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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
BUY
|
- |
37.4K+ 19.55% |
$2.61M - $3.07M
|
229K
$22.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
34K+ 5.06% |
$2.37M - $2.78M
|
705K
$70.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
33.6K+ 23.89% |
$2.34M - $2.75M
|
174K
$17.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
32.9K+ 72.57% |
$2.3M - $2.7M
|
78.2K
$7.78M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
32.8K+ 11.88% |
$2.29M - $2.69M
|
309K
$30.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
32.7KNew |
$2.28M - $2.68M
|
32.7K
$3.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
31.9K+ 3.67% |
$2.23M - $2.62M
|
901K
$89.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
30.6KNew |
$2.13M - $2.51M
|
30.6K
$3.04M
|
|
|
Jan 09, 2024
Q4 2023
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
30.1KNew |
$2.1M - $2.47M
|
30.1K
$3M
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
29.3K+ 6.61% |
$2.04M - $2.4M
|
472K
$47M
|
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
28.7K+ 64.28% |
$2M - $2.35M
|
73.3K
$7.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
27.9K+ 189.22% |
$1.94M - $2.29M
|
42.6K
$4.23M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
27.4K+ 1.26% |
$1.91M - $2.25M
|
2.21M
$219M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
27.1K+ 4.05% |
$1.89M - $2.22M
|
695K
$69.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
24.8KNew |
$1.73M - $2.04M
|
24.8K
$2.47M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
24.7K+ 7.23% |
$1.72M - $2.03M
|
367K
$36.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
23.9K+ 13.32% |
$1.67M - $1.96M
|
203K
$20.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
22.6K+ 8062.14% |
$1.58M - $1.85M
|
22.9K
$2.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
21.2K+ 40.9% |
$1.48M - $1.74M
|
73.1K
$7.27M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
21KNew |
$1.47M - $1.73M
|
21K
$2.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
18.7K+ 3.7% |
$1.31M - $1.53M
|
525K
$52.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
18.2K+ 8.53% |
$1.27M - $1.49M
|
231K
$23M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
18.1K+ 35.61% |
$1.26M - $1.48M
|
68.9K
$6.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
16.9K+ 73.75% |
$1.18M - $1.39M
|
39.8K
$3.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.8K+ 79.69% |
$1.17M - $1.38M
|
37.8K
$3.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
15.8K+ 1.08% |
$1.1M - $1.29M
|
1.48M
$147M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
15.4KNew |
$1.08M - $1.27M
|
15.4K
$1.53M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
15.4K+ 12.04% |
$1.08M - $1.26M
|
143K
$14.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
15.3K+ 5.92% |
$1.07M - $1.25M
|
273K
$27.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
BUY
|
- |
15KNew |
$1.04M - $1.23M
|
15K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
14.9KNew |
$1.04M - $1.22M
|
14.9K
$1.48M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
14.9KNew |
$1.04M - $1.22M
|
14.9K
$1.48M
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
14.5KNew |
$1.01M - $1.19M
|
14.5K
$1.45M
|
|
|
Jan 29, 2024
Q4 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
14.5K+ 11.76% |
$1.01M - $1.19M
|
137K
$13.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
14.4KNew |
$1.01M - $1.18M
|
14.4K
$1.44M
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
14.3K+ 83.59% |
$997K - $1.17M
|
31.4K
$3.12M
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
14KNew |
$977K - $1.15M
|
14K
$1.39M
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
13.9KNew |
$967K - $1.14M
|
13.9K
$1.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
12.7K+ 103.25% |
$886K - $1.04M
|
25K
$2.49M
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
12.1K+ 1.08% |
$842K - $989K
|
1.13M
$112M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
12K+ 22.79% |
$841K - $988K
|
64.9K
$6.45M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
12K+ 107.58% |
$836K - $982K
|
23.1K
$2.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
BUY
|
- |
11.8KNew |
$825K - $969K
|
11.8K
$1.18M
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
11.5K+ 26.69% |
$800K - $940K
|
54.4K
$5.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
11.4K+ 13.31% |
$798K - $938K
|
97.3K
$9.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
11.3KNew |
$789K - $927K
|
11.3K
$1.12M
|
|
|
Jan 18, 2024
Q4 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
11.1K+ 43.88% |
$774K - $909K
|
36.4K
$3.61M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
11.1K+ 59.84% |
$772K - $907K
|
29.5K
$2.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
11K+ 6.26% |
$768K - $903K
|
187K
$18.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
11K+ 10.67% |
$767K - $902K
|
114K
$11.3M
|