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 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-43- 61.43% |
$2.98K - $3.34K
|
27
$2.62K
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-51- 0.42% |
$3.54K - $3.96K
|
12.2K
$1.19M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-57- 5.32% |
$3.95K - $4.43K
|
1.01K
$98.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-58- 0.29% |
$4.02K - $4.51K
|
19.7K
$1.91M
|
|
|
Jul 27, 2023
Q2 2023
|
Nova R Wealth, Inc.
|
SELL
|
- |
-64- 0.54% |
$4.44K - $4.97K
|
11.7K
$1.14M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-64- 0.21% |
$4.44K - $4.97K
|
30.2K
$2.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-65- 0.62% |
$4.51K - $5.05K
|
10.4K
$1.01M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-82- 0.84% |
$5.69K - $6.37K
|
9.62K
$934K
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-93- 3.43% |
$6.45K - $7.23K
|
2.62K
$254K
|
|
|
Jul 17, 2023
Q2 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-96- 1.62% |
$6.66K - $7.46K
|
5.84K
$567K
|
|
|
Jul 26, 2023
Q2 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-122- 0.33% |
$8.46K - $9.48K
|
36.4K
$3.54M
|
|
|
Jul 26, 2023
Q2 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-136- 0.34% |
$9.43K - $10.6K
|
40.3K
$3.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-172- 4.78% |
$11.9K - $13.4K
|
3.42K
$332K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-277- 2.62% |
$19.2K - $21.5K
|
10.3K
$998K
|
|
|
Jul 17, 2023
Q2 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-305- 2.2% |
$21.1K - $23.7K
|
13.6K
$1.32M
|
|
|
Jul 12, 2023
Q2 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-322- 0.31% |
$22.3K - $25K
|
102K
$9.95M
|
|
|
Jul 13, 2023
Q2 2023
|
Grey Street Capital, LLC
Chicago, IL |
SELL
|
- |
-398- 10.99% |
$27.6K - $30.9K
|
3.22K
$313K
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-489- 0.67% |
$33.9K - $38K
|
72.6K
$7.05M
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-510- 3.61% |
$35.4K - $39.6K
|
13.6K
$1.32M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-599- 13.18% |
$41.5K - $46.5K
|
3.95K
$383K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-606- 11.22% |
$42K - $47.1K
|
4.8K
$466K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-650- 0.63% |
$45.1K - $50.5K
|
103K
$9.97M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-729- 7.99% |
$50.5K - $56.7K
|
8.39K
$815K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-760- 1.76% |
$52.7K - $59.1K
|
42.5K
$4.13M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-797- 1.62% |
$55.3K - $61.9K
|
48.3K
$4.69M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-819- 3.91% |
$56.8K - $63.6K
|
20.2K
$1.96M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-819- 3.91% |
$56.8K - $63.6K
|
20.2K
$1.96M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-828- 9.54% |
$57.4K - $64.3K
|
7.86K
$763K
|
|
|
Aug 02, 2023
Q2 2023
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-854- 5.77% |
$59.2K - $66.4K
|
13.9K
$1.35M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-900- 21.13% |
$62.4K - $69.9K
|
3.36K
$326K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-900- 9.03% |
$62.4K - $69.9K
|
9.06K
$880K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-920- 71.32% |
$63.8K - $71.5K
|
370
$35.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-983- 10.33% |
$68.2K - $76.4K
|
8.54K
$829K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-990- 15.27% |
$68.6K - $76.9K
|
5.49K
$533K
|
|
|
Jul 10, 2023
Q2 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-1.09K- 14.13% |
$75.3K - $84.4K
|
6.6K
$641K
|
|
|
Aug 10, 2023
Q2 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.11K- 3.2% |
$77.2K - $86.5K
|
33.7K
$3.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.24K- 6.64% |
$85.9K - $96.3K
|
17.4K
$1.69M
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
SELL
|
- |
-1.36K- 8.06% |
$94.4K - $106K
|
15.5K
$1.51M
|
|
|
Jul 31, 2023
Q2 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-1.47K- 2.75% |
$102K - $114K
|
51.9K
$5.04M
|
|
|
Jul 10, 2023
Q2 2023
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.56K- 1.69% |
$108K - $121K
|
90.6K
$8.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-1.6K- 3.49% |
$111K - $124K
|
44.3K
$4.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.84K- 36.69% |
$127K - $143K
|
3.17K
$308K
|
|
|
Aug 09, 2023
Q2 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-1.86K- 17.41% |
$129K - $145K
|
8.84K
$858K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.88K- 5.56% |
$130K - $146K
|
32K
$3.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-2.02K- 13.47% |
$140K - $157K
|
13K
$1.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.14K- 11.45% |
$148K - $166K
|
16.5K
$1.61M
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-2.17K- 6.95% |
$151K - $169K
|
29.1K
$2.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-2.54K- 33.09% |
$176K - $197K
|
5.14K
$499K
|
|
|
Aug 08, 2023
Q2 2023
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-2.78K- 36.04% |
$193K - $216K
|
4.93K
$479K
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.94K- 1.65% |
$204K - $228K
|
175K
$17M
|