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
Nov 13, 2023 Q3 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
5.05K
New
$265K - $289K
5.05K $307K
Nov 07, 2023 Q3 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
4.96K
+ 1.47%
$260K - $284K
341K $20.8M
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
4.96K
New
$260K - $284K
4.96K $301K
Oct 30, 2023 Q3 2023
Libra Wealth LLC

BUY
 -
4.87K
+ 6.82%
$255K - $279K
76.3K $4.64M
Nov 07, 2023 Q3 2023
Symphony Financial, Ltd. Co.

BUY
 -
4.73K
+ 11.79%
$248K - $271K
44.8K $2.73M
Nov 03, 2023 Q3 2023
Lincoln National Corp

BUY
 -
4.58K
New
$240K - $262K
4.58K $278K
Oct 16, 2023 Q3 2023
Trilogy Capital Inc.

BUY
 -
4.36K
+ 24.23%
$229K - $250K
22.4K $1.36M
Nov 13, 2023 Q3 2023
Private Capital Management LLC

BUY
 -
4.18K
New
$219K - $240K
4.18K $254K
Nov 06, 2023 Q3 2023
Wealthstream Advisors, Inc.

BUY
 -
4.07K
New
$213K - $233K
4.07K $247K
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
3.79K
+ 53.16%
$199K - $217K
10.9K $664K
Nov 13, 2023 Q3 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
3.57K
+ 2.28%
$187K - $204K
160K $9.73M
Oct 31, 2023 Q3 2023
Opus Capital Group, LLC

BUY
 -
3.47K
+ 2.18%
$182K - $199K
163K $9.89M
Nov 13, 2023 Q3 2023
Mraz, Amerine & Associates, Inc.

BUY
 -
3.46K
+ 14.19%
$181K - $198K
27.8K $1.69M
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
3.45K
+ 36.45%
$181K - $198K
12.9K $786K
Nov 09, 2023 Q3 2023
Waterfront Wealth Inc.

BUY
 -
3.4K
+ 7.78%
$178K - $195K
47K $2.86M
Oct 25, 2023 Q3 2023
Highland Financial Advisors, LLC

BUY
 -
3.35K
+ 2.17%
$176K - $192K
158K $9.59M
Oct 23, 2023 Q3 2023
Bridgewater Advisors Inc.

BUY
 -
3.34K
+ 2.78%
$175K - $191K
124K $7.52M
Dec 06, 2023 Q3 2023
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
3.27K
+ 3.42%
$172K - $187K
98.9K $6.01M
Nov 01, 2023 Q3 2023
Websterrogers Financial Advisors, LLC

BUY
 -
3.25K
+ 1.67%
$170K - $186K
198K $12M
Nov 07, 2023 Q3 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
3.09K
+ 38.1%
$162K - $177K
11.2K $681K
Nov 14, 2023 Q3 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
3.08K
+ 5.94%
$162K - $177K
55K $3.34M
Oct 16, 2023 Q3 2023
Wj Interests, LLC

Sugar Land, TX
BUY
 -
2.99K
+ 1.27%
$157K - $171K
238K $14.5M
Nov 08, 2023 Q3 2023
Jrm Investment Counsel, LLC

BUY
 -
2.97K
+ 2.7%
$156K - $170K
113K $6.87M
Oct 25, 2023 Q3 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
2.95K
+ 35.9%
$154K - $169K
11.2K $678K
Apr 22, 2024 Q3 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
2.95K
+ 35.9%
$154K - $169K
11.2K $678K
Oct 24, 2023 Q3 2023
Prosperity Planning, Inc.

BUY
 -
2.92K
+ 3.12%
$153K - $167K
96.5K $5.87M
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
2.87K
+ 31.65%
$150K - $164K
11.9K $726K
Nov 13, 2023 Q3 2023
Dopkins Wealth Management, LLC

BUY
 -
2.86K
+ 4.41%
$150K - $164K
67.6K $4.11M
Oct 25, 2023 Q3 2023
Stone Point Wealth LLC

BUY
 -
2.82K
+ 13.75%
$148K - $162K
23.3K $1.42M
Oct 27, 2023 Q3 2023
Alpha Q Advisors LLC

Orlando, FL
BUY
 -
2.7K
+ 71.08%
$141K - $154K
6.49K $395K
Nov 13, 2023 Q3 2023
Evoke Wealth, LLC

BUY
 -
2.54K
+ 47.89%
$133K - $146K
7.85K $477K
Nov 14, 2023 Q3 2023
Jones Financial Companies Lllp

BUY
 -
2.5K
+ 524.79%
$131K - $143K
2.97K $181K
Oct 30, 2023 Q3 2023
Grove Bank & Trust

BUY
 -
2.35K
+ 13.56%
$123K - $135K
19.7K $1.2M
Nov 03, 2023 Q3 2023
Schwarz Dygos Wheeler Investment Advisors LLC

Minneapolis, MN
BUY
 -
2.33K
+ 3.08%
$122K - $134K
78K $4.74M
Oct 13, 2023 Q3 2023
Great Point Wealth Advisors, LLC

Boston, MA
BUY
 -
2.19K
+ 2.87%
$115K - $126K
78.7K $4.78M
Oct 17, 2023 Q3 2023
Armbruster Capital Management, Inc.

BUY
 -
2.18K
+ 6.67%
$114K - $125K
34.8K $2.11M
Oct 19, 2023 Q3 2023
Cardinal Point Capital Management, Ulc

Toronto, Z4
BUY
 -
1.93K
+ 23.58%
$101K - $111K
10.1K $615K
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
1.79K
+ 1.4%
$94.1K - $103K
130K $7.92M
Nov 14, 2023 Q3 2023
Fortress Wealth Management, Inc.

BUY
 -
1.59K
+ 1.71%
$83.2K - $90.9K
94.4K $5.74M
Oct 23, 2023 Q3 2023
Trellis Wealth Advisors LLC

San Luis Obispo, CA
BUY
 -
1.55K
+ 2.14%
$81K - $88.5K
73.8K $4.49M
Oct 18, 2023 Q3 2023
Umb Bank, N.A.

BUY
 -
1.45K
+ 30.21%
$76K - $83.1K
6.25K $380K
Oct 13, 2023 Q3 2023
Seaside Wealth Management, Inc.

Carlsbad, CA
BUY
 -
1.44K
+ 9.39%
$75.5K - $82.5K
16.8K $1.02M
Nov 03, 2023 Q3 2023
Summit X, LLC

Chesterfield, MO
BUY
 -
1.44K
+ 19.78%
$75.3K - $82.2K
8.69K $528K
Oct 24, 2023 Q3 2023
Canvas Wealth Advisors, LLC

BUY
 -
1.32K
+ 6.65%
$69.1K - $75.5K
21.1K $1.28M
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
1.28K
+ 75.29%
$67.1K - $73.3K
2.98K $181K
Oct 24, 2023 Q3 2023
Htg Investment Advisors, Inc.

New Canaan, CT
BUY
 -
1.14K
+ 2.87%
$59.5K - $65K
40.7K $2.47M
Oct 13, 2023 Q3 2023
Hb Wealth Management, LLC

BUY
 -
1.07K
+ 5.38%
$56.2K - $61.4K
21K $1.28M
Oct 23, 2023 Q3 2023
Austin Asset Management CO Inc

BUY
 -
949
+ 19.69%
$49.8K - $54.4K
5.77K $351K
Oct 12, 2023 Q3 2023
Sound Income Strategies, LLC

BUY
 -
946
New
$49.6K - $54.2K
946 $57.5K

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