Purchases and Sales Made in Q2 2023 in American Centy ETF Tr Avantis (AVES)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVES) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 14, 2023
Q2 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
62.8KNew |
$2.64M - $2.83M
|
62.8K
$3.08M
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
60.7K+ 95.96% |
$2.55M - $2.74M
|
124K
$6.09M
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
44.9KNew |
$1.89M - $2.03M
|
44.9K
$2.2M
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
41.1K+ 7.48% |
$1.73M - $1.86M
|
591K
$29M
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
38.6K+ 26.42% |
$1.62M - $1.74M
|
185K
$9.06M
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
26KNew |
$1.09M - $1.17M
|
26K
$1.28M
|
|
Aug 03, 2023
Q2 2023
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
24.5K+ 11.02% |
$1.03M - $1.1M
|
246K
$12.1M
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
24.3KNew |
$1.02M - $1.1M
|
24.3K
$1.19M
|
|
Jul 26, 2023
Q2 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
23.5K+ 67.54% |
$989K - $1.06M
|
58.4K
$2.87M
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
15.4K+ 20.2% |
$649K - $697K
|
91.9K
$4.51M
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
BUY
|
- |
9.28K+ 23.67% |
$390K - $419K
|
48.5K
$2.38M
|
|
Jul 14, 2023
Q2 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
8.8K+ 4.16% |
$370K - $397K
|
220K
$10.8M
|
|
Aug 14, 2023
Q2 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
8K+ 21.31% |
$336K - $361K
|
45.5K
$2.24M
|
|
Aug 11, 2023
Q2 2023
|
Bayshore Asset Management, LLC
|
BUY
|
- |
6.94K+ 9.58% |
$291K - $313K
|
79.3K
$3.89M
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
5.94KNew |
$249K - $268K
|
5.94K
$291K
|
|
Aug 03, 2023
Q2 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
5.64K+ 2.79% |
$237K - $255K
|
208K
$10.2M
|
|
Aug 03, 2023
Q2 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
5.5KNew |
$231K - $248K
|
5.5K
$270K
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.26K+ 25.5% |
$221K - $237K
|
25.9K
$1.27M
|
|
Jul 20, 2023
Q2 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4.78KNew |
$201K - $216K
|
4.78K
$234K
|
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
3.34K+ 60.02% |
$140K - $151K
|
8.91K
$437K
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.04K+ 20.61% |
$128K - $137K
|
17.8K
$873K
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.99K+ 7.75% |
$83.7K - $89.9K
|
27.7K
$1.36M
|
|
Jul 25, 2023
Q2 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.85K+ 27.54% |
$77.7K - $83.4K
|
8.56K
$420K
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.6K+ 36.45% |
$67.2K - $72.3K
|
5.99K
$294K
|
|
Jul 25, 2023
Q2 2023
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
835+ 4.59% |
$35.1K - $37.7K
|
19K
$935K
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
315+ 6.02% |
$13.2K - $14.2K
|
5.55K
$272K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
253+ 2.24% |
$10.6K - $11.4K
|
11.6K
$568K
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
251+ 0.88% |
$10.5K - $11.3K
|
28.6K
$1.41M
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
250+ 11.11% |
$10.5K - $11.3K
|
2.5K
$123K
|
|
Jul 14, 2023
Q2 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
180+ 5.69% |
$7.56K - $8.12K
|
3.35K
$164K
|
|
Aug 14, 2023
Q2 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
104+ 0.93% |
$4.37K - $4.69K
|
11.3K
$556K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
100+ 36.36% |
$4.2K - $4.51K
|
375
$18.4K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
41+ 0.3% |
$1.72K - $1.85K
|
13.7K
$672K
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
25+ 0.25% |
$1.05K - $1.13K
|
10.1K
$497K
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
BUY
|
- |
14+ 0.09% |
$588 - $632
|
16.2K
$797K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 07, 2023
Q2 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-13- 0.01% |
$546 - $587
|
221K
$10.9M
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-100- 1.51% |
$4.2K - $4.51K
|
6.54K
$321K
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-152- 0.63% |
$6.38K - $6.86K
|
24.1K
$1.18M
|
|
Aug 02, 2023
Q2 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-232- 1.56% |
$9.74K - $10.5K
|
14.7K
$719K
|
|
Jun 25, 2024
Q2 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-397- 2.31% |
$16.7K - $17.9K
|
16.8K
$823K
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-527- 1.43% |
$22.1K - $23.8K
|
36.3K
$1.78M
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-569- 1.37% |
$23.9K - $25.7K
|
41K
$2.01M
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-609- 9.2% |
$25.6K - $27.5K
|
6.01K
$295K
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-618- 2.48% |
$26K - $27.9K
|
24.3K
$1.19M
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-1K- 51.84% |
$42K - $45.2K
|
930
$45.6K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.23K- 1.84% |
$51.7K - $55.6K
|
65.5K
$3.22M
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.66K- 19.11% |
$69.6K - $74.8K
|
7.01K
$344K
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.54K- 14.56% |
$107K - $115K
|
14.9K
$731K
|
|
Jul 19, 2023
Q2 2023
|
Northland Capital Management LLC
|
SELL
|
- |
-2.67K- 3.06% |
$112K - $120K
|
84.5K
$4.14M
|