Purchases and Sales Made in Q1 2023 in American Centy ETF Tr Avantis (AVSF)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSF) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
69.6K+ 6.89% |
$3.17M - $3.24M
|
1.08M
$49.8M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
59.7KNew |
$2.72M - $2.78M
|
59.7K
$2.76M
|
|
|
Apr 28, 2023
Q1 2023
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
28K+ 7.1% |
$1.27M - $1.3M
|
423K
$19.5M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
27KNew |
$1.23M - $1.25M
|
27K
$1.25M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
26.5KNew |
$1.2M - $1.23M
|
26.5K
$1.22M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
25.8K+ 20.4% |
$1.18M - $1.2M
|
153K
$7.05M
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
BUY
|
- |
20K+ 31.53% |
$910K - $930K
|
83.4K
$3.85M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.5K+ 53.96% |
$525K - $537K
|
32.9K
$1.52M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
11.4K+ 20.42% |
$517K - $528K
|
67K
$3.09M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.88K+ 21.53% |
$450K - $460K
|
55.8K
$2.58M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.11KNew |
$369K - $377K
|
8.11K
$374K
|
|
|
Apr 13, 2023
Q1 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
7.55KNew |
$344K - $351K
|
7.55K
$349K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.82K+ 53.05% |
$128K - $131K
|
8.14K
$376K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.19K+ 37.56% |
$99.7K - $102K
|
8.02K
$371K
|
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2.08K+ 8.0% |
$94.6K - $96.7K
|
28.1K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.08K+ 3.99% |
$49K - $50.1K
|
28K
$1.29M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
649+ 14.94% |
$29.5K - $30.2K
|
4.99K
$231K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
486+ 0.41% |
$22.1K - $22.6K
|
120K
$5.54M
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
197+ 1.52% |
$8.97K - $9.16K
|
13.2K
$608K
|
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
36+ 0.38% |
$1.64K - $1.67K
|
9.52K
$440K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
18+ 0.09% |
$819 - $837
|
19.4K
$896K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4New |
$182 - $186
|
4
$185
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-89- 1.61% |
$4.05K - $4.14K
|
5.45K
$252K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-89- 3.89% |
$4.05K - $4.14K
|
2.2K
$102K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-206- 2.8% |
$9.38K - $9.58K
|
7.15K
$330K
|
|
|
May 03, 2023
Q1 2023
|
B&D White Capital Company, LLC
|
SELL
|
- |
-221- 1.95% |
$10.1K - $10.3K
|
11.1K
$513K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-467- 0.87% |
$21.3K - $21.7K
|
53.4K
$2.47M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-474- 9.85% |
$21.6K - $22.1K
|
4.34K
$201K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.18K- 60.17% |
$53.6K - $54.8K
|
779
$36K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.36K- 7.02% |
$108K - $110K
|
31.3K
$1.45M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-3.71K- 54.88% |
$169K - $173K
|
3.05K
$141K
|
|
|
May 15, 2023
Q1 2023
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-7.2K- 17.6% |
$328K - $335K
|
33.7K
$1.56M
|
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-21.7K- 79.77% |
$988K - $1.01M
|
5.5K
$254K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-118K- 62.17% |
$5.39M - $5.51M
|
72K
$3.33M
|