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 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
47New |
$2.55K - $2.95K
|
47
$3.17K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
46New |
$2.5K - $2.88K
|
46
$3.11K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
31+ 0.5% |
$1.68K - $1.94K
|
6.25K
$422K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
25New |
$1.36K - $1.57K
|
25
$1.69K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
4New |
$217 - $251
|
4
$270
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4+ 0.26% |
$217 - $251
|
1.54K
$104K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
4New |
$217 - $251
|
4
$270
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2New |
$109 - $125
|
2
$135
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 1.72% |
$54.3 - $62.7
|
59
$3.98K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-3- 0.13% |
$163 - $188
|
2.37K
$160K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4- 2.41% |
$217 - $251
|
162
$10.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4- 0.08% |
$217 - $251
|
5.13K
$346K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-7- 0.04% |
$380 - $439
|
19.6K
$1.32M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-12- 0.05% |
$652 - $752
|
23.6K
$1.59M
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-89- 2.27% |
$4.84K - $5.58K
|
3.83K
$259K
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-90- 1.32% |
$4.89K - $5.64K
|
6.74K
$455K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-96- 0.52% |
$5.22K - $6.02K
|
18.5K
$1.25M
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-98- 0.04% |
$5.33K - $6.14K
|
276K
$18.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-107- 0.69% |
$5.81K - $6.71K
|
15.4K
$1.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-130- 0.64% |
$7.06K - $8.15K
|
20.1K
$1.36M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-130- 2.49% |
$7.06K - $8.15K
|
5.1K
$344K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-165- 0.53% |
$8.97K - $10.3K
|
31.1K
$2.1M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-178- 21.68% |
$9.67K - $11.2K
|
643
$43.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
SELL
|
- |
-243- 5.28% |
$13.2K - $15.2K
|
4.36K
$294K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-283- 41.5% |
$15.4K - $17.7K
|
399
$26.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-339- 8.74% |
$18.4K - $21.3K
|
3.54K
$239K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-433- 2.48% |
$23.5K - $27.1K
|
17.1K
$1.15M
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-663- 9.17% |
$36K - $41.6K
|
6.56K
$443K
|
|
|
Jan 12, 2024
Q4 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-667- 2.35% |
$36.2K - $41.8K
|
27.7K
$1.87M
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-671- 6.12% |
$36.5K - $42.1K
|
10.3K
$695K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-677- 14.64% |
$36.8K - $42.4K
|
3.95K
$266K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-691- 6.84% |
$37.5K - $43.3K
|
9.41K
$635K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-711- 10.14% |
$38.6K - $44.6K
|
6.3K
$425K
|
|
|
Oct 15, 2024
Q4 2023
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-729- 5.24% |
$39.6K - $45.7K
|
13.2K
$891K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-911- 17.89% |
$49.5K - $57.1K
|
4.18K
$282K
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
SELL
|
- |
-926- 3.96% |
$50.3K - $58.1K
|
22.5K
$1.52M
|
|
|
Jan 31, 2024
Q4 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-958- 0.89% |
$52.1K - $60.1K
|
107K
$7.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-1.01K- 1.26% |
$54.9K - $63.4K
|
79.3K
$5.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.13K- 1.63% |
$61.5K - $71K
|
68.3K
$4.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.27K- 5.39% |
$69.1K - $79.8K
|
22.3K
$1.51M
|
|
|
Jan 26, 2024
Q4 2023
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-1.28K- 0.82% |
$69.8K - $80.5K
|
156K
$10.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-1.36K- 99.63% |
$74K - $85.3K
|
5
$338
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.43K- 9.68% |
$77.7K - $89.7K
|
13.3K
$901K
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.5K- 26.09% |
$81.5K - $94.1K
|
4.25K
$287K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.9K- 1.81% |
$103K - $119K
|
103K
$6.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.91K- 12.06% |
$104K - $120K
|
13.9K
$942K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.18K- 10.52% |
$118K - $137K
|
18.5K
$1.25M
|
|
|
Jan 17, 2024
Q4 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-2.65K- 2.42% |
$144K - $166K
|
107K
$7.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-2.69K- 2.64% |
$146K - $169K
|
99.4K
$6.71M
|