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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
SELL
|
- |
-27- 0.14% |
$1.42K - $1.55K
|
19.5K
$1.19M
|
|
|
Jun 25, 2024
Q3 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-55- 0.53% |
$2.88K - $3.15K
|
10.3K
$627K
|
|
|
Nov 29, 2023
Q3 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-91- 0.04% |
$4.77K - $5.21K
|
243K
$14.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-126- 0.45% |
$6.61K - $7.22K
|
27.9K
$1.7M
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-163- 3.8% |
$8.55K - $9.34K
|
4.13K
$252K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-224- 0.5% |
$11.7K - $12.8K
|
44.9K
$2.74M
|
|
|
Oct 10, 2023
Q3 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-232- 0.19% |
$12.2K - $13.3K
|
119K
$7.28M
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-268- 1.07% |
$14.1K - $15.4K
|
24.7K
$1.51M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-270- 99.26% |
$14.2K - $15.5K
|
2
$122
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-283- 3.34% |
$14.8K - $16.2K
|
8.2K
$500K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-356- 1.11% |
$18.7K - $20.4K
|
31.7K
$1.93M
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-421- 0.66% |
$22.1K - $24.1K
|
63.5K
$3.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-523- 1.35% |
$27.4K - $30K
|
38.1K
$2.33M
|
|
|
Oct 20, 2023
Q3 2023
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-568- 3.17% |
$29.8K - $32.5K
|
17.4K
$1.06M
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-590- 2.39% |
$30.9K - $33.8K
|
24.1K
$1.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-604- 5.31% |
$31.7K - $34.6K
|
10.8K
$657K
|
|
|
Nov 07, 2023
Q3 2023
|
Awm Capital, LLC
|
SELL
|
- |
-711- 0.75% |
$37.3K - $40.7K
|
94K
$5.73M
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-719- 1.36% |
$37.7K - $41.2K
|
52.1K
$3.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-746- 0.43% |
$39.1K - $42.7K
|
171K
$10.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-759- 3.17% |
$39.8K - $43.5K
|
23.2K
$1.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-850- 2.6% |
$44.6K - $48.7K
|
31.8K
$1.94M
|
|
|
Oct 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-998- 7.71% |
$52.3K - $57.2K
|
11.9K
$728K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.08K- 9.53% |
$56.8K - $62.1K
|
10.3K
$627K
|
|
|
Oct 26, 2023
Q3 2023
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-1.1K- 6.7% |
$57.8K - $63.2K
|
15.4K
$937K
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.24K- 2.54% |
$65.2K - $71.3K
|
47.7K
$2.91M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.42K- 21.23% |
$74.2K - $81.1K
|
5.25K
$320K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.72K- 14.98% |
$90.1K - $98.5K
|
9.75K
$595K
|
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-1.74K- 4.23% |
$91.4K - $99.8K
|
39.5K
$2.41M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.78K- 4.93% |
$93.3K - $102K
|
34.3K
$2.09M
|
|
|
Nov 07, 2023
Q3 2023
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-1.83K- 12.59% |
$95.9K - $105K
|
12.7K
$774K
|
|
|
Nov 02, 2023
Q3 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-1.9K- 6.03% |
$99.8K - $109K
|
29.6K
$1.81M
|
|
|
Oct 10, 2023
Q3 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-3.31K- 9.87% |
$173K - $189K
|
30.2K
$1.84M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.31K- 19.39% |
$174K - $190K
|
13.8K
$839K
|
|
|
Oct 19, 2023
Q3 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-3.68K- 16.91% |
$193K - $211K
|
18.1K
$1.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-4.88K- 13.83% |
$256K - $279K
|
30.4K
$1.85M
|
|
|
Nov 09, 2023
Q3 2023
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-5.02K- 3.23% |
$263K - $287K
|
150K
$9.17M
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-5.35K- 16.49% |
$281K - $307K
|
27.1K
$1.65M
|
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-5.45K- 2.6% |
$286K - $312K
|
204K
$12.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-5.75K- 2.58% |
$301K - $329K
|
217K
$13.2M
|
|
|
Oct 12, 2023
Q3 2023
|
First National Bank Sioux Falls
|
SELL
|
- |
-5.8K- 41.18% |
$304K - $332K
|
8.28K
$505K
|
|
|
Nov 06, 2023
Q3 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-6.49K- 3.9% |
$340K - $372K
|
160K
$9.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6.83K- 1.51% |
$358K - $391K
|
445K
$27.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-6.9K- 17.25% |
$362K - $395K
|
33.1K
$2.02M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.72K- 22.04% |
$405K - $443K
|
27.3K
$1.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-8.5K- 11.68% |
$446K - $487K
|
64.3K
$3.92M
|
|
|
Oct 25, 2023
Q3 2023
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-8.67K- 4.46% |
$454K - $497K
|
186K
$11.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
SELL
|
- |
-8.86K- 1.95% |
$464K - $507K
|
445K
$27.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-9.01K- 6.74% |
$473K - $517K
|
125K
$7.61M
|
|
|
Nov 30, 2023
Q3 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-11.8K- 19.09% |
$617K - $674K
|
49.9K
$3.04M
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-12.8K- 7.05% |
$669K - $731K
|
168K
$10.3M
|