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
Apr 24, 2023 Q1 2023
Mendota Financial Group, LLC

Madison, WI
BUY
 -
330
New
$16.6K - $18.5K
330 $20.1K
Apr 17, 2023 Q1 2023
Kcs Wealth Advisory

BUY
 -
292
+ 4.86%
$14.7K - $16.4K
6.3K $383K
May 15, 2023 Q1 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
287
+ 4.36%
$14.4K - $16.1K
6.87K $418K
May 09, 2023 Q1 2023
Team Hewins, LLC

Redwood City, CA
BUY
 -
249
+ 0.27%
$12.5K - $14K
91.6K $5.57M
Apr 24, 2023 Q1 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
212
+ 2.65%
$10.7K - $11.9K
8.21K $499K
Apr 11, 2023 Q1 2023
Henrickson Nauta Wealth Advisors, Inc.

Belmont, MI
BUY
 -
184
+ 0.15%
$9.25K - $10.3K
120K $7.29M
May 05, 2023 Q1 2023
Ml & R Wealth Management LLC

BUY
 -
172
+ 0.43%
$8.65K - $9.67K
40.4K $2.46M
May 08, 2023 Q1 2023
Capital Performance Advisors LLP

BUY
 -
160
+ 1.48%
$8.04K - $8.99K
11K $667K
May 04, 2023 Q1 2023
Parkside Financial Bank & Trust

BUY
 -
148
New
$7.44K - $8.32K
148 $9K
May 02, 2023 Q1 2023
Libra Wealth LLC

BUY
 -
146
+ 0.21%
$7.34K - $8.21K
69.3K $4.21M
May 03, 2023 Q1 2023
Krilogy Financial LLC

BUY
 -
100
+ 1.26%
$5.03K - $5.62K
8.02K $488K
Apr 05, 2023 Q1 2023
Carmichael Hill & Associates, Inc.

BUY
 -
100
New
$5.03K - $5.62K
100 $6.08K
May 17, 2023 Q1 2023
Westside Investment Management, Inc.

BUY
 -
100
New
$5.03K - $5.62K
100 $6.08K
May 04, 2023 Q1 2023
Glassman Wealth Services

BUY
 -
99
New
$4.98K - $5.56K
99 $6.02K
May 11, 2023 Q1 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
91
New
$4.57K - $5.11K
91 $5.53K
May 10, 2023 Q1 2023
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
68
New
$3.42K - $3.82K
68 $4.14K
Jul 28, 2023 Q1 2023
Passive Capital Management, Llc.

Baltimore, MD
BUY
 -
54
+ 0.05%
$2.71K - $3.03K
112K $6.79M
May 01, 2023 Q1 2023
Headlands Technologies LLC

Chicago, IL
BUY
 -
54
New
$2.71K - $3.03K
54 $3.28K
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
49
New
$2.46K - $2.75K
49 $2.98K
Apr 21, 2023 Q1 2023
Asset Dedication, LLC

BUY
 -
36
+ 0.11%
$1.81K - $2.02K
31.9K $1.94M
May 10, 2023 Q1 2023
Tillman Hartley LLC

Orlando, FL
BUY
 -
21
+ 0.16%
$1.06K - $1.18K
12.8K $780K
Apr 21, 2023 Q1 2023
Time Scale Financial, Inc.

BUY
 -
11
New
$553 - $618
11 $669
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 11, 2023 Q1 2023
Financial Advisory Service, Inc.

SELL
 -
-9
- 3.06%
$452 - $506
285 $17.3K
Apr 11, 2023 Q1 2023
Pacifica Partners Inc.

SELL
 -
-16
- 20.0%
$804 - $899
64 $3.89K
Apr 10, 2023 Q1 2023
Lam Group, Inc.

Lake Oswego, OR
SELL
 -
-30
- 0.33%
$1.51K - $1.69K
9.14K $555K
Apr 11, 2023 Q1 2023
Rvw Wealth, LLC

SELL
 -
-101
- 0.34%
$5.08K - $5.68K
30K $1.82M
Apr 11, 2023 Q1 2023
Mutual Advisors, LLC

Casper, WY
SELL
 -
-155
- 2.39%
$7.79K - $8.71K
6.34K $386K
Apr 17, 2023 Q1 2023
Abacus Planning Group, Inc.

SELL
 -
-207
- 2.72%
$10.4K - $11.6K
7.39K $449K
Aug 11, 2023 Q1 2023
Hill Investment Group Partners, LLC

St. Louis, MO
SELL
 -
-214
- 0.12%
$10.8K - $12K
173K $10.5M
May 09, 2023 Q1 2023
Ruedi Wealth Management, Inc.

Champaign, IL
SELL
 -
-263
- 4.48%
$13.2K - $14.8K
5.61K $341K
May 09, 2023 Q1 2023
Atlas Wealth LLC

Cincinnati, OH
SELL
 -
-365
- 2.32%
$18.3K - $20.5K
15.4K $935K
May 01, 2023 Q1 2023
Altus Wealth Group LLC

Colorado Springs, CO
SELL
 -
-523
- 4.37%
$26.3K - $29.4K
11.4K $695K
Jul 06, 2023 Q1 2023
Awm Capital, LLC

SELL
 -
-530
- 0.56%
$26.6K - $29.8K
94.7K $5.76M
May 04, 2023 Q1 2023
Merriman Wealth Management, LLC

SELL
 -
-562
- 0.3%
$28.3K - $31.6K
184K $11.2M
Aug 01, 2024 Q1 2023
Wr Wealth Planners, LLC

Columbia, MO
SELL
 -
-571
- 19.57%
$28.7K - $32.1K
2.35K $143K
Apr 17, 2023 Q1 2023
Shore Point Advisors, LLC

SELL
 -
-587
- 2.41%
$29.5K - $33K
23.8K $1.45M
May 12, 2023 Q1 2023
Great Point Wealth Advisors, LLC

Boston, MA
SELL
 -
-685
- 0.89%
$34.4K - $38.5K
76.5K $4.65M
May 15, 2023 Q1 2023
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-723
- 5.58%
$36.3K - $40.6K
12.2K $744K
Apr 19, 2023 Q1 2023
Waterfront Wealth Inc.

SELL
 -
-751
- 1.57%
$37.8K - $42.2K
46.9K $2.85M
Apr 10, 2023 Q1 2023
Versant Capital Management, Inc

SELL
 -
-758
- 0.23%
$38.1K - $42.6K
333K $20.2M
May 05, 2023 Q1 2023
Bcr Wealth Strategies, LLC

SELL
 -
-798
- 4.12%
$40.1K - $44.8K
18.6K $1.13M
Apr 19, 2023 Q1 2023
Quarry Hill Advisors, LLC

St Paul, MN
SELL
 -
-924
- 3.6%
$46.4K - $51.9K
24.8K $1.51M
May 01, 2023 Q1 2023
Marquette Asset Management, LLC

SELL
 -
-1.08K
- 69.4%
$54.5K - $60.9K
478 $29.1K
May 12, 2023 Q1 2023
True Wealth Design, LLC

Akron, OH
SELL
 -
-1.11K
- 4.04%
$55.8K - $62.4K
26.3K $1.6M
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
SELL
 -
-1.11K
- 2.39%
$56K - $62.6K
45.5K $2.77M
Apr 10, 2023 Q1 2023
Soundmark Wealth Management, LLC

SELL
 -
-1.15K
- 3.3%
$57.9K - $64.7K
33.7K $2.05M
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
SELL
 -
-1.15K
- 99.83%
$58K - $64.8K
2 $122
May 15, 2023 Q1 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
SELL
 -
-1.23K
- 14.73%
$61.6K - $68.8K
7.09K $431K

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