Purchases and Sales Made in Q4 2023 in American Centy ETF Tr Avantis (AVUS)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jun 24, 2024
Q4 2023
|
Oak Root LLC
Santa Barbara, CA |
BUY
|
- |
2.98MNew |
$208M - $245M
|
2.98M
$296M
|
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
2.76MNew |
$192M - $226M
|
2.76M
$274M
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.55MNew |
$108M - $127M
|
1.55M
$154M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
864K+ 1904.5% |
$60.3M - $70.8M
|
909K
$90.4M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
388KNew |
$27.1M - $31.9M
|
388K
$38.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
377K+ 888.45% |
$26.3M - $30.9M
|
419K
$41.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
348K+ 419.17% |
$24.3M - $28.5M
|
431K
$42.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
321K+ 29.89% |
$22.4M - $26.3M
|
1.39M
$138M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
289K+ 43.76% |
$20.2M - $23.7M
|
950K
$94.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
246KNew |
$17.2M - $20.2M
|
246K
$24.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
227K+ 37.22% |
$15.9M - $18.7M
|
839K
$83.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
207K+ 1030.46% |
$14.5M - $17M
|
227K
$22.6M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
197K+ 592.4% |
$13.7M - $16.2M
|
230K
$22.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
161K+ 13.48% |
$11.2M - $13.2M
|
1.35M
$135M
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
152KNew |
$10.6M - $12.4M
|
152K
$15.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
151K+ 22.89% |
$10.6M - $12.4M
|
813K
$80.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
121KNew |
$8.44M - $9.92M
|
121K
$12M
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
BUY
|
- |
114KNew |
$7.93M - $9.31M
|
114K
$11.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
113KNew |
$7.9M - $9.28M
|
113K
$11.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
97.5KNew |
$6.81M - $8M
|
97.5K
$9.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
94.1KNew |
$6.56M - $7.71M
|
94.1K
$9.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
93.4KNew |
$6.52M - $7.66M
|
93.4K
$9.29M
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
92.8K+ 223.56% |
$6.47M - $7.61M
|
134K
$13.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
87.3KNew |
$6.09M - $7.16M
|
87.3K
$8.68M
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
84.6K+ 77.64% |
$5.9M - $6.94M
|
194K
$19.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
79.9K+ 35.97% |
$5.58M - $6.55M
|
302K
$30M
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
77.3K+ 6.62% |
$5.39M - $6.34M
|
1.24M
$124M
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
72.9KNew |
$5.09M - $5.98M
|
72.9K
$7.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
70.1KNew |
$4.89M - $5.75M
|
70.1K
$6.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
68.4K+ 10.64% |
$4.77M - $5.61M
|
711K
$70.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
67.3K+ 40.23% |
$4.7M - $5.52M
|
235K
$23.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
65.5K+ 535.6% |
$4.57M - $5.37M
|
77.7K
$7.72M
|
|
|
Jan 31, 2024
Q4 2023
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
63.8KNew |
$4.45M - $5.23M
|
63.8K
$6.34M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
62.6K+ 271.88% |
$4.37M - $5.13M
|
85.6K
$8.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
61.4K+ 44.7% |
$4.28M - $5.03M
|
199K
$19.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
59.5K+ 37.14% |
$4.15M - $4.88M
|
220K
$21.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
52.5K+ 4.42% |
$3.66M - $4.31M
|
1.24M
$123M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
50.9K+ 16.12% |
$3.55M - $4.17M
|
366K
$36.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
49K+ 15.43% |
$3.42M - $4.02M
|
366K
$36.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
48.5KNew |
$3.38M - $3.98M
|
48.5K
$4.82M
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
48.3K+ 13.82% |
$3.37M - $3.96M
|
398K
$39.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
46K+ 15116.78% |
$3.21M - $3.77M
|
46.3K
$4.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
45.8K+ 207.37% |
$3.2M - $3.75M
|
67.9K
$6.75M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
45.4K+ 23.87% |
$3.17M - $3.72M
|
236K
$23.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
42.5KNew |
$2.96M - $3.48M
|
42.5K
$4.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
42.1KNew |
$2.94M - $3.45M
|
42.1K
$4.18M
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
41.7KNew |
$2.91M - $3.42M
|
41.7K
$4.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
40.2K+ 123.54% |
$2.81M - $3.3M
|
72.7K
$7.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
39.2KNew |
$2.73M - $3.21M
|
39.2K
$3.89M
|
|
|
Jan 23, 2024
Q4 2023
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
37.8KNew |
$2.64M - $3.1M
|
37.8K
$3.75M
|