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
|
First Premier Bank
|
BUY
|
- |
1.71KNew |
$121K - $143K
|
1.71K
$166K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.69K+ 14.91% |
$119K - $142K
|
13K
$1.27M
|
|
|
May 08, 2023
Q1 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.68K+ 12.27% |
$119K - $141K
|
15.4K
$1.49M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.67K+ 13.95% |
$118K - $140K
|
13.6K
$1.32M
|
|
|
Apr 06, 2023
Q1 2023
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
1.61K+ 34.04% |
$113K - $135K
|
6.32K
$614K
|
|
|
Apr 17, 2023
Q1 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
1.51K+ 1.71% |
$107K - $127K
|
89.7K
$8.71M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.46K+ 24.25% |
$103K - $122K
|
7.46K
$724K
|
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.45K+ 17.14% |
$102K - $122K
|
9.88K
$959K
|
|
|
Jun 21, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.43K+ 15.46% |
$101K - $120K
|
10.7K
$1.04M
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
1.43K+ 15.46% |
$101K - $120K
|
10.7K
$1.04M
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
1.4K+ 10.3% |
$98.9K - $118K
|
15K
$1.46M
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.4K+ 10.98% |
$98.8K - $118K
|
14.1K
$1.37M
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.39K+ 71.69% |
$97.8K - $116K
|
3.32K
$322K
|
|
|
May 04, 2023
Q1 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
1.37K+ 1.16% |
$96.6K - $115K
|
119K
$11.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.31K+ 12.76% |
$92.8K - $110K
|
11.6K
$1.13M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.31K+ 1.83% |
$92.4K - $110K
|
72.7K
$7.05M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.29KNew |
$91.1K - $108K
|
1.29K
$125K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
1.27K+ 38.85% |
$89.8K - $107K
|
4.55K
$441K
|
|
|
May 04, 2023
Q1 2023
|
Tandem Capital Management Corp
|
BUY
|
- |
1.26K+ 39.97% |
$88.6K - $105K
|
4.4K
$427K
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
BUY
|
- |
1.25K+ 7.72% |
$87.9K - $105K
|
17.4K
$1.69M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.12K+ 371.67% |
$78.7K - $93.7K
|
1.42K
$137K
|
|
|
May 12, 2023
Q1 2023
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
1.08K+ 0.67% |
$76.3K - $90.8K
|
162K
$15.7M
|
|
|
May 01, 2023
Q1 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1.07K+ 7.81% |
$75.6K - $90K
|
14.8K
$1.44M
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
BUY
|
- |
1.06K+ 1.67% |
$74.6K - $88.8K
|
64.2K
$6.23M
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.05K+ 14.88% |
$73.9K - $87.9K
|
8.08K
$784K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1K+ 8.48% |
$70.8K - $84.2K
|
12.8K
$1.24M
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
906+ 9.97% |
$64K - $76.2K
|
9.99K
$970K
|
|
|
Apr 28, 2023
Q1 2023
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
874+ 4.12% |
$61.7K - $73.5K
|
22.1K
$2.15M
|
|
|
May 01, 2023
Q1 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
814+ 16.44% |
$57.5K - $68.4K
|
5.77K
$560K
|
|
|
Apr 27, 2023
Q1 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
765+ 3.64% |
$54K - $64.3K
|
21.8K
$2.11M
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
736+ 0.53% |
$52K - $61.9K
|
139K
$13.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
726+ 4.2% |
$51.3K - $61K
|
18K
$1.75M
|
|
|
May 11, 2023
Q1 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
720+ 1.65% |
$50.8K - $60.5K
|
44.4K
$4.31M
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
696New |
$49.1K - $58.5K
|
696
$67.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
663+ 7.84% |
$46.8K - $55.7K
|
9.12K
$885K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
627New |
$44.3K - $52.7K
|
627
$60.9K
|
|
|
Apr 17, 2023
Q1 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
572+ 5.11% |
$40.4K - $48.1K
|
11.8K
$1.14M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
486+ 202.5% |
$34.3K - $40.9K
|
726
$70.5K
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
469+ 1.44% |
$33.1K - $39.4K
|
33.1K
$3.21M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
466+ 2.27% |
$32.9K - $39.2K
|
21K
$2.04M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
444+ 6.72% |
$31.4K - $37.3K
|
7.05K
$684K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
411New |
$29K - $34.5K
|
411
$39.9K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
400+ 10.67% |
$28.2K - $33.6K
|
4.15K
$403K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
358+ 1.29% |
$25.3K - $30.1K
|
28.1K
$2.73M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
311New |
$22K - $26.1K
|
311
$30.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
300+ 4.43% |
$21.2K - $25.2K
|
7.07K
$686K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
290New |
$20.5K - $24.4K
|
290
$28.2K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
283+ 5.66% |
$20K - $23.8K
|
5.28K
$513K
|
|
|
Apr 21, 2023
Q1 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
264+ 5.45% |
$18.6K - $22.2K
|
5.11K
$496K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
263+ 1.85% |
$18.6K - $22.1K
|
14.5K
$1.41M
|