Purchases and Sales Made in Q2 2023 in American Centy ETF Tr Avantis (AVUV)

AVUV Quotes by TradingView

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
Jul 14, 2023 Q2 2023
Level Financial Advisors, Inc.

BUY
 -
4.46K
+ 15.64%
$309K - $346K
33K $3.2M
Jul 13, 2023 Q2 2023
Flagstone Financial Management

Lincoln, NE
BUY
 -
4.44K
+ 3.29%
$308K - $345K
139K $13.5M
Aug 02, 2023 Q2 2023
Meridian Wealth Management, LLC

BUY
 -
4.27K
New
$296K - $332K
4.27K $414K
Jul 19, 2023 Q2 2023
Grant

BUY
 -
4.21K
New
$292K - $327K
4.21K $409K
Jul 25, 2023 Q2 2023
Stone Point Wealth LLC

BUY
 -
4.17K
+ 8.78%
$289K - $324K
51.7K $5.02M
Jul 14, 2023 Q2 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
4.03K
New
$280K - $313K
4.03K $392K
Jul 14, 2023 Q2 2023
Herold Advisors, Inc.

BUY
 -
3.93K
+ 65.24%
$273K - $306K
9.96K $967K
Aug 07, 2023 Q2 2023
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
3.87K
+ 4.47%
$268K - $301K
90.5K $8.78M
Jul 28, 2023 Q2 2023
Financial Management Network Inc

BUY
 -
3.87K
New
$268K - $300K
3.87K $375K
Jul 31, 2023 Q2 2023
Brown Advisory Inc

BUY
 -
3.84K
New
$266K - $299K
3.84K $373K
Jul 26, 2023 Q2 2023
Cozad Asset Management Inc

Champaign, IL
BUY
 -
3.78K
New
$262K - $293K
3.78K $366K
Aug 04, 2023 Q2 2023
Redw Wealth LLC

BUY
 -
3.73K
+ 123.26%
$258K - $289K
6.75K $655K
Aug 09, 2023 Q2 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
3.67K
New
$254K - $285K
3.67K $356K
Aug 07, 2023 Q2 2023
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
3.5K
+ 8.42%
$243K - $272K
45.1K $4.37M
Jul 31, 2023 Q2 2023
Klaas Financial Asset Advisors, LLC

Loves Park, IL
BUY
 -
3.5K
+ 2.17%
$243K - $272K
165K $16M
Aug 11, 2023 Q2 2023
Insight Wealth Partners, LLC

BUY
 -
3.44K
+ 107.61%
$238K - $267K
6.63K $644K
Aug 08, 2023 Q2 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
3.32K
New
$230K - $258K
3.32K $322K
Dec 12, 2023 Q2 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
3.32K
New
$230K - $258K
3.32K $322K
Aug 07, 2023 Q2 2023
Lutz Financial Services LLC

BUY
 -
3.3K
+ 8.91%
$229K - $256K
40.3K $3.91M
Jul 11, 2023 Q2 2023
Drake & Associates, LLC

Waukesha, WI
BUY
 -
3.22K
+ 3.47%
$223K - $250K
96K $9.32M
Jul 31, 2023 Q2 2023
Dakota Wealth Management

BUY
 -
3.21K
New
$222K - $249K
3.21K $311K
Jul 27, 2023 Q2 2023
Midwest Financial Group LLC

Overland Park, KS
BUY
 -
3.12K
+ 57.53%
$217K - $243K
8.55K $830K
Jul 07, 2023 Q2 2023
Independence Bank Of Kentucky

BUY
 -
3.05K
New
$211K - $237K
3.05K $296K
Aug 03, 2023 Q2 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
3.01K
+ 3.34%
$209K - $234K
93.2K $9.05M
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
3K
New
$208K - $233K
3K $291K
Aug 15, 2023 Q2 2023
Girard Partners Ltd.

BUY
 -
2.98K
New
$207K - $232K
2.98K $289K
Aug 10, 2023 Q2 2023
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
2.95K
+ 5.02%
$205K - $230K
61.8K $6M
Jul 18, 2023 Q2 2023
Zhang Financial LLC

BUY
 -
2.94K
New
$204K - $228K
2.94K $285K
Aug 11, 2023 Q2 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
2.91K
New
$202K - $226K
2.91K $283K
Jul 10, 2023 Q2 2023
Evanson Asset Management, LLC

BUY
 -
2.83K
New
$196K - $220K
2.83K $275K
Aug 02, 2023 Q2 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
2.69K
+ 14.41%
$187K - $209K
21.4K $2.07M
Jul 27, 2023 Q2 2023
Cwa Asset Management Group, LLC

BUY
 -
2.68K
+ 37.95%
$186K - $208K
9.75K $947K
Jul 26, 2023 Q2 2023
Sol Capital Management CO

BUY
 -
2.47K
+ 14.19%
$171K - $192K
19.8K $1.93M
Aug 15, 2023 Q2 2023
Integrated Wealth Concepts LLC

BUY
 -
2.45K
+ 39.72%
$170K - $191K
8.63K $838K
Jul 20, 2023 Q2 2023
Wespac Advisors So Cal, LLC

BUY
 -
2.4K
+ 1.45%
$166K - $187K
168K $16.3M
Jul 18, 2023 Q2 2023
Rothschild Investment Corp

BUY
 -
2.27K
+ 6.04%
$157K - $176K
39.8K $3.86M
Jul 21, 2023 Q2 2023
Joseph P. Lucia & Associates, LLC

BUY
 -
2.23K
+ 18.01%
$155K - $173K
14.6K $1.42M
Aug 11, 2023 Q2 2023
Assetmark, Inc

BUY
 -
2.19K
New
$152K - $170K
2.19K $213K
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
2.07K
+ 27.79%
$144K - $161K
9.53K $925K
Aug 14, 2023 Q2 2023
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
2.06K
+ 20.57%
$142K - $160K
12K $1.17M
Jul 10, 2023 Q2 2023
Versant Capital Management, Inc

BUY
 -
2.05K
+ 7.35%
$142K - $160K
30K $2.91M
Aug 14, 2023 Q2 2023
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
2.05K
+ 144.52%
$142K - $159K
3.46K $336K
Jul 21, 2023 Q2 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
2.04K
+ 26.68%
$142K - $159K
9.69K $941K
Aug 11, 2023 Q2 2023
Schwarz Dygos Wheeler Investment Advisors LLC

Minneapolis, MN
BUY
 -
1.93K
+ 8.86%
$134K - $150K
23.7K $2.3M
Aug 07, 2023 Q2 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
1.88K
+ 1175.0%
$130K - $146K
2.04K $198K
Aug 09, 2023 Q2 2023
Summit X, LLC

Chesterfield, MO
BUY
 -
1.87K
+ 39.91%
$130K - $145K
6.55K $636K
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
BUY
 -
1.81K
New
$125K - $140K
1.81K $175K
Aug 07, 2023 Q2 2023
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
1.78K
+ 4.23%
$124K - $138K
43.9K $4.26M
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
1.78K
+ 13.24%
$123K - $138K
15.2K $1.48M

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