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 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.42K+ 48.94% |
$312K - $371K
|
13.4K
$1.31M
|
|
May 09, 2023
Q1 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
4.37K+ 5.47% |
$308K - $367K
|
84.1K
$8.17M
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
4.27K+ 7.79% |
$302K - $359K
|
59.1K
$5.74M
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
4.22K+ 45.96% |
$298K - $355K
|
13.4K
$1.3M
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.15KNew |
$293K - $349K
|
4.15K
$403K
|
|
May 12, 2023
Q1 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
4.02KNew |
$284K - $338K
|
4.02K
$391K
|
|
May 15, 2023
Q1 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
4K+ 50.0% |
$282K - $336K
|
12K
$1.16M
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.93K+ 65.0% |
$277K - $330K
|
9.96K
$967K
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.82K+ 15.13% |
$270K - $321K
|
29.1K
$2.82M
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.82K+ 15.13% |
$270K - $321K
|
29.1K
$2.82M
|
|
May 02, 2023
Q1 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
3.71KNew |
$262K - $312K
|
3.71K
$360K
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
3.62KNew |
$256K - $304K
|
3.62K
$351K
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.53K+ 10.46% |
$249K - $296K
|
37.2K
$3.61M
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3.48K+ 52.32% |
$246K - $293K
|
10.1K
$984K
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.44K+ 4.65% |
$243K - $289K
|
77.4K
$7.51M
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.44K+ 4.65% |
$243K - $289K
|
77.4K
$7.51M
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.35K+ 3.35% |
$236K - $281K
|
103K
$10M
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
3.24K+ 16.45% |
$229K - $272K
|
22.9K
$2.23M
|
|
Apr 20, 2023
Q1 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
3.22K+ 51.72% |
$227K - $271K
|
9.45K
$917K
|
|
Apr 10, 2023
Q1 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
3.15K+ 3.52% |
$223K - $265K
|
92.8K
$9.01M
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3.15K+ 50.86% |
$222K - $265K
|
9.35K
$907K
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.15K+ 5.65% |
$222K - $265K
|
58.8K
$5.71M
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.13KNew |
$221K - $263K
|
3.13K
$304K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.1K+ 40.2% |
$219K - $261K
|
10.8K
$1.05M
|
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
3.1K+ 28.09% |
$219K - $261K
|
14.1K
$1.37M
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.1K+ 8.72% |
$219K - $261K
|
38.6K
$3.75M
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.1KNew |
$219K - $260K
|
3.1K
$301K
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
BUY
|
- |
3.02KNew |
$213K - $254K
|
3.02K
$293K
|
|
May 05, 2023
Q1 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
2.99K+ 109.89% |
$211K - $251K
|
5.71K
$554K
|
|
May 12, 2023
Q1 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
2.97K+ 2.86% |
$209K - $249K
|
107K
$10.4M
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.95K+ 25.92% |
$208K - $248K
|
14.3K
$1.39M
|
|
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
2.92KNew |
$206K - $245K
|
2.92K
$283K
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
2.87K+ 5.86% |
$202K - $241K
|
51.7K
$5.02M
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
2.86K+ 46.51% |
$202K - $240K
|
9.01K
$874K
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2.85K+ 7.26% |
$201K - $239K
|
42.1K
$4.09M
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.8K+ 0.95% |
$198K - $235K
|
297K
$28.8M
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
2.76K+ 3.14% |
$195K - $232K
|
90.5K
$8.79M
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.71KNew |
$191K - $228K
|
2.71K
$263K
|
|
May 04, 2023
Q1 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2.43K+ 6.38% |
$171K - $204K
|
40.4K
$3.92M
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
2.38K+ 4.03% |
$168K - $200K
|
61.4K
$5.96M
|
|
May 15, 2023
Q1 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
2.28K+ 1.39% |
$161K - $192K
|
166K
$16.1M
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
2.15K+ 7.98% |
$152K - $181K
|
29.1K
$2.82M
|
|
May 08, 2023
Q1 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.14K+ 6.32% |
$151K - $180K
|
36K
$3.49M
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.11K+ 7.51% |
$149K - $178K
|
30.3K
$2.94M
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
2.02K+ 11.07% |
$143K - $170K
|
20.3K
$1.97M
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.86K+ 18.21% |
$131K - $156K
|
12.1K
$1.17M
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.85K+ 17.59% |
$131K - $156K
|
12.4K
$1.2M
|
|
Jul 28, 2023
Q1 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
1.84K+ 2.72% |
$130K - $155K
|
69.4K
$6.74M
|
|
May 15, 2023
Q1 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
1.78K+ 8.3% |
$126K - $150K
|
23.3K
$2.26M
|
|
May 09, 2023
Q1 2023
|
Orion Capital Management LLC
|
BUY
|
- |
1.75K+ 407.21% |
$124K - $147K
|
2.18K
$212K
|