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 18, 2023
Q1 2023
|
First National Bank Sioux Falls
|
SELL
|
- |
-1.51K- 9.64% |
$75.8K - $84.7K
|
14.1K
$859K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-2.17K- 54.04% |
$109K - $122K
|
1.85K
$112K
|
|
|
Apr 14, 2023
Q1 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.75K- 1.83% |
$138K - $155K
|
148K
$8.99M
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-2.95K- 26.42% |
$148K - $166K
|
8.21K
$499K
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-3.07K- 0.57% |
$155K - $173K
|
540K
$32.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-3.12K- 1.89% |
$157K - $175K
|
162K
$9.86M
|
|
|
Apr 07, 2023
Q1 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-3.21K- 1.34% |
$161K - $180K
|
235K
$14.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-3.3K- 1.79% |
$166K - $186K
|
182K
$11.1M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-3.98K- 1.32% |
$200K - $224K
|
298K
$18.1M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.11K- 25.59% |
$207K - $231K
|
12K
$727K
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-4.38K- 32.88% |
$220K - $246K
|
8.95K
$544K
|
|
|
May 11, 2023
Q1 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-4.95K- 10.59% |
$249K - $278K
|
41.8K
$2.54M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.83K- 19.83% |
$293K - $328K
|
23.6K
$1.43M
|
|
|
May 12, 2023
Q1 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-5.97K- 4.33% |
$300K - $335K
|
132K
$8.02M
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-6.01K- 2.57% |
$302K - $338K
|
227K
$13.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.51K- 11.54% |
$327K - $366K
|
49.9K
$3.03M
|
|
|
Apr 03, 2023
Q1 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-7K- 1.21% |
$352K - $393K
|
569K
$34.6M
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-7.17K- 10.1% |
$360K - $403K
|
63.9K
$3.88M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-7.8K- 54.05% |
$392K - $439K
|
6.64K
$403K
|
|
|
May 01, 2023
Q1 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-8.72K- 97.81% |
$438K - $490K
|
195
$11.9K
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
SELL
|
- |
-9.88K- 4.6% |
$497K - $555K
|
205K
$12.5M
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
SELL
|
- |
-10.5K- 2.19% |
$525K - $587K
|
467K
$28.4M
|
|
|
May 05, 2023
Q1 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-14.3K- 19.34% |
$717K - $801K
|
59.5K
$3.62M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-16.5K- 38.1% |
$829K - $927K
|
26.8K
$1.63M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-18.2K- 21.04% |
$917K - $1.02M
|
68.4K
$4.16M
|
|
|
May 08, 2023
Q1 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-25.5K- 19.7% |
$1.28M - $1.43M
|
104K
$6.32M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-27.4K- 1.91% |
$1.38M - $1.54M
|
1.41M
$85.5M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-30.7K- 49.01% |
$1.54M - $1.73M
|
31.9K
$1.94M
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-43.2K- 42.13% |
$2.17M - $2.43M
|
59.3K
$3.61M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-106K- 38.32% |
$5.33M - $5.96M
|
171K
$10.4M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-171K- 61.8% |
$8.6M - $9.61M
|
106K
$6.43M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-273K- 77.26% |
$13.7M - $15.3M
|
80.2K
$4.88M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-344K- 51.41% |
$17.3M - $19.3M
|
325K
$19.8M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.44M- 40.25% |
$72.5M - $81.1M
|
2.14M
$130M
|