Purchases and Sales Made in Q4 2023 in American Centy ETF Tr Avantis (AVUV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
2.74MNew |
$201M - $250M
|
2.74M
$288M
|
|
|
Jan 16, 2024
Q4 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
1.16MNew |
$85M - $106M
|
1.16M
$122M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
584K+ 37.38% |
$42.9M - $53.3M
|
2.15M
$226M
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
563KNew |
$41.3M - $51.4M
|
563K
$59.3M
|
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
541KNew |
$39.7M - $49.4M
|
541K
$57M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
515K+ 24.01% |
$37.8M - $47M
|
2.66M
$280M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
493K+ 70.44% |
$36.2M - $45M
|
1.19M
$126M
|
|
|
Jan 17, 2024
Q4 2023
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
BUY
|
- |
314KNew |
$23M - $28.6M
|
314K
$33M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
292K+ 72.35% |
$21.4M - $26.6M
|
696K
$73.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
291K+ 79.51% |
$21.3M - $26.5M
|
657K
$69.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
281K+ 6.15% |
$20.6M - $25.6M
|
4.84M
$510M
|
|
|
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
255K+ 125.24% |
$18.7M - $23.2M
|
458K
$48.2M
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
224KNew |
$16.4M - $20.4M
|
224K
$23.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
214K+ 1465.81% |
$15.7M - $19.5M
|
228K
$24M
|
|
|
Feb 07, 2024
Q4 2023
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
197KNew |
$14.4M - $18M
|
197K
$20.7M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
190KNew |
$14M - $17.4M
|
190K
$20M
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
182KNew |
$13.4M - $16.6M
|
182K
$19.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
182KNew |
$13.4M - $16.6M
|
182K
$19.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
173KNew |
$12.7M - $15.8M
|
173K
$18.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
168KNew |
$12.3M - $15.3M
|
168K
$17.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
165KNew |
$12.1M - $15.1M
|
165K
$17.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
163K+ 10.31% |
$12M - $14.9M
|
1.75M
$184M
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
151KNew |
$11.1M - $13.8M
|
151K
$15.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
146KNew |
$10.7M - $13.3M
|
146K
$15.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
130K+ 24.36% |
$9.55M - $11.9M
|
665K
$70M
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
110K+ 115.04% |
$8.06M - $10M
|
205K
$21.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
109K+ 24.71% |
$7.99M - $9.93M
|
549K
$57.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
107K+ 298.27% |
$7.86M - $9.78M
|
143K
$15.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
106KNew |
$7.76M - $9.64M
|
106K
$11.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
105K+ 12.16% |
$7.72M - $9.6M
|
970K
$102M
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
104K+ 253.66% |
$7.65M - $9.51M
|
145K
$15.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
101KNew |
$7.41M - $9.21M
|
101K
$10.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
94.6K+ 54.66% |
$6.94M - $8.63M
|
268K
$28.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
91.7KNew |
$6.73M - $8.37M
|
91.7K
$9.65M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
87.4KNew |
$6.41M - $7.97M
|
87.4K
$9.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
84.1K+ 65.83% |
$6.17M - $7.67M
|
212K
$22.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
83.6K+ 341.37% |
$6.14M - $7.63M
|
108K
$11.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
83.1K+ 14.45% |
$6.1M - $7.58M
|
658K
$69.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
79.4KNew |
$5.82M - $7.24M
|
79.4K
$8.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
78.8K+ 37.66% |
$5.79M - $7.19M
|
288K
$30.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
78.7K+ 81.92% |
$5.77M - $7.18M
|
175K
$18.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
76.9K+ 26.54% |
$5.64M - $7.01M
|
366K
$38.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
76.2KNew |
$5.59M - $6.95M
|
76.2K
$8.02M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
75.8K+ 8337.73% |
$5.56M - $6.92M
|
76.7K
$8.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
69.6K+ 1753.52% |
$5.1M - $6.35M
|
73.5K
$7.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
65.9KNew |
$4.83M - $6.01M
|
65.9K
$6.94M
|
|
|
Feb 08, 2024
Q4 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
63.3K+ 53.91% |
$4.64M - $5.77M
|
181K
$19M
|
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
63.1KNew |
$4.63M - $5.76M
|
63.1K
$6.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
62.9KNew |
$4.61M - $5.74M
|
62.9K
$6.62M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
60.9KNew |
$4.47M - $5.56M
|
60.9K
$6.41M
|