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 |
|---|---|---|---|---|---|---|---|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
4.54KNew |
$231K - $256K
|
4.54K
$277K
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
4.54KNew |
$231K - $256K
|
4.54K
$277K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
4.48K+ 8.15% |
$229K - $253K
|
59.5K
$3.63M
|
|
|
Aug 01, 2024
Q4 2023
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
4.41KNew |
$225K - $249K
|
4.41K
$269K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
4.34K+ 6.48% |
$222K - $245K
|
71.4K
$4.36M
|
|
|
Feb 26, 2024
Q4 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
4.22K+ 8.47% |
$215K - $238K
|
54.1K
$3.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.1K+ 42.59% |
$209K - $231K
|
13.7K
$837K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
4.05K+ 1.21% |
$207K - $228K
|
339K
$20.7M
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
4.03KNew |
$206K - $227K
|
4.03K
$246K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.03KNew |
$205K - $227K
|
4.03K
$246K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.89K+ 16.54% |
$198K - $219K
|
27.4K
$1.67M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.88K+ 3.65% |
$198K - $219K
|
110K
$6.72M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
3.86K+ 77.1% |
$197K - $217K
|
8.86K
$540K
|
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
3.85K+ 32.26% |
$196K - $217K
|
15.8K
$963K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.84K+ 44.0% |
$196K - $216K
|
12.6K
$766K
|
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
3.71KNew |
$189K - $209K
|
3.71K
$226K
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
3.68KNew |
$188K - $207K
|
3.68K
$224K
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
3.65K+ 12.3% |
$186K - $206K
|
33.3K
$2.03M
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
3.59K+ 1.15% |
$183K - $202K
|
316K
$19.3M
|
|
|
Sep 25, 2024
Q4 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
3.39K+ 2.96% |
$173K - $191K
|
118K
$7.18M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
3.28K+ 0.55% |
$167K - $185K
|
599K
$36.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.11K+ 104.46% |
$159K - $176K
|
6.09K
$372K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3K+ 6247.92% |
$153K - $169K
|
3.05K
$186K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.94K+ 10.76% |
$150K - $166K
|
30.3K
$1.85M
|
|
|
Jan 23, 2024
Q4 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
2.85K+ 16.99% |
$145K - $161K
|
19.6K
$1.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.7K+ 32.01% |
$138K - $152K
|
11.2K
$680K
|
|
|
Jan 12, 2024
Q4 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
2.63K+ 2.21% |
$134K - $149K
|
122K
$7.44M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
2.46K+ 53.64% |
$125K - $138K
|
7.03K
$429K
|
|
|
Jan 17, 2024
Q4 2023
|
Echo Wealth Management, LLC
|
BUY
|
- |
2.45K+ 2.87% |
$125K - $138K
|
87.6K
$5.34M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.39K+ 1.87% |
$122K - $135K
|
130K
$7.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.34K+ 47.31% |
$120K - $132K
|
7.3K
$445K
|
|
|
Jan 25, 2024
Q4 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
2.33K+ 3.45% |
$119K - $132K
|
70K
$4.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
2.3K+ 5.84% |
$118K - $130K
|
41.8K
$2.55M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.29K+ 5.07% |
$117K - $129K
|
47.5K
$2.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.16K+ 5.71% |
$110K - $122K
|
39.9K
$2.43M
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
2.06K+ 8.81% |
$105K - $116K
|
25.4K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.96K+ 14.25% |
$100K - $111K
|
15.7K
$959K
|
|
|
Jan 29, 2024
Q4 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
1.9K+ 4.68% |
$97.1K - $107K
|
42.6K
$2.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
1.59K+ 3.05% |
$81.1K - $89.7K
|
53.7K
$3.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.48K+ 33.95% |
$75.2K - $83.2K
|
5.82K
$355K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.45K+ 3.22% |
$73.8K - $81.7K
|
46.4K
$2.83M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.32KNew |
$67.5K - $74.6K
|
1.32K
$80.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.23K+ 1.79% |
$62.6K - $69.2K
|
69.8K
$4.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.21K+ 9.62% |
$61.6K - $68.1K
|
13.8K
$838K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.04K+ 9.5% |
$52.9K - $58.5K
|
12K
$729K
|
|
|
Jan 12, 2024
Q4 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
970+ 9.59% |
$49.5K - $54.7K
|
11.1K
$676K
|
|
|
Jan 09, 2024
Q4 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
962+ 3.19% |
$49.1K - $54.2K
|
31.2K
$1.9M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
935+ 1.52% |
$47.7K - $52.7K
|
62.6K
$3.82M
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
740+ 740.0% |
$37.7K - $41.7K
|
840
$51.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
717+ 10.97% |
$36.6K - $40.4K
|
7.25K
$442K
|