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
Aug 01, 2024 Q3 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
943
+ 39.05%
$49.5K - $54K
3.36K $204K
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
935
+ 2.75%
$49K - $53.6K
34.9K $2.12M
Sep 25, 2024 Q3 2023
Passive Capital Management, Llc.

Baltimore, MD
BUY
 -
804
+ 0.71%
$42.2K - $46.1K
114K $6.96M
Oct 16, 2023 Q3 2023
Lex Aurum Advisors, LLC

BUY
 -
802
+ 4.19%
$42.1K - $46K
19.9K $1.21M
Oct 16, 2023 Q3 2023
Shore Point Advisors, LLC

BUY
 -
742
+ 2.91%
$38.9K - $42.5K
26.3K $1.6M
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

BUY
 -
740
+ 0.86%
$38.8K - $42.4K
86.7K $5.27M
Oct 15, 2024 Q3 2023
Fmb Wealth Management

Westlake Village, CA
BUY
 -
660
+ 4.5%
$34.6K - $37.8K
15.3K $931K
Oct 25, 2023 Q3 2023
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
622
+ 0.91%
$32.6K - $35.6K
68.6K $4.17M
Nov 01, 2023 Q3 2023
Wealthfront Advisers LLC

BUY
 -
600
+ 10.11%
$31.5K - $34.4K
6.54K $397K
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
585
+ 108.33%
$30.7K - $33.5K
1.13K $68.4K
Nov 28, 2023 Q3 2023
Ima Wealth, Inc.

Wichita, KS
BUY
 -
552
+ 2.12%
$28.9K - $31.6K
26.6K $1.62M
Nov 03, 2023 Q3 2023
Ever Source Wealth Advisors, LLC

BUY
 -
551
+ 3.65%
$28.9K - $31.6K
15.7K $952K
Oct 19, 2023 Q3 2023
Good Life Advisors, LLC

BUY
 -
505
+ 2.04%
$26.5K - $28.9K
25.2K $1.53M
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

BUY
 -
438
+ 4.76%
$23K - $25.1K
9.63K $586K
Oct 31, 2023 Q3 2023
Tci Wealth Advisors, Inc.

BUY
 -
414
+ 0.14%
$21.7K - $23.7K
295K $17.9M
Nov 14, 2023 Q3 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
406
+ 1.76%
$21.3K - $23.3K
23.5K $1.43M
Nov 02, 2023 Q3 2023
Capital Performance Advisors LLP

BUY
 -
383
+ 3.47%
$20.1K - $21.9K
11.4K $694K
Nov 06, 2023 Q3 2023
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
382
+ 0.29%
$20K - $21.9K
132K $8M
Oct 25, 2023 Q3 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
380
+ 8.44%
$19.9K - $21.8K
4.89K $297K
Nov 08, 2023 Q3 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
355
+ 0.79%
$18.6K - $20.3K
45.2K $2.75M
Nov 09, 2023 Q3 2023
Team Hewins, LLC

Redwood City, CA
BUY
 -
352
+ 0.39%
$18.5K - $20.2K
91.5K $5.57M
Nov 03, 2023 Q3 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
347
+ 1.82%
$18.2K - $19.9K
19.4K $1.18M
Nov 08, 2023 Q3 2023
Plancorp, LLC

BUY
 -
319
+ 0.16%
$16.7K - $18.3K
205K $12.4M
Nov 13, 2023 Q3 2023
Jacobi Capital Management LLC

BUY
 -
317
+ 2.28%
$16.6K - $18.2K
14.2K $865K
Oct 23, 2023 Q3 2023
Financial Advisory Service, Inc.

BUY
 -
286
New
$15K - $16.4K
286 $17.4K
Oct 30, 2023 Q3 2023
Lauterbach Financial Advisors, LLC

BUY
 -
275
+ 6.69%
$14.4K - $15.8K
4.38K $267K
Oct 27, 2023 Q3 2023
First Horizon Advisors, Inc.

BUY
 -
261
+ 37.66%
$13.7K - $15K
954 $58K
Nov 13, 2023 Q3 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
258
+ 1.41%
$13.5K - $14.8K
18.5K $1.13M
Nov 13, 2023 Q3 2023
Sterneck Capital Management, LLC

Kansas City, MO
BUY
 -
240
+ 3.09%
$12.6K - $13.8K
8.01K $487K
Nov 08, 2023 Q3 2023
Total Wealth Planning, LLC

BUY
 -
239
+ 0.16%
$12.5K - $13.7K
147K $8.95M
Oct 10, 2023 Q3 2023
Northwest Capital Management Inc

BUY
 -
238
+ 14.15%
$12.5K - $13.6K
1.92K $117K
Oct 24, 2023 Q3 2023
Morris Financial Concepts, Inc.

BUY
 -
201
+ 1.65%
$10.5K - $11.5K
12.4K $754K
Nov 02, 2023 Q3 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
195
+ 0.09%
$10.2K - $11.2K
218K $13.3M
Oct 10, 2023 Q3 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
166
+ 0.28%
$8.71K - $9.51K
58.9K $3.58M
Nov 01, 2023 Q3 2023
Simplex Trading, LLC

BUY
 -
111
New
$5.82K - $6.36K
111 $6.75K
Nov 09, 2023 Q3 2023
Hallmark Capital Management Inc

BUY
 -
109
New
$5.72K - $6.25K
109 $6.63K
Oct 18, 2023 Q3 2023
Lam Group, Inc.

Lake Oswego, OR
BUY
 -
100
+ 1.09%
$5.24K - $5.73K
9.24K $562K
Oct 30, 2023 Q3 2023
Carmichael Hill & Associates, Inc.

BUY
 -
100
+ 99.01%
$5.24K - $5.73K
201 $12.2K
Oct 10, 2023 Q3 2023
Activest Wealth Management

BUY
 -
89
New
$4.67K - $5.1K
89 $5.41K
Oct 20, 2023 Q3 2023
Tillman Hartley LLC

Orlando, FL
BUY
 -
64
+ 0.48%
$3.36K - $3.67K
13.3K $811K
Nov 14, 2023 Q3 2023
Bokf, Na

Tulsa, OK
BUY
 -
51
New
$2.67K - $2.92K
51 $3.1K
Oct 26, 2023 Q3 2023
Ruedi Wealth Management, Inc.

Champaign, IL
BUY
 -
46
+ 0.84%
$2.41K - $2.64K
5.51K $335K
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
44
+ 733.33%
$2.31K - $2.52K
50 $3.04K
Nov 14, 2023 Q3 2023
Creative Financial Designs Inc

BUY
 -
33
+ 3.22%
$1.73K - $1.89K
1.06K $64.3K
Oct 19, 2023 Q3 2023
North Ridge Wealth Advisors, Inc.

Beaverton, OR
BUY
 -
26
+ 0.3%
$1.36K - $1.49K
8.58K $522K
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 18, 2023 Q3 2023
Caprock Group, Inc.

SELL
 -
-10
- 0.14%
$524 - $573
7.03K $427K
Oct 10, 2023 Q3 2023
Wedmont Private Capital

SELL
 -
-22
- 0.05%
$1.15K - $1.26K
45.7K $2.78M

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