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 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-4.93K- 3.35% |
$252K - $278K
|
142K
$8.68M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-5.12K- 16.15% |
$261K - $289K
|
26.6K
$1.62M
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-5.57K- 30.8% |
$284K - $314K
|
12.5K
$763K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-5.84K- 40.68% |
$298K - $329K
|
8.52K
$519K
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-6.18K- 9.53% |
$315K - $348K
|
58.7K
$3.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-6.29K- 3.18% |
$321K - $355K
|
192K
$11.7M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-7.03K- 9.0% |
$359K - $396K
|
71.1K
$4.33M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-7.16K- 1.26% |
$365K - $404K
|
559K
$34.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-7.94K- 6.42% |
$405K - $448K
|
116K
$7.06M
|
|
|
Jan 26, 2024
Q4 2023
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-8.45K- 4.56% |
$431K - $477K
|
177K
$10.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-8.75K- 32.3% |
$446K - $493K
|
18.3K
$1.12M
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-9.7K- 3.72% |
$494K - $547K
|
251K
$15.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.73K- 22.59% |
$496K - $548K
|
33.3K
$2.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-10.9K- 5.0% |
$554K - $612K
|
206K
$12.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
SELL
|
- |
-11.4K- 3.45% |
$582K - $644K
|
320K
$19.5M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-13.8K- 5.41% |
$705K - $780K
|
242K
$14.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-14.7K- 7.21% |
$751K - $830K
|
189K
$11.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-15.1K- 23.45% |
$769K - $850K
|
49.2K
$3M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-17.3K- 1.24% |
$883K - $976K
|
1.38M
$84.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-19.5K- 4.27% |
$992K - $1.1M
|
437K
$26.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-19.8K- 20.99% |
$1.01M - $1.12M
|
74.6K
$4.55M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-21.6K- 8.83% |
$1.1M - $1.22M
|
223K
$13.6M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-21.6K- 8.83% |
$1.1M - $1.22M
|
223K
$13.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-23.2K- 1.41% |
$1.18M - $1.31M
|
1.62M
$98.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-37.6K- 83.87% |
$1.92M - $2.12M
|
7.23K
$441K
|
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-45.6K- 13.73% |
$2.32M - $2.57M
|
286K
$17.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-62.6K- 41.6% |
$3.19M - $3.53M
|
87.8K
$5.36M
|
|
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-68.2K- 43.25% |
$3.48M - $3.85M
|
89.5K
$5.46M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-68.9K- 13.15% |
$3.52M - $3.89M
|
455K
$27.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-127K- 42.56% |
$6.46M - $7.15M
|
171K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-175K- 83.64% |
$8.95M - $9.89M
|
34.3K
$2.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-233K- 13.57% |
$11.9M - $13.2M
|
1.49M
$90.6M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-342K- 41.31% |
$17.4M - $19.3M
|
486K
$29.6M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-554K- 17.88% |
$28.2M - $31.2M
|
2.54M
$155M
|