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 |
---|---|---|---|---|---|---|---|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
428+ 13.69% |
$32.5K - $36.1K
|
3.55K
$345K
|
|
Nov 13, 2023
Q3 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
423+ 0.39% |
$32.1K - $35.6K
|
110K
$10.7M
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
423+ 3.84% |
$32.1K - $35.6K
|
11.4K
$1.11M
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
400+ 14.58% |
$30.4K - $33.7K
|
3.14K
$305K
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
391New |
$29.7K - $32.9K
|
391
$38K
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
339+ 3.48% |
$25.7K - $28.6K
|
10.1K
$980K
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
335+ 18.54% |
$25.4K - $28.2K
|
2.14K
$208K
|
|
Jan 16, 2024
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
311+ 2.16% |
$23.6K - $26.2K
|
14.7K
$1.42M
|
|
Oct 19, 2023
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
311+ 2.16% |
$23.6K - $26.2K
|
14.7K
$1.42M
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
292+ 1.65% |
$22.2K - $24.6K
|
18K
$1.74M
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
291+ 3.7% |
$22.1K - $24.5K
|
8.15K
$791K
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
279+ 0.3% |
$21.2K - $23.5K
|
93.5K
$9.08M
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
275+ 0.66% |
$20.9K - $23.2K
|
42.1K
$4.09M
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
263New |
$20K - $22.2K
|
263
$25.5K
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
246+ 4.6% |
$18.7K - $20.7K
|
5.6K
$543K
|
|
Oct 27, 2023
Q3 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
240+ 0.07% |
$18.2K - $20.2K
|
351K
$34.1M
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
234New |
$17.8K - $19.7K
|
234
$22.7K
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
234+ 23400.0% |
$17.8K - $19.7K
|
235
$22.8K
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
225+ 3.87% |
$17.1K - $19K
|
6.04K
$586K
|
|
Oct 31, 2023
Q3 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
207+ 3.08% |
$15.7K - $17.4K
|
6.93K
$672K
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
206+ 0.71% |
$15.6K - $17.4K
|
29.3K
$2.84M
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
200+ 1.47% |
$15.2K - $16.8K
|
13.8K
$1.34M
|
|
Oct 10, 2023
Q3 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
178+ 0.57% |
$13.5K - $15K
|
31.2K
$3.03M
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
175+ 1.37% |
$13.3K - $14.7K
|
12.9K
$1.25M
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
175+ 1.13% |
$13.3K - $14.7K
|
15.7K
$1.52M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
164New |
$12.4K - $13.8K
|
164
$15.9K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
122+ 3.67% |
$9.26K - $10.3K
|
3.45K
$335K
|
|
Oct 30, 2023
Q3 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
117+ 0.84% |
$8.88K - $9.85K
|
14.1K
$1.36M
|
|
Nov 02, 2023
Q3 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
117+ 2.4% |
$8.88K - $9.85K
|
4.99K
$484K
|
|
Oct 05, 2023
Q3 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
102+ 1.88% |
$7.74K - $8.59K
|
5.52K
$536K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
102+ 0.61% |
$7.74K - $8.59K
|
16.9K
$1.64M
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
96+ 0.76% |
$7.29K - $8.09K
|
12.7K
$1.24M
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
90+ 18.37% |
$6.83K - $7.58K
|
580
$56.3K
|
|
Nov 14, 2024
Q3 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
74+ 1.25% |
$5.62K - $6.23K
|
5.97K
$580K
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
68New |
$5.16K - $5.73K
|
68
$6.6K
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
65+ 1.94% |
$4.93K - $5.47K
|
3.42K
$332K
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
65+ 13.83% |
$4.93K - $5.47K
|
535
$51.9K
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
61+ 0.02% |
$4.63K - $5.14K
|
329K
$31.9M
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
59New |
$4.48K - $4.97K
|
59
$5.73K
|
|
Nov 09, 2023
Q3 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
55+ 0.03% |
$4.17K - $4.63K
|
168K
$16.3M
|
|
Oct 17, 2023
Q3 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
41+ 0.43% |
$3.11K - $3.45K
|
9.62K
$934K
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
39+ 4.0% |
$2.96K - $3.28K
|
1.01K
$98.3K
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
34+ 0.37% |
$2.58K - $2.86K
|
9.3K
$903K
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
BUY
|
- |
33+ 0.55% |
$2.5K - $2.78K
|
6.03K
$585K
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
31+ 114.81% |
$2.35K - $2.61K
|
58
$5.63K
|
|
Oct 18, 2023
Q3 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
30+ 0.26% |
$2.28K - $2.53K
|
11.7K
$1.14M
|
|
Oct 19, 2023
Q3 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
29+ 0.46% |
$2.2K - $2.44K
|
6.39K
$620K
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
18+ 0.47% |
$1.37K - $1.52K
|
3.86K
$375K
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
17+ 0.46% |
$1.29K - $1.43K
|
3.69K
$358K
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
16New |
$1.21K - $1.35K
|
16
$1.55K
|