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 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
883+ 4.44% |
$64.8K - $80.6K
|
20.8K
$2.18M
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
848+ 2.72% |
$62.2K - $77.4K
|
32K
$3.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
836+ 2.95% |
$61.3K - $76.3K
|
29.1K
$3.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
827+ 0.49% |
$60.7K - $75.5K
|
168K
$17.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
750+ 0.32% |
$55K - $68.4K
|
236K
$24.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
744+ 3.11% |
$54.6K - $67.9K
|
24.6K
$2.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
670+ 19.36% |
$49.2K - $61.1K
|
4.13K
$433K
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
668+ 0.43% |
$49K - $61K
|
158K
$16.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Tandem Capital Management Corp
|
BUY
|
- |
665+ 15.56% |
$48.8K - $60.7K
|
4.94K
$518K
|
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
645+ 5.37% |
$47.3K - $58.9K
|
12.7K
$1.33M
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
636+ 4.33% |
$46.7K - $58K
|
15.3K
$1.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
636+ 4.33% |
$46.7K - $58K
|
15.3K
$1.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
634+ 2.95% |
$46.5K - $57.9K
|
22.2K
$2.32M
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
599+ 2.06% |
$44K - $54.7K
|
29.7K
$3.11M
|
|
|
Jan 31, 2024
Q4 2023
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
557+ 0.38% |
$40.9K - $50.8K
|
146K
$15.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
556+ 958.62% |
$40.8K - $50.7K
|
614
$64.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
546+ 15.89% |
$40.1K - $49.8K
|
3.98K
$417K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
522+ 6.41% |
$38.3K - $47.6K
|
8.67K
$908K
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
517+ 2.63% |
$37.9K - $47.2K
|
20.1K
$2.11M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
498+ 11.1% |
$36.5K - $45.4K
|
4.98K
$522K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
466+ 12.79% |
$34.2K - $42.5K
|
4.11K
$431K
|
|
|
Jan 25, 2024
Q4 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
410+ 0.28% |
$30.1K - $37.4K
|
146K
$15.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
408New |
$29.9K - $37.2K
|
408
$42.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
400+ 2.28% |
$29.4K - $36.5K
|
17.9K
$1.88M
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
361New |
$26.5K - $32.9K
|
361
$37.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Northland Capital Management LLC
|
BUY
|
- |
354+ 1.24% |
$26K - $32.3K
|
28.9K
$3.03M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
346+ 576.67% |
$25.4K - $31.6K
|
406
$42.5K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
328New |
$24.1K - $29.9K
|
328
$34.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
309+ 5.59% |
$22.7K - $28.2K
|
5.83K
$611K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
286+ 0.73% |
$21K - $26.1K
|
39.6K
$4.15M
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
278+ 0.25% |
$20.4K - $25.4K
|
110K
$11.5M
|
|
|
Jan 30, 2024
Q4 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
248+ 0.23% |
$18.2K - $22.6K
|
109K
$11.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
230+ 6.47% |
$16.9K - $21K
|
3.78K
$396K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
227+ 1.53% |
$16.7K - $20.7K
|
15K
$1.57M
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
215+ 3.04% |
$15.8K - $19.6K
|
7.28K
$763K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
206+ 9.62% |
$15.1K - $18.8K
|
2.35K
$246K
|
|
|
Jan 17, 2024
Q4 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
199New |
$14.6K - $18.2K
|
199
$20.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
180+ 5.93% |
$13.2K - $16.4K
|
3.22K
$337K
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
152+ 4.84% |
$11.2K - $13.9K
|
3.3K
$345K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
149+ 4.15% |
$10.9K - $13.6K
|
3.74K
$392K
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
141+ 2.83% |
$10.3K - $12.9K
|
5.13K
$537K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
130+ 0.86% |
$9.54K - $11.9K
|
15.2K
$1.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
108+ 0.36% |
$7.93K - $9.86K
|
30K
$3.14M
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
107+ 1.22% |
$7.85K - $9.76K
|
8.85K
$928K
|
|
|
Feb 13, 2024
Q4 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
105+ 1.88% |
$7.7K - $9.58K
|
5.7K
$597K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
100+ 2.41% |
$7.34K - $9.13K
|
4.25K
$445K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
100New |
$7.34K - $9.13K
|
100
$10.5K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
99New |
$7.26K - $9.03K
|
99
$10.4K
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
84+ 15.82% |
$6.16K - $7.67K
|
615
$64.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
78+ 0.45% |
$5.72K - $7.12K
|
17.5K
$1.84M
|