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 06, 2023
Q3 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-15.4K- 3.24% |
$1.17M - $1.3M
|
460K
$46M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-15.5K- 28.54% |
$1.17M - $1.3M
|
38.7K
$3.87M
|
|
|
Nov 30, 2023
Q3 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-20.2K- 19.42% |
$1.53M - $1.7M
|
83.7K
$8.36M
|
|
|
Nov 02, 2023
Q3 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-20.2K- 21.25% |
$1.53M - $1.7M
|
74.8K
$7.47M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-20.5K- 95.75% |
$1.55M - $1.72M
|
909
$90.8K
|
|
|
Jul 31, 2025
Q3 2023
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-22.9K- 16.49% |
$1.73M - $1.92M
|
116K
$11.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-22.9K- 16.49% |
$1.73M - $1.92M
|
116K
$11.6M
|
|
|
Aug 07, 2025
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-28.3K- 43.69% |
$2.15M - $2.39M
|
36.5K
$3.65M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-30.4K- 25.55% |
$2.31M - $2.56M
|
88.7K
$8.86M
|
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-35.9K- 91.24% |
$2.73M - $3.03M
|
3.45K
$344K
|
|
|
Oct 05, 2023
Q3 2023
|
Unison Advisors LLC
|
SELL
|
- |
-69.2K- 5.78% |
$5.25M - $5.82M
|
1.13M
$113M
|
|
|
Nov 03, 2023
Q3 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-85.2K- 70.35% |
$6.47M - $7.18M
|
35.9K
$3.59M
|
|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-88.8K- 9.09% |
$6.74M - $7.48M
|
888K
$88.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-189K- 15.43% |
$14.3M - $15.9M
|
1.03M
$103M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-637K- 99.16% |
$48.4M - $53.7M
|
5.37K
$537K
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.17M- 94.28% |
$165M - $183M
|
132K
$13.1M
|