Purchases and Sales Made in Q2 2023 in American Centy ETF Tr Avantis (AVSC)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.7MNew |
$151M - $171M
|
3.7M
$201M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.58M+ 1441.0% |
$147M - $165M
|
3.83M
$208M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
140KNew |
$5.73M - $6.46M
|
140K
$7.61M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
106KNew |
$4.35M - $4.91M
|
106K
$5.78M
|
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
38.5K+ 23.31% |
$1.58M - $1.78M
|
204K
$11.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
36.7K+ 9.19% |
$1.51M - $1.7M
|
436K
$23.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
31.2K+ 55.27% |
$1.28M - $1.44M
|
87.6K
$4.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
30.1KNew |
$1.23M - $1.39M
|
30.1K
$1.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.6KNew |
$722K - $815K
|
17.6K
$960K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.6KNew |
$638K - $720K
|
15.6K
$848K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
12KNew |
$490K - $553K
|
12K
$651K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
11.4K+ 24.6% |
$467K - $527K
|
57.8K
$3.15M
|
|
|
Jul 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
11.4KNew |
$465K - $525K
|
11.4K
$618K
|
|
|
Jul 26, 2023
Q2 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
10K+ 9.14% |
$411K - $463K
|
120K
$6.52M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.83K+ 8.49% |
$403K - $454K
|
126K
$6.84M
|
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
9.8KNew |
$401K - $453K
|
9.8K
$534K
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
8.79KNew |
$360K - $406K
|
8.79K
$479K
|
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
8.01K+ 4.71% |
$328K - $370K
|
178K
$9.71M
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
7.87KNew |
$322K - $364K
|
7.87K
$428K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.76K+ 48.1% |
$236K - $266K
|
17.7K
$965K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.76K+ 48.1% |
$236K - $266K
|
17.7K
$965K
|
|
|
Jul 20, 2023
Q2 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
5.21KNew |
$214K - $241K
|
5.21K
$284K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.93KNew |
$202K - $228K
|
4.93K
$268K
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4.52K+ 3.28% |
$185K - $209K
|
142K
$7.76M
|
|
|
Aug 08, 2023
Q2 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
2.97K+ 9.46% |
$122K - $137K
|
34.3K
$1.87M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.95K+ 40.7% |
$121K - $136K
|
10.2K
$555K
|
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2.95KNew |
$121K - $136K
|
2.95K
$160K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.66K+ 15.16% |
$109K - $123K
|
20.2K
$1.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2.01K+ 114.63% |
$82.2K - $92.7K
|
3.76K
$205K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.75KNew |
$71.7K - $80.9K
|
1.75K
$95.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.41K+ 17.48% |
$57.6K - $65K
|
9.45K
$514K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.3K+ 17.97% |
$53.2K - $60.1K
|
8.53K
$464K
|
|
|
Jul 25, 2023
Q2 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
554+ 7.71% |
$22.7K - $25.6K
|
7.74K
$422K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
500New |
$20.5K - $23.1K
|
500
$27.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
407+ 15.42% |
$16.7K - $18.8K
|
3.05K
$166K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
325+ 1.25% |
$13.3K - $15K
|
26.3K
$1.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
201+ 1.88% |
$8.24K - $9.29K
|
10.9K
$592K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
85+ 20.48% |
$3.48K - $3.93K
|
500
$27.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
84New |
$3.44K - $3.88K
|
84
$4.57K
|
|
|
Aug 04, 2023
Q2 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
9+ 0.17% |
$369 - $416
|
5.31K
$289K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-5- 6.67% |
$205 - $231
|
70
$3.81K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-330- 2.84% |
$13.5K - $15.3K
|
11.3K
$614K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-375- 3.18% |
$15.4K - $17.3K
|
11.4K
$622K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-777- 7.71% |
$31.8K - $35.9K
|
9.31K
$507K
|
|
|
Aug 08, 2023
Q2 2023
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-890- 4.11% |
$36.5K - $41.1K
|
20.8K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.74K- 14.39% |
$112K - $127K
|
16.3K
$888K
|
|
|
Aug 08, 2024
Q2 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-3.03K- 33.56% |
$124K - $140K
|
6.01K
$327K
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-4.62K- 17.41% |
$189K - $214K
|
21.9K
$1.19M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-14.7K- 11.38% |
$601K - $678K
|
114K
$6.22M
|