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
|
Ubs Group Ag
|
SELL
|
- |
-2.99K- 21.01% |
$162K - $187K
|
11.2K
$766K
|
|
|
Jan 09, 2024
Q4 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-3.14K- 12.07% |
$171K - $197K
|
22.9K
$1.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-3.47K- 9.83% |
$189K - $218K
|
31.8K
$2.17M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-4.05K- 2.02% |
$220K - $254K
|
197K
$13.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-4.2K- 25.51% |
$228K - $263K
|
12.3K
$836K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.71K- 16.83% |
$256K - $295K
|
23.3K
$1.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-4.8K- 52.17% |
$261K - $301K
|
4.4K
$300K
|
|
|
Jan 29, 2024
Q4 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.2K- 41.75% |
$337K - $389K
|
8.65K
$590K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.5K- 4.63% |
$408K - $471K
|
154K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-8.24K- 4.57% |
$448K - $517K
|
172K
$11.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-8.84K- 30.01% |
$480K - $554K
|
20.6K
$1.41M
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-9.99K- 24.34% |
$543K - $626K
|
31K
$2.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-12.6K- 18.35% |
$687K - $792K
|
56.2K
$3.83M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-13.5K- 52.48% |
$733K - $846K
|
12.2K
$833K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-13.9K- 15.16% |
$757K - $874K
|
78K
$5.31M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-14.7K- 15.78% |
$798K - $921K
|
78.4K
$5.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-15.2K- 36.59% |
$826K - $953K
|
26.4K
$1.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-17.3K- 22.18% |
$938K - $1.08M
|
60.6K
$4.13M
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-22.4K- 25.68% |
$1.22M - $1.41M
|
64.9K
$4.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-22.5K- 25.21% |
$1.22M - $1.41M
|
66.6K
$4.54M
|
|
|
Jan 25, 2024
Q4 2023
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-31.1K- 10.46% |
$1.69M - $1.95M
|
266K
$18.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-32.5K- 45.62% |
$1.77M - $2.04M
|
38.7K
$2.64M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-34.8K- 15.43% |
$1.89M - $2.18M
|
191K
$13M
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-36.9K- 7.66% |
$2M - $2.31M
|
444K
$30.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-38.9K- 24.33% |
$2.11M - $2.44M
|
121K
$8.24M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-39.1K- 6.82% |
$2.12M - $2.45M
|
534K
$36.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-40.2K- 17.89% |
$2.18M - $2.52M
|
185K
$12.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-45.7K- 66.13% |
$2.48M - $2.86M
|
23.4K
$1.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-55.3K- 8.15% |
$3.01M - $3.47M
|
624K
$42.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-72.7K- 25.18% |
$3.95M - $4.56M
|
216K
$14.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-80.3K- 5.16% |
$4.36M - $5.03M
|
1.47M
$100M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-185K- 58.55% |
$10.1M - $11.6M
|
131K
$8.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.59M- 99.51% |
$86.3M - $99.5M
|
7.84K
$534K
|