Purchases and Sales Made in Q3 2023 in American Centy ETF Tr Avantis (AVLV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVLV) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
694K+ 4928.01% |
$36.3M - $38.9M
|
708K
$49.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
442KNew |
$23.1M - $24.7M
|
442K
$30.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
388KNew |
$20.3M - $21.7M
|
388K
$27.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
302K+ 57.21% |
$15.8M - $16.9M
|
830K
$58.1M
|
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
271K+ 49.83% |
$14.1M - $15.2M
|
814K
$56.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
221K+ 0.0% |
$11.5M - $12.4M
|
221K
$15.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
213KNew |
$11.1M - $11.9M
|
213K
$14.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
172K+ 1260.0% |
$9M - $9.66M
|
186K
$13M
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
163KNew |
$8.53M - $9.15M
|
163K
$11.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
153K+ 57.43% |
$7.97M - $8.55M
|
418K
$29.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Integrated Capital Management, Inc.
|
BUY
|
- |
120K+ 59.61% |
$6.26M - $6.72M
|
321K
$22.5M
|
|
|
Dec 04, 2023
Q3 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
92.7KNew |
$4.84M - $5.2M
|
92.7K
$6.49M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
92.4KNew |
$4.82M - $5.18M
|
92.4K
$6.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
71.8K+ 22.66% |
$3.75M - $4.02M
|
389K
$27.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
50.1K+ 6.14% |
$2.62M - $2.81M
|
866K
$60.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Northland Capital Management LLC
|
BUY
|
- |
44.2K+ 46.02% |
$2.31M - $2.48M
|
140K
$9.81M
|
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
40.3K+ 35.75% |
$2.1M - $2.26M
|
153K
$10.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
37.9KNew |
$1.98M - $2.12M
|
37.9K
$2.65M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
36K+ 28.1% |
$1.88M - $2.02M
|
164K
$11.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
33.2K+ 50.27% |
$1.73M - $1.86M
|
99.1K
$6.93M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
30.2K+ 19.29% |
$1.58M - $1.69M
|
187K
$13.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
25.2K+ 1.3% |
$1.32M - $1.41M
|
1.96M
$137M
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
24.1K+ 14.91% |
$1.26M - $1.35M
|
185K
$13M
|
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
23.5K+ 11.02% |
$1.23M - $1.31M
|
236K
$16.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
23.4K+ 38.84% |
$1.22M - $1.31M
|
83.7K
$5.86M
|
|
|
Nov 08, 2023
Q3 2023
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
21.6K+ 4.92% |
$1.13M - $1.21M
|
460K
$32.2M
|
|
|
Oct 12, 2023
Q3 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
21.2K+ 37.33% |
$1.11M - $1.19M
|
78K
$5.46M
|
|
|
Oct 31, 2023
Q3 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
21.1K+ 7.8% |
$1.1M - $1.18M
|
292K
$20.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
20.7K+ 3.08% |
$1.08M - $1.16M
|
693K
$48.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.2K+ 4.06% |
$1.06M - $1.13M
|
519K
$36.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
19.4K+ 100.08% |
$1.01M - $1.09M
|
38.7K
$2.71M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
14K+ 686.52% |
$731K - $785K
|
16K
$1.12M
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
BUY
|
- |
13.7K+ 22.94% |
$717K - $770K
|
73.6K
$5.15M
|
|
|
Nov 07, 2023
Q3 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
12.7K+ 15.95% |
$663K - $711K
|
92.2K
$6.45M
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
12.4K+ 8.77% |
$646K - $693K
|
153K
$10.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
10.6K+ 2.54% |
$555K - $595K
|
430K
$30.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
10.2KNew |
$532K - $571K
|
10.2K
$713K
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.1KNew |
$526K - $564K
|
10.1K
$705K
|
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
8.96K+ 44.9% |
$468K - $502K
|
28.9K
$2.02M
|
|
|
Nov 06, 2024
Q3 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
8.84K+ 6.5% |
$462K - $496K
|
145K
$10.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
8.21K+ 73.96% |
$429K - $460K
|
19.3K
$1.35M
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
8.08K+ 5.17% |
$422K - $453K
|
164K
$11.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.97K+ 11.91% |
$416K - $446K
|
74.9K
$5.24M
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
7.63K+ 86.94% |
$398K - $427K
|
16.4K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.37K+ 41.96% |
$385K - $413K
|
24.9K
$1.74M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.31K+ 12.49% |
$382K - $410K
|
65.9K
$4.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.12KNew |
$372K - $399K
|
7.12K
$498K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.81K+ 4.56% |
$356K - $382K
|
156K
$10.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
6.78K+ 4.48% |
$354K - $380K
|
158K
$11.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
BUY
|
- |
6.19K+ 9.46% |
$323K - $347K
|
71.6K
$5.01M
|