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
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
30.6KNew |
$2.12M - $2.38M
|
30.6K
$2.97M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
30.5K+ 21.89% |
$2.11M - $2.37M
|
170K
$16.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
30.3K+ 108.76% |
$2.1M - $2.35M
|
58.1K
$5.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
30.2K+ 55.05% |
$2.09M - $2.35M
|
85K
$8.26M
|
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
BUY
|
- |
29.1K+ 3.07% |
$2.02M - $2.26M
|
977K
$94.8M
|
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
29K+ 7.87% |
$2.01M - $2.25M
|
397K
$38.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
28.5K+ 37.55% |
$1.97M - $2.21M
|
104K
$10.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
27.4K+ 8.68% |
$1.9M - $2.13M
|
343K
$33.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
27.2K+ 20.59% |
$1.89M - $2.12M
|
160K
$15.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
27.1K+ 9.06% |
$1.88M - $2.11M
|
326K
$31.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
BUY
|
- |
26.7K+ 27.4% |
$1.85M - $2.08M
|
124K
$12.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
25.5K+ 32.53% |
$1.77M - $1.98M
|
104K
$10.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
25.3K+ 14.96% |
$1.76M - $1.97M
|
195K
$18.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
24.8KNew |
$1.72M - $1.92M
|
24.8K
$2.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
24.7K+ 4.66% |
$1.71M - $1.92M
|
556K
$53.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Libra Wealth LLC
|
BUY
|
- |
24.5K+ 140.78% |
$1.7M - $1.9M
|
41.8K
$4.06M
|
|
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
24.2K+ 14.93% |
$1.68M - $1.88M
|
186K
$18.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
23.9KNew |
$1.66M - $1.86M
|
23.9K
$2.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.7K+ 2.81% |
$1.64M - $1.84M
|
866K
$84.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
23K+ 118.6% |
$1.59M - $1.78M
|
42.3K
$4.11M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
22.6K+ 28.44% |
$1.56M - $1.75M
|
102K
$9.89M
|
|
|
Jul 20, 2023
Q2 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
21.8K+ 141.91% |
$1.51M - $1.7M
|
37.2K
$3.62M
|
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
21.5K+ 20.92% |
$1.49M - $1.67M
|
124K
$12.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
20.8K+ 6.62% |
$1.44M - $1.62M
|
335K
$32.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
20.2K+ 101.09% |
$1.4M - $1.57M
|
40.3K
$3.91M
|
|
|
Jul 24, 2023
Q2 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
20.1K+ 8.12% |
$1.4M - $1.56M
|
268K
$26M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20K+ 24.24% |
$1.39M - $1.55M
|
102K
$9.95M
|
|
|
Aug 18, 2023
Q2 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
19.8K+ 23.5% |
$1.37M - $1.54M
|
104K
$10.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
19.6K+ 37.49% |
$1.36M - $1.53M
|
72K
$6.99M
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
BUY
|
- |
18.6K+ 14.77% |
$1.29M - $1.44M
|
144K
$14M
|
|
|
Aug 03, 2023
Q2 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
18.2K+ 5.46% |
$1.26M - $1.41M
|
351K
$34.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.1K+ 155.78% |
$1.25M - $1.41M
|
29.7K
$2.88M
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
17.5KNew |
$1.22M - $1.36M
|
17.5K
$1.7M
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
BUY
|
- |
17.5K+ 27.2% |
$1.21M - $1.36M
|
81.6K
$7.92M
|
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
16.6K+ 22.58% |
$1.15M - $1.29M
|
90.2K
$8.76M
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
16.6K+ 30.54% |
$1.15M - $1.29M
|
71K
$6.89M
|
|
|
Jul 26, 2023
Q2 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
15.4K+ 13.79% |
$1.07M - $1.2M
|
127K
$12.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
14.8K+ 24.1% |
$1.03M - $1.15M
|
76.2K
$7.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
14.2KNew |
$984K - $1.1M
|
14.2K
$1.38M
|
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
13.6K+ 18.54% |
$946K - $1.06M
|
87.2K
$8.47M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
13.2K+ 9.66% |
$915K - $1.03M
|
150K
$14.6M
|
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
13.2K+ 16.6% |
$913K - $1.02M
|
92.5K
$8.98M
|
|
|
Aug 02, 2023
Q2 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
12.1K+ 11.32% |
$838K - $940K
|
119K
$11.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
11.7KNew |
$813K - $911K
|
11.7K
$1.14M
|
|
|
Aug 08, 2023
Q2 2023
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
11.7K+ 7.23% |
$812K - $910K
|
174K
$16.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
11.5K+ 40.97% |
$796K - $892K
|
39.5K
$3.83M
|
|
|
Jul 14, 2023
Q2 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
11.5K+ 2.47% |
$795K - $891K
|
476K
$46.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
11.3K+ 213.97% |
$782K - $876K
|
16.5K
$1.61M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
11K+ 147.85% |
$766K - $858K
|
18.5K
$1.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
11K+ 91.67% |
$763K - $855K
|
23K
$2.23M
|