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 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-5.57K- 3.38% |
$409K - $508K
|
159K
$16.7M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-6.22K- 13.17% |
$457K - $568K
|
41K
$4.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.29K- 49.97% |
$461K - $574K
|
6.29K
$659K
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-7.06K- 0.68% |
$518K - $644K
|
1.03M
$108M
|
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-7.1K- 5.85% |
$521K - $648K
|
114K
$12M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.31K- 46.36% |
$536K - $667K
|
8.46K
$886K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.73K- 24.33% |
$567K - $705K
|
24K
$2.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-9.1K- 24.14% |
$668K - $830K
|
28.6K
$3M
|
|
|
Jan 23, 2024
Q4 2023
|
Satovsky Asset Management LLC
|
SELL
|
- |
-10.5K- 1.67% |
$767K - $954K
|
617K
$64.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-12K- 54.46% |
$881K - $1.1M
|
10K
$1.05M
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-13.1K- 15.77% |
$963K - $1.2M
|
70.1K
$7.34M
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-14.3K- 8.53% |
$1.05M - $1.31M
|
153K
$16.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-16.1K- 27.78% |
$1.18M - $1.46M
|
41.7K
$4.37M
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-16.2K- 76.57% |
$1.19M - $1.48M
|
4.96K
$519K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-16.6K- 26.08% |
$1.22M - $1.51M
|
47K
$4.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-22.1K- 33.39% |
$1.62M - $2.02M
|
44.1K
$4.62M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-22.3K- 57.68% |
$1.64M - $2.04M
|
16.4K
$1.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-23.1K- 76.08% |
$1.7M - $2.11M
|
7.26K
$761K
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-25.5K- 34.14% |
$1.87M - $2.33M
|
49.3K
$5.16M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-26.5K- 34.83% |
$1.94M - $2.42M
|
49.6K
$5.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-28.8K- 30.45% |
$2.11M - $2.63M
|
65.7K
$6.89M
|
|
|
Jan 29, 2024
Q4 2023
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-30.3K- 11.71% |
$2.23M - $2.77M
|
229K
$24M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-30.7K- 77.44% |
$2.25M - $2.8M
|
8.95K
$937K
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-35.9K- 91.04% |
$2.63M - $3.27M
|
3.53K
$370K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-60.5K- 82.2% |
$4.44M - $5.52M
|
13.1K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-63.9K- 7.98% |
$4.69M - $5.83M
|
736K
$77.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-67K- 13.11% |
$4.92M - $6.12M
|
445K
$46.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-85.6K- 32.2% |
$6.28M - $7.81M
|
180K
$18.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-143K- 3.96% |
$10.5M - $13.1M
|
3.47M
$364M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-822K- 27.71% |
$60.4M - $75M
|
2.15M
$225M
|