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 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-387- 4.16% |
$28.4K - $35.3K
|
8.92K
$935K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-390- 9.82% |
$28.6K - $35.6K
|
3.58K
$375K
|
|
|
Jan 12, 2024
Q4 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-399- 0.39% |
$29.3K - $36.4K
|
102K
$10.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-411- 1.35% |
$30.2K - $37.5K
|
30K
$3.14M
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-476- 3.45% |
$34.9K - $43.4K
|
13.3K
$1.39M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-499- 0.38% |
$36.6K - $45.5K
|
131K
$13.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-504- 14.18% |
$37K - $46K
|
3.05K
$320K
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-557- 2.91% |
$40.9K - $50.8K
|
18.6K
$1.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-581- 11.42% |
$42.6K - $53K
|
4.51K
$472K
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-595- 2.1% |
$43.7K - $54.3K
|
27.8K
$2.91M
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-597- 20.26% |
$43.8K - $54.5K
|
2.35K
$246K
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-603- 2.3% |
$44.2K - $55K
|
25.6K
$2.68M
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-674- 0.5% |
$49.5K - $61.5K
|
134K
$14M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-725- 20.63% |
$53.2K - $66.2K
|
2.79K
$292K
|
|
|
Jan 12, 2024
Q4 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-730- 12.98% |
$53.6K - $66.6K
|
4.9K
$513K
|
|
|
Jan 29, 2024
Q4 2023
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-951- 2.17% |
$69.8K - $86.8K
|
42.9K
$4.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.11K- 2.29% |
$81.5K - $101K
|
47.3K
$4.96M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.12K- 0.15% |
$82K - $102K
|
761K
$79.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.19K- 7.85% |
$87.4K - $109K
|
14K
$1.46M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.22K- 13.07% |
$89.2K - $111K
|
8.08K
$847K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.24K- 31.56% |
$90.6K - $113K
|
2.68K
$281K
|
|
|
Jan 23, 2024
Q4 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-1.25K- 2.29% |
$91.4K - $114K
|
53.2K
$5.57M
|
|
|
Oct 15, 2024
Q4 2023
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-1.29K- 4.91% |
$94.5K - $118K
|
25K
$2.62M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.31K- 6.41% |
$96.4K - $120K
|
19.2K
$2.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.35K- 4.5% |
$99.2K - $123K
|
28.7K
$3M
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-1.74K- 7.05% |
$128K - $159K
|
23K
$2.41M
|
|
|
Sep 25, 2024
Q4 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-1.76K- 3.16% |
$129K - $160K
|
53.9K
$5.65M
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.8K- 5.77% |
$132K - $164K
|
29.3K
$3.07M
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.84K- 12.06% |
$135K - $168K
|
13.4K
$1.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-1.84K- 2.26% |
$135K - $168K
|
79.5K
$8.33M
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.9K- 0.58% |
$140K - $174K
|
327K
$34.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-1.91K- 28.86% |
$140K - $174K
|
4.7K
$492K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.02K- 4.15% |
$148K - $184K
|
46.5K
$4.87M
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-2.04K- 10.45% |
$150K - $186K
|
17.5K
$1.83M
|
|
|
Jan 22, 2024
Q4 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-2.42K- 35.55% |
$177K - $220K
|
4.38K
$459K
|
|
|
Jan 09, 2024
Q4 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-2.43K- 5.82% |
$178K - $222K
|
39.3K
$4.12M
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-2.51K- 0.55% |
$184K - $229K
|
458K
$48M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-2.55K- 3.09% |
$187K - $233K
|
79.9K
$8.37M
|
|
|
Feb 02, 2024
Q4 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-2.61K- 0.74% |
$192K - $238K
|
349K
$36.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.68K- 4.98% |
$196K - $244K
|
51K
$5.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.68K- 25.76% |
$197K - $245K
|
7.73K
$810K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-2.71K- 31.74% |
$199K - $247K
|
5.83K
$611K
|
|
|
Feb 05, 2024
Q4 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-2.94K- 12.1% |
$216K - $268K
|
21.3K
$2.24M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-3.74K- 87.23% |
$275K - $342K
|
548
$57.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-3.76K- 3.12% |
$276K - $343K
|
117K
$12.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-3.85K- 3.01% |
$282K - $351K
|
124K
$13M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-3.95K- 4.11% |
$290K - $361K
|
92.1K
$9.65M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-4.03K- 10.14% |
$295K - $367K
|
35.7K
$3.74M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-4.09K- 4.61% |
$300K - $373K
|
84.6K
$8.87M
|
|
|
Aug 20, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-4.87K- 1.41% |
$358K - $445K
|
340K
$35.6M
|