Purchases and Sales Made in Q3 2023 in American Centy ETF Tr Avantis (AVUS)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUS) 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 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
13.5K+ 6.32% |
$981K - $1.06M
|
227K
$22.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
13.4K+ 200.33% |
$976K - $1.05M
|
20.1K
$2M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
13.3K+ 7.51% |
$967K - $1.04M
|
190K
$18.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.6K+ 61.77% |
$917K - $990K
|
33K
$3.28M
|
|
|
Oct 10, 2023
Q3 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
12.1KNew |
$881K - $951K
|
12.1K
$1.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
11.1KNew |
$810K - $874K
|
11.1K
$1.11M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.1K+ 225.41% |
$808K - $872K
|
16K
$1.59M
|
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
10.3K+ 24.81% |
$750K - $810K
|
51.9K
$5.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
10.3K+ 3.35% |
$747K - $806K
|
317K
$31.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
10.3K+ 4.14% |
$746K - $805K
|
258K
$25.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
10.1K+ 19.83% |
$736K - $794K
|
61.1K
$6.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
9.86K+ 1.45% |
$717K - $774K
|
688K
$68.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
9.51K+ 15.07% |
$692K - $747K
|
72.6K
$7.22M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
9.39K+ 6.02% |
$683K - $737K
|
165K
$16.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
9.22K+ 22.68% |
$671K - $724K
|
49.9K
$4.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
7.75K+ 16.09% |
$564K - $608K
|
55.9K
$5.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
7.39K+ 4.39% |
$537K - $580K
|
176K
$17.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
7.34KNew |
$534K - $576K
|
7.34K
$730K
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6.73K+ 81.51% |
$490K - $528K
|
15K
$1.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.7K+ 12.97% |
$488K - $526K
|
58.4K
$5.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.08KNew |
$442K - $477K
|
6.08K
$605K
|
|
|
Oct 24, 2023
Q3 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
6.04K+ 5.17% |
$439K - $474K
|
123K
$12.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
5.87K+ 3.81% |
$427K - $461K
|
160K
$15.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
5.86K+ 2.83% |
$426K - $460K
|
213K
$21.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.76K+ 12.77% |
$419K - $452K
|
50.8K
$5.05M
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
5.71K+ 2.34% |
$415K - $448K
|
250K
$24.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.5KNew |
$400K - $431K
|
5.5K
$546K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.45K+ 7.73% |
$396K - $428K
|
76K
$7.55M
|
|
|
Nov 06, 2023
Q3 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
5.43K+ 7.38% |
$395K - $426K
|
79K
$7.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.41K+ 6.71% |
$393K - $424K
|
85.9K
$8.54M
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
5.01K+ 0.98% |
$364K - $393K
|
517K
$51.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.89KNew |
$355K - $384K
|
4.89K
$486K
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.79KNew |
$348K - $376K
|
4.79K
$476K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
4.78KNew |
$348K - $375K
|
4.78K
$475K
|
|
|
Nov 02, 2023
Q3 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
4.64K+ 9.05% |
$337K - $364K
|
55.9K
$5.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.45K+ 15.82% |
$323K - $349K
|
32.5K
$3.23M
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
4K+ 0.8% |
$291K - $314K
|
506K
$50.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.67K+ 10.2% |
$267K - $288K
|
39.6K
$3.94M
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
3.64K+ 27.03% |
$265K - $286K
|
17.1K
$1.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.57K+ 5.82% |
$260K - $280K
|
65K
$6.46M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.56KNew |
$259K - $280K
|
3.56K
$354K
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
3.55K+ 2.62% |
$258K - $278K
|
139K
$13.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.52KNew |
$256K - $277K
|
3.52K
$350K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.45K+ 6.62% |
$251K - $270K
|
55.5K
$5.52M
|
|
|
Oct 31, 2023
Q3 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3.32K+ 8.86% |
$242K - $261K
|
40.8K
$4.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.14KNew |
$228K - $246K
|
3.14K
$312K
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
3.05KNew |
$222K - $239K
|
3.05K
$303K
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
BUY
|
- |
3.05K+ 5.15% |
$222K - $239K
|
62.2K
$6.18M
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
3.02K+ 4.1% |
$220K - $237K
|
76.7K
$7.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.9K+ 33.01% |
$211K - $228K
|
11.7K
$1.16M
|