Purchases and Sales Made in Q4 2023 in American Centy ETF Tr Avantis (AVIG)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVIG) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
405+ 0.74% |
$15.6K - $17K
|
55.2K
$2.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
301+ 3.25% |
$11.6K - $12.6K
|
9.56K
$387K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
295+ 4.7% |
$11.4K - $12.4K
|
6.57K
$266K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
281+ 2.45% |
$10.8K - $11.8K
|
11.8K
$476K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
74New |
$2.86K - $3.11K
|
74
$3K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-55- 0.87% |
$2.12K - $2.31K
|
6.28K
$254K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-250- 3.34% |
$9.65K - $10.5K
|
7.24K
$294K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.11K- 71.33% |
$42.7K - $46.5K
|
445
$18K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.17K- 13.8% |
$45.1K - $49.1K
|
7.3K
$296K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.24K- 3.03% |
$47.9K - $52.1K
|
39.7K
$1.61M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-1.49K- 7.06% |
$57.7K - $62.7K
|
19.7K
$798K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-2.57K- 15.17% |
$99.3K - $108K
|
14.4K
$583K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-2.8K- 11.38% |
$108K - $118K
|
21.8K
$884K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.29K- 67.23% |
$165K - $180K
|
2.09K
$84.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-4.49K- 29.97% |
$173K - $188K
|
10.5K
$425K
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-8.04K- 21.26% |
$310K - $338K
|
29.8K
$1.21M
|
|
|
Feb 02, 2024
Q4 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-8.34K- 6.27% |
$322K - $350K
|
125K
$5.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.78K- 8.22% |
$339K - $369K
|
98.1K
$3.98M
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-9.54K- 14.96% |
$368K - $401K
|
54.2K
$2.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.3K- 14.57% |
$396K - $431K
|
60.2K
$2.44M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-12.5K- 13.87% |
$482K - $524K
|
77.5K
$3.14M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-14K- 49.87% |
$539K - $587K
|
14K
$570K
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-18K- 71.24% |
$694K - $756K
|
7.27K
$295K
|
|
|
Feb 09, 2024
Q4 2023
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-19.8K- 1.6% |
$766K - $833K
|
1.22M
$49.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-22.9K- 21.22% |
$884K - $962K
|
85K
$3.45M
|
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-28.4K- 16.31% |
$1.1M - $1.19M
|
146K
$5.91M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-53.1K- 60.36% |
$2.05M - $2.23M
|
34.9K
$1.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-53.8K- 18.95% |
$2.08M - $2.26M
|
230K
$9.34M
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
SELL
|
- |
-54.9K- 25.68% |
$2.12M - $2.3M
|
159K
$6.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-139K- 61.34% |
$5.37M - $5.85M
|
87.8K
$3.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-804K- 80.31% |
$31M - $33.7M
|
197K
$7.99M
|