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 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-2.56K- 1.41% |
$186K - $201K
|
179K
$17.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.99K- 31.16% |
$218K - $235K
|
6.61K
$657K
|
|
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-3.33K- 2.0% |
$242K - $262K
|
163K
$16.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-3.42K- 5.77% |
$249K - $268K
|
55.8K
$5.55M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.73K- 0.93% |
$272K - $293K
|
400K
$39.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.07K- 29.68% |
$296K - $320K
|
9.65K
$959K
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-4.26K- 3.24% |
$310K - $335K
|
127K
$12.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.35K- 52.74% |
$316K - $341K
|
3.89K
$387K
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-5.02K- 2.92% |
$365K - $394K
|
167K
$16.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Awm Capital, LLC
|
SELL
|
- |
-5.51K- 1.23% |
$401K - $433K
|
444K
$44.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-7.11K- 14.12% |
$517K - $558K
|
43.2K
$4.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-7.12K- 7.85% |
$518K - $559K
|
83.5K
$8.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-7.49K- 33.7% |
$544K - $588K
|
14.7K
$1.46M
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-7.82K- 10.7% |
$569K - $614K
|
65.2K
$6.49M
|
|
|
Nov 29, 2023
Q3 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-8.44K- 1.26% |
$614K - $662K
|
662K
$65.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.28K- 14.94% |
$675K - $729K
|
52.9K
$5.25M
|
|
|
Nov 30, 2023
Q3 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-9.3K- 8.72% |
$676K - $730K
|
97.3K
$9.67M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-10.4K- 14.18% |
$756K - $816K
|
62.9K
$6.25M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-12.6K- 81.89% |
$916K - $989K
|
2.79K
$277K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-14.6K- 54.28% |
$1.06M - $1.15M
|
12.3K
$1.22M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-15.5K- 48.07% |
$1.13M - $1.22M
|
16.8K
$1.67M
|
|
|
Oct 20, 2023
Q3 2023
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-15.5K- 2.4% |
$1.13M - $1.22M
|
632K
$62.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-16.7K- 4.6% |
$1.22M - $1.31M
|
347K
$34.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-22.2K- 8.47% |
$1.61M - $1.74M
|
240K
$23.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-23.3K- 49.8% |
$1.69M - $1.83M
|
23.5K
$2.34M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-23.9K- 98.84% |
$1.74M - $1.88M
|
280
$27.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-32.7K- 8.55% |
$2.38M - $2.56M
|
349K
$34.7M
|
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-36.8K- 3.25% |
$2.67M - $2.89M
|
1.1M
$109M
|
|
|
Nov 01, 2023
Q3 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-38.7K- 9.97% |
$2.82M - $3.04M
|
350K
$34.7M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-106K- 5.54% |
$7.74M - $8.35M
|
1.82M
$181M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-151K- 76.95% |
$11M - $11.9M
|
45.4K
$4.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-159K- 44.79% |
$11.6M - $12.5M
|
196K
$19.5M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-280K- 13.6% |
$20.4M - $22M
|
1.78M
$177M
|
|
|
Nov 09, 2023
Q3 2023
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-492K- 25.14% |
$35.8M - $38.6M
|
1.46M
$146M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-577K- 93.42% |
$41.9M - $45.3M
|
40.6K
$4.04M
|