO

Dallas, TX
BUY
 -
5
New
$280 - $301
5 $335
Jul 25, 2023 Q2 2023
Fifth Third Bancorp

BUY
 -
4
New
$224 - $241
4 $268
Jul 20, 2023 Q2 2023
Acorn Financial Advisory Services Inc

BUY
 -
3
+ 0.02%
$168 - $180
14.8K $993K
Aug 15, 2023 Q2 2023
Parkside Financial Bank & Trust

BUY
 -
3
+ 0.21%
$168 - $180
1.42K $95K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jul 13, 2023 Q2 2023
Pinnacle Bancorp, Inc.

SELL
 -
-1
- 2.17%
$56.1 - $60.1
45 $3.01K
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-31
- 0.08%
$1.74K - $1.86K
39.3K $2.63M
Aug 07, 2023 Q2 2023
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-40
- 0.07%
$2.24K - $2.41K
58.8K $3.94M
Jul 31, 2023 Q2 2023
Mutual Advisors, LLC

Casper, WY
SELL
 -
-43
- 0.71%
$2.41K - $2.59K
6.02K $403K
Jul 17, 2023 Q2 2023
Tranquility Partners, LLC

SELL
 -
-87
- 1.24%
$4.88K - $5.23K
6.91K $463K
Jul 18, 2023 Q2 2023
Cutler Group LP

SELL
 -
-100
- 10.0%
$5.61K - $6.01K
900 $60.2K
Jul 20, 2023 Q2 2023
Pcg Wealth Advisors, LLC

SELL
 -
-116
- 2.91%
$6.5K - $6.98K
3.87K $259K
Aug 02, 2023 Q2 2023
Lauterbach Financial Advisors, LLC

SELL
 -
-142
- 1.3%
$7.96K - $8.54K
10.8K $724K
Jul 10, 2023 Q2 2023
Cva Family Office, LLC

SELL
 -
-144
- 0.41%
$8.07K - $8.66K
35.4K $2.37M
Aug 11, 2023 Q2 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-210
- 1.96%
$11.8K - $12.6K
10.5K $704K
Aug 21, 2023 Q2 2023
Asset Dedication, LLC

SELL
 -
-354
- 4.21%
$19.8K - $21.3K
8.05K $539K
Jul 18, 2023 Q2 2023
Gradient Capital Advisors, LLC

SELL
 -
-414
- 1.92%
$23.2K - $24.9K
21.1K $1.41M
Jul 12, 2023 Q2 2023
Henrickson Nauta Wealth Advisors, Inc.

Belmont, MI
SELL
 -
-418
- 0.28%
$23.4K - $25.1K
150K $10.1M
Aug 08, 2023 Q2 2023
Balboa Wealth Partners

Newport Beach, CA
SELL
 -
-432
- 7.82%
$24.2K - $26K
5.09K $341K
Aug 04, 2023 Q2 2023
Ever Source Wealth Advisors, LLC

SELL
 -
-447
- 1.17%
$25.1K - $26.9K
37.6K $2.52M
Jul 25, 2023 Q2 2023
Mraz, Amerine & Associates, Inc.

SELL
 -
-464
- 0.44%
$26K - $27.9K
105K $7.02M
Jul 13, 2023 Q2 2023
Soundmark Wealth Management, LLC

SELL
 -
-499
- 1.67%
$28K - $30K
29.3K $1.96M
Aug 08, 2023 Q2 2023
Ml & R Wealth Management LLC

SELL
 -
-549
- 1.3%
$30.8K - $33K
41.6K $2.78M
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
SELL
 -
-588
- 1.15%
$33K - $35.4K
50.6K $3.39M
Aug 14, 2023 Q2 2023
Cardiff Park Advisors, LLC

San Marcos, CA
SELL
 -
-668
- 0.84%
$37.5K - $40.2K
78.7K $5.26M
Jul 18, 2023 Q2 2023
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-990
- 1.88%
$55.5K - $59.5K
51.7K $3.46M
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

SELL
 -
-1.04K
- 11.18%
$58.2K - $62.4K
8.25K $552K
Jul 10, 2023 Q2 2023
Versant Capital Management, Inc

SELL
 -
-1.23K
- 2.32%
$68.9K - $73.9K
51.8K $3.46M
Jul 21, 2023 Q2 2023
Goldstein Advisors, LLC

Madison, WI
SELL
 -
-1.25K
- 1.26%
$70.3K - $75.4K
98.3K $6.58M
Jul 26, 2023 Q2 2023
Beaird Harris Wealth Management, LLC

Dallas, TX
SELL
 -
-1.67K
- 0.48%
$93.4K - $100K
344K $23M
Jul 19, 2023 Q2 2023
Northland Capital Management LLC

SELL
 -
-1.78K
- 2.56%
$99.7K - $107K
67.7K $4.53M
Jul 26, 2023 Q2 2023
Root Financial Partners, LLC

Solana Beach, CA
SELL
 -
-1.8K
- 31.44%
$101K - $108K
3.92K $263K
Jul 28, 2023 Q2 2023
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-2.2K
- 5.87%
$123K - $132K
35.2K $2.36M
Aug 03, 2023 Q2 2023
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-2.36K
- 4.65%
$132K - $142K
48.3K $3.23M
Aug 10, 2023 Q2 2023
Index Fund Advisors, Inc.

SELL
 -
-3.26K
- 47.7%
$183K - $196K
3.57K $239K
Jul 20, 2023 Q2 2023
Intelligent Financial Strategies

Excelsior, MN
SELL
 -
-3.89K
- 33.48%
$218K - $234K
7.73K $518K
Jul 21, 2023 Q2 2023
Wealth Enhancement Advisory Services, LLC

SELL
 -
-4.12K
- 33.97%
$231K - $248K
8.01K $536K
Jul 25, 2023 Q2 2023
Umb Bank, N.A.

SELL
 -
-5.05K
- 13.28%
$283K - $303K
33K $2.21M
Aug 14, 2024 Q2 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
SELL
 -
-5.16K
- 5.1%
$289K - $310K
96K $6.43M
Aug 11, 2023 Q2 2023
Worth Pointe, LLC

La Jolla, CA
SELL
 -
-5.43K
- 25.17%
$304K - $327K
16.1K $1.08M

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