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 03, 2023 Q1 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
4.03K
New
$202K - $226K
4.03K $246K
Apr 11, 2023 Q1 2023
Lex Aurum Advisors, LLC

BUY
 -
4.01K
+ 26.9%
$202K - $225K
18.9K $1.16M
Apr 27, 2023 Q1 2023
Schwarz Dygos Wheeler Investment Advisors LLC

Minneapolis, MN
BUY
 -
3.7K
+ 5.43%
$186K - $208K
71.8K $4.38M
May 01, 2023 Q1 2023
Waypoint Wealth Partners Inc.

BUY
 -
3.7K
+ 0.89%
$186K - $208K
419K $25.6M
May 10, 2023 Q1 2023
E Rn Financial, LLC

BUY
 -
3.53K
+ 2.01%
$177K - $198K
179K $10.9M
May 08, 2023 Q1 2023
Pcg Wealth Advisors, LLC

BUY
 -
3.3K
+ 18.55%
$166K - $186K
21.1K $1.29M
Apr 20, 2023 Q1 2023
Stone Point Wealth LLC

BUY
 -
3.27K
+ 24.26%
$164K - $184K
16.7K $1.02M
May 15, 2023 Q1 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
3.03K
+ 46.82%
$153K - $171K
9.51K $581K
May 15, 2023 Q1 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
2.81K
+ 1.84%
$141K - $158K
155K $9.49M
Apr 17, 2023 Q1 2023
Highland Financial Advisors, LLC

BUY
 -
2.45K
+ 1.62%
$123K - $138K
153K $9.35M
Apr 19, 2023 Q1 2023
Mraz, Amerine & Associates, Inc.

BUY
 -
1.95K
+ 8.66%
$97.8K - $109K
24.4K $1.49M
May 10, 2023 Q1 2023
First Ascent Asset Management, LLC

BUY
 -
1.85K
+ 3.41%
$93.2K - $104K
56.2K $3.43M
May 09, 2023 Q1 2023
Arq Wealth Advisors, LLC

BUY
 -
1.79K
+ 3.64%
$89.8K - $100K
50.9K $3.11M
Apr 20, 2023 Q1 2023
Fortress Wealth Management, Inc.

BUY
 -
1.74K
+ 2.58%
$87.7K - $98K
69.3K $4.23M
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
1.7K
New
$85.5K - $95.5K
1.7K $104K
Apr 20, 2023 Q1 2023
Sage Rhino Capital LLC

BUY
 -
1.68K
+ 4.53%
$84.5K - $94.4K
38.8K $2.37M
Apr 17, 2023 Q1 2023
Trilogy Capital Inc.

BUY
 -
1.44K
+ 21.22%
$72.5K - $81K
8.24K $503K
May 03, 2023 Q1 2023
Symphony Financial, Ltd. Co.

BUY
 -
1.38K
+ 17.91%
$69.4K - $77.6K
9.09K $555K
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
1.32K
+ 24.64%
$66.2K - $74K
6.66K $407K
Apr 13, 2023 Q1 2023
Htg Investment Advisors, Inc.

New Canaan, CT
BUY
 -
1.31K
+ 3.62%
$66K - $73.8K
37.5K $2.29M
May 05, 2023 Q1 2023
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
1.26K
+ 5.49%
$63.1K - $70.6K
24.1K $1.47M
Apr 24, 2023 Q1 2023
Seed Wealth Management, Inc.

Evanston, IL
BUY
 -
1.2K
+ 11.53%
$60.3K - $67.4K
11.6K $709K
May 01, 2023 Q1 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
1.17K
+ 11.45%
$58.6K - $65.5K
11.3K $693K
Apr 25, 2023 Q1 2023
Creative Financial Designs Inc

BUY
 -
1.01K
New
$50.9K - $56.9K
1.01K $61.8K
Apr 19, 2023 Q1 2023
Sol Capital Management CO

BUY
 -
1.01K
+ 1.64%
$50.6K - $56.5K
62.4K $3.81M
Apr 19, 2023 Q1 2023
Sterneck Capital Management, LLC

Kansas City, MO
BUY
 -
1K
+ 15.75%
$50.3K - $56.2K
7.35K $449K
Apr 10, 2023 Q1 2023
Level Financial Advisors, Inc.

BUY
 -
985
+ 2.94%
$49.5K - $55.4K
34.5K $2.11M
Apr 28, 2023 Q1 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
953
+ 2.12%
$47.9K - $53.6K
45.8K $2.8M
May 15, 2023 Q1 2023
Bayshore Asset Management, LLC

BUY
 -
916
+ 5.81%
$46K - $51.5K
16.7K $1.02M
Apr 17, 2023 Q1 2023
All Season Financial Advisors, Inc.

BUY
 -
890
+ 7.65%
$44.7K - $50K
12.5K $764K
Apr 17, 2023 Q1 2023
Carlson Capital Management

BUY
 -
888
+ 0.29%
$44.6K - $49.9K
312K $19M
May 03, 2023 Q1 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
879
+ 7.7%
$44.2K - $49.4K
12.3K $750K
May 09, 2023 Q1 2023
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
836
New
$42K - $47K
836 $51K
May 15, 2023 Q1 2023
Ima Wealth, Inc.

Wichita, KS
BUY
 -
831
+ 3.38%
$41.8K - $46.7K
25.5K $1.55M
May 10, 2023 Q1 2023
Morris Financial Concepts, Inc.

BUY
 -
825
+ 7.43%
$41.5K - $46.4K
11.9K $729K
Apr 11, 2023 Q1 2023
Wedmont Private Capital

BUY
 -
791
+ 1.85%
$39.8K - $44.5K
43.6K $2.66M
May 10, 2023 Q1 2023
Grove Bank & Trust

BUY
 -
744
+ 4.81%
$37.4K - $41.8K
16.2K $989K
May 11, 2023 Q1 2023
Ever Source Wealth Advisors, LLC

BUY
 -
730
+ 4.94%
$36.7K - $41K
15.5K $946K
May 15, 2023 Q1 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
696
New
$35K - $39.1K
696 $42.5K
May 15, 2023 Q1 2023
First Horizon Advisors, Inc.

BUY
 -
693
New
$34.8K - $38.9K
693 $42.3K
Apr 19, 2023 Q1 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
646
+ 3.63%
$32.5K - $36.3K
18.4K $1.13M
May 15, 2023 Q1 2023
Red Lighthouse Investment Management, LLC

New York, NY
BUY
 -
596
+ 0.7%
$30K - $33.5K
85.6K $5.23M
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
552
New
$27.7K - $31K
552 $33.7K
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
540
New
$27.1K - $30.3K
540 $33K
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
500
New
$25.1K - $28.1K
500 $30.5K
May 03, 2023 Q1 2023
B&D White Capital Company, LLC

BUY
 -
453
+ 0.72%
$22.8K - $25.5K
63.8K $3.89M
May 09, 2023 Q1 2023
Seaside Wealth Management, Inc.

Carlsbad, CA
BUY
 -
418
+ 2.16%
$21K - $23.5K
19.8K $1.21M
May 05, 2023 Q1 2023
Triad Financial Advisors, Inc.

Greensboro, NC
BUY
 -
405
+ 4.24%
$20.4K - $22.8K
9.96K $608K
May 15, 2023 Q1 2023
Hoxton Planning & Management, LLC

Shepherdstown, WV
BUY
 -
374
+ 2.46%
$18.8K - $21K
15.6K $951K

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