Purchases and Sales Made in Q3 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 Q3 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
Nov 08, 2023 Q3 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
264K
New
$11.3M - $12.3M
264K $13M
Nov 13, 2023 Q3 2023
American Century Companies Inc

Kansas City, MO
BUY
 -
98.7K
+ 53.43%
$4.24M - $4.59M
283K $13.9M
Nov 30, 2023 Q3 2023
Fidelity D & D Bancorp Inc

Dunmore, PA
BUY
 -
59.6K
New
$2.56M - $2.77M
59.6K $2.93M
Dec 04, 2023 Q3 2023
Austin Wealth Management, LLC

Austin, TX
BUY
 -
38.3K
New
$1.64M - $1.78M
38.3K $1.88M
Nov 13, 2023 Q3 2023
Merriman Wealth Management, LLC

BUY
 -
34.3K
+ 5.81%
$1.47M - $1.59M
625K $30.7M
Oct 17, 2023 Q3 2023
Armbruster Capital Management, Inc.

BUY
 -
17K
+ 6.88%
$728K - $789K
263K $12.9M
Oct 16, 2023 Q3 2023
Meredith Wealth Planning

Maryville, IL
BUY
 -
16.9K
+ 7.68%
$727K - $787K
237K $11.6M
Oct 31, 2023 Q3 2023
Allegiance Financial Group Advisory Services LLC

Vienna, VA
BUY
 -
10.1K
+ 17.27%
$433K - $469K
68.5K $3.36M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
6.87K
+ 24.79%
$295K - $319K
34.6K $1.7M
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
6.87K
+ 26.39%
$295K - $319K
32.9K $1.61M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
6.17K
+ 23.82%
$265K - $287K
32.1K $1.57M
Nov 13, 2023 Q3 2023
True Wealth Design, LLC

Akron, OH
BUY
 -
5.22K
New
$224K - $243K
5.22K $256K
Oct 19, 2023 Q3 2023
Apeiron Ria LLC

BUY
 -
4.81K
+ 9.92%
$206K - $224K
53.3K $2.61M
Oct 11, 2023 Q3 2023
Versant Capital Management, Inc

BUY
 -
4.45K
+ 63.43%
$191K - $207K
11.5K $562K
Nov 09, 2023 Q3 2023
Tortoise Investment Management, LLC

BUY
 -
4.05K
+ 9.88%
$174K - $188K
45.1K $2.21M
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
3.76K
+ 32.46%
$161K - $175K
15.3K $752K
Nov 14, 2023 Q3 2023
Css LLC

Chicago, IL
BUY
 -
3.26K
+ 7.15%
$140K - $151K
48.8K $2.39M
Nov 03, 2023 Q3 2023
Paragon Advisors, LLC

BUY
 -
2.22K
+ 3.53%
$95.2K - $103K
65K $3.19M
Oct 26, 2023 Q3 2023
Bayshore Asset Management, LLC

BUY
 -
2.15K
+ 2.71%
$92.1K - $99.8K
81.5K $4M
Dec 18, 2023 Q3 2023
Core First Bank & Trust

Topeka, KS
BUY
 -
1.6K
New
$68.7K - $74.4K
1.6K $78.5K
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
1.59K
New
$68.4K - $74.1K
1.59K $78.2K
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
1.53K
New
$65.7K - $71.1K
1.53K $75K
Oct 20, 2023 Q3 2023
Prairie View Partners, LLC

BUY
 -
1.44K
+ 14.22%
$61.8K - $66.9K
11.6K $567K
Nov 15, 2023 Q3 2023
Orion Capital Management LLC

BUY
 -
853
New
$36.6K - $39.7K
853 $41.9K
Oct 31, 2023 Q3 2023
Cypress Point Wealth Management, LLC

Dallas, TX
BUY
 -
790
+ 16.54%
$33.9K - $36.7K
5.57K $273K
Nov 02, 2023 Q3 2023
Capital Investment Advisory Services, LLC

BUY
 -
700
+ 12.62%
$30.1K - $32.5K
6.25K $306K
Nov 13, 2023 Q3 2023
Mraz, Amerine & Associates, Inc.

BUY
 -
678
+ 3.56%
$29.1K - $31.5K
19.7K $968K
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
450
+ 32.47%
$19.3K - $20.9K
1.84K $90.1K
Nov 14, 2023 Q3 2023
Ncm Capital Management, LLC

Ramsey, NJ
BUY
 -
375
+ 3.31%
$16.1K - $17.4K
11.7K $574K
Nov 09, 2023 Q3 2023
Wms Partners, LLC

BUY
 -
359
+ 2.21%
$15.4K - $16.7K
16.6K $815K
Oct 18, 2023 Q3 2023
Lam Group, Inc.

Lake Oswego, OR
BUY
 -
325
+ 9.72%
$14K - $15.1K
3.67K $180K
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
220
+ 8.8%
$9.45K - $10.2K
2.72K $133K
Nov 13, 2023 Q3 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
184
+ 1.03%
$7.9K - $8.55K
18K $882K
Oct 25, 2023 Q3 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
100
+ 1.53%
$4.29K - $4.65K
6.64K $326K
Nov 13, 2023 Q3 2023
Asset Dedication, LLC

BUY
 -
32
+ 0.13%
$1.37K - $1.49K
24.1K $1.18M
Nov 03, 2023 Q3 2023
Jackson Creek Investment Advisors LLC

BUY
 -
13
+ 0.09%
$558 - $604
14.7K $720K
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 18, 2023 Q3 2023
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-7
- 0.02%
$301 - $325
36.3K $1.78M
Jun 25, 2024 Q3 2023
Sensible Money, LLC

Scottsdale, AZ
SELL
 -
-141
- 0.84%
$6.05K - $6.56K
16.6K $816K
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-155
- 1.13%
$6.66K - $7.21K
13.5K $665K
Oct 10, 2023 Q3 2023
Anderson Hoagland & CO

SELL
 -
-263
- 0.12%
$11.3K - $12.2K
221K $10.8M
Oct 23, 2023 Q3 2023
All Season Financial Advisors, Inc.

SELL
 -
-328
- 3.83%
$14.1K - $15.2K
8.24K $404K
Oct 27, 2023 Q3 2023
Red Lighthouse Investment Management, LLC

New York, NY
SELL
 -
-599
- 0.29%
$25.7K - $27.8K
207K $10.2M
Nov 07, 2023 Q3 2023
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-699
- 4.69%
$30K - $32.5K
14.2K $697K
Nov 14, 2023 Q3 2023
Warren Averett Asset Management, LLC

Birmingham, AL
SELL
 -
-1.29K
- 5.31%
$55.5K - $60.1K
23K $1.13M
Oct 10, 2023 Q3 2023
Wedmont Private Capital

SELL
 -
-1.36K
- 4.74%
$58.2K - $63K
27.3K $1.34M
Nov 13, 2023 Q3 2023
Cibc World Market Inc.

Toronto, A6
SELL
 -
-1.58K
- 20.26%
$68K - $73.6K
6.23K $306K
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
SELL
 -
-1.7K
- 2.6%
$73.2K - $79.2K
63.8K $3.13M

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