Purchases and Sales Made in Q1 2023 in American Centy ETF Tr Avantis (AVEM)

AVEM Quotes by TradingView

This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVEM) during Q1 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
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
705K
+ 53.95%
$35.4M - $39.6M
2.01M $122M
May 02, 2023 Q1 2023
Savant Capital, LLC

BUY
 -
553K
+ 6.19%
$27.8M - $31.1M
9.49M $577M
Apr 14, 2023 Q1 2023
Aprio Wealth Management, LLC

BUY
 -
519K
New
$26.1M - $29.1M
519K $31.5M
Apr 14, 2023 Q1 2023
Congress Wealth Management LLC

Boston, MA
BUY
 -
508K
+ 83.62%
$25.5M - $28.5M
1.12M $67.8M
Apr 27, 2023 Q1 2023
Annex Advisory Services, LLC

BUY
 -
314K
+ 31.55%
$15.8M - $17.6M
1.31M $79.6M
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
286K
+ 193.21%
$14.4M - $16.1M
434K $26.4M
May 12, 2023 Q1 2023
Wms Partners, LLC

BUY
 -
235K
+ 42.73%
$11.8M - $13.2M
784K $47.7M
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
184K
+ 36.93%
$9.25M - $10.3M
682K $41.5M
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
182K
+ 1528.8%
$9.14M - $10.2M
194K $11.8M
May 11, 2023 Q1 2023
American Century Companies Inc

Kansas City, MO
BUY
 -
157K
+ 11.84%
$7.91M - $8.84M
1.49M $90.3M
May 12, 2023 Q1 2023
Haverford Trust CO

Radnor, PA
BUY
 -
147K
+ 13.94%
$7.38M - $8.25M
1.2M $72.9M
May 12, 2023 Q1 2023
Old Mission Capital LLC

BUY
 -
137K
+ 131.08%
$6.91M - $7.72M
242K $14.7M
Apr 20, 2023 Q1 2023
Avestar Capital, LLC

BUY
 -
132K
New
$6.62M - $7.4M
132K $8M
May 15, 2023 Q1 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
124K
+ 19.88%
$6.24M - $6.98M
749K $45.5M
Apr 25, 2023 Q1 2023
Foundations Investment Advisors, LLC

BUY
 -
117K
New
$5.89M - $6.58M
117K $7.12M
May 04, 2023 Q1 2023
Cowa, LLC

Tulsa, OK
BUY
 -
104K
New
$5.23M - $5.85M
104K $6.33M
May 10, 2023 Q1 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
85.6K
+ 194.47%
$4.3M - $4.81M
130K $7.88M
Jul 20, 2023 Q1 2023
Rockwood Wealth Management, LLC

New Hope, PA
BUY
 -
80.4K
+ 31.55%
$4.04M - $4.52M
335K $20.4M
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
78.3K
+ 55.4%
$3.94M - $4.4M
220K $13.4M
Apr 18, 2023 Q1 2023
Park Avenue Securities LLC

BUY
 -
69.2K
+ 168.88%
$3.48M - $3.89M
110K $6.7M
May 04, 2023 Q1 2023
Vista Wealth Management Group, LLC

BUY
 -
59.2K
+ 11.07%
$2.97M - $3.32M
593K $36.1M
May 04, 2023 Q1 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
58.3K
New
$2.93M - $3.28M
58.3K $3.55M
Nov 06, 2024 Q1 2023
Concord Asset Management, Llc/Va

Abingdon, VA
BUY
 -
56.7K
+ 56.2%
$2.85M - $3.19M
158K $9.58M
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
55K
+ 217.48%
$2.76M - $3.09M
80.3K $4.88M
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
51.7K
+ 123.93%
$2.6M - $2.91M
93.5K $5.68M
May 04, 2023 Q1 2023
Larson Financial Group LLC

BUY
 -
41.8K
+ 8.92%
$2.1M - $2.35M
511K $31.1M
May 12, 2023 Q1 2023
Jrm Investment Counsel, LLC

BUY
 -
39.2K
New
$1.97M - $2.21M
39.2K $2.39M
May 15, 2023 Q1 2023
Wespac Advisors So Cal, LLC

BUY
 -
36.5K
New
$1.83M - $2.05M
36.5K $2.22M
May 09, 2023 Q1 2023
Armbruster Capital Management, Inc.

BUY
 -
33.7K
New
$1.69M - $1.89M
33.7K $2.05M
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
33.4K
New
$1.68M - $1.88M
33.4K $2.03M
Nov 14, 2024 Q1 2023
High Probability Advisors, LLC

Pittsford, NY
BUY
 -
31.4K
+ 12.26%
$1.58M - $1.77M
288K $17.5M
Apr 25, 2023 Q1 2023
Morton Brown Family Wealth, LLC

BUY
 -
31.2K
New
$1.57M - $1.75M
31.2K $1.9M
May 11, 2023 Q1 2023
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
30.7K
+ 11.58%
$1.54M - $1.73M
296K $18M
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
29.5K
+ 33.55%
$1.48M - $1.66M
117K $7.14M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
26.6K
+ 92.95%
$1.34M - $1.49M
55.2K $3.36M
Apr 11, 2023 Q1 2023
Pure Financial Advisors, LLC

BUY
 -
26K
+ 1.81%
$1.31M - $1.46M
1.46M $89M
May 12, 2023 Q1 2023
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
26K
+ 18.61%
$1.3M - $1.46M
165K $10.1M
May 01, 2023 Q1 2023
Jnba Financial Advisors

BUY
 -
24.2K
+ 8.57%
$1.22M - $1.36M
307K $18.7M
Apr 17, 2023 Q1 2023
Annapolis Financial Services, LLC

BUY
 -
18.9K
+ 67.78%
$952K - $1.06M
46.9K $2.85M
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
BUY
 -
18.7K
New
$939K - $1.05M
18.7K $1.14M
May 05, 2023 Q1 2023
Good Life Advisors, LLC

BUY
 -
18.4K
New
$927K - $1.04M
18.4K $1.12M
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
18.4K
New
$925K - $1.03M
18.4K $1.12M
Apr 18, 2023 Q1 2023
Wmg Financial Advisors, LLC

BUY
 -
18.1K
+ 130.18%
$908K - $1.01M
31.9K $1.94M
Apr 13, 2023 Q1 2023
Wj Interests, LLC

Sugar Land, TX
BUY
 -
17.9K
+ 8.15%
$902K - $1.01M
238K $14.5M
May 11, 2023 Q1 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
17.7K
+ 4.95%
$890K - $995K
375K $22.8M
May 02, 2023 Q1 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
17.7K
+ 76.53%
$888K - $993K
40.8K $2.48M
Apr 25, 2023 Q1 2023
Geneos Wealth Management Inc.

BUY
 -
17.6K
New
$884K - $988K
17.6K $1.07M
Apr 28, 2023 Q1 2023
Pacific Life Fund Advisors LLC

Newport Beach, CA
BUY
 -
17.4K
+ 12.31%
$875K - $978K
159K $9.65M
May 15, 2023 Q1 2023
Core First Bank & Trust

Topeka, KS
BUY
 -
16.7K
+ 80.67%
$840K - $939K
37.4K $2.28M

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