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 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1New |
$49.2 - $53.4
|
1
$70
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-9- 2.36% |
$443 - $480
|
373
$26.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-67- 1.38% |
$3.3K - $3.57K
|
4.78K
$334K
|
|
|
Aug 07, 2023
Q2 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-237- 1.89% |
$11.7K - $12.6K
|
12.3K
$860K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-493- 0.56% |
$24.3K - $26.3K
|
88.3K
$6.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.01K- 6.49% |
$49.5K - $53.6K
|
14.5K
$1.01M
|
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.15K- 4.15% |
$56.6K - $61.4K
|
26.6K
$1.86M
|
|
|
Jul 24, 2023
Q2 2023
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-1.85K- 1.16% |
$91K - $98.6K
|
157K
$11M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-2.68K- 2.64% |
$132K - $143K
|
98.8K
$6.91M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.68K- 2.21% |
$132K - $143K
|
119K
$8.32M
|
|
|
Jul 31, 2023
Q2 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-4.37K- 4.34% |
$215K - $233K
|
96.4K
$6.74M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.6K- 0.91% |
$227K - $246K
|
499K
$34.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.42K- 18.55% |
$267K - $289K
|
23.8K
$1.67M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.59K- 17.81% |
$275K - $298K
|
25.8K
$1.81M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-6.42K- 2.12% |
$316K - $342K
|
296K
$20.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-8.4K- 5.32% |
$413K - $448K
|
149K
$10.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-11.4K- 13.09% |
$563K - $610K
|
75.9K
$5.31M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-16.7K- 18.06% |
$821K - $890K
|
75.7K
$5.29M
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-22.5K- 84.17% |
$1.11M - $1.2M
|
4.23K
$296K
|
|
|
Jul 26, 2023
Q2 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-30.2K- 12.98% |
$1.49M - $1.61M
|
202K
$14.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-39.9K- 81.45% |
$1.96M - $2.13M
|
9.08K
$635K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-54.3K- 85.83% |
$2.67M - $2.9M
|
8.96K
$627K
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-170K- 92.2% |
$8.36M - $9.06M
|
14.4K
$1M
|
|
|
Oct 02, 2024
Q2 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-515K- 53.76% |
$25.3M - $27.5M
|
443K
$31M
|