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 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
23.8KNew |
$1.29M - $1.49M
|
23.8K
$1.61M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
23.6K+ 5.14% |
$1.28M - $1.48M
|
482K
$32.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Unison Advisors LLC
|
BUY
|
- |
22.6K+ 1.28% |
$1.23M - $1.42M
|
1.79M
$121M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
19.1K+ 12.17% |
$1.04M - $1.2M
|
176K
$11.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
19K+ 39.33% |
$1.03M - $1.19M
|
67.4K
$4.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
18.9KNew |
$1.03M - $1.19M
|
18.9K
$1.28M
|
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
18.8K+ 14.83% |
$1.02M - $1.18M
|
146K
$9.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.8K+ 76.2% |
$1.02M - $1.18M
|
43.4K
$2.93M
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
BUY
|
- |
18K+ 10.4% |
$976K - $1.13M
|
191K
$12.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
17.8K+ 6.45% |
$966K - $1.11M
|
293K
$19.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
BUY
|
- |
17.7K+ 17.98% |
$963K - $1.11M
|
116K
$7.85M
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
17.2K+ 3.01% |
$933K - $1.08M
|
588K
$39.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
16.3K+ 4.21% |
$888K - $1.02M
|
404K
$27.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
16.3K+ 4.47% |
$886K - $1.02M
|
381K
$25.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
15.7KNew |
$854K - $985K
|
15.7K
$1.06M
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
15.5K+ 22.4% |
$843K - $972K
|
84.7K
$5.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.5K+ 34.53% |
$842K - $972K
|
60.4K
$4.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.4K+ 109.68% |
$839K - $968K
|
29.5K
$1.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
15.4KNew |
$837K - $965K
|
15.4K
$1.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
14.2K+ 13.68% |
$772K - $891K
|
118K
$7.98M
|
|
|
Jan 29, 2024
Q4 2023
|
Libra Wealth LLC
|
BUY
|
- |
12.2K+ 31.2% |
$663K - $765K
|
51.3K
$3.46M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
12.2K+ 3.46% |
$662K - $764K
|
364K
$24.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
11.4KNew |
$621K - $716K
|
11.4K
$771K
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
11KNew |
$595K - $687K
|
11K
$740K
|
|
|
Mar 05, 2024
Q4 2023
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
10.9KNew |
$594K - $685K
|
10.9K
$738K
|
|
|
Feb 06, 2024
Q4 2023
|
Claris Advisors, LLC
|
BUY
|
- |
10.9KNew |
$592K - $684K
|
10.9K
$736K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
10.8K+ 5.18% |
$589K - $679K
|
220K
$14.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Divergent Planning, LLC
|
BUY
|
- |
10.6K+ 2.61% |
$576K - $664K
|
416K
$28.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
10.5K+ 28.27% |
$570K - $657K
|
47.6K
$3.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
10.3K+ 7.64% |
$562K - $649K
|
146K
$9.84M
|
|
|
Jan 12, 2024
Q4 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
10.2K+ 6.77% |
$552K - $637K
|
160K
$10.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
10.1K+ 3.35% |
$549K - $634K
|
312K
$21.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
9.88K+ 24.33% |
$537K - $620K
|
50.5K
$3.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
9.86K+ 55.62% |
$536K - $618K
|
27.6K
$1.86M
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
9.73K+ 7.33% |
$529K - $610K
|
142K
$9.62M
|
|
|
Feb 08, 2024
Q4 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
9.59K+ 5.3% |
$521K - $601K
|
190K
$12.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
9.45K+ 8.0% |
$514K - $593K
|
128K
$8.62M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
8.61KNew |
$468K - $540K
|
8.61K
$582K
|
|
|
Jan 17, 2024
Q4 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
8.52K+ 32.79% |
$463K - $534K
|
34.5K
$2.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
8.29K+ 22.3% |
$451K - $520K
|
45.5K
$3.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.79KNew |
$423K - $489K
|
7.79K
$526K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.67K+ 34.81% |
$417K - $481K
|
29.7K
$2M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.48K+ 9.96% |
$406K - $469K
|
82.6K
$5.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
7.08K+ 80.68% |
$385K - $444K
|
15.9K
$1.07M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.97K+ 38.61% |
$379K - $437K
|
25K
$1.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
6.91K+ 8.75% |
$375K - $433K
|
85.8K
$5.79M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
6.56KNew |
$356K - $411K
|
6.56K
$443K
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
6.52KNew |
$354K - $409K
|
6.52K
$440K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.52K+ 1.03% |
$354K - $409K
|
638K
$43.1M
|
|
|
Feb 01, 2024
Q4 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
6.52K+ 25.6% |
$354K - $409K
|
32K
$2.16M
|