Purchases and Sales Made in Q2 2023 in American Centy ETF Tr Avantis (AVSD)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSD) 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
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
66.9KNew |
$3.32M - $3.52M
|
66.9K
$3.81M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
33.3K+ 94.12% |
$1.65M - $1.75M
|
68.6K
$3.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
31.3K+ 765.67% |
$1.55M - $1.65M
|
35.4K
$2.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26.3KNew |
$1.31M - $1.38M
|
26.3K
$1.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
22.9KNew |
$1.14M - $1.21M
|
22.9K
$1.31M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.96K+ 4.89% |
$396K - $419K
|
171K
$9.75M
|
|
|
Jul 13, 2023
Q2 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
7.05K+ 40.84% |
$350K - $371K
|
24.3K
$1.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
6.54K+ 11.73% |
$325K - $344K
|
62.3K
$3.56M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
2.82K+ 95.21% |
$140K - $149K
|
5.79K
$330K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
1.82K+ 142.39% |
$90.6K - $96K
|
3.11K
$177K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.76K+ 8.16% |
$87.5K - $92.7K
|
23.4K
$1.33M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.6K+ 1.88% |
$79.2K - $83.9K
|
86.5K
$4.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
BUY
|
- |
1.03K+ 9.47% |
$51.3K - $54.4K
|
11.9K
$682K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
500+ 16.13% |
$24.8K - $26.3K
|
3.6K
$205K
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
402+ 0.21% |
$20K - $21.2K
|
196K
$11.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
128New |
$6.36K - $6.74K
|
128
$7.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
51New |
$2.53K - $2.68K
|
51
$2.91K
|
|
|
Aug 08, 2023
Q2 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
22+ 0.21% |
$1.09K - $1.16K
|
10.3K
$585K
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.42% |
$49.7 - $52.6
|
238
$13.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-306- 3.86% |
$15.2K - $16.1K
|
7.63K
$435K
|
|
|
Sep 25, 2024
Q2 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-570- 12.21% |
$28.3K - $30K
|
4.1K
$234K
|
|
|
Jul 12, 2023
Q2 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-677- 3.65% |
$33.6K - $35.6K
|
17.8K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-713- 1.06% |
$35.4K - $37.5K
|
66.9K
$3.81M
|
|
|
Jul 19, 2023
Q2 2023
|
Northland Capital Management LLC
|
SELL
|
- |
-29.3K- 37.42% |
$1.46M - $1.54M
|
49K
$2.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-244K- 77.27% |
$12.1M - $12.8M
|
71.7K
$4.09M
|