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 14, 2023
Q3 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
8.92K+ 13.13% |
$677K - $751K
|
76.8K
$7.46M
|
|
|
Oct 31, 2023
Q3 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
8.61K+ 8.26% |
$654K - $725K
|
113K
$11M
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
BUY
|
- |
8.55K+ 43.1% |
$649K - $720K
|
28.4K
$2.76M
|
|
|
Dec 04, 2023
Q3 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
8.22KNew |
$624K - $692K
|
8.22K
$798K
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
8.19K+ 27.73% |
$621K - $690K
|
37.7K
$3.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.06K+ 15.53% |
$612K - $679K
|
59.9K
$5.82M
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
8.04K+ 32.2% |
$610K - $677K
|
33K
$3.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
7.9KNew |
$600K - $665K
|
7.9K
$767K
|
|
|
Nov 09, 2023
Q3 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
7.88K+ 2.41% |
$598K - $663K
|
334K
$32.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.7K+ 46.44% |
$585K - $649K
|
24.3K
$2.36M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
7.58K+ 7.31% |
$575K - $639K
|
111K
$10.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.39K+ 18.92% |
$561K - $622K
|
46.4K
$4.51M
|
|
|
Nov 03, 2023
Q3 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
7.33K+ 18.19% |
$556K - $617K
|
47.6K
$4.62M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
7.32K+ 9.78% |
$556K - $617K
|
82.2K
$7.98M
|
|
|
Oct 24, 2023
Q3 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
7.24K+ 13.33% |
$550K - $610K
|
61.6K
$5.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
7.09K+ 9.85% |
$538K - $597K
|
79.1K
$7.68M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.09K+ 24.02% |
$538K - $597K
|
36.6K
$3.55M
|
|
|
Nov 07, 2023
Q3 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
7.03K+ 9.24% |
$534K - $592K
|
83.2K
$8.08M
|
|
|
Oct 31, 2023
Q3 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
6.9K+ 18.54% |
$524K - $582K
|
44.1K
$4.29M
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
6.86K+ 24.26% |
$521K - $578K
|
35.1K
$3.41M
|
|
|
Oct 18, 2023
Q3 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
6.85K+ 93.81% |
$520K - $577K
|
14.2K
$1.37M
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
6.73K+ 4.22% |
$511K - $567K
|
166K
$16.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
6.6K+ 5.17% |
$501K - $555K
|
134K
$13M
|
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
6.48KNew |
$492K - $546K
|
6.48K
$629K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.4KNew |
$486K - $539K
|
6.4K
$622K
|
|
|
Oct 30, 2023
Q3 2023
|
Libra Wealth LLC
|
BUY
|
- |
6.31K+ 15.09% |
$479K - $532K
|
48.1K
$4.67M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.3K+ 44.44% |
$478K - $531K
|
20.5K
$1.99M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.14K+ 143.91% |
$466K - $517K
|
10.4K
$1.01M
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
6.05K+ 13.42% |
$459K - $509K
|
51.1K
$4.96M
|
|
|
Oct 17, 2023
Q3 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.93KNew |
$450K - $499K
|
5.93K
$575K
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
5.73K+ 6.15% |
$435K - $482K
|
98.8K
$9.59M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.44K+ 35.62% |
$413K - $459K
|
20.7K
$2.01M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.43K+ 12.6% |
$412K - $458K
|
48.5K
$4.71M
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
BUY
|
- |
5.43K+ 3.75% |
$412K - $457K
|
150K
$14.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.41K+ 64.46% |
$410K - $456K
|
13.8K
$1.34M
|
|
|
Oct 10, 2023
Q3 2023
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
5.38K+ 79.7% |
$408K - $453K
|
12.1K
$1.18M
|
|
|
Oct 30, 2023
Q3 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
5.33K+ 5.37% |
$405K - $449K
|
105K
$10.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
5.23K+ 3.75% |
$397K - $441K
|
145K
$14M
|
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
5.1K+ 9.86% |
$387K - $429K
|
56.8K
$5.52M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.09KNew |
$386K - $429K
|
5.09K
$494K
|
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
5.03K+ 1.54% |
$382K - $424K
|
332K
$32.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
4.97K+ 5.49% |
$377K - $418K
|
95.4K
$9.27M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.88K+ 37.12% |
$371K - $411K
|
18K
$1.75M
|
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
4.82K+ 41.57% |
$366K - $406K
|
16.4K
$1.59M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.79K+ 46.17% |
$364K - $404K
|
15.2K
$1.47M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
4.79K+ 14.84% |
$363K - $403K
|
37K
$3.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
4.78K+ 21.33% |
$363K - $402K
|
27.2K
$2.64M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4.55K+ 14.24% |
$345K - $383K
|
36.5K
$3.54M
|
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
4.44K+ 1.59% |
$337K - $374K
|
283K
$27.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
4.44K+ 1.59% |
$337K - $374K
|
283K
$27.5M
|