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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
6.17KNew |
$335K - $387K
|
6.17K
$421K
|
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
6.09K+ 5.02% |
$331K - $382K
|
128K
$8.69M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
5.62K+ 68.03% |
$306K - $353K
|
13.9K
$947K
|
|
|
Feb 09, 2024
Q4 2023
|
Bayshore Asset Management, LLC
|
BUY
|
- |
5.6K+ 6.77% |
$304K - $351K
|
88.3K
$6.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
5.36K+ 19.96% |
$291K - $336K
|
32.2K
$2.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
5.17K+ 3.07% |
$281K - $324K
|
174K
$11.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.02KNew |
$273K - $315K
|
5.02K
$342K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5.01K+ 86.04% |
$272K - $314K
|
10.8K
$738K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
4.87K+ 4.75% |
$265K - $306K
|
107K
$7.32M
|
|
|
Feb 07, 2024
Q4 2023
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
4.8KNew |
$261K - $301K
|
4.8K
$327K
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
4.7K+ 9.44% |
$255K - $295K
|
54.5K
$3.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.6K+ 56.05% |
$250K - $288K
|
12.8K
$872K
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.55KNew |
$247K - $285K
|
4.55K
$310K
|
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
4.5KNew |
$245K - $282K
|
4.5K
$307K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
4.36K+ 0.99% |
$237K - $273K
|
446K
$30.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
4.11KNew |
$223K - $258K
|
4.11K
$280K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
4.07KNew |
$221K - $255K
|
4.07K
$277K
|
|
|
Jan 18, 2024
Q4 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
4.06K+ 36.78% |
$220K - $254K
|
15.1K
$1.03M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.05K+ 5.99% |
$220K - $254K
|
71.7K
$4.88M
|
|
|
Feb 06, 2024
Q4 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
3.89KNew |
$211K - $244K
|
3.89K
$265K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3.81KNew |
$207K - $239K
|
3.81K
$260K
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
3.7KNew |
$201K - $232K
|
3.7K
$252K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.58KNew |
$195K - $225K
|
3.58K
$244K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
3.57K+ 3.36% |
$194K - $224K
|
110K
$7.48M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
3.53K+ 7.59% |
$192K - $221K
|
50K
$3.41M
|
|
|
Jan 05, 2024
Q4 2023
|
Selective Wealth Management, Inc.
|
BUY
|
- |
3.48KNew |
$189K - $218K
|
3.48K
$237K
|
|
|
Feb 13, 2024
Q4 2023
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
3.46K+ 2.07% |
$188K - $217K
|
171K
$11.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.33K+ 8.17% |
$181K - $209K
|
44.1K
$3M
|
|
|
Jan 24, 2024
Q4 2023
|
Brickley Wealth Management
|
BUY
|
- |
3.18K+ 0.72% |
$173K - $200K
|
443K
$30.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
3.13K+ 1.78% |
$170K - $197K
|
179K
$12.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
2.99K+ 7.01% |
$163K - $188K
|
45.7K
$3.11M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.99K+ 4.42% |
$162K - $187K
|
70.6K
$4.81M
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2.95K+ 15.59% |
$160K - $185K
|
21.9K
$1.49M
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
2.86K+ 5.66% |
$155K - $179K
|
53.4K
$3.64M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.78K+ 2.68% |
$151K - $174K
|
106K
$7.26M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.74K+ 9.61% |
$149K - $172K
|
31.3K
$2.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.61K+ 9.37% |
$142K - $164K
|
30.5K
$2.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.61K+ 4.54% |
$142K - $163K
|
60K
$4.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.54K+ 3.74% |
$138K - $159K
|
70.4K
$4.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
2.54K+ 4.29% |
$138K - $159K
|
61.7K
$4.2M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.22K+ 7.74% |
$121K - $139K
|
30.9K
$2.11M
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.22K+ 31.99% |
$120K - $139K
|
9.15K
$624K
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.22K+ 31.99% |
$120K - $139K
|
9.15K
$624K
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
BUY
|
- |
2.21K+ 1.37% |
$120K - $139K
|
164K
$11.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
2.2K+ 3.27% |
$119K - $138K
|
69.3K
$4.72M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.13K+ 43.59% |
$116K - $134K
|
7.02K
$478K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.11K+ 7.39% |
$115K - $132K
|
30.7K
$2.09M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.05K+ 16.24% |
$111K - $128K
|
14.6K
$998K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.97K+ 3.56% |
$107K - $124K
|
57.3K
$3.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.97K+ 20.26% |
$107K - $123K
|
11.7K
$797K
|