Purchases and Sales Made in Q3 2023 in American Centy ETF Tr Avantis (AVIV)

AVIV Quotes by TradingView

This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVIV) 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
Oct 23, 2023 Q3 2023
Financial Advisory Service, Inc.

BUY
 -
249K
New
$11.8M - $12.6M
249K $13.2M
Nov 13, 2023 Q3 2023
American Century Companies Inc

Kansas City, MO
BUY
 -
141K
+ 66.81%
$6.7M - $7.19M
353K $18.8M
Nov 02, 2023 Q3 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
92.9K
New
$4.4M - $4.72M
92.9K $4.94M
Dec 04, 2023 Q3 2023
Austin Wealth Management, LLC

Austin, TX
BUY
 -
41.5K
New
$1.97M - $2.11M
41.5K $2.21M
Nov 14, 2023 Q3 2023
Old Mission Capital LLC

BUY
 -
31.2K
+ 273.15%
$1.48M - $1.59M
42.7K $2.27M
Nov 14, 2023 Q3 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
20.6K
New
$975K - $1.05M
20.6K $1.09M
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
19.7K
New
$933K - $1M
19.7K $1.05M
Nov 08, 2023 Q3 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
14.9K
New
$706K - $757K
14.9K $792K
Nov 01, 2023 Q3 2023
Websterrogers Financial Advisors, LLC

BUY
 -
12K
+ 9.13%
$568K - $609K
143K $7.62M
Nov 08, 2023 Q3 2023
Plancorp, LLC

BUY
 -
8.57K
+ 22.06%
$406K - $435K
47.4K $2.52M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
6.96K
New
$330K - $354K
6.96K $370K
Oct 20, 2023 Q3 2023
Atwood & Palmer Inc

BUY
 -
6.47K
+ 1.87%
$306K - $329K
352K $18.7M
Oct 19, 2023 Q3 2023
Etesian Wealth Advisors, Inc.

West Linn, OR
BUY
 -
6.45K
New
$306K - $328K
6.45K $343K
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
5.85K
New
$277K - $297K
5.85K $311K
Nov 06, 2023 Q3 2023
Callan Capital, LLC

La Jolla, CA
BUY
 -
4.66K
New
$221K - $237K
4.66K $248K
Nov 01, 2023 Q3 2023
Black Diamond Wealth Management Inc.

BUY
 -
4.3K
+ 10.41%
$204K - $219K
45.7K $2.43M
Oct 31, 2023 Q3 2023
Nwam LLC

Mercer Island, WA
BUY
 -
3.74K
+ 4.23%
$177K - $190K
92K $4.89M
Oct 25, 2023 Q3 2023
Redmont Wealth Advisors LLC

Chicago, IL
BUY
 -
3.54K
+ 9.42%
$167K - $180K
41.1K $2.18M
Nov 09, 2023 Q3 2023
Tortoise Investment Management, LLC

BUY
 -
3.26K
+ 5.92%
$155K - $166K
58.4K $3.1M
Nov 09, 2023 Q3 2023
Altiora Financial Group, LLC

Lebanon, OH
BUY
 -
2.3K
+ 6.32%
$109K - $117K
38.7K $2.06M
Oct 30, 2023 Q3 2023
Insight Wealth Partners, LLC

BUY
 -
2.17K
+ 38.8%
$103K - $110K
7.77K $413K
Oct 20, 2023 Q3 2023
Prairie View Partners, LLC

BUY
 -
1.93K
+ 2.2%
$91.6K - $98.2K
89.8K $4.77M
Oct 26, 2023 Q3 2023
Bayshore Asset Management, LLC

BUY
 -
1.88K
+ 1.89%
$89.1K - $95.6K
101K $5.39M
Nov 13, 2023 Q3 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
1.6K
+ 87.6%
$76K - $81.5K
3.44K $183K
Oct 10, 2023 Q3 2023
Acorn Financial Advisory Services Inc

BUY
 -
1.41K
+ 3.46%
$66.6K - $71.5K
42.1K $2.24M
Oct 25, 2023 Q3 2023
Capasso Planning Partners LLC

Charleston, SC
BUY
 -
739
+ 13.64%
$35K - $37.5K
6.16K $327K
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
701
New
$33.2K - $35.6K
701 $37.3K
Nov 13, 2023 Q3 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
690
+ 0.85%
$32.7K - $35.1K
81.6K $4.34M
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
576
+ 20.27%
$27.3K - $29.3K
3.42K $182K
Oct 17, 2023 Q3 2023
Northland Capital Management LLC

BUY
 -
513
+ 0.64%
$24.3K - $26.1K
80.5K $4.28M
Oct 24, 2023 Q3 2023
Canvas Wealth Advisors, LLC

BUY
 -
446
+ 5.19%
$21.1K - $22.7K
9.05K $481K
Nov 15, 2023 Q3 2023
Orion Capital Management LLC

BUY
 -
370
New
$17.5K - $18.8K
370 $19.7K
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
337
New
$16K - $17.1K
337 $17.9K
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
328
+ 6.97%
$15.5K - $16.7K
5.03K $267K
Nov 06, 2023 Q3 2023
Aveo Capital Partners, LLC

BUY
 -
237
+ 0.23%
$11.2K - $12K
101K $5.38M
Oct 19, 2023 Q3 2023
Sol Capital Management CO

BUY
 -
60
+ 0.87%
$2.84K - $3.05K
6.96K $370K
Nov 06, 2023 Q3 2023
Werba Rubin Papier Wealth Management

San Jose, CA
BUY
 -
33
+ 0.43%
$1.56K - $1.68K
7.68K $408K
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
Nov 14, 2023 Q3 2023
Buckingham Strategic Partners

Saint Louis, MO
SELL
 -
-15
- 0.09%
$711 - $762
16K $848K
Oct 10, 2023 Q3 2023
Wedmont Private Capital

SELL
 -
-65
- 0.3%
$3.08K - $3.3K
21.5K $1.14M
Oct 18, 2023 Q3 2023
Lam Group, Inc.

Lake Oswego, OR
SELL
 -
-75
- 0.53%
$3.55K - $3.81K
14K $743K
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

SELL
 -
-136
- 0.13%
$6.44K - $6.91K
102K $5.44M
Nov 08, 2023 Q3 2023
Total Wealth Planning, LLC

SELL
 -
-137
- 0.18%
$6.49K - $6.96K
74.7K $3.97M
Oct 25, 2023 Q3 2023
Stone Point Wealth LLC

SELL
 -
-234
- 2.33%
$11.1K - $11.9K
9.83K $522K
Jan 16, 2024 Q3 2023
Etesian Wealth Advisors, Inc.

West Linn, OR
SELL
 -
-246
- 3.67%
$11.7K - $12.5K
6.45K $343K
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

SELL
 -
-262
- 24.65%
$12.4K - $13.3K
801 $42.6K
Nov 02, 2023 Q3 2023
Ml & R Wealth Management LLC

SELL
 -
-316
- 1.14%
$15K - $16.1K
27.4K $1.46M
Nov 09, 2023 Q3 2023
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
SELL
 -
-750
- 4.61%
$35.5K - $38.1K
15.5K $824K

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