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 10, 2023
Q3 2023
|
Iam Advisory, LLC
|
SELL
|
- |
-774- 1.04% |
$58.7K - $65.2K
|
73.7K
$7.15M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-783- 0.76% |
$59.4K - $66K
|
102K
$9.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-820- 3.32% |
$62.2K - $69.1K
|
23.9K
$2.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-876- 1.31% |
$66.5K - $73.8K
|
66.2K
$6.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-900- 6.34% |
$68.3K - $75.8K
|
13.3K
$1.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-925- 14.42% |
$70.2K - $77.9K
|
5.49K
$533K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-971- 9.45% |
$73.7K - $81.8K
|
9.31K
$904K
|
|
|
Oct 12, 2023
Q3 2023
|
First National Bank Sioux Falls
|
SELL
|
- |
-1.01K- 2.39% |
$76.8K - $85.2K
|
41.3K
$4.01M
|
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-1.02K- 1.13% |
$77.5K - $86K
|
89.5K
$8.69M
|
|
|
Nov 07, 2023
Q3 2023
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-1.07K- 4.99% |
$81.3K - $90.2K
|
20.4K
$1.98M
|
|
|
Oct 10, 2023
Q3 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-1.08K- 6.25% |
$81.7K - $90.7K
|
16.2K
$1.57M
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.13K- 11.79% |
$85.4K - $94.8K
|
8.41K
$817K
|
|
|
Oct 05, 2023
Q3 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-1.16K- 3.49% |
$88K - $97.6K
|
32K
$3.11M
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-1.25K- 2.39% |
$95.2K - $106K
|
51.3K
$4.98M
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.5K- 0.49% |
$114K - $127K
|
304K
$29.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
SELL
|
- |
-1.64K- 24.29% |
$124K - $138K
|
5.11K
$496K
|
|
|
Oct 27, 2023
Q3 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-1.68K- 3.0% |
$128K - $142K
|
54.4K
$5.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-1.7K- 5.08% |
$129K - $143K
|
31.7K
$3.08M
|
|
|
Oct 24, 2023
Q3 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.74K- 6.7% |
$132K - $147K
|
24.3K
$2.36M
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.86K- 1.12% |
$141K - $157K
|
165K
$16M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.88K- 2.38% |
$143K - $158K
|
77.2K
$7.49M
|
|
|
Oct 10, 2023
Q3 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-2.34K- 5.31% |
$178K - $197K
|
41.8K
$4.05M
|
|
|
Nov 03, 2023
Q3 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-2.35K- 4.22% |
$178K - $198K
|
53.3K
$5.17M
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2.36K- 0.46% |
$179K - $199K
|
505K
$49.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-2.45K- 19.42% |
$186K - $207K
|
10.2K
$988K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.63K- 7.81% |
$200K - $222K
|
31.1K
$3.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.86K- 9.46% |
$217K - $241K
|
27.4K
$2.66M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.06K- 2.8% |
$232K - $258K
|
106K
$10.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Stewardship Advisors, LLC
|
SELL
|
- |
-3.2K- 3.53% |
$243K - $269K
|
87.4K
$8.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.84K- 19.59% |
$292K - $324K
|
15.8K
$1.53M
|
|
|
Oct 30, 2023
Q3 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-4.01K- 13.17% |
$305K - $338K
|
26.5K
$2.57M
|
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-4.04K- 18.81% |
$307K - $340K
|
17.4K
$1.69M
|
|
|
Oct 16, 2023
Q3 2023
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-4.74K- 4.09% |
$360K - $399K
|
111K
$10.8M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.76K- 0.62% |
$361K - $401K
|
763K
$74M
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-4.89K- 16.31% |
$371K - $412K
|
25.1K
$2.44M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-5.23K- 5.16% |
$397K - $440K
|
96.1K
$9.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-5.52K- 67.24% |
$419K - $465K
|
2.69K
$261K
|
|
|
Nov 01, 2023
Q3 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-6.64K- 23.14% |
$504K - $559K
|
22K
$2.14M
|
|
|
Nov 08, 2023
Q3 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-6.79K- 18.92% |
$515K - $572K
|
29.1K
$2.82M
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-7.12K- 2.07% |
$540K - $600K
|
336K
$32.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.04K- 17.2% |
$610K - $677K
|
38.7K
$3.76M
|
|
|
Oct 24, 2023
Q3 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-8.57K- 3.51% |
$651K - $722K
|
235K
$22.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-8.69K- 66.99% |
$660K - $732K
|
4.28K
$416K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.35K- 74.65% |
$709K - $787K
|
3.17K
$308K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.64K- 68.26% |
$732K - $812K
|
4.49K
$435K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-15K- 12.66% |
$1.14M - $1.26M
|
103K
$10M
|
|
|
Nov 06, 2023
Q3 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-15.4K- 3.24% |
$1.17M - $1.3M
|
460K
$44.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-15.5K- 28.54% |
$1.17M - $1.3M
|
38.7K
$3.76M
|
|
|
Nov 30, 2023
Q3 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-20.2K- 19.42% |
$1.53M - $1.7M
|
83.7K
$8.13M
|
|
|
Nov 02, 2023
Q3 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-20.2K- 21.25% |
$1.53M - $1.7M
|
74.8K
$7.26M
|