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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
11.7K+ 69.38% |
$862K - $1.07M
|
28.7K
$3M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
11.7KNew |
$856K - $1.06M
|
11.7K
$1.22M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
11.5KNew |
$843K - $1.05M
|
11.5K
$1.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
11.4K+ 9.64% |
$838K - $1.04M
|
130K
$13.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
11.4KNew |
$834K - $1.04M
|
11.4K
$1.19M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
11.4K+ 30.13% |
$834K - $1.04M
|
49.1K
$5.14M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.3K+ 15.93% |
$830K - $1.03M
|
82.3K
$8.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
11.1K+ 11.38% |
$817K - $1.02M
|
109K
$11.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
10.7K+ 29.4% |
$788K - $980K
|
47.2K
$4.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
10.6K+ 23.15% |
$776K - $965K
|
56.2K
$5.89M
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
BUY
|
- |
10.2K+ 199.86% |
$749K - $932K
|
15.3K
$1.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
10.2K+ 37.5% |
$748K - $930K
|
37.4K
$3.91M
|
|
|
Feb 06, 2024
Q4 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
10.1K+ 22.87% |
$744K - $925K
|
54.5K
$5.71M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
10.1K+ 229.05% |
$740K - $920K
|
14.5K
$1.52M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
9.96K+ 23.66% |
$731K - $909K
|
52K
$5.45M
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
9.9K+ 156.02% |
$726K - $903K
|
16.2K
$1.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
9.74K+ 52.98% |
$715K - $889K
|
28.1K
$2.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
9.68K+ 51.56% |
$710K - $883K
|
28.5K
$2.98M
|
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
9.66K+ 42.71% |
$709K - $882K
|
32.3K
$3.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
9.66K+ 18.65% |
$709K - $881K
|
61.5K
$6.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.64K+ 621.61% |
$707K - $879K
|
11.2K
$1.17M
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
BUY
|
- |
9.63KNew |
$706K - $878K
|
9.63K
$1.01M
|
|
|
Aug 01, 2024
Q4 2023
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
9.62KNew |
$706K - $878K
|
9.62K
$1.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
9.32K+ 3.43% |
$684K - $850K
|
281K
$29.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
9.21K+ 7.52% |
$676K - $840K
|
132K
$13.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
9.1K+ 178.94% |
$668K - $830K
|
14.2K
$1.49M
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
8.99K+ 27.25% |
$660K - $820K
|
42K
$4.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
8.88K+ 53.67% |
$652K - $810K
|
25.4K
$2.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.76KNew |
$643K - $799K
|
8.76K
$918K
|
|
|
Jan 29, 2024
Q4 2023
|
Libra Wealth LLC
|
BUY
|
- |
8.52K+ 17.7% |
$625K - $778K
|
56.7K
$5.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
8.51KNew |
$625K - $777K
|
8.51K
$892K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
8.3K+ 8.22% |
$609K - $757K
|
109K
$11.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
8.28K+ 1.64% |
$608K - $756K
|
514K
$53.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.2K+ 61.65% |
$602K - $748K
|
21.5K
$2.25M
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
8.18KNew |
$601K - $747K
|
8.18K
$858K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
8.12K+ 38.28% |
$596K - $741K
|
29.3K
$3.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
7.91KNew |
$580K - $722K
|
7.91K
$829K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
7.84KNew |
$575K - $715K
|
7.84K
$821K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
7.58K+ 84233.33% |
$556K - $692K
|
7.59K
$795K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
7.58KNew |
$556K - $692K
|
7.58K
$794K
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
7.56K+ 8.94% |
$555K - $690K
|
92.1K
$9.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
7.53K+ 23.73% |
$552K - $687K
|
39.2K
$4.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.49K+ 59.26% |
$549K - $683K
|
20.1K
$2.11M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.27K+ 35.07% |
$533K - $663K
|
28K
$2.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.03K+ 18.16% |
$516K - $641K
|
45.7K
$4.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
6.85K+ 4.94% |
$503K - $625K
|
145K
$15.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
6.79KNew |
$499K - $620K
|
6.79K
$712K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
6.74K+ 6.45% |
$494K - $615K
|
111K
$11.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
6.63KNew |
$486K - $605K
|
6.63K
$694K
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
6.61KNew |
$485K - $603K
|
6.61K
$692K
|