Purchases and Sales Made in Q3 2023 in American Centy ETF Tr Avantis (AVUV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUV) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
30.4K+ 13.27% |
$2.3M - $2.56M
|
259K
$25.2M
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
30.3K+ 22.17% |
$2.3M - $2.55M
|
167K
$16.2M
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
30KNew |
$2.28M - $2.53M
|
30K
$2.91M
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
29.7KNew |
$2.25M - $2.5M
|
29.7K
$2.88M
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
29.1K+ 15.55% |
$2.21M - $2.45M
|
216K
$21M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
28.9K+ 3.75% |
$2.19M - $2.43M
|
800K
$77.7M
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
28.6K+ 28.06% |
$2.17M - $2.41M
|
130K
$12.7M
|
|
Oct 17, 2023
Q3 2023
|
Northland Capital Management LLC
|
BUY
|
- |
28.6KNew |
$2.17M - $2.41M
|
28.6K
$2.77M
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
26K+ 85.02% |
$1.97M - $2.19M
|
56.6K
$5.5M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
25.6K+ 533.65% |
$1.94M - $2.16M
|
30.4K
$2.95M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
25.2K+ 24.59% |
$1.91M - $2.12M
|
128K
$12.4M
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
BUY
|
- |
23.9K+ 618.44% |
$1.81M - $2.01M
|
27.8K
$2.7M
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
23K+ 3.27% |
$1.74M - $1.94M
|
726K
$70.5M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
22.7K+ 6.62% |
$1.72M - $1.91M
|
366K
$35.5M
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
22.2K+ 25.4% |
$1.68M - $1.87M
|
109K
$10.6M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.9K+ 4.08% |
$1.59M - $1.76M
|
534K
$51.9M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.6K+ 7.65% |
$1.56M - $1.73M
|
290K
$28.1M
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
19.8K+ 5.09% |
$1.5M - $1.67M
|
409K
$39.7M
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
19.3K+ 3.47% |
$1.46M - $1.63M
|
575K
$55.8M
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
18.8KNew |
$1.43M - $1.59M
|
18.8K
$1.83M
|
|
Oct 05, 2023
Q3 2023
|
Falcon Wealth Planning
|
BUY
|
- |
18.6K+ 6.32% |
$1.41M - $1.57M
|
313K
$30.4M
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
18.4KNew |
$1.39M - $1.55M
|
18.4K
$1.78M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
17.4K+ 37.74% |
$1.32M - $1.47M
|
63.5K
$6.17M
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
17.2K+ 9.25% |
$1.31M - $1.45M
|
203K
$19.7M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.1K+ 18.95% |
$1.3M - $1.44M
|
108K
$10.4M
|
|
Oct 19, 2023
Q3 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
16.6K+ 43.3% |
$1.26M - $1.4M
|
55K
$5.34M
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
16.2K+ 19.78% |
$1.23M - $1.36M
|
97.8K
$9.5M
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
16K+ 4.14% |
$1.22M - $1.35M
|
404K
$39.2M
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
14.7K+ 47.58% |
$1.12M - $1.24M
|
45.7K
$4.43M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
14.6K+ 7.51% |
$1.11M - $1.23M
|
209K
$20.3M
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
14.5K+ 5.48% |
$1.1M - $1.22M
|
278K
$27M
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
BUY
|
- |
14.2K+ 11.44% |
$1.08M - $1.2M
|
139K
$13.4M
|
|
Oct 17, 2023
Q3 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
14.1K+ 164.44% |
$1.07M - $1.18M
|
22.6K
$2.2M
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
13.8K+ 11.07% |
$1.05M - $1.16M
|
138K
$13.4M
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
13.5K+ 19.01% |
$1.02M - $1.14M
|
84.5K
$8.2M
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
13.3K+ 7.84% |
$1.01M - $1.12M
|
183K
$17.8M
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
13K+ 70.3% |
$988K - $1.1M
|
31.5K
$3.06M
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12.9K+ 22.13% |
$976K - $1.08M
|
71K
$6.89M
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
12.7K+ 119.44% |
$962K - $1.07M
|
23.3K
$2.26M
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
12.7KNew |
$960K - $1.07M
|
12.7K
$1.23M
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
12.3K+ 31.16% |
$934K - $1.04M
|
51.8K
$5.03M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
11.9K+ 5.06% |
$903K - $1M
|
247K
$24M
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11.7K+ 13.66% |
$888K - $985K
|
97.3K
$9.45M
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
11.4KNew |
$868K - $964K
|
11.4K
$1.11M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.3K+ 24.24% |
$779K - $864K
|
52.6K
$5.1M
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
10.2KNew |
$778K - $863K
|
10.2K
$995K
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
9.45K+ 19.85% |
$717K - $796K
|
57K
$5.54M
|
|
Oct 23, 2023
Q3 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
9.36K+ 9.02% |
$711K - $789K
|
113K
$11M
|
|
Aug 08, 2024
Q3 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
9.15K+ 0.34% |
$694K - $771K
|
2.73M
$265M
|
|
Oct 23, 2023
Q3 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
9.03K+ 1.46% |
$685K - $761K
|
627K
$60.9M
|