Purchases and Sales Made in Q3 2023 in American Centy ETF Tr Avantis (AVEM)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVEM) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.22M+ 58.3% |
$117M - $127M
|
6.04M
$368M
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.99M+ 56.48% |
$104M - $114M
|
5.51M
$336M
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.64MNew |
$86M - $94M
|
1.64M
$100M
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
892K+ 8.75% |
$46.8M - $51.1M
|
11.1M
$676M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
464K+ 54.2% |
$24.3M - $26.6M
|
1.32M
$80.5M
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
294K+ 25.99% |
$15.4M - $16.8M
|
1.42M
$86.9M
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
287K+ 18.62% |
$15M - $16.4M
|
1.83M
$111M
|
|
Oct 11, 2023
Q3 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
222KNew |
$11.6M - $12.7M
|
222K
$13.5M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
212K+ 9.35% |
$11.1M - $12.1M
|
2.48M
$151M
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
210KNew |
$11M - $12M
|
210K
$12.8M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
209K+ 235.19% |
$11M - $12M
|
298K
$18.2M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
192K+ 137.15% |
$10.1M - $11M
|
332K
$20.2M
|
|
Oct 13, 2023
Q3 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
184K+ 262.68% |
$9.63M - $10.5M
|
254K
$15.5M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
173K+ 30.12% |
$9.06M - $9.9M
|
746K
$45.5M
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
170K+ 54.02% |
$8.89M - $9.72M
|
484K
$29.5M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
147KNew |
$7.73M - $8.44M
|
147K
$8.98M
|
|
Oct 18, 2023
Q3 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
144K+ 103.65% |
$7.53M - $8.23M
|
282K
$17.2M
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
138KNew |
$7.21M - $7.88M
|
138K
$8.39M
|
|
Oct 30, 2023
Q3 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
96KNew |
$5.03M - $5.5M
|
96K
$5.85M
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
91.2KNew |
$4.78M - $5.23M
|
91.2K
$5.56M
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
78.2KNew |
$4.1M - $4.48M
|
78.2K
$4.77M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
77.6K+ 26.3% |
$4.07M - $4.45M
|
373K
$22.7M
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
73.9K+ 45.37% |
$3.87M - $4.23M
|
237K
$14.4M
|
|
Nov 06, 2023
Q3 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
72KNew |
$3.77M - $4.12M
|
72K
$4.39M
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
68.6K+ 92.09% |
$3.6M - $3.93M
|
143K
$8.72M
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
53.6K+ 16.34% |
$2.81M - $3.07M
|
382K
$23.3M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
53.5K+ 87.43% |
$2.81M - $3.07M
|
115K
$6.99M
|
|
Nov 08, 2023
Q3 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
53.4K+ 17.98% |
$2.8M - $3.06M
|
350K
$21.4M
|
|
Oct 24, 2023
Q3 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
53.1KNew |
$2.78M - $3.04M
|
53.1K
$3.24M
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
50.4K+ 24.04% |
$2.65M - $2.89M
|
260K
$15.9M
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
50.4K+ 111.34% |
$2.64M - $2.89M
|
95.7K
$5.84M
|
|
Oct 10, 2023
Q3 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
49.3K+ 12.13% |
$2.59M - $2.83M
|
456K
$27.8M
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
47.9K+ 7.34% |
$2.51M - $2.74M
|
700K
$42.7M
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
46.1K+ 6.23% |
$2.42M - $2.64M
|
787K
$48M
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
43.7K+ 7.9% |
$2.29M - $2.5M
|
596K
$36.3M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
37.7KNew |
$1.98M - $2.16M
|
37.7K
$2.3M
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
37.1K+ 27.33% |
$1.94M - $2.12M
|
173K
$10.5M
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
33.9K+ 126.77% |
$1.78M - $1.94M
|
60.6K
$3.7M
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
32K+ 8.42% |
$1.68M - $1.83M
|
412K
$25.1M
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
31.7K+ 36.02% |
$1.66M - $1.82M
|
120K
$7.3M
|
|
Nov 14, 2023
Q3 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
30.5KNew |
$1.6M - $1.75M
|
30.5K
$1.86M
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
28.7K+ 12.55% |
$1.51M - $1.65M
|
258K
$15.7M
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
BUY
|
- |
26.5K+ 2.99% |
$1.39M - $1.52M
|
912K
$55.6M
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
26KNew |
$1.36M - $1.49M
|
26K
$1.59M
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
26KNew |
$1.36M - $1.49M
|
26K
$1.59M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
24.3K+ 7.13% |
$1.27M - $1.39M
|
365K
$22.3M
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
21.6K+ 9.68% |
$1.13M - $1.24M
|
244K
$14.9M
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
20.1KNew |
$1.05M - $1.15M
|
20.1K
$1.23M
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
20K+ 12.95% |
$1.05M - $1.15M
|
175K
$10.7M
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19.5KNew |
$1.02M - $1.12M
|
19.5K
$1.19M
|