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 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
6.6KNew |
$484K - $602K
|
6.6K
$692K
|
|
|
Feb 09, 2024
Q4 2023
|
Bayshore Asset Management, LLC
|
BUY
|
- |
6.29K+ 12.45% |
$462K - $574K
|
56.8K
$5.95M
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
6.29K+ 76.55% |
$462K - $574K
|
14.5K
$1.52M
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
6.16K+ 63.76% |
$452K - $562K
|
15.8K
$1.66M
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
6.15KNew |
$451K - $561K
|
6.15K
$645K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6.1K+ 7.9% |
$447K - $556K
|
83.3K
$8.72M
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
5.8KNew |
$426K - $530K
|
5.8K
$608K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.72K+ 5.62% |
$420K - $522K
|
108K
$11.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
5.7KNew |
$419K - $520K
|
5.7K
$598K
|
|
|
Jan 17, 2024
Q4 2023
|
Echo Wealth Management, LLC
|
BUY
|
- |
5.65K+ 10.53% |
$415K - $516K
|
59.3K
$6.22M
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
5.65K+ 6.13% |
$414K - $515K
|
97.8K
$10.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Unison Advisors LLC
|
BUY
|
- |
5.64K+ 0.5% |
$414K - $515K
|
1.13M
$119M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.61K+ 60.73% |
$411K - $511K
|
14.8K
$1.55M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.59K+ 176.14% |
$410K - $510K
|
8.76K
$918K
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
5.51K+ 1.65% |
$404K - $503K
|
340K
$35.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
5.37K+ 9.45% |
$394K - $490K
|
62.2K
$6.52M
|
|
|
Jan 30, 2024
Q4 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
5.08K+ 5.16% |
$372K - $463K
|
104K
$10.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.05K+ 10.78% |
$370K - $461K
|
51.9K
$5.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
5K+ 18.87% |
$367K - $456K
|
31.5K
$3.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
4.91K+ 9.74% |
$360K - $448K
|
55.3K
$5.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
4.84K+ 29.54% |
$355K - $442K
|
21.2K
$2.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.8K+ 4.53% |
$352K - $438K
|
111K
$11.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
4.63K+ 10.45% |
$340K - $422K
|
48.9K
$5.13M
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
4.61KNew |
$338K - $420K
|
4.61K
$483K
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
4.6K+ 8.99% |
$337K - $419K
|
55.7K
$5.84M
|
|
|
Jan 10, 2024
Q4 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
4.57K+ 5.23% |
$335K - $417K
|
92K
$9.64M
|
|
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
4.56K+ 4.76% |
$334K - $416K
|
100K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
4.41KNew |
$323K - $402K
|
4.41K
$462K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
4.37K+ 7.67% |
$321K - $399K
|
61.4K
$6.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
4.34K+ 37.93% |
$318K - $396K
|
15.8K
$1.65M
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
4.29KNew |
$315K - $392K
|
4.29K
$450K
|
|
|
Jan 25, 2024
Q4 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
4.2K+ 5.11% |
$308K - $383K
|
86.4K
$9.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.15K+ 9.76% |
$304K - $379K
|
46.7K
$4.89M
|
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
4.08K+ 4.23% |
$300K - $373K
|
101K
$10.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.05K+ 4.16% |
$297K - $370K
|
101K
$10.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
4.01K+ 45.58% |
$294K - $366K
|
12.8K
$1.34M
|
|
|
Jan 26, 2024
Q4 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
3.99K+ 2.76% |
$293K - $364K
|
149K
$15.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.95KNew |
$290K - $361K
|
3.95K
$414K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.94KNew |
$289K - $359K
|
3.94K
$413K
|
|
|
Feb 01, 2024
Q4 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
3.88K+ 9.41% |
$285K - $354K
|
45.1K
$4.73M
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.83K+ 30.27% |
$281K - $349K
|
16.5K
$1.73M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.83K+ 3.87% |
$281K - $349K
|
103K
$10.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
3.79K+ 25.58% |
$278K - $345K
|
18.6K
$1.95M
|
|
|
Jan 05, 2024
Q4 2023
|
Selective Wealth Management, Inc.
|
BUY
|
- |
3.76KNew |
$276K - $343K
|
3.76K
$394K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
3.7K+ 11.85% |
$272K - $338K
|
34.9K
$3.66M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3.68K+ 9.95% |
$270K - $336K
|
40.7K
$4.27M
|
|
|
Feb 13, 2024
Q4 2023
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
3.64KNew |
$267K - $332K
|
3.64K
$381K
|
|
|
Jan 09, 2024
Q4 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
3.61K+ 3.19% |
$265K - $329K
|
117K
$12.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
3.6K+ 70.78% |
$264K - $328K
|
8.68K
$910K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.6K+ 10.24% |
$264K - $328K
|
38.7K
$4.06M
|