Purchases and Sales Made in Q4 2023 in American Centy ETF Tr Avantis (AVES)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVES) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
341New |
$14.2K - $15.8K
|
341
$16.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Northland Capital Management LLC
|
BUY
|
- |
287+ 0.63% |
$12K - $13.3K
|
45.7K
$2.24M
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
201+ 23.56% |
$8.39K - $9.3K
|
1.05K
$51.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
165New |
$6.88K - $7.63K
|
165
$8.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
152+ 17.88% |
$6.34K - $7.03K
|
1K
$49.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
98+ 10.54% |
$4.09K - $4.53K
|
1.03K
$50.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
60+ 0.52% |
$2.5K - $2.78K
|
11.6K
$570K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
60+ 1.0% |
$2.5K - $2.78K
|
6.05K
$297K
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
20+ 0.14% |
$834 - $925
|
14.7K
$721K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13+ 0.71% |
$542 - $601
|
1.85K
$90.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
11+ 0.09% |
$459 - $509
|
11.7K
$575K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2New |
$83.4 - $92.5
|
2
$98.1
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-62- 0.26% |
$2.59K - $2.87K
|
24.1K
$1.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-86- 1.38% |
$3.59K - $3.98K
|
6.14K
$301K
|
|
|
Jun 25, 2024
Q4 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-309- 1.86% |
$12.9K - $14.3K
|
16.3K
$801K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-325- 86.67% |
$13.6K - $15K
|
50
$2.45K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-491- 2.13% |
$20.5K - $22.7K
|
22.6K
$1.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-500- 9.09% |
$20.9K - $23.1K
|
5K
$245K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-516- 8.59% |
$21.5K - $23.9K
|
5.49K
$270K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-541- 33.15% |
$22.6K - $25K
|
1.09K
$53.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-908- 4.6% |
$37.9K - $42K
|
18.8K
$923K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.01K- 1.59% |
$42.3K - $46.9K
|
62.8K
$3.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.56K- 98.12% |
$65.2K - $72.3K
|
30
$1.47K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1.76K- 33.69% |
$73.4K - $81.4K
|
3.46K
$170K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.87K- 3.74% |
$77.9K - $86.4K
|
48.1K
$2.36M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.1K- 31.63% |
$87.6K - $97.1K
|
4.54K
$223K
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-4.6K- 27.72% |
$192K - $213K
|
12K
$589K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.09K- 5.18% |
$212K - $235K
|
93.2K
$4.57M
|
|
|
Jan 17, 2024
Q4 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-16.6K- 7.53% |
$694K - $769K
|
204K
$10M
|
|
|
Jan 25, 2024
Q4 2023
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-33.9K- 14.29% |
$1.42M - $1.57M
|
203K
$9.98M
|