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 24, 2023
Q2 2023
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-3.05K- 2.56% |
$211K - $237K
|
116K
$11.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-3.46K- 5.86% |
$240K - $269K
|
55.7K
$5.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-3.52K- 56.18% |
$244K - $273K
|
2.74K
$266K
|
|
|
Aug 08, 2023
Q2 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-4.07K- 11.73% |
$282K - $316K
|
30.6K
$2.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.11K- 5.78% |
$285K - $319K
|
67.1K
$6.51M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-4.54K- 35.62% |
$315K - $353K
|
8.21K
$797K
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-4.82K- 11.9% |
$334K - $375K
|
35.7K
$3.47M
|
|
|
Aug 03, 2023
Q2 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-4.91K- 14.63% |
$341K - $382K
|
28.7K
$2.78M
|
|
|
Aug 01, 2023
Q2 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-5.11K- 9.22% |
$354K - $397K
|
50.3K
$4.89M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-5.9KClosed |
$409K - $458K
|
0
$0
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-7.34K- 5.8% |
$509K - $570K
|
119K
$11.6M
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
SELL
|
- |
-7.36K- 2.72% |
$510K - $572K
|
264K
$25.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-7.42K- 71.48% |
$515K - $577K
|
2.96K
$288K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-8.9K- 7.54% |
$617K - $691K
|
109K
$10.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.6K- 22.93% |
$665K - $746K
|
32.2K
$3.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.9K- 10.74% |
$756K - $848K
|
90.7K
$8.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-11K- 24.69% |
$759K - $851K
|
33.4K
$3.24M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-11KClosed |
$760K - $852K
|
0
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-11.1K- 2.12% |
$771K - $864K
|
513K
$49.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-11.6K- 62.05% |
$802K - $899K
|
7.08K
$687K
|
|
|
Aug 11, 2023
Q2 2023
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-12.5K- 20.24% |
$869K - $974K
|
49.4K
$4.79M
|
|
|
Aug 07, 2023
Q2 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-13.5K- 12.46% |
$938K - $1.05M
|
95K
$9.22M
|
|
|
Sep 25, 2024
Q2 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-13.7K- 19.71% |
$948K - $1.06M
|
55.7K
$5.41M
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
SELL
|
- |
-15.1K- 26.09% |
$1.04M - $1.17M
|
42.7K
$4.14M
|
|
|
Jul 20, 2023
Q2 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-16K- 34.35% |
$1.11M - $1.24M
|
30.5K
$2.96M
|
|
|
Aug 10, 2023
Q2 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-16K- 13.93% |
$1.11M - $1.24M
|
99K
$9.61M
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-16.6K- 15.88% |
$1.15M - $1.29M
|
88.1K
$8.55M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-17.1K- 60.87% |
$1.19M - $1.33M
|
11K
$1.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-20.1K- 44.41% |
$1.39M - $1.56M
|
25.1K
$2.44M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-20.1K- 39.28% |
$1.4M - $1.56M
|
31.1K
$3.02M
|
|
|
Aug 07, 2023
Q2 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-20.5K- 36.41% |
$1.42M - $1.6M
|
35.9K
$3.48M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-23.9K- 13.47% |
$1.66M - $1.86M
|
154K
$14.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-30.7K- 40.0% |
$2.13M - $2.39M
|
46.1K
$4.48M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-31.6K- 44.7% |
$2.19M - $2.45M
|
39K
$3.79M
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-36.7K- 86.71% |
$2.54M - $2.85M
|
5.63K
$546K
|
|
|
Jul 28, 2023
Q2 2023
|
Unison Advisors LLC
|
SELL
|
- |
-41.8K- 3.37% |
$2.9M - $3.25M
|
1.2M
$116M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-42.3K- 81.59% |
$2.93M - $3.29M
|
9.54K
$926K
|
|
|
Jul 18, 2023
Q2 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-42.6K- 76.64% |
$2.95M - $3.31M
|
13K
$1.26M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-48.1K- 32.18% |
$3.33M - $3.74M
|
101K
$9.84M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-48.8K- 17.19% |
$3.38M - $3.79M
|
235K
$22.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-50.5K- 10.93% |
$3.5M - $3.92M
|
411K
$39.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-60.1K- 3.22% |
$4.16M - $4.67M
|
1.81M
$175M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-65.7K- 38.77% |
$4.55M - $5.1M
|
104K
$10.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-69.1K- 56.04% |
$4.79M - $5.37M
|
54.2K
$5.26M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-88.8K- 25.82% |
$6.16M - $6.9M
|
255K
$24.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-94.8K- 7.2% |
$6.57M - $7.37M
|
1.22M
$119M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-96.4K- 12.1% |
$6.69M - $7.49M
|
701K
$68M
|
|
|
Aug 04, 2023
Q2 2023
|
B&D White Capital Company, LLC
|
SELL
|
- |
-102K- 49.39% |
$7.09M - $7.94M
|
105K
$10.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-209K- 21.35% |
$14.5M - $16.3M
|
771K
$74.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-2.25M- 95.78% |
$156M - $175M
|
99.3K
$9.64M
|