Purchases and Sales Made in Q4 2023 in American Centy ETF Tr Avantis (AVSD)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSD) 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 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
264KNew |
$12.2M - $14.3M
|
264K
$15.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
58.4KNew |
$2.7M - $3.15M
|
58.4K
$3.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
55.8K+ 65.09% |
$2.58M - $3.01M
|
141K
$8.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27.6KNew |
$1.28M - $1.49M
|
27.6K
$1.57M
|
|
|
Jan 19, 2024
Q4 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
22.2K+ 514.38% |
$1.03M - $1.2M
|
26.5K
$1.51M
|
|
|
Feb 07, 2024
Q4 2023
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
21.9KNew |
$1.01M - $1.18M
|
21.9K
$1.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
19.9KNew |
$923K - $1.08M
|
19.9K
$1.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
11.2K+ 18.46% |
$517K - $604K
|
71.7K
$4.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
10.6KNew |
$488K - $570K
|
10.6K
$602K
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
9.36KNew |
$433K - $505K
|
9.36K
$534K
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
6.51KNew |
$301K - $352K
|
6.51K
$372K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.38K+ 14.67% |
$249K - $290K
|
42K
$2.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
3.88KNew |
$179K - $209K
|
3.88K
$221K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.3K+ 6.15% |
$153K - $178K
|
57.1K
$3.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
3.02K+ 12.86% |
$140K - $163K
|
26.5K
$1.51M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.57K+ 3.11% |
$72.7K - $84.9K
|
52.2K
$2.98M
|
|
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
1.44K+ 5.39% |
$66.8K - $78K
|
28.2K
$1.61M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
789+ 0.4% |
$36.5K - $42.6K
|
196K
$11.2M
|
|
|
Sep 25, 2024
Q4 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
725+ 17.68% |
$33.5K - $39.2K
|
4.83K
$275K
|
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
720+ 25.71% |
$33.3K - $38.9K
|
3.52K
$201K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
630New |
$29.2K - $34K
|
630
$35.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
533+ 12.54% |
$24.7K - $28.8K
|
4.78K
$273K
|
|
|
Jan 24, 2024
Q4 2023
|
Northland Capital Management LLC
|
BUY
|
- |
521+ 1.36% |
$24.1K - $28.1K
|
38.7K
$2.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
484New |
$22.4K - $26.1K
|
484
$27.6K
|
|
|
Aug 20, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
314+ 3.07% |
$14.5K - $17K
|
10.6K
$602K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
150+ 4.17% |
$6.94K - $8.1K
|
3.75K
$214K
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
BUY
|
- |
149+ 1.07% |
$6.89K - $8.05K
|
14K
$800K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
57+ 247.83% |
$2.64K - $3.08K
|
80
$4.56K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
49+ 38.28% |
$2.27K - $2.65K
|
177
$10.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
32+ 0.51% |
$1.48K - $1.73K
|
6.25K
$357K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-211- 1.18% |
$9.76K - $11.4K
|
17.6K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-643- 0.98% |
$29.8K - $34.7K
|
64.8K
$3.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.94K- 1.68% |
$136K - $158K
|
171K
$9.78M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-10.8K- 95.51% |
$499K - $583K
|
507
$28.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-29.4K- 40.4% |
$1.36M - $1.59M
|
43.4K
$2.48M
|