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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
3.07KNew |
$214K - $251K
|
3.07K
$305K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.99K+ 0.94% |
$208K - $245K
|
320K
$31.8M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.93KNew |
$205K - $241K
|
2.93K
$292K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.91K+ 5.24% |
$203K - $238K
|
58.4K
$5.81M
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
2.85KNew |
$199K - $234K
|
2.85K
$283K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
2.81K+ 14.83% |
$196K - $230K
|
21.8K
$2.16M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.7KNew |
$188K - $221K
|
2.7K
$268K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.69K+ 1.51% |
$188K - $221K
|
181K
$18M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
2.68KNew |
$187K - $220K
|
2.68K
$267K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.67KNew |
$187K - $219K
|
2.67K
$266K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
2.64KNew |
$184K - $216K
|
2.64K
$262K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
2.55KNew |
$178K - $209K
|
2.55K
$254K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.54KNew |
$177K - $208K
|
2.54K
$252K
|
|
|
Feb 02, 2024
Q4 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
2.34K+ 0.55% |
$163K - $192K
|
430K
$42.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.34K+ 1.22% |
$163K - $192K
|
194K
$19.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.18K+ 1.57% |
$152K - $179K
|
141K
$14M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
2.06K+ 240.82% |
$144K - $169K
|
2.91K
$290K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
2.02KNew |
$141K - $165K
|
2.02K
$200K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2K+ 2.98% |
$139K - $164K
|
68.9K
$6.85M
|
|
|
Jan 12, 2024
Q4 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.96K+ 1.89% |
$136K - $160K
|
106K
$10.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
1.94K+ 2.67% |
$135K - $159K
|
74.6K
$7.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
1.94K+ 2.32% |
$135K - $159K
|
85.5K
$8.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.87K+ 0.54% |
$131K - $154K
|
349K
$34.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.72K+ 4.22% |
$120K - $141K
|
42.5K
$4.23M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.7KNew |
$119K - $140K
|
1.7K
$169K
|
|
|
Jan 25, 2024
Q4 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
1.7K+ 2.78% |
$118K - $139K
|
62.8K
$6.25M
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1.65KNew |
$115K - $135K
|
1.65K
$164K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.6K+ 1.11% |
$111K - $131K
|
146K
$14.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.51K+ 53.47% |
$105K - $124K
|
4.34K
$431K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.27K+ 1.96% |
$88.9K - $104K
|
66.2K
$6.58M
|
|
|
Jan 09, 2024
Q4 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
1.24K+ 15.5% |
$86.4K - $102K
|
9.23K
$917K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.22K+ 16.65% |
$85.3K - $100K
|
8.57K
$852K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.16KNew |
$80.9K - $95K
|
1.16K
$115K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.14K+ 1.95% |
$79.3K - $93.2K
|
59.5K
$5.92M
|
|
|
Feb 02, 2024
Q4 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.12K+ 2.07% |
$77.8K - $91.4K
|
54.9K
$5.46M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.09K+ 17.89% |
$75.9K - $89.2K
|
7.17K
$713K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
925New |
$64.5K - $75.9K
|
925
$92K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
921+ 14.98% |
$64.3K - $75.5K
|
7.07K
$703K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
890+ 1.36% |
$62.1K - $73K
|
66.1K
$6.57M
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
876+ 28.72% |
$61.1K - $71.8K
|
3.93K
$390K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
781+ 10.06% |
$54.5K - $64K
|
8.54K
$849K
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
636+ 9.2% |
$44.4K - $52.2K
|
7.55K
$750K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
539New |
$37.6K - $44.2K
|
539
$53.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
517+ 1.98% |
$36.1K - $42.4K
|
26.7K
$2.65M
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
462+ 1.88% |
$32.2K - $37.9K
|
25K
$2.49M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
445+ 12.49% |
$31.1K - $36.5K
|
4.01K
$398K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
442+ 14733.33% |
$30.8K - $36.2K
|
445
$44.2K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
406+ 2.92% |
$28.3K - $33.3K
|
14.3K
$1.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
382+ 1.21% |
$26.7K - $31.3K
|
32K
$3.18M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
357+ 1.21% |
$24.9K - $29.3K
|
29.9K
$2.97M
|