Purchases and Sales Made in Q3 2023 in American Centy ETF Tr Avantis (AVRE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVRE) 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 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
102New |
$3.79K - $4.35K
|
102
$4.33K
|
|
|
Oct 26, 2023
Q3 2023
|
Bayshore Asset Management, LLC
|
BUY
|
- |
86+ 0.86% |
$3.19K - $3.67K
|
10.1K
$430K
|
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
8+ 0.11% |
$297 - $341
|
7.31K
$310K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-32- 4.89% |
$1.19K - $1.37K
|
623
$26.4K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-36- 0.16% |
$1.34K - $1.54K
|
23.2K
$984K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-50- 20.0% |
$1.86K - $2.13K
|
200
$8.49K
|
|
|
Oct 23, 2023
Q3 2023
|
Satovsky Asset Management LLC
|
SELL
|
- |
-193- 0.89% |
$7.17K - $8.23K
|
21.5K
$912K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-304- 30.04% |
$11.3K - $13K
|
708
$30.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-500- 11.3% |
$18.6K - $21.3K
|
3.93K
$167K
|
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-684- 44.27% |
$25.4K - $29.2K
|
861
$36.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-693- 10.07% |
$25.7K - $29.6K
|
6.19K
$263K
|
|
|
Oct 26, 2023
Q3 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-795- 4.92% |
$29.5K - $33.9K
|
15.4K
$652K
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.04K- 9.68% |
$38.6K - $44.4K
|
9.7K
$412K
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
SELL
|
- |
-2.99K- 6.17% |
$111K - $128K
|
45.5K
$1.93M
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-6.76K- 6.08% |
$251K - $288K
|
104K
$4.43M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-7.42K- 5.05% |
$276K - $317K
|
140K
$5.93M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-7.57K- 57.9% |
$281K - $323K
|
5.5K
$234K
|
|
|
Nov 29, 2023
Q3 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-8.06K- 0.83% |
$299K - $344K
|
961K
$40.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-8.84K- 9.36% |
$328K - $377K
|
85.6K
$3.64M
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-23.4K- 10.75% |
$869K - $998K
|
194K
$8.25M
|
|
|
Oct 18, 2023
Q3 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-30.6K- 15.85% |
$1.14M - $1.3M
|
162K
$6.89M
|