Purchases and Sales Made in Q3 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 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
Oct 27, 2023 Q3 2023
Financial Futures LTD Liability Co.

BUY
 -
19.1K
New
$1M - $1.09M
19.1K $1.16M
Nov 09, 2023 Q3 2023
Haverford Trust CO

Radnor, PA
BUY
 -
18.8K
+ 1.41%
$988K - $1.08M
1.36M $82.4M
Oct 05, 2023 Q3 2023
Foundations Investment Advisors, LLC

BUY
 -
18K
+ 12.65%
$946K - $1.03M
161K $9.77M
Oct 30, 2023 Q3 2023
Redw Wealth LLC

BUY
 -
17.5K
+ 36.9%
$917K - $1M
64.9K $3.94M
Oct 10, 2023 Q3 2023
Pure Financial Advisors, LLC

BUY
 -
17.1K
+ 1.16%
$899K - $982K
1.49M $90.8M
Oct 30, 2023 Q3 2023
Aire Advisors, LLC

Beverly Hills, CA
BUY
 -
16.9K
+ 10.62%
$884K - $966K
176K $10.7M
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
16.2K
+ 51.47%
$848K - $927K
47.6K $2.89M
Oct 13, 2023 Q3 2023
Garrett Investment Advisors LLC

BUY
 -
16.1K
+ 6.72%
$843K - $921K
255K $15.5M
Nov 06, 2024 Q3 2023
Concord Asset Management, Llc/Va

Abingdon, VA
BUY
 -
15.3K
+ 8.18%
$802K - $876K
202K $12.3M
Nov 01, 2023 Q3 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
14.4K
+ 11.18%
$754K - $824K
143K $8.7M
Oct 24, 2023 Q3 2023
Foster & Motley Inc

Cincinnati, OH
BUY
 -
13.2K
+ 2.38%
$691K - $755K
566K $34.4M
Oct 17, 2023 Q3 2023
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
13.1K
+ 27.17%
$689K - $753K
61.5K $3.74M
Oct 13, 2023 Q3 2023
Collective Family Office LLC

BUY
 -
12.8K
+ 32.6%
$674K - $736K
52.2K $3.18M
Oct 30, 2023 Q3 2023
Annapolis Financial Services, LLC

BUY
 -
12.6K
+ 20.64%
$661K - $722K
73.6K $4.48M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
12.5K
New
$658K - $719K
12.5K $763K
Nov 01, 2023 Q3 2023
Northwest Wealth Management, LLC

BUY
 -
12.4K
+ 10.24%
$651K - $711K
134K $8.12M
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
11.8K
+ 13.25%
$621K - $679K
101K $6.16M
Nov 09, 2023 Q3 2023
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
11.5K
+ 3.71%
$601K - $657K
320K $19.5M
Nov 15, 2023 Q3 2023
Mc Ilrath & Eck, LLC

BUY
 -
11.4K
+ 533.82%
$597K - $652K
13.5K $822K
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
11K
+ 34.27%
$576K - $630K
43.1K $2.62M
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
10.7K
+ 9.14%
$561K - $613K
128K $7.77M
Oct 30, 2023 Q3 2023
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
10.5K
+ 5.83%
$552K - $603K
191K $11.6M
Oct 23, 2023 Q3 2023
Waypoint Wealth Partners Inc.

BUY
 -
10.3K
+ 2.47%
$538K - $588K
425K $25.9M
Oct 20, 2023 Q3 2023
Prairie View Partners, LLC

BUY
 -
10.1K
+ 3.35%
$531K - $580K
312K $19M
Nov 14, 2024 Q3 2023
High Probability Advisors, LLC

Pittsford, NY
BUY
 -
9.62K
+ 3.18%
$505K - $551K
312K $19M
Dec 18, 2023 Q3 2023
Core First Bank & Trust

Topeka, KS
BUY
 -
9.23K
+ 19.52%
$484K - $529K
56.5K $3.43M
Oct 20, 2023 Q3 2023
Steward Financial Group LLC

BUY
 -
9.18K
New
$481K - $526K
9.18K $558K
Oct 30, 2023 Q3 2023
Kelman Lazarov, Inc.

Memphis, TN
BUY
 -
9.09K
+ 9.7%
$477K - $521K
103K $6.25M
Dec 18, 2023 Q3 2023
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
8.84K
+ 4.37%
$463K - $506K
211K $12.8M
Nov 13, 2023 Q3 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
8.72K
New
$457K - $500K
8.72K $530K
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
8.64K
+ 25.34%
$453K - $495K
42.7K $2.6M
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
8.45K
New
$443K - $484K
8.45K $514K
Nov 08, 2023 Q3 2023
First Ascent Asset Management, LLC

BUY
 -
8.09K
+ 13.72%
$424K - $464K
67.1K $4.08M
Oct 30, 2023 Q3 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
7.58K
+ 60.56%
$397K - $434K
20.1K $1.22M
Oct 25, 2023 Q3 2023
Concord Wealth Partners

BUY
 -
7.28K
+ 3.07%
$382K - $417K
244K $14.9M
Nov 15, 2023 Q3 2023
Orion Capital Management LLC

BUY
 -
7.12K
+ 150.77%
$374K - $408K
11.8K $721K
Nov 21, 2023 Q3 2023
Carlson Capital Management

BUY
 -
6.55K
+ 2.02%
$343K - $375K
331K $20.1M
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

BUY
 -
6.53K
+ 37.06%
$343K - $374K
24.2K $1.47M
Oct 18, 2023 Q3 2023
Signature Securities Group Corporation

BUY
 -
6.33K
New
$332K - $363K
6.33K $385K
Oct 11, 2023 Q3 2023
Versant Capital Management, Inc

BUY
 -
6.1K
+ 1.8%
$320K - $349K
345K $21M
Oct 25, 2023 Q3 2023
Capasso Planning Partners LLC

Charleston, SC
BUY
 -
5.82K
+ 6.94%
$305K - $334K
89.7K $5.45M
Nov 14, 2023 Q3 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
5.79K
+ 45.91%
$303K - $331K
18.4K $1.12M
Nov 02, 2023 Q3 2023
Jnba Financial Advisors

BUY
 -
5.75K
+ 1.75%
$301K - $329K
335K $20.4M
Nov 14, 2023 Q3 2023
Truist Financial Corp

BUY
 -
5.58K
New
$292K - $320K
5.58K $339K
Nov 08, 2023 Q3 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
5.55K
+ 64.07%
$291K - $318K
14.2K $864K
Oct 31, 2023 Q3 2023
Cypress Point Wealth Management, LLC

Dallas, TX
BUY
 -
5.41K
+ 79.19%
$284K - $310K
12.2K $744K
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
5.32K
+ 0.38%
$279K - $305K
1.4M $85.2M
Nov 09, 2023 Q3 2023
Tortoise Investment Management, LLC

BUY
 -
5.31K
+ 9.17%
$279K - $304K
63.3K $3.85M
Oct 20, 2023 Q3 2023
Echo Wealth Management, LLC

BUY
 -
5.18K
+ 6.47%
$272K - $297K
85.2K $5.18M

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