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 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-12- 1.13% |
$612 - $677
|
1.05K
$63.6K
|
|
|
Feb 01, 2024
Q4 2023
|
First National Bank Sioux Falls
|
SELL
|
- |
-45- 0.54% |
$2.3K - $2.54K
|
8.24K
$501K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-70- 0.12% |
$3.57K - $3.95K
|
58.9K
$3.58M
|
|
|
Jan 18, 2024
Q4 2023
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-117- 2.67% |
$5.97K - $6.6K
|
4.27K
$259K
|
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-125- 23.19% |
$6.38K - $7.05K
|
414
$25.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-215- 0.27% |
$11K - $12.1K
|
78.5K
$4.77M
|
|
|
Jun 25, 2024
Q4 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-226- 2.2% |
$11.5K - $12.7K
|
10.1K
$612K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-265- 5.05% |
$13.5K - $14.9K
|
4.99K
$303K
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-334- 6.99% |
$17K - $18.8K
|
4.45K
$270K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-356- 44.78% |
$18.2K - $20.1K
|
439
$26.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-375- 30.61% |
$19.1K - $21.1K
|
850
$51.7K
|
|
|
Jan 09, 2024
Q4 2023
|
Austin Asset Management CO Inc
|
SELL
|
- |
-379- 6.57% |
$19.3K - $21.4K
|
5.39K
$328K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-391- 0.43% |
$19.9K - $22K
|
90.9K
$5.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-459- 0.38% |
$23.4K - $25.9K
|
119K
$7.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-499- 4.18% |
$25.4K - $28.1K
|
11.4K
$695K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-541- 2.57% |
$27.6K - $30.5K
|
20.5K
$1.24M
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-618- 1.87% |
$31.5K - $34.8K
|
32.5K
$1.97M
|
|
|
Jan 10, 2024
Q4 2023
|
Stewardship Advisors, LLC
|
SELL
|
- |
-631- 0.28% |
$32.2K - $35.6K
|
221K
$13.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-668- 3.85% |
$34.1K - $37.7K
|
16.7K
$1.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Awm Capital, LLC
|
SELL
|
- |
-702- 0.75% |
$35.8K - $39.6K
|
93.3K
$5.68M
|
|
|
Feb 05, 2024
Q4 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-765- 2.88% |
$39K - $43.1K
|
25.8K
$1.57M
|
|
|
Feb 01, 2024
Q4 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-775- 2.23% |
$39.5K - $43.7K
|
34K
$2.07M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-782- 0.9% |
$39.9K - $44.1K
|
85.9K
$5.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-863- 1.42% |
$44K - $48.7K
|
59.8K
$3.63M
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-921- 7.77% |
$47K - $51.9K
|
10.9K
$665K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.03K- 7.23% |
$52.5K - $58K
|
13.2K
$803K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.24K- 6.72% |
$63.4K - $70.1K
|
17.3K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.26K- 3.61% |
$64.3K - $71.1K
|
33.6K
$2.04M
|
|
|
Aug 20, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-1.29K- 1.13% |
$65.9K - $72.9K
|
113K
$6.86M
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-1.35K- 8.87% |
$69K - $76.3K
|
13.9K
$846K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.36K- 0.95% |
$69.3K - $76.6K
|
142K
$8.62M
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-1.4K- 0.83% |
$71.3K - $78.9K
|
167K
$10.2M
|
|
|
Oct 15, 2024
Q4 2023
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-1.43K- 9.35% |
$73K - $80.7K
|
13.9K
$844K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.47K- 1.45% |
$74.9K - $82.8K
|
99.8K
$6.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.54K- 7.94% |
$78.5K - $86.8K
|
17.9K
$1.09M
|
|
|
Nov 14, 2024
Q4 2023
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-1.6K- 0.51% |
$81.5K - $90.1K
|
311K
$18.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.6K- 4.67% |
$81.7K - $90.3K
|
32.7K
$1.99M
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.7K- 19.58% |
$86.8K - $95.9K
|
6.99K
$425K
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.71K- 7.08% |
$87.1K - $96.3K
|
22.4K
$1.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.05K- 0.14% |
$105K - $116K
|
1.42M
$86.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.33K- 11.95% |
$119K - $131K
|
17.2K
$1.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-2.53K- 10.88% |
$129K - $142K
|
20.7K
$1.26M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.55K- 10.54% |
$130K - $144K
|
21.6K
$1.31M
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-2.56K- 5.44% |
$131K - $144K
|
44.5K
$2.71M
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-3.29K- 1.87% |
$168K - $185K
|
172K
$10.5M
|
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-3.42K- 1.69% |
$174K - $193K
|
199K
$12.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-4.14K- 7.8% |
$211K - $233K
|
48.9K
$2.98M
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-4.72K- 16.93% |
$241K - $266K
|
23.2K
$1.41M
|