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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-55- 7.6% |
$2.87K - $3.08K
|
669
$46.8K
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-82- 0.29% |
$4.28K - $4.6K
|
28.1K
$1.97M
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
SELL
|
- |
-90- 10.91% |
$4.7K - $5.04K
|
735
$51.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-197- 2.49% |
$10.3K - $11K
|
7.72K
$540K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-213- 1.97% |
$11.1K - $11.9K
|
10.6K
$742K
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-277- 4.88% |
$14.5K - $15.5K
|
5.4K
$377K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-322- 1.82% |
$16.8K - $18K
|
17.4K
$1.21M
|
|
|
Oct 10, 2023
Q3 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-325- 7.69% |
$17K - $18.2K
|
3.9K
$273K
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-349- 3.59% |
$18.2K - $19.6K
|
9.36K
$655K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-460- 2.62% |
$24K - $25.8K
|
17.1K
$1.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-859- 3.74% |
$44.9K - $48.1K
|
22.1K
$1.55M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.01K- 11.29% |
$52.8K - $56.7K
|
7.95K
$556K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-1.22K- 0.6% |
$63.4K - $68.1K
|
201K
$14.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.4K- 5.28% |
$73.2K - $78.5K
|
25.1K
$1.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.44K- 1.64% |
$75.4K - $80.9K
|
86.9K
$6.08M
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.45K- 19.84% |
$75.7K - $81.3K
|
5.86K
$410K
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.45K- 0.89% |
$75.9K - $81.4K
|
161K
$11.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.01K- 6.08% |
$105K - $112K
|
31K
$2.17M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-2.51K- 2.54% |
$131K - $141K
|
96.3K
$6.74M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.15K- 1.07% |
$165K - $177K
|
293K
$20.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-3.29K- 9.24% |
$172K - $185K
|
32.4K
$2.26M
|
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-4.8K- 45.51% |
$251K - $269K
|
5.75K
$402K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.87K- 0.65% |
$359K - $385K
|
1.06M
$74M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.03K- 38.72% |
$472K - $506K
|
14.3K
$1M
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-9.68K- 0.53% |
$505K - $542K
|
1.82M
$127M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.9K- 46.23% |
$623K - $668K
|
13.9K
$971K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-12.5K- 1.43% |
$651K - $698K
|
857K
$59.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-15.4K- 1.69% |
$804K - $863K
|
895K
$62.6M
|
|
|
Oct 18, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-161K- 18.41% |
$8.39M - $9M
|
712K
$49.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-308K- 49.11% |
$16.1M - $17.3M
|
319K
$22.3M
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-439K- 99.07% |
$22.9M - $24.6M
|
4.11K
$287K
|