Purchases and Sales Made in Q4 2023 in American Centy ETF Tr Avantis (AVEM)
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 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
45.5K+ 12.48% |
$2.32M - $2.57M
|
410K
$25M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
42.8KNew |
$2.18M - $2.41M
|
42.8K
$2.61M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
40.8KNew |
$2.08M - $2.3M
|
40.8K
$2.49M
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
40.6K+ 14.4% |
$2.07M - $2.29M
|
323K
$19.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
40.2KNew |
$2.05M - $2.27M
|
40.2K
$2.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
39.4KNew |
$2.01M - $2.22M
|
39.4K
$2.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
38.8K+ 316.94% |
$1.98M - $2.19M
|
51K
$3.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
38KNew |
$1.94M - $2.14M
|
38K
$2.32M
|
|
|
Jan 25, 2024
Q4 2023
|
Brown Financial Advisory
|
BUY
|
- |
36.8K+ 257.45% |
$1.88M - $2.08M
|
51.1K
$3.12M
|
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
36.3K+ 14.94% |
$1.85M - $2.05M
|
279K
$17M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
35.2K+ 9.46% |
$1.8M - $1.99M
|
408K
$24.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
34KNew |
$1.73M - $1.91M
|
34K
$2.07M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
33.8KNew |
$1.73M - $1.91M
|
33.8K
$2.06M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
33.7KNew |
$1.72M - $1.9M
|
33.7K
$2.06M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
33.6K+ 110.67% |
$1.72M - $1.9M
|
64K
$3.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
32.5K+ 8.51% |
$1.66M - $1.83M
|
414K
$25.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
31.4K+ 7.06% |
$1.6M - $1.77M
|
477K
$29.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
30.9K+ 6.95% |
$1.58M - $1.74M
|
476K
$29M
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
29KNew |
$1.48M - $1.64M
|
29K
$1.77M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
29K+ 4.66% |
$1.48M - $1.64M
|
652K
$39.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
28.3K+ 14.83% |
$1.45M - $1.6M
|
219K
$13.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
27.4KNew |
$1.4M - $1.54M
|
27.4K
$1.67M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
27.3K+ 135.74% |
$1.39M - $1.54M
|
47.4K
$2.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
26.7KNew |
$1.36M - $1.51M
|
26.7K
$1.63M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
26.6K+ 332.85% |
$1.36M - $1.5M
|
34.7K
$2.11M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
25KNew |
$1.27M - $1.41M
|
25K
$1.52M
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
22.6K+ 43.74% |
$1.15M - $1.28M
|
74.4K
$4.54M
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
22.3KNew |
$1.13M - $1.25M
|
22.3K
$1.36M
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
21.5KNew |
$1.1M - $1.21M
|
21.5K
$1.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
21.3K+ 23.24% |
$1.08M - $1.2M
|
113K
$6.88M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
21K+ 8.87% |
$1.07M - $1.18M
|
258K
$15.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
BUY
|
- |
19.9K+ 38.1% |
$1.02M - $1.12M
|
72.2K
$4.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
19.3K+ 14.47% |
$986K - $1.09M
|
153K
$9.33M
|
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
18.3K+ 14.69% |
$935K - $1.03M
|
143K
$8.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
17.2KNew |
$876K - $968K
|
17.2K
$1.05M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
16.8KNew |
$856K - $946K
|
16.8K
$1.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
16.6KNew |
$848K - $938K
|
16.6K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
16.4K+ 89.38% |
$838K - $927K
|
34.8K
$2.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
16.4K+ 3.86% |
$837K - $926K
|
442K
$26.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
16.4K+ 9.47% |
$835K - $923K
|
189K
$11.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
15.4KNew |
$783K - $866K
|
15.4K
$936K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
15.1K+ 1.01% |
$769K - $851K
|
1.51M
$91.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
14.8K+ 23.44% |
$757K - $837K
|
78.1K
$4.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
14.6KNew |
$744K - $823K
|
14.6K
$890K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
14.3KNew |
$732K - $809K
|
14.3K
$875K
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
14.3K+ 8.34% |
$727K - $804K
|
185K
$11.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
14KNew |
$715K - $791K
|
14K
$855K
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
13.3K+ 4.16% |
$680K - $752K
|
334K
$20.4M
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
13KNew |
$665K - $735K
|
13K
$795K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
13KNew |
$665K - $735K
|
13K
$795K
|