Purchases and Sales Made in Q2 2023 in American Centy ETF Tr Avantis (AVLV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVLV) during Q2 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 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
6.13K+ 91.93% |
$302K - $327K
|
12.8K
$862K
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.59K+ 10.56% |
$275K - $298K
|
58.5K
$3.94M
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.27K+ 130.28% |
$259K - $281K
|
9.31K
$627K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.27K+ 130.28% |
$259K - $281K
|
9.31K
$627K
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4.98KNew |
$245K - $266K
|
4.98K
$335K
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
4.94KNew |
$243K - $264K
|
4.94K
$333K
|
|
Aug 11, 2023
Q2 2023
|
Bayshore Asset Management, LLC
|
BUY
|
- |
4.4K+ 13.6% |
$217K - $235K
|
36.8K
$2.48M
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
3.97KNew |
$195K - $212K
|
3.97K
$267K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.93K+ 9.4% |
$193K - $209K
|
45.7K
$3.08M
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
3.88KNew |
$191K - $207K
|
3.88K
$261K
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
3.86K+ 4.91% |
$190K - $206K
|
82.5K
$5.56M
|
|
Aug 10, 2023
Q2 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
3.84KNew |
$189K - $205K
|
3.84K
$259K
|
|
Aug 07, 2023
Q2 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
3.67K+ 85.85% |
$181K - $196K
|
7.95K
$535K
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
3.55K+ 2.23% |
$175K - $189K
|
163K
$10.9M
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.36K+ 0.18% |
$165K - $179K
|
1.83M
$123M
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
3.35K+ 52.67% |
$165K - $179K
|
9.71K
$654K
|
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
3.15K+ 74.64% |
$155K - $168K
|
7.37K
$496K
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.94K+ 11.64% |
$145K - $157K
|
28.2K
$1.9M
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
BUY
|
- |
2.53K+ 4.41% |
$125K - $135K
|
59.9K
$4.03M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.04KNew |
$100K - $109K
|
2.04K
$137K
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
2K+ 4.1% |
$98.2K - $106K
|
50.6K
$3.41M
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.89K+ 11.99% |
$93.2K - $101K
|
17.7K
$1.19M
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.86K+ 8.14% |
$91.5K - $99.1K
|
24.7K
$1.66M
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1.77K+ 98.01% |
$87.3K - $94.6K
|
3.58K
$241K
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.75K+ 7.88% |
$86.2K - $93.4K
|
24K
$1.62M
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.61K+ 28.2% |
$79.1K - $85.8K
|
7.31K
$492K
|
|
Aug 08, 2023
Q2 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.25K+ 3.63% |
$61.4K - $66.6K
|
35.7K
$2.4M
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.16K+ 261.85% |
$57.1K - $61.9K
|
1.6K
$108K
|
|
Aug 01, 2023
Q2 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
921+ 4.83% |
$45.3K - $49.1K
|
20K
$1.35M
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
860New |
$42.3K - $45.9K
|
860
$57.9K
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
825New |
$40.6K - $44K
|
825
$55.6K
|
|
Jul 19, 2023
Q2 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
779+ 2.5% |
$38.3K - $41.6K
|
32K
$2.15M
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
717+ 4.26% |
$35.3K - $38.3K
|
17.5K
$1.18M
|
|
Aug 10, 2023
Q2 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
590+ 12.3% |
$29K - $31.5K
|
5.39K
$363K
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
401New |
$19.7K - $21.4K
|
401
$27K
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
201+ 1.51% |
$9.89K - $10.7K
|
13.5K
$907K
|
|
Jul 24, 2023
Q2 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
196+ 0.02% |
$9.65K - $10.5K
|
869K
$58.5M
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
156New |
$7.68K - $8.32K
|
156
$10.5K
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
127+ 21.27% |
$6.25K - $6.78K
|
724
$48.8K
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
117New |
$5.76K - $6.24K
|
117
$7.88K
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
110+ 0.48% |
$5.41K - $5.87K
|
23.1K
$1.56M
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
85+ 0.19% |
$4.18K - $4.53K
|
44K
$2.96M
|
|
Aug 03, 2023
Q2 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
76+ 0.54% |
$3.74K - $4.05K
|
14.1K
$947K
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
73+ 0.54% |
$3.59K - $3.89K
|
13.7K
$921K
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
62+ 0.53% |
$3.05K - $3.31K
|
11.8K
$793K
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
45+ 0.29% |
$2.21K - $2.4K
|
15.7K
$1.06M
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
32New |
$1.58K - $1.71K
|
32
$2.15K
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5+ 0.06% |
$246 - $267
|
7.91K
$533K
|
|
Jul 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$98.4 - $107
|
11.1K
$748K
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1New |
$49.2 - $53.4
|
1
$67.3
|