Purchases and Sales Made in Q1 2023 in American Centy ETF Tr Avantis (AVUV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUV) during Q1 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 |
---|---|---|---|---|---|---|---|
May 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
31.3K+ 36.4% |
$2.21M - $2.63M
|
117K
$11.4M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
30.7K+ 24.97% |
$2.17M - $2.58M
|
154K
$14.9M
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
30.6K+ 241.33% |
$2.16M - $2.57M
|
43.3K
$4.2M
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
28.9K+ 23.95% |
$2.04M - $2.43M
|
149K
$14.5M
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
28.1KNew |
$1.98M - $2.36M
|
28.1K
$2.72M
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
BUY
|
- |
27.1K+ 11.97% |
$1.92M - $2.28M
|
254K
$24.6M
|
|
Apr 26, 2023
Q1 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
26.4K+ 4.53% |
$1.86M - $2.22M
|
609K
$59.1M
|
|
Apr 20, 2023
Q1 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
25.8K+ 23.66% |
$1.82M - $2.17M
|
135K
$13.1M
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
25.7K+ 63.8% |
$1.81M - $2.16M
|
65.9K
$6.4M
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
23.1K+ 16.86% |
$1.63M - $1.94M
|
160K
$15.5M
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
22.4KNew |
$1.58M - $1.89M
|
22.4K
$2.18M
|
|
May 01, 2023
Q1 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
22.4K+ 7.69% |
$1.58M - $1.89M
|
314K
$30.5M
|
|
Apr 24, 2023
Q1 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
21.9K+ 4.96% |
$1.55M - $1.84M
|
465K
$45.1M
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
20.7KNew |
$1.46M - $1.74M
|
20.7K
$2.01M
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
19.1K+ 217.8% |
$1.35M - $1.6M
|
27.8K
$2.7M
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
19.1K+ 12.69% |
$1.35M - $1.6M
|
169K
$16.4M
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
18KNew |
$1.27M - $1.51M
|
18K
$1.75M
|
|
Apr 25, 2023
Q1 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
17.5K+ 30.06% |
$1.24M - $1.47M
|
75.8K
$7.36M
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
17.4K+ 4.81% |
$1.23M - $1.47M
|
380K
$36.9M
|
|
Apr 25, 2023
Q1 2023
|
Bullseye Investment Management, LLC
|
BUY
|
- |
17.3K+ 24.49% |
$1.22M - $1.46M
|
88.2K
$8.56M
|
|
Apr 18, 2023
Q1 2023
|
Clarus Group, Inc.
|
BUY
|
- |
16.9K+ 31.06% |
$1.19M - $1.42M
|
71.3K
$6.92M
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
15.9K+ 13.17% |
$1.12M - $1.34M
|
137K
$13.3M
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
14.9K+ 15.46% |
$1.06M - $1.26M
|
112K
$10.8M
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
14.9KNew |
$1.05M - $1.25M
|
14.9K
$1.44M
|
|
Apr 19, 2023
Q1 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
14.8K+ 6.36% |
$1.05M - $1.25M
|
248K
$24.1M
|
|
May 08, 2023
Q1 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
14.8K+ 35.63% |
$1.05M - $1.25M
|
56.4K
$5.48M
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
14.6K+ 22.5% |
$1.03M - $1.22M
|
79.3K
$7.7M
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
14.4K+ 25.52% |
$1.01M - $1.21M
|
70.6K
$6.85M
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
14.2K+ 459.51% |
$1M - $1.19M
|
17.3K
$1.68M
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
13.7K+ 38.6% |
$965K - $1.15M
|
49.1K
$4.77M
|
|
Apr 28, 2023
Q1 2023
|
Echo Wealth Management, LLC
|
BUY
|
- |
13.5K+ 34.04% |
$956K - $1.14M
|
53.3K
$5.18M
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.1KNew |
$923K - $1.1M
|
13.1K
$1.27M
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
13K+ 16.82% |
$918K - $1.09M
|
90.2K
$8.76M
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
BUY
|
- |
12.3KNew |
$867K - $1.03M
|
12.3K
$1.19M
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
12.3K+ 77.83% |
$866K - $1.03M
|
28K
$2.72M
|
|
Apr 18, 2023
Q1 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
12K+ 51.55% |
$849K - $1.01M
|
35.3K
$3.43M
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
11.9KNew |
$844K - $1M
|
11.9K
$1.16M
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
BUY
|
- |
11.8K+ 10.34% |
$833K - $992K
|
126K
$12.2M
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
11.6K+ 6.9% |
$816K - $971K
|
179K
$17.4M
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.5K+ 134.41% |
$811K - $965K
|
20K
$1.94M
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
11.3K+ 3.59% |
$799K - $951K
|
326K
$31.7M
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
11.2KNew |
$793K - $944K
|
11.2K
$1.09M
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
11KNew |
$777K - $926K
|
11K
$1.07M
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
11KNew |
$774K - $921K
|
11K
$1.06M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
10.2K+ 6.41% |
$721K - $858K
|
169K
$16.4M
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
9.9K+ 3.78% |
$699K - $832K
|
272K
$26.4M
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
9.71K+ 7.92% |
$686K - $817K
|
132K
$12.8M
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
9.71K+ 11.57% |
$685K - $816K
|
93.6K
$9.08M
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
9.68K+ 146.17% |
$683K - $814K
|
16.3K
$1.58M
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
9.52KNew |
$672K - $800K
|
9.52K
$924K
|