Purchases and Sales Made in Q4 2023 in American Centy ETF Tr Avantis (AVSF)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSF) 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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
289KNew |
$13M - $13.4M
|
289K
$13.3M
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
86.7K+ 251.82% |
$3.92M - $4.02M
|
121K
$5.58M
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
60.2KNew |
$2.72M - $2.8M
|
60.2K
$2.77M
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
30.9K+ 13.91% |
$1.39M - $1.43M
|
253K
$11.6M
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
29.2KNew |
$1.32M - $1.36M
|
29.2K
$1.35M
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
17.5KNew |
$792K - $814K
|
17.5K
$807K
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
14.5K+ 1.14% |
$656K - $675K
|
1.29M
$59.3M
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.6K+ 18.53% |
$614K - $631K
|
87K
$4.01M
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
11.3KNew |
$511K - $525K
|
11.3K
$521K
|
|
Feb 09, 2024
Q4 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
10.6K+ 42.15% |
$478K - $491K
|
35.7K
$1.64M
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.5K+ 66.95% |
$474K - $487K
|
26.2K
$1.21M
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
7.2KNew |
$325K - $334K
|
7.2K
$332K
|
|
Feb 14, 2024
Q4 2023
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
6.92KNew |
$313K - $321K
|
6.92K
$319K
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
6.84K+ 7.22% |
$309K - $317K
|
102K
$4.68M
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
6.81KNew |
$308K - $316K
|
6.81K
$314K
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
6.42KNew |
$290K - $298K
|
6.42K
$296K
|
|
Feb 13, 2024
Q4 2023
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
5.89KNew |
$266K - $274K
|
5.89K
$271K
|
|
Jul 03, 2024
Q4 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
5.44KNew |
$246K - $253K
|
5.44K
$251K
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.16K+ 4.78% |
$143K - $146K
|
69.1K
$3.18M
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.12K+ 63.74% |
$141K - $145K
|
8.01K
$369K
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.35K+ 7.64% |
$106K - $109K
|
33.1K
$1.52M
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.91K+ 1.62% |
$86.5K - $88.8K
|
120K
$5.53M
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.22KNew |
$55.1K - $56.6K
|
1.22K
$56.2K
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
853+ 12.95% |
$38.5K - $39.6K
|
7.44K
$343K
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
585+ 12.32% |
$26.4K - $27.2K
|
5.33K
$246K
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
346+ 0.61% |
$15.6K - $16.1K
|
57.3K
$2.64M
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
330+ 3.91% |
$14.9K - $15.3K
|
8.77K
$404K
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
197+ 1.42% |
$8.9K - $9.14K
|
14.1K
$648K
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
105+ 1.46% |
$4.74K - $4.87K
|
7.3K
$336K
|
|
Jan 30, 2024
Q4 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
62+ 0.58% |
$2.8K - $2.88K
|
10.8K
$498K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-41- 0.13% |
$1.85K - $1.9K
|
31.5K
$1.45M
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-90- 64.29% |
$4.07K - $4.18K
|
50
$2.3K
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-378- 1.34% |
$17.1K - $17.5K
|
27.9K
$1.28M
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-796- 8.28% |
$36K - $37K
|
8.82K
$406K
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.44K- 2.09% |
$64.9K - $66.7K
|
67.2K
$3.1M
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-2.92K- 7.29% |
$132K - $135K
|
37.1K
$1.71M
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-3.39K- 13.4% |
$153K - $158K
|
21.9K
$1.01M
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.57K- 12.69% |
$207K - $212K
|
31.5K
$1.45M
|
|
Feb 09, 2024
Q4 2023
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-48K- 12.26% |
$2.17M - $2.23M
|
343K
$15.8M
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-114K- 66.29% |
$5.17M - $5.31M
|
58.2K
$2.68M
|