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 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
74+ 0.53% |
$5.43K - $6.75K
|
14.1K
$1.48M
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
56New |
$4.11K - $5.11K
|
56
$5.87K
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
45+ 0.39% |
$3.3K - $4.11K
|
11.5K
$1.2M
|
|
Feb 14, 2024
Q4 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
43+ 0.98% |
$3.16K - $3.92K
|
4.43K
$464K
|
|
Feb 09, 2024
Q4 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
43+ 0.45% |
$3.16K - $3.92K
|
9.66K
$1.01M
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
35+ 6.54% |
$2.57K - $3.19K
|
570
$59.7K
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
34+ 0.34% |
$2.49K - $3.1K
|
10.1K
$1.06M
|
|
Jan 19, 2024
Q4 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
32+ 0.27% |
$2.35K - $2.92K
|
11.8K
$1.23M
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
31+ 0.49% |
$2.27K - $2.83K
|
6.42K
$673K
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
24New |
$1.76K - $2.19K
|
24
$2.51K
|
|
Jan 24, 2024
Q4 2023
|
Brickley Wealth Management
|
BUY
|
- |
21+ 0.65% |
$1.54K - $1.92K
|
3.25K
$341K
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
18+ 0.49% |
$1.32K - $1.64K
|
3.71K
$388K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13New |
$954 - $1.19K
|
13
$1.36K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
11New |
$807 - $1K
|
11
$1.15K
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
6+ 46.15% |
$440 - $548
|
19
$1.99K
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
4+ 0.02% |
$294 - $365
|
16.2K
$1.69M
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
3+ 15.79% |
$220 - $274
|
22
$2.31K
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 0.43% |
$73.4 - $91.3
|
235
$24.6K
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.49% |
$73.4 - $91.3
|
206
$21.6K
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-6Closed |
$440 - $548
|
0
$0
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-6- 0.18% |
$440 - $548
|
3.4K
$356K
|
|
Feb 14, 2024
Q4 2023
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-13- 0.06% |
$954 - $1.19K
|
20.4K
$2.14M
|
|
Feb 05, 2024
Q4 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-15- 0.05% |
$1.1K - $1.37K
|
29.7K
$3.11M
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-19- 0.67% |
$1.39K - $1.73K
|
2.82K
$295K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-29- 1.75% |
$2.13K - $2.65K
|
1.63K
$170K
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-30- 6.38% |
$2.2K - $2.74K
|
440
$46.1K
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-54- 13.81% |
$3.96K - $4.93K
|
337
$35.3K
|
|
Nov 14, 2024
Q4 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-61- 1.02% |
$4.48K - $5.57K
|
5.91K
$619K
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-62- 1.15% |
$4.55K - $5.66K
|
5.31K
$556K
|
|
Jan 18, 2024
Q4 2023
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-68- 0.48% |
$4.99K - $6.21K
|
14K
$1.47M
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-80- 1.53% |
$5.87K - $7.3K
|
5.16K
$541K
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-90- 2.63% |
$6.6K - $8.21K
|
3.33K
$349K
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-92Closed |
$6.75K - $8.4K
|
0
$0
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-136- 10.6% |
$9.98K - $12.4K
|
1.15K
$120K
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-160- 4.14% |
$11.7K - $14.6K
|
3.7K
$388K
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
SELL
|
- |
-169- 4.02% |
$12.4K - $15.4K
|
4.03K
$422K
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-199- 0.79% |
$14.6K - $18.2K
|
24.9K
$2.61M
|
|
Feb 08, 2024
Q4 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-201- 0.76% |
$14.7K - $18.3K
|
26.3K
$2.75M
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-239- 5.58% |
$17.5K - $21.8K
|
4.04K
$424K
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-250- 0.85% |
$18.3K - $22.8K
|
29K
$3.04M
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-252- 2.8% |
$18.5K - $23K
|
8.74K
$915K
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-255- 0.8% |
$18.7K - $23.3K
|
31.8K
$3.33M
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-278- 2.38% |
$20.4K - $25.4K
|
11.4K
$1.19M
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-297- 11.04% |
$21.8K - $27.1K
|
2.39K
$251K
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-336- 42.16% |
$24.7K - $30.7K
|
461
$48.3K
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-343- 2.81% |
$25.2K - $31.3K
|
11.9K
$1.25M
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-353- 3.47% |
$25.9K - $32.2K
|
9.82K
$1.03M
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-375- 10.88% |
$27.5K - $34.2K
|
3.07K
$322K
|