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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q4 2023
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
60.3KNew |
$4.43M - $5.5M
|
60.3K
$6.35M
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
57.9K+ 14.11% |
$4.25M - $5.28M
|
468K
$49.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
56.9KNew |
$4.18M - $5.19M
|
56.9K
$5.99M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
55.4KNew |
$4.06M - $5.05M
|
55.4K
$5.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
55.2K+ 9.77% |
$4.05M - $5.04M
|
621K
$65.4M
|
|
|
Aug 14, 2024
Q4 2023
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
55KNew |
$4.04M - $5.02M
|
55K
$5.79M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
54.9KNew |
$4.03M - $5.01M
|
54.9K
$5.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
54.8K+ 855.07% |
$4.02M - $5M
|
61.2K
$6.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
52.5KNew |
$3.85M - $4.79M
|
52.5K
$5.53M
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
51.2K+ 24.86% |
$3.76M - $4.68M
|
257K
$27.1M
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
50.1K+ 30.02% |
$3.68M - $4.57M
|
217K
$22.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
48.6KNew |
$3.56M - $4.43M
|
48.6K
$5.11M
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
48.3K+ 8876.65% |
$3.54M - $4.41M
|
48.8K
$5.14M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
48.2K+ 14.53% |
$3.54M - $4.4M
|
380K
$40M
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
48.1K+ 515.19% |
$3.53M - $4.39M
|
57.4K
$6.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
BUY
|
- |
47.3K+ 7.77% |
$3.47M - $4.32M
|
656K
$69M
|
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
46.9KNew |
$3.44M - $4.28M
|
46.9K
$4.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
46.3K+ 88.1% |
$3.4M - $4.23M
|
98.9K
$10.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
45.5KNew |
$3.34M - $4.15M
|
45.5K
$4.79M
|
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
43.3K+ 500.46% |
$3.18M - $3.95M
|
52K
$5.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
40.6K+ 10.46% |
$2.98M - $3.71M
|
429K
$45.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
40.4K+ 24.73% |
$2.96M - $3.69M
|
204K
$21.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
39.4K+ 9.63% |
$2.89M - $3.59M
|
448K
$47.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
37.9K+ 5.29% |
$2.78M - $3.46M
|
754K
$79.4M
|
|
|
Mar 20, 2024
Q4 2023
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
36.2KNew |
$2.66M - $3.3M
|
36.2K
$3.81M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
35.7KNew |
$2.62M - $3.26M
|
35.7K
$3.76M
|
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
35.3KNew |
$2.59M - $3.22M
|
35.3K
$3.71M
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
34.9K+ 23.33% |
$2.56M - $3.18M
|
184K
$19.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
34.7K+ 5.07% |
$2.54M - $3.16M
|
718K
$75.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
34.5KNew |
$2.53M - $3.15M
|
34.5K
$3.63M
|
|
|
Mar 05, 2024
Q4 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
34.2K+ 126.43% |
$2.51M - $3.12M
|
61.3K
$6.45M
|
|
|
Jan 30, 2024
Q4 2023
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
33.9KNew |
$2.49M - $3.1M
|
33.9K
$3.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
33.8KNew |
$2.48M - $3.08M
|
33.8K
$3.56M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
33.5K+ 27.74% |
$2.46M - $3.06M
|
154K
$16.2M
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
32.9KNew |
$2.42M - $3M
|
32.9K
$3.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
32.6K+ 89.03% |
$2.39M - $2.97M
|
69.1K
$7.28M
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
32.5KNew |
$2.38M - $2.97M
|
32.5K
$3.42M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
32K+ 49.21% |
$2.35M - $2.92M
|
97K
$10.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
31.9K+ 5.28% |
$2.34M - $2.91M
|
636K
$66.9M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
31.4KNew |
$2.31M - $2.87M
|
31.4K
$3.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
31.2K+ 22.02% |
$2.29M - $2.85M
|
173K
$18.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
30.9K+ 23.91% |
$2.27M - $2.82M
|
160K
$16.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
29.6K+ 3.88% |
$2.17M - $2.7M
|
792K
$83.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
28.8K+ 15.73% |
$2.11M - $2.63M
|
212K
$22.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
28.7KNew |
$2.11M - $2.62M
|
28.7K
$3.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
28.2K+ 204.5% |
$2.07M - $2.57M
|
42K
$4.42M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
28K+ 49.9% |
$2.05M - $2.55M
|
84K
$8.84M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
27.5K+ 456.04% |
$2.02M - $2.51M
|
33.5K
$3.53M
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
27.5K+ 8.77% |
$2.01M - $2.51M
|
341K
$35.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
26.8KNew |
$1.96M - $2.44M
|
26.8K
$2.82M
|