Purchases and Sales Made in Q2 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 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 06, 2023 Q2 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
449
+ 0.77%
$23.1K - $25.1K
58.8K $3.57M
Jul 25, 2023 Q2 2023
All Season Financial Advisors, Inc.

BUY
 -
419
+ 3.35%
$21.6K - $23.4K
12.9K $787K
Jul 26, 2023 Q2 2023
Sterneck Capital Management, LLC

Kansas City, MO
BUY
 -
416
+ 5.66%
$21.4K - $23.3K
7.77K $472K
Jul 10, 2023 Q2 2023
Cva Family Office, LLC

BUY
 -
350
+ 3500.0%
$18K - $19.6K
360 $21.9K
Jan 12, 2024 Q2 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
319
+ 2.24%
$16.4K - $17.8K
14.5K $884K
Jul 17, 2023 Q2 2023
Kcs Wealth Advisory

BUY
 -
295
+ 4.68%
$15.2K - $16.5K
6.59K $401K
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
BUY
 -
272
New
$14K - $15.2K
272 $16.5K
Aug 09, 2023 Q2 2023
Morris Financial Concepts, Inc.

BUY
 -
258
+ 2.16%
$13.3K - $14.4K
12.2K $742K
Jul 25, 2023 Q2 2023
Lex Aurum Advisors, LLC

BUY
 -
219
+ 1.16%
$11.3K - $12.2K
19.1K $1.16M
Aug 02, 2023 Q2 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
217
+ 1.76%
$11.2K - $12.1K
12.5K $761K
Aug 03, 2023 Q2 2023
Red Lighthouse Investment Management, LLC

New York, NY
BUY
 -
157
+ 0.18%
$8.08K - $8.78K
85.8K $5.22M
Aug 11, 2023 Q2 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
127
+ 1.12%
$6.54K - $7.1K
11.5K $698K
Jul 28, 2023 Q2 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
125
+ 2.85%
$6.43K - $6.99K
4.51K $274K
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
116
+ 0.36%
$5.97K - $6.49K
32.1K $1.95M
Aug 11, 2023 Q2 2023
Huntington National Bank

Columbus, OH
BUY
 -
104
New
$5.35K - $5.82K
104 $6.32K
Jul 31, 2023 Q2 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
102
+ 1.61%
$5.25K - $5.7K
6.45K $392K
Jul 26, 2023 Q2 2023
Time Scale Financial, Inc.

BUY
 -
75
+ 681.82%
$3.86K - $4.19K
86 $5.23K
Aug 08, 2023 Q2 2023
Jacobi Capital Management LLC

BUY
 -
58
+ 0.42%
$2.98K - $3.24K
13.9K $846K
Aug 10, 2023 Q2 2023
Capital Performance Advisors LLP

BUY
 -
54
+ 0.49%
$2.78K - $3.02K
11K $671K
Aug 09, 2023 Q2 2023
Evoke Wealth, LLC

BUY
 -
52
+ 0.99%
$2.68K - $2.91K
5.31K $323K
Jul 24, 2023 Q2 2023
Evensky & Katz LLC

BUY
 -
45
+ 0.19%
$2.32K - $2.52K
23.7K $1.44M
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

BUY
 -
37
+ 0.21%
$1.9K - $2.07K
17.6K $1.07M
Aug 14, 2023 Q2 2023
Wealthsource Partners, LLC

BUY
 -
30
+ 0.45%
$1.54K - $1.68K
6.67K $405K
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

BUY
 -
13
+ 1.28%
$669 - $727
1.03K $62.3K
Aug 04, 2023 Q2 2023
Carmichael Hill & Associates, Inc.

BUY
 -
1
+ 1.0%
$51.5 - $55.9
101 $6.14K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jul 17, 2023 Q2 2023
Gps Wealth Strategies Group, LLC

SELL
 -
-1
- 2.04%
$51.5 - $55.9
48 $2.92K
Aug 09, 2023 Q2 2023
Camden Capital, LLC

SELL
 -
-10
- 0.16%
$515 - $559
6.08K $370K
Jul 25, 2023 Q2 2023
Mraz, Amerine & Associates, Inc.

SELL
 -
-34
- 0.14%
$1.75K - $1.9K
24.4K $1.48M
Aug 02, 2023 Q2 2023
Great Point Wealth Advisors, LLC

Boston, MA
SELL
 -
-38
- 0.05%
$1.96K - $2.12K
76.5K $4.65M
Jul 17, 2023 Q2 2023
First National Bank Sioux Falls

SELL
 -
-45
- 0.32%
$2.32K - $2.52K
14.1K $856K
Aug 03, 2023 Q2 2023
Altus Wealth Group LLC

Colorado Springs, CO
SELL
 -
-59
- 0.52%
$3.04K - $3.3K
11.4K $692K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-86
- 14.93%
$4.43K - $4.81K
490 $29.8K
Jul 10, 2023 Q2 2023
Evanson Asset Management, LLC

SELL
 -
-119
- 1.88%
$6.12K - $6.65K
6.22K $378K
Jul 27, 2023 Q2 2023
Ruedi Wealth Management, Inc.

Champaign, IL
SELL
 -
-145
- 2.59%
$7.46K - $8.11K
5.46K $332K
Aug 11, 2023 Q2 2023
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-158
- 0.86%
$8.13K - $8.84K
18.2K $1.11M
Aug 10, 2023 Q2 2023
Cornerstone Management, Inc.

Duluth, GA
SELL
 -
-166
- 3.36%
$8.54K - $9.28K
4.78K $291K
Aug 11, 2023 Q2 2023
Bayshore Asset Management, LLC

SELL
 -
-217
- 1.3%
$11.2K - $12.1K
16.5K $1M
Jul 13, 2023 Q2 2023
Soundmark Wealth Management, LLC

SELL
 -
-235
- 0.7%
$12.1K - $13.1K
33.5K $2.04M
Jul 21, 2023 Q2 2023
Brown Financial Advisory

SELL
 -
-260
- 1.79%
$13.4K - $14.5K
14.3K $870K
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
SELL
 -
-260
- 0.57%
$13.4K - $14.5K
45.3K $2.75M
Aug 14, 2023 Q2 2023
Pathstone Family Office, LLC

Englewood, NJ
SELL
 -
-284
- 3.17%
$14.6K - $15.9K
8.66K $527K
Jul 12, 2023 Q2 2023
Henrickson Nauta Wealth Advisors, Inc.

Belmont, MI
SELL
 -
-312
- 0.26%
$16.1K - $17.4K
120K $7.27M
Jul 20, 2023 Q2 2023
Hoxton Planning & Management, LLC

Shepherdstown, WV
SELL
 -
-313
- 2.01%
$16.1K - $17.5K
15.3K $928K
Aug 04, 2023 Q2 2023
Ever Source Wealth Advisors, LLC

SELL
 -
-383
- 2.47%
$19.7K - $21.4K
15.1K $919K
Aug 08, 2023 Q2 2023
Team Hewins, LLC

Redwood City, CA
SELL
 -
-409
- 0.45%
$21K - $22.9K
91.2K $5.54M
Aug 01, 2024 Q2 2023
Wr Wealth Planners, LLC

Columbia, MO
SELL
 -
-502
- 17.21%
$25.8K - $28.1K
2.42K $147K
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-546
- 98.91%
$28.1K - $30.5K
6 $365
Jul 26, 2023 Q2 2023
North Ridge Wealth Advisors, Inc.

Beaverton, OR
SELL
 -
-589
- 6.44%
$30.3K - $32.9K
8.55K $520K

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