Purchases and Sales Made in Q3 2023 in American Centy ETF Tr Avantis (AVSF)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSF) 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 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
126K+ 268.35% |
$5.71M - $5.78M
|
173K
$7.98M
|
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
102K+ 8.74% |
$4.65M - $4.71M
|
1.27M
$58.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
54.2KNew |
$2.46M - $2.49M
|
54.2K
$2.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
41.8K+ 23.18% |
$1.9M - $1.92M
|
222K
$10.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
36.9KNew |
$1.68M - $1.7M
|
36.9K
$1.71M
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
34.4KNew |
$1.56M - $1.58M
|
34.4K
$1.59M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
22.2K+ 124.48% |
$1.01M - $1.02M
|
40K
$1.85M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.9K+ 121.65% |
$767K - $776K
|
30.8K
$1.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.7KNew |
$712K - $721K
|
15.7K
$724K
|
|
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
15.2KNew |
$692K - $701K
|
15.2K
$704K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
15.1K+ 18.95% |
$685K - $694K
|
94.7K
$4.38M
|
|
|
Oct 20, 2023
Q3 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
10.3K+ 69.66% |
$468K - $474K
|
25.1K
$1.16M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.91K+ 13.61% |
$359K - $363K
|
66K
$3.05M
|
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
7.29KNew |
$331K - $335K
|
7.29K
$337K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.7KNew |
$304K - $308K
|
6.7K
$310K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.52KNew |
$296K - $300K
|
6.52K
$301K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.94K+ 8.81% |
$270K - $273K
|
73.4K
$3.39M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
5.15KNew |
$234K - $237K
|
5.15K
$238K
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
4.89KNew |
$222K - $225K
|
4.89K
$226K
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.75K+ 7.43% |
$216K - $218K
|
68.7K
$3.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.55K+ 4.49% |
$70.4K - $71.3K
|
36K
$1.66M
|
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
1.38K+ 19.52% |
$62.6K - $63.4K
|
8.44K
$390K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
750+ 24.59% |
$34.1K - $34.5K
|
3.8K
$176K
|
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
562+ 4.22% |
$25.5K - $25.8K
|
13.9K
$641K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
480+ 1.55% |
$21.8K - $22.1K
|
31.5K
$1.46M
|
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
475+ 7.77% |
$21.6K - $21.8K
|
6.59K
$304K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
338New |
$15.4K - $15.5K
|
338
$15.6K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
264+ 0.22% |
$12K - $12.1K
|
118K
$5.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
126+ 0.45% |
$5.72K - $5.79K
|
28.3K
$1.31M
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
94+ 0.99% |
$4.27K - $4.32K
|
9.61K
$444K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
77+ 1.08% |
$3.5K - $3.54K
|
7.2K
$332K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
10New |
$454 - $460
|
10
$462
|
|
|
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 18, 2023
Q3 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-5- 3.45% |
$227 - $230
|
140
$6.47K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.44K- 4.11% |
$111K - $112K
|
57K
$2.63M
|
|
|
Oct 27, 2023
Q3 2023
|
B&D White Capital Company, LLC
|
SELL
|
- |
-2.6K- 19.48% |
$118K - $119K
|
10.7K
$496K
|
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-4.58K- 15.32% |
$208K - $211K
|
25.3K
$1.17M
|
|
|
Nov 09, 2023
Q3 2023
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-34.7K- 8.15% |
$1.58M - $1.6M
|
391K
$18.1M
|