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 09, 2024
Q4 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
162+ 0.89% |
$7.42K - $8.37K
|
18.4K
$979K
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
162+ 2.11% |
$7.42K - $8.37K
|
7.84K
$418K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
142+ 1.33% |
$6.5K - $7.34K
|
10.8K
$578K
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
124+ 0.45% |
$5.68K - $6.41K
|
27.5K
$1.47M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
109+ 0.55% |
$4.99K - $5.63K
|
19.8K
$1.06M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
64+ 0.3% |
$2.93K - $3.31K
|
21.6K
$1.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
45New |
$2.06K - $2.33K
|
45
$2.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
32+ 0.49% |
$1.47K - $1.65K
|
6.56K
$350K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
15+ 0.44% |
$687 - $775
|
3.45K
$184K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6+ 0.11% |
$275 - $310
|
5.44K
$290K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-77- 1.6% |
$3.53K - $3.98K
|
4.73K
$252K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-209- 1.29% |
$9.57K - $10.8K
|
16K
$851K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-261- 5.55% |
$12K - $13.5K
|
4.44K
$237K
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-278- 1.79% |
$12.7K - $14.4K
|
15.2K
$812K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-701- 87.52% |
$32.1K - $36.2K
|
100
$5.33K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-713- 14.17% |
$32.7K - $36.8K
|
4.32K
$230K
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.19K- 7.02% |
$54.3K - $61.2K
|
15.7K
$836K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.24K- 1.99% |
$56.8K - $64.1K
|
61K
$3.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.12K- 2.83% |
$96.9K - $109K
|
72.6K
$3.87M
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-2.79K- 30.84% |
$128K - $144K
|
6.26K
$333K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.81K- 6.68% |
$129K - $145K
|
39.2K
$2.09M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-3.35K- 1.35% |
$154K - $173K
|
245K
$13.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-6.45K- 7.9% |
$295K - $333K
|
75.2K
$4.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-8.73K- 19.13% |
$400K - $451K
|
36.9K
$1.97M
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-9.93K- 40.13% |
$455K - $513K
|
14.8K
$789K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-16.5K- 38.73% |
$757K - $854K
|
26.1K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-22.3K- 51.15% |
$1.02M - $1.15M
|
21.3K
$1.14M
|