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 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-20.5K- 95.75% |
$1.55M - $1.72M
|
909
$88.2K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-22.9K- 16.49% |
$1.73M - $1.92M
|
116K
$11.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-30.4K- 25.55% |
$2.31M - $2.56M
|
88.7K
$8.61M
|
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-35.9K- 91.24% |
$2.73M - $3.03M
|
3.45K
$335K
|
|
|
Oct 05, 2023
Q3 2023
|
Unison Advisors LLC
|
SELL
|
- |
-69.2K- 5.78% |
$5.25M - $5.82M
|
1.13M
$109M
|
|
|
Nov 03, 2023
Q3 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-85.2K- 70.35% |
$6.47M - $7.18M
|
35.9K
$3.49M
|
|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-88.8K- 9.09% |
$6.74M - $7.48M
|
888K
$86.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-189K- 15.43% |
$14.3M - $15.9M
|
1.03M
$100M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-637K- 99.16% |
$48.4M - $53.7M
|
5.37K
$522K
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.17M- 94.28% |
$165M - $183M
|
132K
$12.8M
|