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 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
688+ 0.32% |
$35.1K - $38.8K
|
219K
$13.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
661New |
$33.7K - $37.3K
|
661
$40.3K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
646+ 2.61% |
$32.9K - $36.4K
|
25.4K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
561+ 1.31% |
$28.6K - $31.6K
|
43.3K
$2.64M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
545New |
$27.8K - $30.7K
|
545
$33.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
531+ 47.2% |
$27.1K - $29.9K
|
1.66K
$101K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
465+ 930.0% |
$23.7K - $26.2K
|
515
$31.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
441New |
$22.5K - $24.9K
|
441
$26.9K
|
|
|
Jan 17, 2024
Q4 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
435New |
$22.2K - $24.5K
|
435
$26.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
427+ 2.14% |
$21.8K - $24.1K
|
20.4K
$1.24M
|
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
405+ 4.39% |
$20.7K - $22.8K
|
9.64K
$588K
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
398+ 0.25% |
$20.3K - $22.4K
|
160K
$9.77M
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
373+ 0.23% |
$19K - $21K
|
163K
$9.94M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
360New |
$18.4K - $20.3K
|
360
$22K
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
320+ 0.41% |
$16.3K - $18K
|
78.3K
$4.78M
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
282+ 2.28% |
$14.4K - $15.9K
|
12.7K
$773K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
277+ 1.1% |
$14.1K - $15.6K
|
25.5K
$1.56M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
272New |
$13.9K - $15.3K
|
272
$16.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
265+ 2.32% |
$13.5K - $14.9K
|
11.7K
$712K
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
253+ 2.35% |
$12.9K - $14.3K
|
11K
$672K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
228+ 1.46% |
$11.6K - $12.9K
|
15.9K
$969K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
219New |
$11.2K - $12.3K
|
219
$13.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
213+ 1.6% |
$10.9K - $12K
|
13.5K
$826K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
198New |
$10.1K - $11.2K
|
198
$12.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
183+ 3.62% |
$9.33K - $10.3K
|
5.23K
$319K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
148+ 0.32% |
$7.55K - $8.35K
|
45.8K
$2.79M
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
140+ 0.25% |
$7.14K - $7.89K
|
56.6K
$3.45M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
132+ 2.09% |
$6.73K - $7.44K
|
6.46K
$394K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
129+ 2.07% |
$6.58K - $7.27K
|
6.35K
$387K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
126+ 2.07% |
$6.43K - $7.11K
|
6.21K
$379K
|
|
|
Jan 31, 2024
Q4 2023
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
115+ 0.41% |
$5.87K - $6.48K
|
27.9K
$1.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
109+ 48.23% |
$5.56K - $6.15K
|
335
$20.4K
|
|
|
Jan 30, 2024
Q4 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
98+ 1.54% |
$5K - $5.53K
|
6.47K
$394K
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
BUY
|
- |
85+ 0.36% |
$4.34K - $4.79K
|
23.7K
$1.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Bayshore Asset Management, LLC
|
BUY
|
- |
77+ 0.5% |
$3.93K - $4.34K
|
15.4K
$941K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
76+ 0.38% |
$3.88K - $4.29K
|
20.2K
$1.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
74New |
$3.77K - $4.17K
|
74
$4.51K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
73+ 12.72% |
$3.72K - $4.12K
|
647
$39.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
61+ 0.14% |
$3.11K - $3.44K
|
43.9K
$2.68M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
37+ 1.93% |
$1.89K - $2.09K
|
1.96K
$119K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
36New |
$1.84K - $2.03K
|
36
$2.2K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
19New |
$969 - $1.07K
|
19
$1.16K
|
|
|
Feb 05, 2024
Q4 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
18+ 0.06% |
$918 - $1.02K
|
30.5K
$1.86M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
15New |
$765 - $846
|
15
$915
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
12+ 0.17% |
$612 - $677
|
7.04K
$429K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
4+ 1.99% |
$204 - $226
|
205
$12.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4+ 2.7% |
$204 - $226
|
152
$9.27K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3+ 0.05% |
$153 - $169
|
6.45K
$393K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.7% |
$102 - $113
|
288
$17.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 0.02% |
$51 - $56.4
|
5.51K
$336K
|