Purchases and Sales Made in Q4 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 Q4 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
Feb 13, 2024 Q4 2023
American Century Companies Inc

Kansas City, MO
BUY
 -
1.52M
New
$77.4M - $85.5M
1.52M $90.8M
Feb 05, 2024 Q4 2023
Savant Capital, LLC

BUY
 -
1.19M
+ 10.7%
$60.5M - $66.9M
12.3M $735M
Jun 24, 2024 Q4 2023
Oak Root LLC

Santa Barbara, CA
BUY
 -
1.19M
New
$60.5M - $66.9M
1.19M $71M
Feb 08, 2024 Q4 2023
Haverford Trust CO

Radnor, PA
BUY
 -
839K
+ 61.94%
$42.8M - $47.3M
2.19M $131M
Feb 13, 2024 Q4 2023
Summit Financial Strategies, Inc.

BUY
 -
684K
New
$34.9M - $38.5M
684K $40.9M
Feb 09, 2024 Q4 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
661K
+ 199.3%
$33.7M - $37.3M
992K $59.4M
Feb 13, 2024 Q4 2023
Envestnet Asset Management Inc

BUY
 -
658K
+ 10.91%
$33.6M - $37.1M
6.7M $401M
Jan 18, 2024 Q4 2023
Gradient Investments LLC

BUY
 -
619K
New
$31.6M - $34.9M
619K $37.1M
Feb 14, 2024 Q4 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
566K
New
$28.9M - $31.9M
566K $33.9M
Feb 14, 2024 Q4 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
558K
+ 10.12%
$28.5M - $31.5M
6.07M $364M
Feb 14, 2024 Q4 2023
Waddell & Associates, LLC

BUY
 -
454K
New
$23.2M - $25.6M
454K $27.2M
Jan 10, 2024 Q4 2023
Amplius Wealth Advisors, LLC

BUY
 -
423K
New
$21.6M - $23.9M
423K $25.3M
Aug 13, 2024 Q4 2023
Correct Capital Wealth Management

Clayton, MO
BUY
 -
372K
New
$19M - $21M
372K $22.3M
Feb 12, 2024 Q4 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
324K
+ 338.85%
$16.5M - $18.3M
420K $25.1M
Feb 14, 2024 Q4 2023
Old Mission Capital LLC

BUY
 -
254K
+ 184.58%
$12.9M - $14.3M
391K $23.4M
Feb 06, 2024 Q4 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
238K
New
$12.1M - $13.4M
238K $14.3M
Feb 08, 2024 Q4 2023
Tarbox Family Office, Inc.

BUY
 -
229K
+ 90.15%
$11.7M - $12.9M
482K $28.9M
Jan 30, 2024 Q4 2023
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
185K
+ 87.77%
$9.45M - $10.4M
396K $23.7M
Feb 13, 2024 Q4 2023
Annex Advisory Services, LLC

BUY
 -
161K
+ 8.83%
$8.22M - $9.09M
1.99M $119M
Jan 23, 2024 Q4 2023
Visionary Horizons, LLC

Knoxville, TN
BUY
 -
138K
New
$7.03M - $7.77M
138K $8.25M
Feb 14, 2024 Q4 2023
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
134K
+ 101.94%
$6.84M - $7.56M
266K $15.9M
Feb 13, 2024 Q4 2023
Jones Financial Companies Lllp

BUY
 -
134K
+ 4501.34%
$6.83M - $7.55M
137K $8.19M
Feb 13, 2024 Q4 2023
Vantage Financial Partners Ltd., Inc.

BUY
 -
133K
New
$6.78M - $7.49M
133K $7.96M
Feb 06, 2024 Q4 2023
Merit Financial Group, LLC

BUY
 -
124K
New
$6.32M - $6.99M
124K $7.42M
Jan 17, 2024 Q4 2023
Shotwell Rutter Baer Inc

Lansing, MI
BUY
 -
122K
New
$6.2M - $6.86M
122K $7.28M
Feb 13, 2024 Q4 2023
Northwestern Mutual Wealth Management CO

BUY
 -
118K
+ 8.91%
$6M - $6.63M
1.44M $86M
Feb 14, 2024 Q4 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
92.5K
+ 12.4%
$4.72M - $5.22M
839K $50.2M
Jan 31, 2024 Q4 2023
Fonville Wealth Management LLC

Richmond, VA
BUY
 -
92.2K
New
$4.7M - $5.2M
92.2K $5.52M
Jan 05, 2024 Q4 2023
Apella Capital, LLC

BUY
 -
77.7K
+ 397.94%
$3.96M - $4.38M
97.3K $5.82M
Feb 13, 2024 Q4 2023
En Rich Financial Partners LLC

Madison, WI
BUY
 -
67.9K
New
$3.46M - $3.83M
67.9K $4.06M
Feb 14, 2024 Q4 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
67.6K
+ 28.86%
$3.45M - $3.81M
302K $18.1M
Feb 13, 2024 Q4 2023
Jrm Investment Counsel, LLC

BUY
 -
66.8K
+ 59.13%
$3.41M - $3.77M
180K $10.8M
Feb 13, 2024 Q4 2023
Morgan Stanley

New York, NY
BUY
 -
64.9K
+ 2.62%
$3.31M - $3.66M
2.54M $152M
Jan 31, 2024 Q4 2023
Annapolis Financial Services, LLC

BUY
 -
64K
+ 86.97%
$3.27M - $3.61M
138K $8.24M
Feb 12, 2024 Q4 2023
Orba Wealth Advisors, L.L.C.

Chicago, IL
BUY
 -
63K
New
$3.21M - $3.55M
63K $3.77M
Jan 31, 2024 Q4 2023
Financial Symmetry Inc

Raleigh, NC
BUY
 -
53.9K
New
$2.75M - $3.04M
53.9K $3.23M
Feb 14, 2024 Q4 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
53.7K
+ 46.82%
$2.74M - $3.03M
168K $10.1M
Feb 12, 2024 Q4 2023
Vista Wealth Management Group, LLC

BUY
 -
53.4K
+ 7.63%
$2.72M - $3.01M
754K $45.1M
Feb 09, 2024 Q4 2023
Objectivity Squared, LLC

Charleston, SC
BUY
 -
53.1K
New
$2.71M - $2.99M
53.1K $3.18M
Jan 29, 2024 Q4 2023
Alpha Q Advisors LLC

Orlando, FL
BUY
 -
52.9K
+ 815.29%
$2.7M - $2.98M
59.4K $3.56M
Feb 14, 2024 Q4 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
52K
+ 20.18%
$2.65M - $2.93M
310K $18.5M
Feb 06, 2024 Q4 2023
Signature Resources Capital Management, LLC

Newport Beach, CA
BUY
 -
50.9K
New
$2.6M - $2.87M
50.9K $3.05M
Jan 30, 2024 Q4 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
50.5K
+ 42.17%
$2.58M - $2.85M
170K $10.2M
Feb 09, 2024 Q4 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
49.6K
+ 6.3%
$2.53M - $2.8M
836K $50.1M
Feb 06, 2024 Q4 2023
Commonwealth Equity Services, LLC

BUY
 -
49.5K
+ 37.98%
$2.52M - $2.79M
180K $10.8M
Feb 08, 2024 Q4 2023
Greenup Street Wealth Management LLC

BUY
 -
49.3K
+ 14.08%
$2.52M - $2.78M
400K $23.9M
Jan 25, 2024 Q4 2023
Financial Futures LTD Liability Co.

BUY
 -
49.1K
+ 257.19%
$2.51M - $2.77M
68.2K $4.09M
Feb 06, 2024 Q4 2023
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
48.2K
+ 11.71%
$2.46M - $2.72M
460K $27.5M
Feb 12, 2024 Q4 2023
Wms Partners, LLC

BUY
 -
47.7K
+ 5.23%
$2.43M - $2.69M
960K $57.5M

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