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 |
---|---|---|---|---|---|---|---|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
9.25K+ 48.08% |
$653K - $778K
|
28.5K
$2.77M
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.99KNew |
$634K - $755K
|
8.99K
$872K
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
8.86K+ 11978.38% |
$626K - $745K
|
8.94K
$868K
|
|
Apr 19, 2023
Q1 2023
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
8.56K+ 18.35% |
$604K - $719K
|
55.2K
$5.36M
|
|
May 01, 2023
Q1 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
8.56K+ 30.1% |
$604K - $719K
|
37K
$3.59M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.52K+ 11.52% |
$602K - $716K
|
82.5K
$8.01M
|
|
Apr 11, 2023
Q1 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
8.43K+ 12.93% |
$595K - $708K
|
73.6K
$7.15M
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
BUY
|
- |
7.82K+ 8.71% |
$552K - $657K
|
97.6K
$9.47M
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
7.68KNew |
$542K - $645K
|
7.68K
$745K
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
7.65KNew |
$540K - $643K
|
7.65K
$743K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.57K+ 7.01% |
$535K - $637K
|
116K
$11.2M
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
7.47KNew |
$528K - $628K
|
7.47K
$725K
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
7.46K+ 21.39% |
$527K - $627K
|
42.3K
$4.11M
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
7.42K+ 28.07% |
$524K - $624K
|
33.8K
$3.29M
|
|
May 15, 2023
Q1 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
7.38K+ 7.48% |
$521K - $620K
|
106K
$10.3M
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
7.31KNew |
$516K - $615K
|
7.31K
$710K
|
|
May 11, 2023
Q1 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
7.28K+ 90.13% |
$514K - $612K
|
15.4K
$1.49M
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
6.93K+ 2.21% |
$490K - $583K
|
320K
$31.1M
|
|
May 01, 2023
Q1 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
6.92K+ 11.89% |
$489K - $582K
|
65.2K
$6.33M
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
6.56K+ 3.83% |
$463K - $552K
|
178K
$17.3M
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.5K+ 5.57% |
$459K - $547K
|
123K
$12M
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.5K+ 4.69% |
$459K - $547K
|
145K
$14.1M
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.48KNew |
$458K - $545K
|
6.48K
$629K
|
|
May 11, 2023
Q1 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
6.33KNew |
$447K - $532K
|
6.33K
$614K
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
6.26KNew |
$442K - $526K
|
6.26K
$608K
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
6.2K+ 15.0% |
$438K - $521K
|
47.5K
$4.62M
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
6.16KNew |
$435K - $518K
|
6.16K
$598K
|
|
Apr 12, 2023
Q1 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
6.02K+ 7.18% |
$425K - $506K
|
89.8K
$8.72M
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
5.97K+ 9.35% |
$422K - $502K
|
69.8K
$6.78M
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
5.9K+ 18.67% |
$417K - $496K
|
37.5K
$3.64M
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.9KNew |
$416K - $496K
|
5.9K
$573K
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
5.83K+ 33.34% |
$412K - $490K
|
23.3K
$2.26M
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
5.69K+ 145.94% |
$402K - $479K
|
9.59K
$931K
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.67KNew |
$400K - $476K
|
5.67K
$550K
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.48K+ 41.5% |
$387K - $460K
|
18.7K
$1.81M
|
|
Apr 20, 2023
Q1 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
5.43KNew |
$383K - $456K
|
5.43K
$527K
|
|
Apr 24, 2023
Q1 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
5.34K+ 3.42% |
$377K - $449K
|
161K
$15.7M
|
|
May 04, 2023
Q1 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
5.33K+ 4.99% |
$376K - $448K
|
112K
$10.9M
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
5.31KNew |
$375K - $446K
|
5.31K
$515K
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
5.2K+ 181.9% |
$367K - $437K
|
8.05K
$782K
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.13K+ 36.08% |
$362K - $431K
|
19.4K
$1.88M
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
4.99K+ 3.82% |
$353K - $420K
|
136K
$13.2M
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
4.81KNew |
$340K - $405K
|
4.81K
$467K
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.75K+ 83.29% |
$335K - $399K
|
10.4K
$1.01M
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
4.72K+ 12.71% |
$333K - $397K
|
41.8K
$4.06M
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
4.68KNew |
$331K - $393K
|
4.68K
$454K
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
4.68K+ 30.52% |
$330K - $393K
|
20K
$1.94M
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
4.6KNew |
$325K - $387K
|
4.6K
$446K
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.53K+ 20.36% |
$320K - $381K
|
26.8K
$2.6M
|
|
Apr 19, 2023
Q1 2023
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
4.51K+ 3.36% |
$318K - $379K
|
139K
$13.5M
|