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 |
---|---|---|---|---|---|---|---|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.6K+ 4.29% |
$1.21M - $1.32M
|
573K
$35M
|
|
Jul 26, 2023
Q2 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
23.5K+ 33.93% |
$1.21M - $1.31M
|
92.8K
$5.67M
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
BUY
|
- |
22.6K+ 90.83% |
$1.16M - $1.26M
|
47.4K
$2.89M
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
22.1K+ 7.18% |
$1.13M - $1.23M
|
329K
$20.1M
|
|
Aug 03, 2023
Q2 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
19.9K+ 62.19% |
$1.02M - $1.11M
|
51.8K
$3.16M
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
19.2KNew |
$989K - $1.08M
|
19.2K
$1.17M
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
19K+ 76.34% |
$976K - $1.06M
|
43.8K
$2.67M
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
15.8K+ 1.41% |
$812K - $882K
|
1.13M
$69M
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
15.2K+ 9.18% |
$782K - $849K
|
181K
$11M
|
|
Nov 14, 2024
Q2 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
15K+ 5.22% |
$774K - $841K
|
303K
$18.5M
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
14.2K+ 30.2% |
$729K - $792K
|
61K
$3.73M
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
13.8K+ 4.79% |
$710K - $772K
|
302K
$18.4M
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
13.5K+ 2.49% |
$692K - $752K
|
553K
$33.8M
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
13.3K+ 4.48% |
$682K - $741K
|
309K
$18.9M
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
BUY
|
- |
12.9K+ 4.13% |
$662K - $720K
|
325K
$19.8M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.7K+ 68.2% |
$656K - $713K
|
31.4K
$1.92M
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
12.2KNew |
$626K - $680K
|
12.2K
$742K
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
12K+ 0.82% |
$618K - $672K
|
1.48M
$90M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11K+ 9.4% |
$568K - $618K
|
129K
$7.84M
|
|
Aug 18, 2023
Q2 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
10.7K+ 21.02% |
$551K - $599K
|
61.6K
$3.76M
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
10.1K+ 1.95% |
$519K - $564K
|
529K
$32.3M
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
9.87K+ 25.64% |
$508K - $552K
|
48.4K
$2.95M
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
9.84K+ 26.31% |
$507K - $550K
|
47.3K
$2.88M
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
9.76K+ 118.44% |
$502K - $546K
|
18K
$1.1M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.19KNew |
$473K - $514K
|
9.19K
$561K
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
9.11K+ 6.09% |
$469K - $509K
|
159K
$9.68M
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.89K+ 8.21% |
$457K - $497K
|
117K
$7.15M
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
8.57KNew |
$441K - $479K
|
8.57K
$523K
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
7.96K+ 52.57% |
$410K - $445K
|
23.1K
$1.41M
|
|
Jul 26, 2023
Q2 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
7.81K+ 4.18% |
$402K - $437K
|
195K
$11.9M
|
|
Aug 10, 2023
Q2 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
7.79K+ 3.31% |
$401K - $436K
|
243K
$14.8M
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.3K+ 27.22% |
$375K - $408K
|
34.1K
$2.08M
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.3K+ 27.22% |
$375K - $408K
|
34.1K
$2.08M
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
7.25KNew |
$373K - $406K
|
7.25K
$443K
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
7.04KNew |
$362K - $394K
|
7.04K
$430K
|
|
Jul 25, 2023
Q2 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
6.99K+ 54.53% |
$360K - $391K
|
19.8K
$1.21M
|
|
Jul 13, 2023
Q2 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
6.97K+ 8.04% |
$358K - $389K
|
93.6K
$5.71M
|
|
Jul 20, 2023
Q2 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
6.83KNew |
$351K - $382K
|
6.83K
$417K
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
6.73K+ 19.51% |
$346K - $376K
|
41.2K
$2.52M
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
6.64K+ 2.0% |
$342K - $371K
|
339K
$20.7M
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
6.29K+ 34.13% |
$324K - $352K
|
24.7K
$1.51M
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
6.23K+ 46.72% |
$321K - $348K
|
19.6K
$1.19M
|
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
6.11K+ 4.78% |
$314K - $341K
|
134K
$8.16M
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
6K+ 9.39% |
$309K - $335K
|
69.9K
$4.26M
|
|
Jul 31, 2023
Q2 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
5.82K+ 3.8% |
$299K - $325K
|
159K
$9.71M
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
5.52K+ 12.72% |
$284K - $309K
|
48.9K
$2.99M
|
|
Aug 07, 2023
Q2 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
5.32K+ 8.95% |
$274K - $297K
|
64.8K
$3.95M
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
5.22K+ 84.99% |
$269K - $292K
|
11.4K
$694K
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.12K+ 42.8% |
$263K - $286K
|
17.1K
$1.04M
|
|
Nov 16, 2023
Q2 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
5.04K+ 16.54% |
$259K - $282K
|
35.5K
$2.17M
|