Purchases and Sales Made in Q4 2023 in American Centy ETF Tr Avantis (AVSC)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSC) 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
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
2.57MNew |
$106M - $134M
|
2.57M
$149M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
458K+ 7.32% |
$18.9M - $23.8M
|
6.71M
$389M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
429K+ 6.67% |
$17.7M - $22.3M
|
6.86M
$398M
|
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
209KNew |
$8.61M - $10.9M
|
209K
$12.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
171KNew |
$7.06M - $8.92M
|
171K
$9.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
99.3K+ 6176.12% |
$4.09M - $5.17M
|
101K
$5.85M
|
|
|
Jan 30, 2024
Q4 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
89.1KNew |
$3.67M - $4.63M
|
89.1K
$5.16M
|
|
|
Jan 31, 2024
Q4 2023
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
88.7KNew |
$3.65M - $4.61M
|
88.7K
$5.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
73.9KNew |
$3.04M - $3.84M
|
73.9K
$4.28M
|
|
|
Sep 25, 2024
Q4 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
62.5KNew |
$2.57M - $3.25M
|
62.5K
$3.62M
|
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
61.6KNew |
$2.54M - $3.21M
|
61.6K
$3.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
59KNew |
$2.43M - $3.07M
|
59K
$3.42M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
50.2K+ 99.12% |
$2.07M - $2.61M
|
101K
$5.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
43.8K+ 514.03% |
$1.8M - $2.28M
|
52.4K
$3.03M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
42.6KNew |
$1.75M - $2.21M
|
42.6K
$2.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
40.4K+ 38.2% |
$1.66M - $2.1M
|
146K
$8.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
35.6K+ 4055.07% |
$1.46M - $1.85M
|
36.4K
$2.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.6KNew |
$1.09M - $1.38M
|
26.6K
$1.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
26.3KNew |
$1.08M - $1.37M
|
26.3K
$1.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
24.1K+ 16.86% |
$994K - $1.26M
|
167K
$9.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
21.6KNew |
$890K - $1.12M
|
21.6K
$1.25M
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
21.4K+ 217.89% |
$880K - $1.11M
|
31.2K
$1.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
18.6K+ 1650.09% |
$768K - $970K
|
19.8K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16.7KNew |
$687K - $868K
|
16.7K
$967K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
16.3K+ 104.95% |
$671K - $848K
|
31.8K
$1.84M
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
16.1K+ 3.78% |
$663K - $837K
|
442K
$25.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
BUY
|
- |
14.9K+ 129.49% |
$614K - $776K
|
26.4K
$1.53M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
14.6KNew |
$601K - $760K
|
14.6K
$847K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
14.1KNew |
$581K - $734K
|
14.1K
$818K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.6K+ 48.76% |
$520K - $657K
|
38.6K
$2.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12.3K+ 7.63% |
$506K - $639K
|
173K
$10M
|
|
|
Feb 12, 2024
Q4 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
11.7KNew |
$482K - $609K
|
11.7K
$679K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.1KNew |
$417K - $526K
|
10.1K
$587K
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
9.68K+ 108.86% |
$399K - $504K
|
18.6K
$1.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
9.09K+ 242.07% |
$374K - $473K
|
12.8K
$745K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
8.76K+ 43.65% |
$361K - $456K
|
28.8K
$1.67M
|
|
|
Jan 17, 2024
Q4 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
8.52K+ 43.0% |
$351K - $443K
|
28.3K
$1.64M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
8.02KNew |
$330K - $417K
|
8.02K
$464K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
7.45K+ 9.95% |
$307K - $388K
|
82.3K
$4.77M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.1K+ 40.05% |
$251K - $317K
|
21.3K
$1.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.07K+ 5.54% |
$250K - $316K
|
116K
$6.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
5.61K+ 2.59% |
$231K - $292K
|
223K
$12.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
5.59KNew |
$230K - $291K
|
5.59K
$324K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.91K+ 61.85% |
$202K - $255K
|
12.8K
$744K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
4.65K+ 42.15% |
$192K - $242K
|
15.7K
$909K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.5KNew |
$185K - $234K
|
4.5K
$261K
|
|
|
Jan 31, 2024
Q4 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
4.31KNew |
$177K - $224K
|
4.31K
$250K
|
|
|
Feb 13, 2024
Q4 2023
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
4.31KNew |
$177K - $224K
|
4.31K
$249K
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
4.21KNew |
$173K - $219K
|
4.21K
$244K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.23K+ 10.87% |
$133K - $168K
|
32.9K
$1.91M
|