Purchases and Sales Made in Q4 2023 in American Centy ETF Tr Avantis (AVIV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVIV) 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 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
519KNew |
$23.8M - $26.8M
|
519K
$27.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
145KNew |
$6.63M - $7.48M
|
145K
$7.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
76.1K+ 60.97% |
$3.49M - $3.93M
|
201K
$10.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
54.5K+ 16181.6% |
$2.5M - $2.82M
|
54.9K
$2.93M
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
53.9KNew |
$2.47M - $2.79M
|
53.9K
$2.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
39KNew |
$1.79M - $2.02M
|
39K
$2.08M
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
36.4K+ 781.58% |
$1.67M - $1.88M
|
41.1K
$2.19M
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
32.4K+ 78.02% |
$1.48M - $1.67M
|
73.9K
$3.94M
|
|
|
Jan 22, 2024
Q4 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
21.5K+ 17.13% |
$983K - $1.11M
|
147K
$7.82M
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
16.6K+ 18.46% |
$759K - $857K
|
106K
$5.67M
|
|
|
Jan 25, 2024
Q4 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
16.2KNew |
$744K - $840K
|
16.2K
$867K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
15.1KNew |
$693K - $782K
|
15.1K
$807K
|
|
|
Feb 14, 2024
Q4 2023
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
13.7KNew |
$630K - $710K
|
13.7K
$733K
|
|
|
Apr 17, 2024
Q4 2023
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
11.7KNew |
$537K - $605K
|
11.7K
$625K
|
|
|
Jan 31, 2024
Q4 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
11.2K+ 27.26% |
$513K - $578K
|
52.3K
$2.79M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
10.3KNew |
$470K - $530K
|
10.3K
$547K
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
9.64KNew |
$442K - $498K
|
9.64K
$514K
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
9.2K+ 2.61% |
$421K - $475K
|
361K
$19.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
8.95KNew |
$410K - $462K
|
8.95K
$477K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.9KNew |
$362K - $408K
|
7.9K
$421K
|
|
|
Feb 09, 2024
Q4 2023
|
Bayshore Asset Management, LLC
|
BUY
|
- |
5.8K+ 5.72% |
$266K - $300K
|
107K
$5.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
5.23K+ 3.65% |
$240K - $270K
|
149K
$7.92M
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
4.1KNew |
$188K - $212K
|
4.1K
$219K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3.83K+ 6.56% |
$176K - $198K
|
62.2K
$3.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
3.57K+ 9.23% |
$164K - $185K
|
42.3K
$2.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.54K+ 3.5% |
$162K - $183K
|
105K
$5.58M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
3.2K+ 46.01% |
$147K - $165K
|
10.2K
$542K
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
BUY
|
- |
2.76K+ 6.05% |
$126K - $143K
|
48.3K
$2.58M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.51K+ 2.45% |
$115K - $130K
|
105K
$5.59M
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
2.31K+ 101.72% |
$106K - $119K
|
4.58K
$244K
|
|
|
Jan 17, 2024
Q4 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
2.14K+ 5.57% |
$98K - $111K
|
40.5K
$2.16M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.93K+ 1.46% |
$88.6K - $99.9K
|
135K
$7.17M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1.26KNew |
$57.8K - $65.3K
|
1.26K
$67.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Northland Capital Management LLC
|
BUY
|
- |
1.04K+ 1.29% |
$47.5K - $53.6K
|
81.6K
$4.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.02K+ 6.41% |
$46.9K - $52.9K
|
17K
$906K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
928New |
$42.5K - $47.9K
|
928
$49.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
855+ 11.0% |
$39.2K - $44.2K
|
8.63K
$460K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
845+ 14.45% |
$38.7K - $43.7K
|
6.69K
$357K
|
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
820+ 5.86% |
$37.6K - $42.4K
|
14.8K
$790K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
799New |
$36.6K - $41.3K
|
799
$42.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
719+ 7.32% |
$32.9K - $37.2K
|
10.5K
$562K
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
468+ 7.6% |
$21.4K - $24.2K
|
6.63K
$353K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
399New |
$18.3K - $20.6K
|
399
$21.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
246+ 3.81% |
$11.3K - $12.7K
|
6.7K
$357K
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
246+ 3.81% |
$11.3K - $12.7K
|
6.7K
$357K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
211+ 0.23% |
$9.66K - $10.9K
|
92.2K
$4.92M
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
202+ 1.56% |
$9.25K - $10.4K
|
13.1K
$700K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
201New |
$9.21K - $10.4K
|
201
$10.7K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
181+ 5.3% |
$8.29K - $9.35K
|
3.6K
$192K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
164+ 0.18% |
$7.51K - $8.47K
|
93.1K
$4.96M
|