Purchases and Sales Made in Q1 2023 in American Centy ETF Tr Avantis (AVEM)
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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
16.6K+ 68.88% |
$833K - $932K
|
40.6K
$2.47M
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
15.1KNew |
$761K - $851K
|
15.1K
$922K
|
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
14.7K+ 20.47% |
$739K - $827K
|
86.6K
$5.27M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
14.6K+ 7.67% |
$734K - $821K
|
205K
$12.5M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
13.9KNew |
$696K - $779K
|
13.9K
$844K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
13.6K+ 4.96% |
$685K - $766K
|
288K
$17.6M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
13.1K+ 29.52% |
$659K - $736K
|
57.5K
$3.5M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
12.7KNew |
$640K - $716K
|
12.7K
$776K
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
BUY
|
- |
12.5K+ 100.58% |
$626K - $700K
|
24.8K
$1.51M
|
|
|
Apr 27, 2023
Q1 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
12.3K+ 43.43% |
$620K - $694K
|
40.8K
$2.48M
|
|
|
May 10, 2023
Q1 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
12.1K+ 10.49% |
$609K - $681K
|
128K
$7.77M
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
12.1K+ 2.04% |
$609K - $681K
|
605K
$36.8M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
11.4K+ 9.28% |
$573K - $641K
|
134K
$8.18M
|
|
|
Apr 28, 2023
Q1 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
9.14KNew |
$460K - $514K
|
9.14K
$557K
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
8.79K+ 217.72% |
$442K - $494K
|
12.8K
$781K
|
|
|
Apr 20, 2023
Q1 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
8.77K+ 3.82% |
$441K - $493K
|
238K
$14.5M
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
8.65KNew |
$435K - $486K
|
8.65K
$526K
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
BUY
|
- |
8.54K+ 28.93% |
$429K - $480K
|
38K
$2.32M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.16K+ 1.51% |
$410K - $458K
|
550K
$33.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Echo Wealth Management, LLC
|
BUY
|
- |
8.15K+ 10.75% |
$410K - $458K
|
84K
$5.12M
|
|
|
May 04, 2023
Q1 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
7.93K+ 8.83% |
$399K - $446K
|
97.8K
$5.95M
|
|
|
May 03, 2023
Q1 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
7.36K+ 4.1% |
$370K - $414K
|
187K
$11.4M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.6K+ 32.64% |
$332K - $371K
|
26.8K
$1.63M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.57K+ 27.98% |
$330K - $369K
|
30.1K
$1.83M
|
|
|
Aug 10, 2023
Q1 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
6.55K+ 10.31% |
$329K - $368K
|
70.1K
$4.27M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
6.5KNew |
$327K - $365K
|
6.5K
$396K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
6.28K+ 16.91% |
$316K - $353K
|
43.4K
$2.64M
|
|
|
May 01, 2023
Q1 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
5.98K+ 8.13% |
$301K - $336K
|
79.5K
$4.84M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
5.77K+ 3.68% |
$290K - $324K
|
162K
$9.89M
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
5.65K+ 5.07% |
$284K - $318K
|
117K
$7.13M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
5.55KNew |
$279K - $312K
|
5.55K
$338K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
5.41K+ 738.2% |
$272K - $304K
|
6.14K
$374K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
5.38K+ 53.31% |
$271K - $302K
|
15.5K
$942K
|
|
|
Jun 21, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
5.38K+ 53.31% |
$271K - $302K
|
15.5K
$942K
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
5.26KNew |
$264K - $295K
|
5.26K
$320K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.25KNew |
$264K - $295K
|
5.25K
$320K
|
|
|
Apr 24, 2023
Q1 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
5.21K+ 7.98% |
$262K - $293K
|
70.5K
$4.29M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.07K+ 6.42% |
$255K - $285K
|
84K
$5.12M
|
|
|
Apr 21, 2023
Q1 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
5.03K+ 1.9% |
$253K - $282K
|
270K
$16.4M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5K+ 10.26% |
$251K - $281K
|
53.7K
$3.27M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
5KNew |
$251K - $281K
|
5K
$304K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.92K+ 4.76% |
$247K - $276K
|
108K
$6.59M
|
|
|
Apr 12, 2023
Q1 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
4.85K+ 4.33% |
$244K - $273K
|
117K
$7.12M
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4.82K+ 14.31% |
$242K - $271K
|
38.5K
$2.34M
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
4.75KNew |
$239K - $267K
|
4.75K
$289K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.66K+ 12.72% |
$234K - $262K
|
41.3K
$2.51M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.59KNew |
$230K - $258K
|
4.59K
$279K
|
|
|
Apr 24, 2023
Q1 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
4.56K+ 3.07% |
$229K - $256K
|
153K
$9.33M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.28K+ 5.37% |
$215K - $240K
|
84K
$5.11M
|
|
|
May 01, 2023
Q1 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
4.11KNew |
$207K - $231K
|
4.11K
$250K
|