Purchases and Sales Made in Q1 2023 in American Centy ETF Tr Avantis (AVES)

AVES Quotes by TradingView

This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVES) during Q1 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
May 09, 2023 Q1 2023
Armbruster Capital Management, Inc.

BUY
 -
222K
New
$9.09M - $10.1M
222K $10.9M
May 12, 2023 Q1 2023
Old Mission Capital LLC

BUY
 -
97.8K
+ 185.38%
$4M - $4.43M
151K $7.39M
May 11, 2023 Q1 2023
American Century Companies Inc

Kansas City, MO
BUY
 -
70K
+ 92.05%
$2.87M - $3.17M
146K $7.17M
May 04, 2023 Q1 2023
Merriman Wealth Management, LLC

BUY
 -
47.6K
+ 9.5%
$1.95M - $2.16M
549K $27M
May 15, 2023 Q1 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
35.7K
+ 87.72%
$1.46M - $1.62M
76.5K $3.75M
May 15, 2023 Q1 2023
Jane Street Group, LLC

New York, NY
BUY
 -
29.2K
+ 85.57%
$1.19M - $1.32M
63.3K $3.11M
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
25.7K
New
$1.05M - $1.17M
25.7K $1.26M
Apr 24, 2023 Q1 2023
Meredith Wealth Planning

Maryville, IL
BUY
 -
24K
+ 12.78%
$981K - $1.09M
212K $10.4M
May 09, 2023 Q1 2023
Brainard Capital Management LLC

Austin, TX
BUY
 -
21.9K
+ 26.34%
$895K - $991K
105K $5.14M
Apr 25, 2023 Q1 2023
Allegiance Financial Group Advisory Services LLC

Vienna, VA
BUY
 -
13.9K
+ 66.65%
$571K - $632K
34.9K $1.71M
Apr 11, 2023 Q1 2023
Wedmont Private Capital

BUY
 -
8.32K
+ 41.46%
$340K - $377K
28.4K $1.39M
Apr 13, 2023 Q1 2023
Apeiron Ria LLC

BUY
 -
8.26K
+ 26.69%
$338K - $374K
39.2K $1.92M
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
BUY
 -
7.56K
+ 12.77%
$310K - $343K
66.8K $3.28M
Apr 19, 2023 Q1 2023
Mraz, Amerine & Associates, Inc.

BUY
 -
6.87K
+ 60.56%
$281K - $311K
18.2K $894K
May 11, 2023 Q1 2023
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
6.62K
New
$271K - $300K
6.62K $325K
Apr 16, 2024 Q1 2023
Fidelity D & D Bancorp Inc

Dunmore, PA
BUY
 -
6.54K
+ 9.78%
$267K - $296K
73.3K $3.6M
Apr 06, 2023 Q1 2023
Anderson Hoagland & CO

BUY
 -
5.7K
+ 2.64%
$233K - $258K
221K $10.9M
May 12, 2023 Q1 2023
Greenspring Advisors, LLC

BUY
 -
5.68K
+ 11.37%
$232K - $257K
55.6K $2.73M
May 11, 2023 Q1 2023
Fortis Capital Management LLC

BUY
 -
5.57K
New
$228K - $253K
5.57K $273K
Apr 21, 2023 Q1 2023
Index Fund Advisors, Inc.

BUY
 -
5.01K
New
$205K - $227K
5.01K $246K
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
4.98K
+ 11.8%
$204K - $226K
47.2K $2.32M
Apr 20, 2023 Q1 2023
Sage Rhino Capital LLC

BUY
 -
3.28K
+ 32.54%
$134K - $149K
13.4K $656K
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
2.54K
+ 14.05%
$104K - $115K
20.6K $1.01M
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
2.04K
+ 21.99%
$83.5K - $92.5K
11.3K $555K
Apr 10, 2023 Q1 2023
Versant Capital Management, Inc

BUY
 -
1.96K
+ 29.17%
$80.1K - $88.8K
8.67K $425K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
1.56K
New
$63.8K - $70.6K
1.56K $76.5K
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
1.39K
New
$56.7K - $62.8K
1.39K $68K
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
1K
+ 107.63%
$41K - $45.4K
1.93K $94.8K
May 15, 2023 Q1 2023
Css LLC

Chicago, IL
BUY
 -
1K
+ 2.74%
$40.9K - $45.3K
37.5K $1.84M
May 02, 2023 Q1 2023
Jackson Creek Investment Advisors LLC

BUY
 -
950
+ 6.82%
$38.9K - $43.1K
14.9K $731K
May 12, 2023 Q1 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
939
+ 8.7%
$38.4K - $42.6K
11.7K $576K
Apr 28, 2023 Q1 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
791
+ 2.2%
$32.4K - $35.9K
36.8K $1.81M
May 04, 2023 Q1 2023
Parkside Financial Bank & Trust

BUY
 -
697
+ 116.17%
$28.5K - $31.6K
1.3K $63.6K
Apr 17, 2023 Q1 2023
All Season Financial Advisors, Inc.

BUY
 -
690
+ 11.45%
$28.2K - $31.3K
6.72K $330K
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
441
+ 3.34%
$18.1K - $20K
13.7K $670K
May 15, 2023 Q1 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
379
+ 9.44%
$15.5K - $17.2K
4.39K $216K
Apr 21, 2023 Q1 2023
Capital Investment Advisory Services, LLC

BUY
 -
375
+ 7.72%
$15.3K - $17K
5.23K $257K
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
275
New
$11.3K - $12.5K
275 $13.5K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Apr 21, 2023 Q1 2023
Asset Dedication, LLC

SELL
 -
-117
- 0.48%
$4.79K - $5.3K
24.3K $1.19M
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-261
- 3.78%
$10.7K - $11.8K
6.64K $326K
Apr 17, 2023 Q1 2023
Northland Capital Management LLC

SELL
 -
-275
- 0.31%
$11.3K - $12.5K
87.1K $4.28M
May 15, 2023 Q1 2023
Red Lighthouse Investment Management, LLC

New York, NY
SELL
 -
-599
- 0.3%
$24.5K - $27.2K
202K $9.92M
May 15, 2023 Q1 2023
Bayshore Asset Management, LLC

SELL
 -
-979
- 1.33%
$40.1K - $44.4K
72.4K $3.55M
Apr 24, 2023 Q1 2023
Seed Wealth Management, Inc.

Evanston, IL
SELL
 -
-1K
- 14.29%
$40.9K - $45.3K
6K $294K
Apr 11, 2023 Q1 2023
Umb Bank, N.A.

SELL
 -
-9.2K
- 12.04%
$376K - $417K
67.2K $3.3M
May 11, 2023 Q1 2023
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-13K
- 42.76%
$533K - $591K
17.4K $856K
Jul 03, 2024 Q1 2023
Mills Wealth Advisors LLC

Southlake, TX
SELL
 -
-17.9K
Closed
$734K - $813K
0 $0
May 15, 2023 Q1 2023
Silicon Hills Wealth Management, LLC

Austin, TX
SELL
 -
-55.3K
- 68.92%
$2.27M - $2.51M
25K $1.22M

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