Purchases and Sales Made in Q3 2023 in American Centy ETF Tr Avantis (AVSD)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSD) 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 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
36.6KNew |
$1.78M - $1.94M
|
36.6K
$2.09M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.5K+ 104.6% |
$1.34M - $1.46M
|
53.7K
$3.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
17.1K+ 24.89% |
$832K - $905K
|
85.7K
$4.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
5.51K+ 95.25% |
$268K - $292K
|
11.3K
$645K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
4.31KNew |
$210K - $228K
|
4.31K
$246K
|
|
|
Oct 13, 2023
Q3 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
4.25KNew |
$207K - $225K
|
4.25K
$242K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.52K+ 2.06% |
$171K - $186K
|
174K
$9.95M
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
3.12K+ 100.35% |
$152K - $165K
|
6.22K
$355K
|
|
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
2.8KNew |
$136K - $148K
|
2.8K
$160K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
2.65KNew |
$129K - $140K
|
2.65K
$151K
|
|
|
Oct 25, 2023
Q3 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
2.5K+ 10.28% |
$122K - $132K
|
26.8K
$1.53M
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
BUY
|
- |
1.93K+ 16.14% |
$93.9K - $102K
|
13.9K
$792K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.14K+ 1.59% |
$55.5K - $60.4K
|
72.8K
$4.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
737New |
$35.9K - $39.1K
|
737
$42K
|
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
205+ 86.13% |
$9.98K - $10.9K
|
443
$25.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
94+ 0.4% |
$4.58K - $4.98K
|
23.4K
$1.34M
|
|
|
Oct 27, 2023
Q3 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
29+ 2.85% |
$1.41K - $1.54K
|
1.05K
$59.6K
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
23New |
$1.12K - $1.22K
|
23
$1.31K
|
|
|
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
|
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-16- 31.37% |
$779 - $848
|
35
$2K
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-22- 0.29% |
$1.07K - $1.17K
|
7.61K
$434K
|
|
|
Oct 30, 2023
Q3 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-120- 2.38% |
$5.84K - $6.36K
|
4.92K
$281K
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-351- 0.18% |
$17.1K - $18.6K
|
196K
$11.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.46K- 2.18% |
$71K - $77.3K
|
65.4K
$3.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.81K- 2.91% |
$88.3K - $96.1K
|
60.5K
$3.45M
|
|
|
Oct 17, 2023
Q3 2023
|
Northland Capital Management LLC
|
SELL
|
- |
-10.8K- 22.08% |
$527K - $574K
|
38.2K
$2.18M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-17.5K- 76.14% |
$850K - $925K
|
5.47K
$312K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-35.9K- 41.48% |
$1.75M - $1.9M
|
50.6K
$2.89M
|