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 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
2.9K+ 5.91% |
$211K - $227K
|
51.9K
$5.16M
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.88K+ 1.53% |
$210K - $226K
|
192K
$19M
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.83KNew |
$206K - $222K
|
2.83K
$281K
|
|
Nov 08, 2023
Q3 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.76KNew |
$200K - $216K
|
2.76K
$274K
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.72KNew |
$198K - $213K
|
2.72K
$270K
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
2.62K+ 18.76% |
$190K - $205K
|
16.6K
$1.65M
|
|
Nov 03, 2023
Q3 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
2.56K+ 17.81% |
$186K - $201K
|
16.9K
$1.68M
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.07K+ 4.18% |
$151K - $163K
|
51.6K
$5.13M
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.97K+ 91.52% |
$144K - $155K
|
4.13K
$411K
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.84K+ 4.47% |
$134K - $144K
|
42.9K
$4.27M
|
|
Nov 08, 2023
Q3 2023
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
1.76K+ 4.33% |
$128K - $138K
|
42.4K
$4.22M
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1.75K+ 10.19% |
$127K - $138K
|
18.9K
$1.88M
|
|
Nov 14, 2024
Q3 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
1.74K+ 5.12% |
$126K - $136K
|
35.7K
$3.55M
|
|
Oct 25, 2023
Q3 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
1.58K+ 0.73% |
$115K - $124K
|
217K
$21.6M
|
|
Oct 20, 2023
Q3 2023
|
Echo Wealth Management, LLC
|
BUY
|
- |
1.56K+ 1.63% |
$114K - $123K
|
97.3K
$9.68M
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
1.36K+ 3.38% |
$98.7K - $107K
|
41.5K
$4.12M
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
1.22K+ 9.16% |
$88.6K - $95.7K
|
14.5K
$1.44M
|
|
Oct 13, 2023
Q3 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
1.2K+ 2.91% |
$87.3K - $94.2K
|
42.4K
$4.21M
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.2KNew |
$86.9K - $93.8K
|
1.2K
$119K
|
|
Nov 15, 2023
Q3 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
1.19K+ 38.39% |
$86.5K - $93.4K
|
4.29K
$426K
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
1.17K+ 11.33% |
$85.4K - $92.1K
|
11.5K
$1.15M
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
1.08K+ 3.37% |
$78.8K - $85.1K
|
33.2K
$3.31M
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
1.05K+ 1.15% |
$76.4K - $82.5K
|
92.2K
$9.16M
|
|
Nov 02, 2023
Q3 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.03K+ 5.31% |
$74.5K - $80.5K
|
20.3K
$2.02M
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
985+ 1.41% |
$71.6K - $77.3K
|
70.8K
$7.04M
|
|
Oct 13, 2023
Q3 2023
|
Divergent Planning, LLC
|
BUY
|
- |
980+ 0.51% |
$71.3K - $76.9K
|
193K
$19.2M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
855New |
$62.2K - $67.1K
|
855
$85K
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
765+ 3.22% |
$55.6K - $60K
|
24.6K
$2.44M
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
673+ 0.98% |
$48.9K - $52.8K
|
69.5K
$6.91M
|
|
Oct 26, 2023
Q3 2023
|
Bayshore Asset Management, LLC
|
BUY
|
- |
639+ 1.02% |
$46.5K - $50.2K
|
63.5K
$6.31M
|
|
Oct 24, 2023
Q3 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
597+ 1.93% |
$43.4K - $46.9K
|
31.6K
$3.14M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
591+ 15.39% |
$43K - $46.4K
|
4.43K
$440K
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
572New |
$41.6K - $44.9K
|
572
$56.9K
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
485+ 5.03% |
$35.3K - $38.1K
|
10.1K
$1.01M
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
474+ 1.41% |
$34.5K - $37.2K
|
34K
$3.38M
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
440+ 1.34% |
$32K - $34.5K
|
33.3K
$3.31M
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
420+ 5.46% |
$30.5K - $33K
|
8.11K
$807K
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
415+ 1.84% |
$30.2K - $32.6K
|
22.9K
$2.28M
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
373+ 1.21% |
$27.1K - $29.3K
|
31.2K
$3.1M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
367+ 6.79% |
$26.7K - $28.8K
|
5.77K
$574K
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
330+ 3.22% |
$24K - $25.9K
|
10.6K
$1.05M
|
|
Nov 01, 2023
Q3 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
304New |
$22.1K - $23.9K
|
304
$30.2K
|
|
Oct 15, 2024
Q3 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
242+ 0.21% |
$17.6K - $19K
|
115K
$11.4M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
206+ 5.91% |
$15K - $16.2K
|
3.69K
$367K
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
156+ 1.84% |
$11.3K - $12.2K
|
8.63K
$858K
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
116+ 0.39% |
$8.44K - $9.1K
|
30.2K
$3M
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
99+ 8.14% |
$7.2K - $7.77K
|
1.32K
$131K
|
|
Nov 09, 2023
Q3 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
75+ 1.1% |
$5.45K - $5.89K
|
6.91K
$687K
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
74+ 4.46% |
$5.38K - $5.81K
|
1.73K
$172K
|
|
Oct 19, 2023
Q3 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
68+ 2.16% |
$4.94K - $5.34K
|
3.22K
$320K
|