Purchases and Sales Made in Q4 2023 in American Centy ETF Tr Avantis (AVDV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDV) 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
|
Jones Financial Companies Lllp
|
BUY
|
- |
16.2M+ 633787.81% |
$881M - $1.02B
|
16.2M
$1.09B
|
|
|
Feb 13, 2024
Q4 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
2.32MNew |
$126M - $145M
|
2.32M
$156M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1M+ 136.55% |
$54.4M - $62.7M
|
1.73M
$117M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
842K+ 19.57% |
$45.7M - $52.8M
|
5.14M
$347M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
730K+ 12.07% |
$39.7M - $45.8M
|
6.78M
$458M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
568K+ 111.42% |
$30.9M - $35.6M
|
1.08M
$72.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
BUY
|
- |
443K+ 54.46% |
$24.1M - $27.8M
|
1.26M
$84.8M
|
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
429KNew |
$23.3M - $26.9M
|
429K
$29M
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
229KNew |
$12.4M - $14.4M
|
229K
$15.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
179KNew |
$9.71M - $11.2M
|
179K
$12.1M
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
117KNew |
$6.35M - $7.33M
|
117K
$7.89M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
99.9K+ 12.39% |
$5.43M - $6.26M
|
906K
$61.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
99.2KNew |
$5.39M - $6.22M
|
99.2K
$6.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
97.7K+ 12.03% |
$5.31M - $6.12M
|
910K
$61.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
94.6K+ 342.67% |
$5.14M - $5.93M
|
122K
$8.25M
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
85.1K+ 162.2% |
$4.63M - $5.34M
|
138K
$9.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
81.8KNew |
$4.44M - $5.13M
|
81.8K
$5.52M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
74.8K+ 10.37% |
$4.06M - $4.69M
|
796K
$53.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
72.1KNew |
$3.92M - $4.52M
|
72.1K
$4.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
72K+ 172.7% |
$3.91M - $4.51M
|
114K
$7.67M
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
71.6KNew |
$3.89M - $4.49M
|
71.6K
$4.83M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
69K+ 64.32% |
$3.75M - $4.33M
|
176K
$11.9M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
68.1KNew |
$3.7M - $4.27M
|
68.1K
$4.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
66KNew |
$3.59M - $4.14M
|
66K
$4.46M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
65.3K+ 37.38% |
$3.55M - $4.09M
|
240K
$16.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
64.4K+ 742.62% |
$3.5M - $4.04M
|
73.1K
$4.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
62.4KNew |
$3.39M - $3.92M
|
62.4K
$4.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
59.7K+ 319.25% |
$3.24M - $3.74M
|
78.4K
$5.29M
|
|
|
Aug 01, 2024
Q4 2023
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
59.5KNew |
$3.23M - $3.73M
|
59.5K
$4.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
58.3KNew |
$3.17M - $3.66M
|
58.3K
$3.94M
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
58.2KNew |
$3.16M - $3.65M
|
58.2K
$3.93M
|
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
55.8K+ 113.46% |
$3.03M - $3.5M
|
105K
$7.09M
|
|
|
Jan 09, 2024
Q4 2023
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
53.3KNew |
$2.89M - $3.34M
|
53.3K
$3.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
49.4KNew |
$2.68M - $3.1M
|
49.4K
$3.33M
|
|
|
Mar 20, 2024
Q4 2023
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
47.4KNew |
$2.58M - $2.97M
|
47.4K
$3.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
45.5KNew |
$2.47M - $2.85M
|
45.5K
$3.07M
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
44.9K+ 1291.46% |
$2.44M - $2.82M
|
48.4K
$3.27M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
44.9K+ 4.36% |
$2.44M - $2.82M
|
1.07M
$72.6M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
42.9K+ 35.22% |
$2.33M - $2.69M
|
165K
$11.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
42.1K+ 47.32% |
$2.29M - $2.64M
|
131K
$8.85M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
40.2KNew |
$2.18M - $2.52M
|
40.2K
$2.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
39.9K+ 8.11% |
$2.17M - $2.5M
|
533K
$36M
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
38.2K+ 11.23% |
$2.08M - $2.4M
|
379K
$25.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
36.4KNew |
$1.98M - $2.28M
|
36.4K
$2.46M
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
33.7KNew |
$1.83M - $2.12M
|
33.7K
$2.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
33.3K+ 4.36% |
$1.81M - $2.09M
|
796K
$53.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
31KNew |
$1.69M - $1.95M
|
31K
$2.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
29.6K+ 2.78% |
$1.61M - $1.86M
|
1.1M
$74M
|
|
|
Jan 22, 2024
Q4 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
26.7K+ 16.98% |
$1.45M - $1.68M
|
184K
$12.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
24.3K+ 11.15% |
$1.32M - $1.52M
|
242K
$16.4M
|