Purchases and Sales Made in Q2 2023 in American Centy ETF Tr Avantis (AVSF)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSF) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
91.9K+ 8.51% |
$4.21M - $4.27M
|
1.17M
$54.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
59.3K+ 728.63% |
$2.72M - $2.76M
|
67.5K
$3.12M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
27.7K+ 18.13% |
$1.27M - $1.28M
|
180K
$8.33M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.9KNew |
$635K - $644K
|
13.9K
$641K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
12.7K+ 18.95% |
$581K - $589K
|
79.6K
$3.68M
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
8.72KNew |
$399K - $405K
|
8.72K
$403K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.97K+ 11.17% |
$273K - $277K
|
59.4K
$2.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.19K+ 7.02% |
$192K - $195K
|
63.9K
$2.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
3.31K+ 0.78% |
$151K - $154K
|
426K
$19.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.3K+ 4.13% |
$105K - $107K
|
58.1K
$2.68M
|
|
|
Aug 04, 2023
Q2 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
2.24K+ 20.15% |
$102K - $104K
|
13.3K
$616K
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.85K+ 6.58% |
$84.6K - $85.8K
|
29.9K
$1.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.57K+ 4.78% |
$72K - $73.1K
|
34.5K
$1.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
1.21K+ 155.46% |
$55.4K - $56.2K
|
1.99K
$91.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
667+ 12.25% |
$30.5K - $31K
|
6.11K
$282K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
409+ 9.42% |
$18.7K - $19K
|
4.75K
$219K
|
|
|
Aug 10, 2023
Q2 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
147+ 1.12% |
$6.73K - $6.83K
|
13.3K
$615K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
122+ 0.44% |
$5.59K - $5.67K
|
28.1K
$1.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-30- 0.42% |
$1.37K - $1.39K
|
7.12K
$329K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-250- 0.8% |
$11.4K - $11.6K
|
31.1K
$1.43M
|
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-487- 6.45% |
$22.3K - $22.6K
|
7.06K
$326K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.56K- 8.05% |
$71.5K - $72.5K
|
17.8K
$823K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.82K- 1.52% |
$83.1K - $84.3K
|
118K
$5.45M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.35K- 41.78% |
$153K - $156K
|
4.67K
$216K
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-25.2K- 34.93% |
$1.15M - $1.17M
|
46.9K
$2.17M
|