Purchases and Sales Made in Q3 2023 in American Centy ETF Tr Avantis (AVLV)

AVLV Quotes by TradingView

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 07, 2023 Q3 2023
Prosperity Financial Group, Inc.

San Ramon, CA
BUY
 -
5.89K
+ 43.67%
$307K - $330K
19.4K $1.35M
Oct 24, 2023 Q3 2023
Stratos Wealth Advisors, LLC

BUY
 -
5.87K
+ 4.94%
$307K - $329K
125K $8.68M
Oct 20, 2023 Q3 2023
Prairie View Partners, LLC

BUY
 -
5.16K
+ 6.25%
$269K - $289K
87.7K $6.1M
Oct 20, 2023 Q3 2023
Echo Wealth Management, LLC

BUY
 -
5.04K
+ 5.22%
$263K - $282K
101K $7.06M
Oct 13, 2023 Q3 2023
Avidian Wealth Solutions, LLC

BUY
 -
4.97K
+ 9.34%
$259K - $278K
58.1K $4.05M
Nov 13, 2023 Q3 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
4.93K
New
$257K - $276K
4.93K $343K
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

BUY
 -
4.92K
+ 2.14%
$257K - $276K
234K $16.3M
Oct 27, 2023 Q3 2023
Financial Futures LTD Liability Co.

BUY
 -
4.58K
+ 5.15%
$239K - $257K
93.6K $6.51M
Nov 14, 2023 Q3 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
4.25K
+ 7.31%
$222K - $238K
62.4K $4.34M
Nov 14, 2023 Q3 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
3.57K
+ 24.86%
$186K - $200K
17.9K $1.25M
Oct 12, 2023 Q3 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
2.83K
+ 20.02%
$148K - $158K
16.9K $1.18M
Oct 30, 2023 Q3 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
2.61K
+ 9.61%
$136K - $146K
29.8K $2.07M
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
2.57K
+ 27.65%
$134K - $144K
11.9K $827K
Nov 02, 2023 Q3 2023
Ml & R Wealth Management LLC

BUY
 -
2.57K
+ 3.76%
$134K - $144K
70.9K $4.94M
Oct 31, 2023 Q3 2023
Tranquility Partners, LLC

BUY
 -
2.47K
+ 49.99%
$129K - $138K
7.41K $516K
Nov 03, 2023 Q3 2023
Summit X, LLC

Chesterfield, MO
BUY
 -
2.37K
+ 18.54%
$124K - $133K
15.2K $1.06M
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
2.16K
+ 4.73%
$113K - $121K
47.8K $3.33M
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
2.07K
New
$108K - $116K
2.07K $144K
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
1.95K
New
$102K - $109K
1.95K $136K
Oct 13, 2023 Q3 2023
Cra Financial Services, LLC

BUY
 -
1.94K
+ 48.74%
$101K - $108K
5.91K $411K
Nov 14, 2023 Q3 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
1.79K
+ 7.46%
$93.4K - $100K
25.8K $1.79M
Nov 01, 2023 Q3 2023
Northwest Wealth Management, LLC

BUY
 -
1.7K
+ 6.89%
$88.8K - $95.3K
26.4K $1.84M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
1.59K
New
$83K - $89K
1.59K $111K
Oct 26, 2023 Q3 2023
Bayshore Asset Management, LLC

BUY
 -
1.35K
+ 3.67%
$70.5K - $75.7K
38.1K $2.65M
Oct 19, 2023 Q3 2023
Bridge Advisory, LLC

BUY
 -
1.32K
+ 2.61%
$69.1K - $74.1K
52K $3.62M
Nov 14, 2023 Q3 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
933
New
$48.7K - $52.3K
933 $64.9K
Nov 13, 2023 Q3 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
892
+ 1.51%
$46.6K - $50K
60K $4.18M
Nov 13, 2023 Q3 2023
Dopkins Wealth Management, LLC

BUY
 -
754
+ 9.49%
$39.4K - $42.3K
8.7K $605K
Nov 13, 2023 Q3 2023
Legacy Financial Group, Inc.

Tulsa, OK
BUY
 -
712
+ 5.79%
$37.2K - $39.9K
13K $905K
Oct 25, 2023 Q3 2023
Capasso Planning Partners LLC

Charleston, SC
BUY
 -
550
+ 14.33%
$28.7K - $30.8K
4.39K $305K
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
446
+ 6.87%
$23.3K - $25K
6.94K $483K
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
425
New
$22.2K - $23.8K
425 $29.6K
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
413
+ 0.94%
$21.6K - $23.1K
44.4K $3.09M
Oct 18, 2023 Q3 2023
Level Financial Advisors, Inc.

BUY
 -
390
+ 24.33%
$20.4K - $21.9K
1.99K $139K
Nov 02, 2023 Q3 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
344
+ 8.87%
$18K - $19.3K
4.22K $294K
Oct 16, 2023 Q3 2023
Wj Interests, LLC

Sugar Land, TX
BUY
 -
291
+ 0.19%
$15.2K - $16.3K
158K $11M
Nov 08, 2023 Q3 2023
Total Wealth Planning, LLC

BUY
 -
153
+ 0.2%
$7.99K - $8.57K
76K $5.29M
Nov 09, 2023 Q3 2023
Altiora Financial Group, LLC

Lebanon, OH
BUY
 -
147
+ 0.46%
$7.68K - $8.24K
32.1K $2.24M
Nov 15, 2023 Q3 2023
Penserra Capital Management LLC

Orinda, CA
BUY
 -
137
New
$7.15K - $7.68K
137 $9.53K
Oct 30, 2023 Q3 2023
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
102
+ 0.44%
$5.33K - $5.72K
23.2K $1.62M
Nov 01, 2023 Q3 2023
Simplex Trading, LLC

BUY
 -
82
New
$4.28K - $4.6K
82 $5.71K
Oct 10, 2023 Q3 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
46
+ 0.29%
$2.4K - $2.58K
15.7K $1.09M
Nov 09, 2023 Q3 2023
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
40
+ 0.2%
$2.09K - $2.24K
20K $1.39M
Oct 20, 2023 Q3 2023
Tillman Hartley LLC

Orlando, FL
BUY
 -
32
+ 0.23%
$1.67K - $1.79K
14.1K $981K
Nov 06, 2023 Q3 2023
Aveo Capital Partners, LLC

BUY
 -
26
+ 0.3%
$1.36K - $1.46K
8.71K $606K
Oct 10, 2023 Q3 2023
Wedmont Private Capital

BUY
 -
12
+ 0.1%
$627 - $672
11.8K $820K
Oct 17, 2023 Q3 2023
Gem Asset Management, LLC

Plymouth, MI
BUY
 -
4
+ 0.08%
$209 - $224
4.79K $333K
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0

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