Purchases and Sales Made in Q4 2023 in American Centy ETF Tr Avantis (AVLV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVLV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
27.4KNew |
$1.37M - $1.59M
|
27.4K
$1.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.3K+ 2.48% |
$1.31M - $1.53M
|
1.08M
$75.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
25.2K+ 5.7% |
$1.26M - $1.46M
|
467K
$32.7M
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
25.1K+ 237.97% |
$1.26M - $1.46M
|
35.7K
$2.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
23.9K+ 15.19% |
$1.2M - $1.39M
|
181K
$12.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
23.7K+ 28.27% |
$1.18M - $1.37M
|
107K
$7.51M
|
|
|
Jan 10, 2024
Q4 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
23K+ 226.06% |
$1.15M - $1.34M
|
33.2K
$2.32M
|
|
|
Feb 01, 2024
Q4 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
21.6K+ 27.63% |
$1.08M - $1.25M
|
99.6K
$6.97M
|
|
|
Jan 22, 2024
Q4 2023
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
20.9KNew |
$1.05M - $1.22M
|
20.9K
$1.47M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
18.7KNew |
$933K - $1.09M
|
18.7K
$1.31M
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
18.7K+ 96.7% |
$933K - $1.08M
|
38K
$2.66M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
18.6KNew |
$930K - $1.08M
|
18.6K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
18.5K+ 103.06% |
$923K - $1.07M
|
36.4K
$2.55M
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
18.4K+ 20.96% |
$918K - $1.07M
|
106K
$7.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
15.8KNew |
$789K - $917K
|
15.8K
$1.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
BUY
|
- |
14.6K+ 20.42% |
$730K - $849K
|
86.2K
$6.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
14KNew |
$699K - $813K
|
14K
$979K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
13.9KNew |
$694K - $806K
|
13.9K
$971K
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
13.1K+ 45.15% |
$652K - $759K
|
42K
$2.94M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
11.5K+ 15.58% |
$573K - $666K
|
85.1K
$5.95M
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
10.6K+ 2.46% |
$528K - $614K
|
440K
$30.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.6KNew |
$480K - $558K
|
9.6K
$672K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
9.29K+ 15.47% |
$464K - $539K
|
69.3K
$4.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
8.65KNew |
$432K - $502K
|
8.65K
$605K
|
|
|
Jan 25, 2024
Q4 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
8.62K+ 9.21% |
$431K - $501K
|
102K
$7.15M
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
8.32K+ 9.02% |
$416K - $483K
|
101K
$7.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.92KNew |
$396K - $460K
|
7.92K
$554K
|
|
|
Jan 12, 2024
Q4 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
7.91K+ 202.72% |
$395K - $459K
|
11.8K
$826K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
7.44KNew |
$372K - $432K
|
7.44K
$520K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.99KNew |
$349K - $406K
|
6.99K
$489K
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
6.75K+ 44.53% |
$337K - $392K
|
21.9K
$1.53M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.44K+ 2.75% |
$322K - $374K
|
241K
$16.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
5.85KNew |
$292K - $340K
|
5.85K
$409K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.47K+ 1.87% |
$273K - $317K
|
298K
$20.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
5.12KNew |
$256K - $297K
|
5.12K
$358K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.91KNew |
$245K - $285K
|
4.91K
$343K
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
4.84K+ 25.02% |
$242K - $281K
|
24.2K
$1.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
4.72K+ 6.65% |
$236K - $274K
|
75.6K
$5.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.63K+ 223.83% |
$231K - $269K
|
6.7K
$469K
|
|
|
Feb 09, 2024
Q4 2023
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
4.47KNew |
$223K - $259K
|
4.47K
$312K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.45K+ 6.75% |
$222K - $258K
|
70.3K
$4.92M
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
4.39KNew |
$219K - $255K
|
4.39K
$307K
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4.08KNew |
$204K - $237K
|
4.08K
$285K
|
|
|
Jan 09, 2024
Q4 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
3.96KNew |
$198K - $230K
|
3.96K
$277K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.74KNew |
$187K - $217K
|
3.74K
$262K
|
|
|
Jan 25, 2024
Q4 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
3.68K+ 42.34% |
$184K - $214K
|
12.4K
$866K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.48KNew |
$174K - $202K
|
3.48K
$244K
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
3.41K+ 1.44% |
$170K - $198K
|
240K
$16.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
3.34K+ 56.48% |
$167K - $194K
|
9.24K
$646K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.24K+ 4.32% |
$162K - $188K
|
78.1K
$5.46M
|