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 18, 2024
Q4 2023
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-574- 16.1% |
$40.1K - $47.1K
|
2.99K
$297K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-595- 4.09% |
$41.5K - $48.8K
|
13.9K
$1.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-658- 2.18% |
$45.9K - $54K
|
29.5K
$2.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-674- 6.38% |
$47K - $55.3K
|
9.89K
$983K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-835- 36.7% |
$58.3K - $68.5K
|
1.44K
$143K
|
|
|
Sep 25, 2024
Q4 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-841- 0.42% |
$58.7K - $69K
|
198K
$19.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-856- 1.66% |
$59.7K - $70.2K
|
50.7K
$5.04M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-899- 1.45% |
$62.7K - $73.7K
|
61.3K
$6.09M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
SELL
|
- |
-941- 1.02% |
$65.7K - $77.2K
|
91.2K
$9.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.07K- 22.05% |
$74.8K - $87.9K
|
3.79K
$377K
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1.08K- 3.39% |
$75K - $88.2K
|
30.6K
$3.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-1.12K- 2.0% |
$77.9K - $91.6K
|
54.8K
$5.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-1.2K- 1.9% |
$84K - $98.7K
|
62.3K
$6.19M
|
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-1.23K- 2.37% |
$85.9K - $101K
|
50.7K
$5.04M
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.24K- 4.08% |
$86.4K - $102K
|
29.1K
$2.89M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.29K- 13.64% |
$90.2K - $106K
|
8.18K
$813K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.46K- 22.16% |
$102K - $120K
|
5.14K
$511K
|
|
|
Jan 30, 2024
Q4 2023
|
B&D White Capital Company, LLC
|
SELL
|
- |
-1.5K- 0.33% |
$105K - $123K
|
459K
$45.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.62K- 2.01% |
$113K - $133K
|
79K
$7.85M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.62K- 0.65% |
$113K - $133K
|
248K
$24.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.58K- 28.58% |
$180K - $211K
|
6.44K
$640K
|
|
|
Jan 17, 2024
Q4 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-2.58K- 2.65% |
$180K - $211K
|
94.8K
$9.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-2.82K- 2.54% |
$196K - $231K
|
108K
$10.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-2.95K- 5.87% |
$206K - $242K
|
47.4K
$4.71M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.45K- 10.36% |
$241K - $283K
|
29.9K
$2.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-3.54K- 42.2% |
$247K - $290K
|
4.85K
$482K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-3.62K- 21.83% |
$252K - $297K
|
13K
$1.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.1K- 42.52% |
$286K - $337K
|
5.55K
$551K
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-4.14K- 4.29% |
$289K - $340K
|
92.3K
$9.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-4.68K- 6.15% |
$326K - $384K
|
71.3K
$7.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.75K- 17.07% |
$331K - $389K
|
23.1K
$2.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.97K- 65.12% |
$347K - $408K
|
2.66K
$265K
|
|
|
Feb 09, 2024
Q4 2023
|
Awm Capital, LLC
|
SELL
|
- |
-6.19K- 1.4% |
$432K - $508K
|
437K
$43.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-7.01K- 7.91% |
$489K - $574K
|
81.6K
$8.11M
|
|
|
Jan 26, 2024
Q4 2023
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-7.2K- 1.14% |
$502K - $590K
|
625K
$62.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-7.37K- 10.61% |
$514K - $605K
|
62.1K
$6.18M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-7.99K- 12.7% |
$557K - $655K
|
54.9K
$5.46M
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-8.16K- 14.61% |
$570K - $669K
|
47.7K
$4.74M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.66K- 1.15% |
$604K - $710K
|
743K
$73.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-11.1K- 25.18% |
$777K - $913K
|
33.1K
$3.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-12.4K- 5.46% |
$865K - $1.02M
|
215K
$21.3M
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-16.2K- 1.43% |
$1.13M - $1.32M
|
1.12M
$111M
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-20.8K- 17.46% |
$1.45M - $1.71M
|
98.6K
$9.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-21.9K- 7.9% |
$1.53M - $1.79M
|
255K
$25.4M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-23.4K- 9.95% |
$1.64M - $1.92M
|
212K
$21.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-24.2K- 14.79% |
$1.69M - $1.98M
|
139K
$13.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-25.6K- 4.96% |
$1.79M - $2.1M
|
491K
$48.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-26.2K- 77.07% |
$1.83M - $2.15M
|
7.81K
$776K
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-38.8K- 77.76% |
$2.71M - $3.18M
|
11.1K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-40.3K- 11.54% |
$2.81M - $3.31M
|
309K
$30.7M
|