Purchases and Sales Made in Q2 2023 in American Centy ETF Tr Avantis (AVUV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.16M+ 1564.16% |
$150M - $168M
|
2.3M
$223M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.15M+ 293.53% |
$79.7M - $89.4M
|
1.54M
$150M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
308K+ 7.65% |
$21.4M - $24M
|
4.34M
$421M
|
|
|
Aug 01, 2023
Q2 2023
|
Brown University
|
BUY
|
- |
246KNew |
$17M - $19.1M
|
246K
$23.9M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
244KNew |
$16.9M - $19M
|
244K
$23.7M
|
|
|
Aug 08, 2024
Q2 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
218K+ 8.36% |
$15.1M - $16.9M
|
2.82M
$274M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
172K+ 49.47% |
$11.9M - $13.3M
|
518K
$50.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
153KNew |
$10.6M - $11.9M
|
153K
$14.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
125K+ 2212.49% |
$8.69M - $9.74M
|
131K
$12.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
BUY
|
- |
124K+ 28.01% |
$8.59M - $9.62M
|
566K
$54.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
121KNew |
$8.4M - $9.42M
|
121K
$11.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
112K+ 1728.36% |
$7.75M - $8.69M
|
118K
$11.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
BUY
|
- |
108K+ 5.54% |
$7.49M - $8.39M
|
2.06M
$200M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
96.2K+ 32.09% |
$6.67M - $7.48M
|
396K
$38.4M
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
95.5K+ 103.96% |
$6.62M - $7.42M
|
187K
$18.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
93.1K+ 31.6% |
$6.45M - $7.23M
|
388K
$37.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
92.8K+ 16.03% |
$6.43M - $7.21M
|
671K
$65.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
90.5KNew |
$6.27M - $7.03M
|
90.5K
$8.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
80.6KNew |
$5.59M - $6.26M
|
80.6K
$7.83M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
76.2K+ 11.7% |
$5.28M - $5.92M
|
727K
$70.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
72.5K+ 27.5% |
$5.03M - $5.64M
|
336K
$32.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
71.9K+ 22.66% |
$4.98M - $5.58M
|
389K
$37.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
71.8K+ 320.06% |
$4.98M - $5.58M
|
94.3K
$9.15M
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
66.2K+ 10.39% |
$4.59M - $5.14M
|
703K
$68.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
BUY
|
- |
65.4K+ 8.61% |
$4.54M - $5.09M
|
825K
$80.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
58.7K+ 38.13% |
$4.07M - $4.56M
|
212K
$20.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
58K+ 13.89% |
$4.02M - $4.51M
|
476K
$46.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
53K+ 357.03% |
$3.68M - $4.12M
|
67.9K
$6.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
51.9KNew |
$3.6M - $4.03M
|
51.9K
$5.04M
|
|
|
Aug 03, 2023
Q2 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
51.7K+ 46.36% |
$3.59M - $4.02M
|
163K
$15.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
50.2K+ 22.93% |
$3.48M - $3.9M
|
269K
$26.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
48.6KNew |
$3.37M - $3.77M
|
48.6K
$4.71M
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
45.8K+ 56.42% |
$3.18M - $3.56M
|
127K
$12.3M
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
43K+ 46.0% |
$2.98M - $3.34M
|
137K
$13.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
42.8K+ 10.1% |
$2.97M - $3.33M
|
467K
$45.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
42.4K+ 978.83% |
$2.94M - $3.29M
|
46.7K
$4.54M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
41.8KNew |
$2.9M - $3.25M
|
41.8K
$4.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
41.3K+ 1.22% |
$2.86M - $3.21M
|
3.44M
$334M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
41K+ 21.82% |
$2.84M - $3.18M
|
229K
$22.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
BUY
|
- |
40.8K+ 16.1% |
$2.83M - $3.17M
|
295K
$28.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
40.7K+ 35.22% |
$2.82M - $3.16M
|
156K
$15.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
BUY
|
- |
38.5K+ 12.64% |
$2.67M - $2.99M
|
343K
$33.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
38.4KNew |
$2.66M - $2.98M
|
38.4K
$3.73M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
38.3K+ 5.25% |
$2.65M - $2.98M
|
767K
$74.5M
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
37.8K+ 8.05% |
$2.62M - $2.94M
|
508K
$49.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
37.2K+ 39.47% |
$2.58M - $2.89M
|
132K
$12.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
32.7K+ 8.6% |
$2.27M - $2.54M
|
413K
$40.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
31.8KNew |
$2.2M - $2.47M
|
31.8K
$3.09M
|
|
|
Jul 11, 2023
Q2 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
31KNew |
$2.15M - $2.41M
|
31K
$3.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
30.9KNew |
$2.15M - $2.41M
|
30.9K
$3M
|