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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
12.8K+ 5.39% |
$655K - $724K
|
251K
$15.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
12.5K+ 20.2% |
$639K - $706K
|
74.5K
$4.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12.4KNew |
$633K - $700K
|
12.4K
$755K
|
|
|
Jan 29, 2024
Q4 2023
|
Libra Wealth LLC
|
BUY
|
- |
12.1K+ 15.88% |
$617K - $683K
|
88.4K
$5.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
11.4K+ 3.86% |
$580K - $642K
|
306K
$18.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
11.3K+ 144.25% |
$578K - $639K
|
19.2K
$1.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
11.3K+ 5.54% |
$577K - $639K
|
216K
$13.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
11.1K+ 49.56% |
$565K - $625K
|
33.4K
$2.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
10.9K+ 267.55% |
$555K - $614K
|
15K
$909K
|
|
|
Feb 13, 2024
Q4 2023
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
10.7KNew |
$544K - $602K
|
10.7K
$649K
|
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
10.3K+ 26.98% |
$525K - $580K
|
48.4K
$2.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
9.82K+ 5.62% |
$501K - $554K
|
185K
$11.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.24KNew |
$471K - $521K
|
9.24K
$562K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.82K+ 5.98% |
$450K - $497K
|
156K
$9.49M
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
8.63K+ 8.4% |
$440K - $487K
|
111K
$6.77M
|
|
|
Feb 07, 2024
Q4 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
8.5K+ 32.38% |
$433K - $479K
|
34.8K
$2.11M
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
8.35K+ 9.31% |
$426K - $471K
|
98K
$5.96M
|
|
|
Feb 07, 2024
Q4 2023
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
8.35KNew |
$426K - $471K
|
8.35K
$507K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
7.98KNew |
$407K - $450K
|
7.98K
$485K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.89K+ 16.58% |
$403K - $445K
|
55.5K
$3.38M
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
7K+ 1.45% |
$357K - $394K
|
491K
$29.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6.98K+ 11.35% |
$356K - $394K
|
68.5K
$4.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
6.98K+ 4.36% |
$356K - $393K
|
167K
$10.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
6.96K+ 8.91% |
$355K - $393K
|
85.1K
$5.18M
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
6.93K+ 2.01% |
$354K - $391K
|
352K
$21.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
6.91K+ 10.89% |
$353K - $390K
|
70.4K
$4.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
BUY
|
- |
6.78KNew |
$346K - $382K
|
6.78K
$412K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
6.65K+ 33.77% |
$339K - $375K
|
26.3K
$1.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
6.61K+ 6.69% |
$337K - $373K
|
105K
$6.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
6.51K+ 6.75% |
$332K - $367K
|
103K
$6.26M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
6.49K+ 63.07% |
$331K - $366K
|
16.8K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
6.46KNew |
$329K - $364K
|
6.46K
$393K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
6.45KNew |
$329K - $364K
|
6.45K
$392K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.23K+ 3.88% |
$318K - $351K
|
167K
$10.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
6.11K+ 13.6% |
$312K - $344K
|
51K
$3.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
6.03KNew |
$307K - $340K
|
6.03K
$367K
|
|
|
Jan 09, 2024
Q4 2023
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
5.95KNew |
$303K - $335K
|
5.95K
$362K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
5.81KNew |
$297K - $328K
|
5.81K
$354K
|
|
|
Jan 17, 2024
Q4 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
5.64KNew |
$287K - $318K
|
5.64K
$343K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
5.6K+ 11.73% |
$285K - $316K
|
53.3K
$3.24M
|
|
|
Jan 19, 2024
Q4 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
5.54K+ 7.51% |
$283K - $312K
|
79.3K
$4.82M
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
5.49KNew |
$280K - $310K
|
5.49K
$334K
|
|
|
Feb 12, 2024
Q4 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
5.45K+ 5.68% |
$278K - $307K
|
101K
$6.17M
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
5.15KNew |
$263K - $290K
|
5.15K
$313K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.09K+ 7.09% |
$260K - $287K
|
76.9K
$4.68M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5.05K+ 103.28% |
$257K - $284K
|
9.93K
$604K
|
|
|
Feb 09, 2024
Q4 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
5.04K+ 7.01% |
$257K - $284K
|
77K
$4.68M
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
4.94K+ 118.03% |
$252K - $278K
|
9.12K
$554K
|
|
|
Feb 02, 2024
Q4 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
4.81K+ 5.61% |
$245K - $271K
|
90.6K
$5.51M
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
4.73K+ 22.39% |
$241K - $267K
|
25.9K
$1.57M
|