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 15, 2023
Q1 2023
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-228- 1.05% |
$16.1K - $19.2K
|
21.5K
$2.08M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-263- 1.81% |
$18.6K - $22.1K
|
14.2K
$1.38M
|
|
|
May 15, 2023
Q1 2023
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-271- 0.44% |
$19.1K - $22.8K
|
61.9K
$6.01M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-303- 2.32% |
$21.4K - $25.5K
|
12.8K
$1.24M
|
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-325- 1.68% |
$22.9K - $27.3K
|
19K
$1.85M
|
|
|
May 03, 2023
Q1 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-334- 0.98% |
$23.6K - $28.1K
|
33.6K
$3.26M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-347- 2.67% |
$24.5K - $29.2K
|
12.6K
$1.23M
|
|
|
Apr 11, 2023
Q1 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-397- 0.38% |
$28K - $33.4K
|
103K
$9.98M
|
|
|
May 12, 2023
Q1 2023
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-453- 4.54% |
$32K - $38.1K
|
9.53K
$925K
|
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-483- 1.52% |
$34.1K - $40.6K
|
31.3K
$3.03M
|
|
|
May 15, 2023
Q1 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-523- 1.17% |
$36.9K - $44K
|
44.3K
$4.3M
|
|
|
Apr 10, 2023
Q1 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-545- 4.57% |
$38.5K - $45.8K
|
11.4K
$1.11M
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-632- 0.74% |
$44.6K - $53.1K
|
84.3K
$8.18M
|
|
|
May 12, 2023
Q1 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-703- 11.79% |
$49.6K - $59.1K
|
5.26K
$511K
|
|
|
May 15, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-731- 12.18% |
$51.6K - $61.4K
|
5.27K
$512K
|
|
|
Apr 17, 2023
Q1 2023
|
First Financial Corp
|
SELL
|
- |
-734- 4.17% |
$51.8K - $61.7K
|
16.9K
$1.64M
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-770- 2.22% |
$54.4K - $64.7K
|
33.8K
$3.29M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-777- 3.57% |
$54.9K - $65.3K
|
21K
$2.04M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-782- 5.12% |
$55.2K - $65.7K
|
14.5K
$1.41M
|
|
|
May 03, 2023
Q1 2023
|
B&D White Capital Company, LLC
|
SELL
|
- |
-817- 0.39% |
$57.7K - $68.7K
|
207K
$20.1M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-878- 4.49% |
$62K - $73.8K
|
18.7K
$1.81M
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-972- 35.23% |
$68.6K - $81.7K
|
1.79K
$173K
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.03K- 14.04% |
$72.7K - $86.5K
|
6.3K
$612K
|
|
|
Sep 05, 2023
Q1 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-1.1K- 1.99% |
$78K - $92.8K
|
54.3K
$5.27M
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-1.54K- 1.24% |
$108K - $129K
|
123K
$11.9M
|
|
|
Apr 10, 2023
Q1 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-1.68K- 3.76% |
$118K - $141K
|
43K
$4.17M
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.77K- 3.09% |
$125K - $149K
|
55.4K
$5.38M
|
|
|
May 09, 2023
Q1 2023
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-1.8K- 0.6% |
$127K - $152K
|
299K
$29M
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.87K- 1.46% |
$132K - $157K
|
126K
$12.3M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.97K- 18.52% |
$139K - $166K
|
8.68K
$843K
|
|
|
Apr 13, 2023
Q1 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-2.1K- 2.77% |
$148K - $176K
|
73.6K
$7.14M
|
|
|
Apr 24, 2023
Q1 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-2.12K- 3.22% |
$150K - $178K
|
63.6K
$6.17M
|
|
|
Apr 10, 2023
Q1 2023
|
Iam Advisory, LLC
|
SELL
|
- |
-2.19K- 2.87% |
$155K - $184K
|
74K
$7.19M
|
|
|
May 10, 2023
Q1 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.26K- 6.1% |
$160K - $190K
|
34.8K
$3.38M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.31K- 5.87% |
$163K - $194K
|
37K
$3.59M
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-2.46K- 21.65% |
$174K - $207K
|
8.91K
$864K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.51K- 4.67% |
$177K - $211K
|
51.3K
$4.98M
|
|
|
Apr 07, 2023
Q1 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-2.59K- 2.2% |
$183K - $218K
|
115K
$11.2M
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
SELL
|
- |
-2.69K- 0.46% |
$190K - $226K
|
579K
$56.2M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.81K- 22.46% |
$198K - $236K
|
9.71K
$942K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.9K- 63.07% |
$205K - $244K
|
1.7K
$165K
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-3.19K- 97.73% |
$225K - $268K
|
74
$7.18K
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-3.23K- 27.54% |
$228K - $272K
|
8.5K
$825K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.26K- 34.54% |
$230K - $274K
|
6.18K
$600K
|
|
|
May 15, 2023
Q1 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-3.34K- 0.99% |
$236K - $281K
|
333K
$32.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-3.65K- 7.37% |
$258K - $307K
|
45.9K
$4.46M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.78K- 16.85% |
$267K - $318K
|
18.6K
$1.81M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-4.13K- 59.06% |
$291K - $347K
|
2.86K
$278K
|
|
|
May 05, 2023
Q1 2023
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-7.14K- 6.5% |
$504K - $601K
|
103K
$9.98M
|
|
|
May 01, 2023
Q1 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-8.17K- 14.96% |
$577K - $687K
|
46.4K
$4.51M
|