Purchases and Sales Made in Q1 2023 in American Centy ETF Tr Avantis (AVIG)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVIG) 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q1 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
254K+ 17.78% |
$10.3M - $10.8M
|
1.68M
$68.8M
|
|
May 05, 2023
Q1 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
249KNew |
$10.1M - $10.6M
|
249K
$10.2M
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
200K+ 61.41% |
$8.14M - $8.54M
|
527K
$21.6M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
136KNew |
$5.52M - $5.79M
|
136K
$5.56M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
56.6K+ 23.1% |
$2.3M - $2.41M
|
302K
$12.4M
|
|
Apr 25, 2023
Q1 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
52K+ 111.87% |
$2.11M - $2.21M
|
98.5K
$4.03M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
50.7KNew |
$2.06M - $2.16M
|
50.7K
$2.07M
|
|
Apr 17, 2023
Q1 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
28.8K+ 15.11% |
$1.17M - $1.23M
|
219K
$8.98M
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
28.6KNew |
$1.16M - $1.22M
|
28.6K
$1.17M
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
27K+ 27.06% |
$1.1M - $1.15M
|
127K
$5.19M
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
23.5K+ 17.72% |
$953K - $999K
|
156K
$6.38M
|
|
Apr 28, 2023
Q1 2023
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
21.4K+ 1.65% |
$870K - $913K
|
1.32M
$54.2M
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15KNew |
$608K - $638K
|
15K
$613K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.7K+ 29.14% |
$556K - $584K
|
60.7K
$2.49M
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
12.7K+ 25.54% |
$517K - $543K
|
62.6K
$2.56M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.2K+ 83.64% |
$456K - $478K
|
24.6K
$1.01M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
7.3K+ 3.76% |
$296K - $311K
|
201K
$8.24M
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
6.92KNew |
$281K - $295K
|
6.92K
$283K
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
6.62KNew |
$269K - $282K
|
6.62K
$271K
|
|
May 10, 2023
Q1 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
6.36K+ 11.89% |
$258K - $271K
|
59.9K
$2.45M
|
|
Apr 24, 2023
Q1 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
5.17KNew |
$210K - $220K
|
5.17K
$212K
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
3.39K+ 23.48% |
$138K - $145K
|
17.8K
$730K
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
3.07K+ 9.26% |
$125K - $131K
|
36.3K
$1.48M
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.3K+ 7.56% |
$52.6K - $55.2K
|
18.4K
$755K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.27K+ 38.29% |
$51.7K - $54.2K
|
4.6K
$188K
|
|
May 05, 2023
Q1 2023
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
1.09K+ 0.23% |
$44.3K - $46.5K
|
466K
$19.1M
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
846+ 10.65% |
$34.3K - $36K
|
8.79K
$360K
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
678+ 9.43% |
$27.5K - $28.9K
|
7.87K
$322K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
401+ 8020.0% |
$16.3K - $17.1K
|
406
$16.6K
|
|
Apr 19, 2023
Q1 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
119+ 1.37% |
$4.83K - $5.07K
|
8.83K
$361K
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
60+ 0.53% |
$2.44K - $2.56K
|
11.4K
$468K
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
40+ 0.32% |
$1.62K - $1.7K
|
12.7K
$520K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4New |
$162 - $170
|
4
$164
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-48- 1.54% |
$1.95K - $2.04K
|
3.08K
$126K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-59- 26.58% |
$2.4K - $2.51K
|
163
$6.67K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-256- 1.57% |
$10.4K - $10.9K
|
16K
$656K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-576- 2.68% |
$23.4K - $24.5K
|
20.9K
$855K
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-682- 1.38% |
$27.7K - $29K
|
48.6K
$1.99M
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1K- 9.69% |
$40.6K - $42.6K
|
9.32K
$381K
|
|
May 03, 2023
Q1 2023
|
B&D White Capital Company, LLC
|
SELL
|
- |
-1.1K- 1.88% |
$44.7K - $46.9K
|
57.6K
$2.36M
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.29K- 2.71% |
$52.2K - $54.8K
|
46.1K
$1.89M
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.36K- 2.46% |
$55.1K - $57.8K
|
53.8K
$2.2M
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.53K- 1.88% |
$62.1K - $65.1K
|
79.9K
$3.27M
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.09K- 5.64% |
$84.9K - $89K
|
35K
$1.43M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.04K- 12.02% |
$164K - $172K
|
29.5K
$1.21M
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.84K- 30.96% |
$197K - $206K
|
10.8K
$442K
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-7.13K- 13.08% |
$290K - $304K
|
47.4K
$1.94M
|
|
Apr 07, 2023
Q1 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-8.54K- 4.42% |
$347K - $364K
|
185K
$7.57M
|
|
May 15, 2023
Q1 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-11.3K- 6.09% |
$457K - $480K
|
174K
$7.11M
|