Purchases and Sales Made in Q2 2023 in American Centy ETF Tr Avantis (AVUS)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUS) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
19K+ 27.44% |
$1.31M - $1.43M
|
88.1K
$8.72M
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
18.2K+ 82.61% |
$1.25M - $1.37M
|
40.1K
$3.97M
|
|
|
Jul 14, 2023
Q2 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
16.7K+ 48.62% |
$1.15M - $1.25M
|
51K
$5.05M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.1K+ 44.91% |
$1.11M - $1.21M
|
52K
$5.15M
|
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
15.9K+ 45.09% |
$1.1M - $1.2M
|
51.3K
$5.08M
|
|
|
Aug 03, 2023
Q2 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
15.6K+ 3.79% |
$1.07M - $1.17M
|
428K
$42.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
15.1K+ 39.3% |
$1.04M - $1.13M
|
53.4K
$5.29M
|
|
|
Aug 07, 2023
Q2 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
15K+ 9.8% |
$1.04M - $1.13M
|
168K
$16.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
13.6K+ 6.8% |
$937K - $1.02M
|
214K
$21.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.1K+ 87.74% |
$905K - $987K
|
28.1K
$2.78M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
13K+ 309.16% |
$895K - $977K
|
17.2K
$1.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
12.4K+ 15.64% |
$853K - $930K
|
91.5K
$9.06M
|
|
|
Jul 10, 2023
Q2 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
12.1K+ 19.64% |
$833K - $909K
|
73.6K
$7.29M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
10.7K+ 7.38% |
$737K - $804K
|
156K
$15.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
10.5K+ 1.73% |
$725K - $791K
|
617K
$61.1M
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
10.4KNew |
$714K - $779K
|
10.4K
$1.03M
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
10K+ 6.21% |
$692K - $755K
|
172K
$17M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
9.8K+ 6.71% |
$676K - $737K
|
156K
$15.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
9.63KNew |
$663K - $724K
|
9.63K
$953K
|
|
|
Jul 12, 2023
Q2 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
9.4K+ 14.65% |
$648K - $707K
|
73.6K
$7.29M
|
|
|
Jul 17, 2023
Q2 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
9.17K+ 8.51% |
$632K - $689K
|
117K
$11.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
9.1K+ 33.9% |
$627K - $684K
|
36K
$3.56M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.04K+ 21.2% |
$623K - $680K
|
51.7K
$5.12M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.04K+ 21.2% |
$623K - $680K
|
51.7K
$5.12M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
8.91K+ 13.89% |
$614K - $670K
|
73.1K
$7.24M
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
8.8K+ 5.23% |
$607K - $662K
|
177K
$17.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Bayshore Asset Management, LLC
|
BUY
|
- |
8.74K+ 16.16% |
$603K - $657K
|
62.9K
$6.23M
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
8.66KNew |
$597K - $651K
|
8.66K
$857K
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
8.26KNew |
$569K - $621K
|
8.26K
$818K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
8.25K+ 20.65% |
$568K - $620K
|
48.2K
$4.77M
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
7.94K+ 143.89% |
$547K - $597K
|
13.5K
$1.33M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.87K+ 4.35% |
$542K - $592K
|
189K
$18.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
7.25KNew |
$500K - $545K
|
7.25K
$718K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.13K+ 4.84% |
$491K - $536K
|
155K
$15.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.11KNew |
$490K - $535K
|
7.11K
$704K
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
7.1K+ 21.14% |
$489K - $534K
|
40.7K
$4.03M
|
|
|
Jul 20, 2023
Q2 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
6.97K+ 1.86% |
$480K - $524K
|
382K
$37.8M
|
|
|
Jul 11, 2023
Q2 2023
|
Divergent Planning, LLC
|
BUY
|
- |
6.91K+ 3.73% |
$476K - $520K
|
192K
$19M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.86K+ 100.0% |
$473K - $516K
|
13.7K
$1.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.7KNew |
$462K - $504K
|
6.7K
$664K
|
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
6.48K+ 24.28% |
$446K - $487K
|
33.1K
$3.28M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.97K+ 15.28% |
$412K - $449K
|
45.1K
$4.46M
|
|
|
Jul 25, 2023
Q2 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
5.92K+ 16.83% |
$408K - $445K
|
41.1K
$4.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.76K+ 34.35% |
$397K - $433K
|
22.5K
$2.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.02K+ 328.58% |
$346K - $378K
|
6.55K
$649K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
5K+ 4.6% |
$345K - $376K
|
114K
$11.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
4.83KNew |
$333K - $363K
|
4.83K
$479K
|
|
|
Jul 13, 2023
Q2 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
4.27K+ 2.02% |
$294K - $321K
|
215K
$21.3M
|
|
|
Aug 11, 2023
Q2 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
3.91K+ 10.37% |
$269K - $294K
|
41.6K
$4.12M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.84KNew |
$265K - $289K
|
3.84K
$380K
|