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 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.4KNew |
$334K - $371K
|
4.4K
$427K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.39K+ 554.29% |
$333K - $370K
|
5.18K
$503K
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
BUY
|
- |
4.36K+ 5.34% |
$331K - $367K
|
86K
$8.35M
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.32K+ 10.15% |
$328K - $364K
|
46.8K
$4.55M
|
|
Nov 08, 2023
Q3 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
4.27K+ 2.8% |
$324K - $360K
|
157K
$15.2M
|
|
Nov 29, 2023
Q3 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
4.21K+ 4.25% |
$319K - $354K
|
103K
$10M
|
|
Oct 16, 2023
Q3 2023
|
Clarus Group, Inc.
|
BUY
|
- |
4.1K+ 5.23% |
$311K - $345K
|
82.4K
$8M
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.08K+ 5.16% |
$310K - $344K
|
83.3K
$8.08M
|
|
Nov 13, 2023
Q3 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
3.97KNew |
$301K - $334K
|
3.97K
$385K
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.94K+ 45.69% |
$299K - $332K
|
12.6K
$1.22M
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.91KNew |
$297K - $330K
|
3.91K
$380K
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.85K+ 4.24% |
$292K - $324K
|
94.5K
$9.18M
|
|
Nov 02, 2023
Q3 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
3.85K+ 9.5% |
$292K - $324K
|
44.3K
$4.3M
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
3.74K+ 15.21% |
$284K - $315K
|
28.3K
$2.75M
|
|
Nov 09, 2023
Q3 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
3.74K+ 4.02% |
$283K - $315K
|
96.6K
$9.38M
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
3.71K+ 21.18% |
$281K - $312K
|
21.2K
$2.06M
|
|
Nov 09, 2023
Q3 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
3.68K+ 61.4% |
$279K - $310K
|
9.66K
$938K
|
|
Oct 27, 2023
Q3 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
3.61K+ 3.45% |
$274K - $304K
|
108K
$10.5M
|
|
Oct 13, 2023
Q3 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
3.54K+ 2.98% |
$269K - $299K
|
122K
$11.9M
|
|
Nov 14, 2023
Q3 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
3.5K+ 15.22% |
$266K - $295K
|
26.5K
$2.57M
|
|
Nov 01, 2023
Q3 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.48KNew |
$264K - $293K
|
3.48K
$338K
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.43K+ 20.74% |
$260K - $289K
|
20K
$1.94M
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
3.34K+ 1.91% |
$254K - $282K
|
179K
$17.3M
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
3.34K+ 6.64% |
$254K - $281K
|
53.7K
$5.21M
|
|
Nov 02, 2023
Q3 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
3.3K+ 1.23% |
$250K - $278K
|
271K
$26.4M
|
|
Nov 08, 2023
Q3 2023
|
Carson Advisory Inc.
|
BUY
|
- |
3.11KNew |
$236K - $262K
|
3.11K
$302K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.11K+ 32.61% |
$236K - $262K
|
12.6K
$1.23M
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.06K+ 2.04% |
$232K - $258K
|
153K
$14.9M
|
|
Oct 19, 2023
Q3 2023
|
Virginia National Bank
|
BUY
|
- |
2.97KNew |
$226K - $250K
|
2.97K
$289K
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.95KNew |
$224K - $248K
|
2.95K
$286K
|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
2.93K+ 2.22% |
$222K - $247K
|
135K
$13.1M
|
|
Nov 13, 2023
Q3 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
2.9K+ 7.95% |
$220K - $244K
|
39.3K
$3.82M
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
2.77K+ 11.8% |
$210K - $233K
|
26.2K
$2.55M
|
|
Nov 13, 2023
Q3 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
2.6K+ 1.51% |
$197K - $219K
|
174K
$16.9M
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.47K+ 266.2% |
$188K - $208K
|
3.4K
$330K
|
|
Oct 24, 2023
Q3 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
2.44K+ 2.54% |
$185K - $206K
|
98.5K
$9.56M
|
|
Oct 25, 2023
Q3 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
2.34K+ 1.42% |
$178K - $197K
|
167K
$16.2M
|
|
Nov 14, 2023
Q3 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
2.31K+ 9.32% |
$175K - $194K
|
27.1K
$2.63M
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.3K+ 0.56% |
$174K - $193K
|
415K
$40.3M
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.24K+ 5.57% |
$170K - $189K
|
42.5K
$4.13M
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
2.2K+ 19.38% |
$167K - $185K
|
13.6K
$1.32M
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
2.17K+ 21.71% |
$165K - $183K
|
12.2K
$1.18M
|
|
Oct 30, 2023
Q3 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
2.16K+ 32.56% |
$164K - $182K
|
8.79K
$854K
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.04K+ 67.0% |
$155K - $172K
|
5.09K
$494K
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
2.02K+ 5.07% |
$153K - $170K
|
41.8K
$4.06M
|
|
Oct 20, 2023
Q3 2023
|
Echo Wealth Management, LLC
|
BUY
|
- |
1.81K+ 3.49% |
$137K - $153K
|
53.7K
$5.21M
|
|
Nov 13, 2023
Q3 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
1.78K+ 25.18% |
$135K - $150K
|
8.83K
$857K
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.73K+ 2.8% |
$132K - $146K
|
63.5K
$6.17M
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.61K+ 8.82% |
$122K - $136K
|
19.9K
$1.93M
|
|
Oct 30, 2023
Q3 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
1.61K+ 1.12% |
$122K - $136K
|
145K
$14.1M
|