Purchases and Sales Made in Q1 2023 in American Centy ETF Tr Avantis (AVUS)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUS) 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 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.67KNew |
$248K - $273K
|
3.67K
$364K
|
|
May 08, 2023
Q1 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3.39K+ 11.14% |
$229K - $252K
|
33.9K
$3.35M
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
3.29K+ 8.46% |
$222K - $244K
|
42.2K
$4.18M
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3.28K+ 4.82% |
$221K - $243K
|
71.3K
$7.06M
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.19K+ 38.15% |
$215K - $237K
|
11.5K
$1.14M
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.16K+ 26.81% |
$213K - $235K
|
15K
$1.48M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.03KNew |
$204K - $225K
|
3.03K
$300K
|
|
Jul 28, 2023
Q1 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
2.95K+ 1.38% |
$199K - $219K
|
218K
$21.5M
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
2.64K+ 13.37% |
$178K - $196K
|
22.4K
$2.21M
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
2.62K+ 2.38% |
$176K - $194K
|
113K
$11.2M
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2.44K+ 13561.11% |
$165K - $181K
|
2.46K
$244K
|
|
Apr 24, 2023
Q1 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
2.36K+ 6.08% |
$159K - $175K
|
41.2K
$4.08M
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
BUY
|
- |
2.31K+ 33.76% |
$155K - $171K
|
9.14K
$905K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.16KNew |
$145K - $160K
|
2.16K
$214K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.1K+ 31.19% |
$141K - $156K
|
8.82K
$874K
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.82K+ 55.89% |
$122K - $135K
|
5.07K
$502K
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
1.76K+ 4.93% |
$119K - $131K
|
37.6K
$3.72M
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.74K+ 52.35% |
$117K - $129K
|
5.07K
$502K
|
|
Dec 06, 2024
Q1 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
1.48K+ 4.34% |
$99.4K - $110K
|
35.4K
$3.51M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.36K+ 0.51% |
$91.7K - $101K
|
268K
$26.5M
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.22KNew |
$82K - $90.3K
|
1.22K
$120K
|
|
May 09, 2023
Q1 2023
|
Orion Capital Management LLC
|
BUY
|
- |
1.21KNew |
$81.2K - $89.5K
|
1.21K
$119K
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.17K+ 4.23% |
$79.2K - $87.2K
|
28.9K
$2.86M
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.15K+ 0.64% |
$77.7K - $85.6K
|
181K
$17.9M
|
|
May 15, 2023
Q1 2023
|
Bayshore Asset Management, LLC
|
BUY
|
- |
1.14K+ 2.15% |
$76.7K - $84.5K
|
54.1K
$5.36M
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.06K+ 16.66% |
$71.2K - $78.5K
|
7.4K
$732K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
842New |
$56.8K - $62.6K
|
842
$83.4K
|
|
Apr 28, 2023
Q1 2023
|
Echo Wealth Management, LLC
|
BUY
|
- |
822+ 0.83% |
$55.4K - $61.1K
|
99.6K
$9.87M
|
|
Apr 27, 2023
Q1 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
804+ 6.89% |
$54.2K - $59.7K
|
12.5K
$1.24M
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
773+ 5.9% |
$52.1K - $57.4K
|
13.9K
$1.37M
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
720+ 2.31% |
$48.5K - $53.5K
|
31.9K
$3.16M
|
|
Apr 11, 2023
Q1 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
639+ 0.34% |
$43.1K - $47.5K
|
190K
$18.8M
|
|
Oct 15, 2024
Q1 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
604+ 0.53% |
$40.7K - $44.9K
|
114K
$11.3M
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
569+ 2.66% |
$38.4K - $42.3K
|
22K
$2.18M
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
513+ 6.17% |
$34.6K - $38.1K
|
8.82K
$874K
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
494+ 1.66% |
$33.3K - $36.7K
|
30.3K
$3M
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
488+ 0.54% |
$32.9K - $36.3K
|
91.3K
$9.04M
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
374New |
$25.2K - $27.8K
|
374
$37K
|
|
May 08, 2023
Q1 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
370+ 2.04% |
$24.9K - $27.5K
|
18.5K
$1.83M
|
|
May 04, 2023
Q1 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
351+ 4.99% |
$23.7K - $26.1K
|
7.39K
$732K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
331+ 27.63% |
$22.3K - $24.6K
|
1.53K
$151K
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
323+ 4.22% |
$21.8K - $24K
|
7.98K
$790K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
323+ 0.63% |
$21.8K - $24K
|
51.2K
$5.07M
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
262+ 0.99% |
$17.7K - $19.5K
|
26.7K
$2.64M
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
221+ 0.73% |
$14.9K - $16.4K
|
30.3K
$3M
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
202+ 0.32% |
$13.6K - $15K
|
64.2K
$6.35M
|
|
May 01, 2023
Q1 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
182+ 5.39% |
$12.3K - $13.5K
|
3.56K
$352K
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
169New |
$11.4K - $12.6K
|
169
$16.7K
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
159+ 60.23% |
$10.7K - $11.8K
|
423
$41.9K
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
144+ 1.88% |
$9.71K - $10.7K
|
7.8K
$773K
|