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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
430+ 6.8% |
$29.8K - $33.4K
|
6.75K
$655K
|
|
|
Jul 13, 2023
Q2 2023
|
Iam Advisory, LLC
|
BUY
|
- |
409+ 0.55% |
$28.4K - $31.8K
|
74.4K
$7.23M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
408+ 4.25% |
$28.3K - $31.7K
|
10K
$971K
|
|
|
Jul 31, 2023
Q2 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
376+ 10.15% |
$26.1K - $29.2K
|
4.08K
$396K
|
|
|
Jul 13, 2023
Q2 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
310+ 6.06% |
$21.5K - $24.1K
|
5.42K
$526K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
305+ 9.74% |
$21.1K - $23.7K
|
3.44K
$334K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
290+ 145.0% |
$20.1K - $22.5K
|
490
$47.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
258+ 1.43% |
$17.9K - $20K
|
18.3K
$1.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
214+ 68.81% |
$14.8K - $16.6K
|
525
$51K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
211+ 1.27% |
$14.6K - $16.4K
|
16.8K
$1.63M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
203+ 27.96% |
$14.1K - $15.8K
|
929
$90.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
197+ 3.4% |
$13.7K - $15.3K
|
5.99K
$581K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
192+ 6.13% |
$13.3K - $14.9K
|
3.32K
$323K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
179+ 0.21% |
$12.4K - $13.9K
|
85.6K
$8.31M
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
177New |
$12.3K - $13.8K
|
177
$17.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
173+ 2.15% |
$12K - $13.4K
|
8.23K
$799K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
165+ 26.32% |
$11.4K - $12.8K
|
792
$76.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
154+ 1.72% |
$10.7K - $12K
|
9.09K
$883K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
143+ 1.13% |
$9.91K - $11.1K
|
12.8K
$1.25M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
140+ 93.33% |
$9.71K - $10.9K
|
290
$28.2K
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
135+ 40.3% |
$9.36K - $10.5K
|
470
$45.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
134New |
$9.29K - $10.4K
|
134
$13K
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
133+ 0.21% |
$9.22K - $10.3K
|
63.7K
$6.19M
|
|
|
Jan 16, 2024
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
128+ 0.9% |
$8.87K - $9.95K
|
14.4K
$1.39M
|
|
|
Oct 19, 2023
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
128+ 0.9% |
$8.87K - $9.95K
|
14.4K
$1.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
116+ 1.84% |
$8.04K - $9.01K
|
6.42K
$623K
|
|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
112+ 1.19% |
$7.76K - $8.7K
|
9.56K
$928K
|
|
|
Aug 10, 2023
Q2 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
92+ 0.28% |
$6.38K - $7.15K
|
33.2K
$3.22M
|
|
|
Aug 07, 2023
Q2 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
89+ 1.69% |
$6.17K - $6.92K
|
5.35K
$519K
|
|
|
Jul 11, 2023
Q2 2023
|
Brickley Wealth Management
|
BUY
|
- |
58+ 1.83% |
$4.02K - $4.51K
|
3.23K
$314K
|
|
|
Sep 05, 2023
Q2 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
51+ 0.09% |
$3.54K - $3.96K
|
54.3K
$5.27M
|
|
|
Aug 15, 2023
Q2 2023
|
Tandem Capital Management Corp
|
BUY
|
- |
50+ 1.14% |
$3.47K - $3.89K
|
4.45K
$432K
|
|
|
Aug 04, 2023
Q2 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
44+ 0.46% |
$3.05K - $3.42K
|
9.58K
$930K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
43+ 537.5% |
$2.98K - $3.34K
|
51
$4.95K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
42New |
$2.91K - $3.26K
|
42
$4.08K
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
36+ 0.39% |
$2.5K - $2.8K
|
9.27K
$899K
|
|
|
Jul 26, 2023
Q2 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
32+ 0.51% |
$2.22K - $2.49K
|
6.36K
$618K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
30New |
$2.08K - $2.33K
|
30
$2.91K
|
|
|
Aug 10, 2023
Q2 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
29+ 0.5% |
$2.01K - $2.25K
|
5.8K
$563K
|
|
|
Dec 06, 2024
Q2 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
29+ 0.49% |
$2.01K - $2.25K
|
5.91K
$574K
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
28+ 0.9% |
$1.94K - $2.18K
|
3.13K
$303K
|
|
|
Aug 04, 2023
Q2 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
23+ 0.34% |
$1.59K - $1.79K
|
6.72K
$652K
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
18+ 0.49% |
$1.25K - $1.4K
|
3.67K
$356K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
15+ 0.19% |
$1.04K - $1.17K
|
7.82K
$759K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
4+ 200.0% |
$277 - $311
|
6
$582
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3+ 0.43% |
$208 - $233
|
699
$67.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.53% |
$139 - $155
|
381
$37K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.49% |
$69.3 - $77.7
|
204
$19.8K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 5.0% |
$69.3 - $77.7
|
21
$2.04K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4Closed |
$277 - $311
|
0
$0
|