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 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
13New |
$987 - $1.09K
|
13
$1.26K
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
12+ 0.46% |
$911 - $1.01K
|
2.63K
$255K
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
8+ 0.09% |
$607 - $674
|
8.54K
$829K
|
|
|
Oct 20, 2023
Q3 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
6+ 0.02% |
$455 - $505
|
29.8K
$2.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4New |
$304 - $337
|
4
$388
|
|
|
Oct 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
BUY
|
- |
4+ 0.03% |
$304 - $337
|
12.2K
$1.19M
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
3+ 0.11% |
$228 - $253
|
2.84K
$275K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.49% |
$75.9 - $84.2
|
205
$19.9K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.26% |
$75.9 - $84.2
|
382
$37.1K
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1+ 0.01% |
$75.9 - $84.2
|
16.6K
$1.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-2- 9.52% |
$152 - $168
|
19
$1.84K
|
|
|
Oct 24, 2023
Q3 2023
|
Grant
|
SELL
|
- |
-8- 0.19% |
$607 - $674
|
4.2K
$408K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-16- 0.07% |
$1.21K - $1.35K
|
23.6K
$2.29M
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-29- 5.81% |
$2.2K - $2.44K
|
470
$45.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-58- 0.29% |
$4.4K - $4.89K
|
19.6K
$1.91M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-63- 1.56% |
$4.78K - $5.31K
|
3.97K
$385K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-64- 36.16% |
$4.86K - $5.39K
|
113
$11K
|
|
|
Sep 25, 2024
Q3 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-67- 0.12% |
$5.09K - $5.64K
|
55.6K
$5.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-80- 0.42% |
$6.07K - $6.74K
|
19.1K
$1.86M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-101- 89.38% |
$7.67K - $8.51K
|
12
$1.16K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-103- 1.13% |
$7.82K - $8.68K
|
8.99K
$873K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-136- 0.28% |
$10.3K - $11.5K
|
48.4K
$4.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
SELL
|
- |
-141- 0.35% |
$10.7K - $11.9K
|
39.7K
$3.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-163- 0.75% |
$12.4K - $13.7K
|
21.5K
$2.09M
|
|
|
Oct 30, 2023
Q3 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-170- 3.82% |
$12.9K - $14.3K
|
4.28K
$415K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-189- 1.0% |
$14.3K - $15.9K
|
18.8K
$1.82M
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-200- 1.54% |
$15.2K - $16.8K
|
12.8K
$1.24M
|
|
|
Oct 13, 2023
Q3 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-224- 3.84% |
$17K - $18.9K
|
5.61K
$545K
|
|
|
Nov 08, 2023
Q3 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-254- 5.47% |
$19.3K - $21.4K
|
4.39K
$426K
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-288- 9.72% |
$21.9K - $24.3K
|
2.67K
$260K
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
SELL
|
- |
-335- 1.68% |
$25.4K - $28.2K
|
19.5K
$1.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-365- 3.03% |
$27.7K - $30.7K
|
11.7K
$1.13M
|
|
|
Oct 10, 2023
Q3 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-369- 0.36% |
$28K - $31.1K
|
102K
$9.91M
|
|
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-386- 11.28% |
$29.3K - $32.5K
|
3.04K
$295K
|
|
|
Oct 10, 2023
Q3 2023
|
Grey Street Capital, LLC
Chicago, IL |
SELL
|
- |
-415- 12.88% |
$31.5K - $35K
|
2.81K
$273K
|
|
|
Oct 18, 2023
Q3 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-425- 3.42% |
$32.3K - $35.8K
|
12K
$1.17M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-432- 10.95% |
$32.8K - $36.4K
|
3.52K
$341K
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-461- 4.76% |
$35K - $38.8K
|
9.23K
$896K
|
|
|
Nov 13, 2023
Q3 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-485- 0.33% |
$36.8K - $40.9K
|
145K
$14.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-490- 0.28% |
$37.2K - $41.3K
|
173K
$16.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-500- 3.02% |
$38K - $42.1K
|
16K
$1.56M
|
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-512- 1.17% |
$38.9K - $43.1K
|
43.4K
$4.21M
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-630- 6.32% |
$47.8K - $53.1K
|
9.33K
$906K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-652- 4.28% |
$49.5K - $54.9K
|
14.6K
$1.41M
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-665- 20.19% |
$50.5K - $56K
|
2.63K
$255K
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-665- 1.72% |
$50.5K - $56K
|
37.9K
$3.68M
|
|
|
Oct 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-676- 7.25% |
$51.3K - $56.9K
|
8.65K
$840K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-697- 46.65% |
$52.9K - $58.7K
|
797
$77.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-763- 7.93% |
$57.9K - $64.3K
|
8.86K
$860K
|