Purchases and Sales Made in Q2 2023 in American Centy ETF Tr Avantis (AVEM)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVEM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.51M+ 28694.26% |
$181M - $196M
|
3.52M
$214M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.38M+ 779.39% |
$174M - $189M
|
3.81M
$232M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
705K+ 7.43% |
$36.3M - $39.4M
|
10.2M
$620M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
380KNew |
$19.5M - $21.2M
|
380K
$23.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
353K+ 440.11% |
$18.2M - $19.7M
|
433K
$26.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
315K+ 2475.77% |
$16.2M - $17.6M
|
328K
$20M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
283K+ 492.53% |
$14.6M - $15.8M
|
341K
$20.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
256K+ 12.74% |
$13.2M - $14.3M
|
2.27M
$138M
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
230K+ 17.61% |
$11.9M - $12.9M
|
1.54M
$93.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
210KNew |
$10.8M - $11.7M
|
210K
$12.7M
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
202KNew |
$10.4M - $11.3M
|
202K
$12.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
193K+ 185.9% |
$9.94M - $10.8M
|
297K
$18.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
174K+ 25.46% |
$8.93M - $9.71M
|
856K
$52M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
163KNew |
$8.38M - $9.11M
|
163K
$9.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
137K+ 11.4% |
$7.04M - $7.65M
|
1.34M
$81.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
127K+ 39.0% |
$6.52M - $7.09M
|
452K
$27.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
107K+ 344.45% |
$5.53M - $6.01M
|
139K
$8.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
BUY
|
- |
102K+ 12.98% |
$5.24M - $5.69M
|
886K
$53.8M
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
95.6KNew |
$4.92M - $5.35M
|
95.6K
$5.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
95K+ 71.0% |
$4.89M - $5.31M
|
229K
$13.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
83.6K+ 62.21% |
$4.3M - $4.67M
|
218K
$13.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
75.3K+ 34.25% |
$3.87M - $4.21M
|
295K
$17.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
74.7K+ 45.99% |
$3.84M - $4.18M
|
237K
$14.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
72.3KNew |
$3.72M - $4.04M
|
72.3K
$4.39M
|
|
|
Jul 20, 2023
Q2 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
71.5K+ 21.33% |
$3.68M - $4M
|
407K
$24.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
70.8K+ 180.29% |
$3.64M - $3.96M
|
110K
$6.69M
|
|
|
Jul 20, 2023
Q2 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
69.9KNew |
$3.6M - $3.91M
|
69.9K
$4.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
62.3K+ 512.56% |
$3.21M - $3.48M
|
74.5K
$4.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
61.2KNew |
$3.15M - $3.42M
|
61.2K
$3.72M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
59.6K+ 74.22% |
$3.07M - $3.33M
|
140K
$8.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
59.2K+ 9.98% |
$3.05M - $3.31M
|
653K
$39.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
51.9KNew |
$2.67M - $2.9M
|
51.9K
$3.16M
|
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
47.3K+ 116.04% |
$2.43M - $2.64M
|
88K
$5.35M
|
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
44.3K+ 16.43% |
$2.28M - $2.48M
|
314K
$19.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
41.7K+ 8.17% |
$2.15M - $2.33M
|
552K
$33.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
41K+ 59.84% |
$2.11M - $2.29M
|
109K
$6.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
40.8K+ 21.06% |
$2.1M - $2.28M
|
234K
$14.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
39.5K+ 79.18% |
$2.03M - $2.21M
|
89.4K
$5.44M
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
34.3K+ 16.72% |
$1.76M - $1.92M
|
239K
$14.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
33.9KNew |
$1.75M - $1.9M
|
33.9K
$2.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
33.7K+ 60.98% |
$1.73M - $1.88M
|
88.9K
$5.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
32.7KNew |
$1.68M - $1.83M
|
32.7K
$1.99M
|
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
31K+ 341.41% |
$1.6M - $1.73M
|
40.1K
$2.44M
|
|
|
Nov 06, 2024
Q2 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
29.4K+ 18.64% |
$1.51M - $1.64M
|
187K
$11.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
28.1K+ 15.46% |
$1.45M - $1.57M
|
210K
$12.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
27.4K+ 67.31% |
$1.41M - $1.53M
|
68K
$4.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
26.7KNew |
$1.38M - $1.5M
|
26.7K
$1.63M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
25.5K+ 23.17% |
$1.31M - $1.43M
|
136K
$8.25M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
25.5K+ 21.74% |
$1.31M - $1.42M
|
143K
$8.67M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
25.2K+ 19.42% |
$1.3M - $1.41M
|
155K
$9.41M
|