Purchases and Sales Made in Q2 2023 in American Centy ETF Tr Avantis (AVDE)

AVDE Quotes by TradingView

This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDE) during Q2 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
Jul 21, 2023 Q2 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
2.7M
New
$150M - $160M
2.7M $168M
Aug 14, 2023 Q2 2023
Jane Street Group, LLC

New York, NY
BUY
 -
450K
+ 46.29%
$25.1M - $26.7M
1.42M $88.4M
Aug 14, 2023 Q2 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
283K
New
$15.8M - $16.8M
283K $17.6M
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
BUY
 -
276K
New
$15.4M - $16.3M
276K $17.2M
Aug 14, 2023 Q2 2023
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
272K
New
$15.2M - $16.1M
272K $16.9M
Jul 20, 2023 Q2 2023
Rockwood Wealth Management, LLC

New Hope, PA
BUY
 -
260K
+ 18.6%
$14.5M - $15.4M
1.66M $103M
Aug 10, 2023 Q2 2023
Trellis Wealth Advisors LLC

San Luis Obispo, CA
BUY
 -
241K
New
$13.4M - $14.3M
241K $15M
Jul 25, 2023 Q2 2023
Fifth Third Bancorp

BUY
 -
228K
New
$12.7M - $13.5M
228K $14.2M
Aug 14, 2023 Q2 2023
Wms Partners, LLC

BUY
 -
192K
+ 15.26%
$10.7M - $11.4M
1.45M $90M
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
171K
+ 8.46%
$9.51M - $10.1M
2.19M $136M
Aug 09, 2023 Q2 2023
Old Mission Capital LLC

BUY
 -
138K
New
$7.71M - $8.2M
138K $8.6M
Aug 18, 2023 Q2 2023
Arq Wealth Advisors, LLC

BUY
 -
132K
+ 1007.25%
$7.34M - $7.81M
145K $9M
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
101K
+ 37.11%
$5.64M - $6M
375K $23.3M
Jul 12, 2023 Q2 2023
Symphony Financial, Ltd. Co.

BUY
 -
99.5K
+ 317.19%
$5.54M - $5.89M
131K $8.13M
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
96.1K
+ 15.1%
$5.35M - $5.69M
733K $45.5M
Aug 17, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
84.9K
+ 140.23%
$4.73M - $5.03M
146K $9.04M
Aug 07, 2023 Q2 2023
Greenup Street Wealth Management LLC

BUY
 -
83.1K
+ 12.08%
$4.63M - $4.92M
771K $47.9M
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
78.8K
+ 411.81%
$4.39M - $4.67M
98K $6.09M
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
76.7K
+ 17.94%
$4.27M - $4.54M
504K $31.3M
Jul 24, 2023 Q2 2023
Werba Rubin Papier Wealth Management

San Jose, CA
BUY
 -
70.9K
+ 10.94%
$3.95M - $4.2M
719K $44.7M
Aug 11, 2023 Q2 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
70.3K
+ 191.35%
$3.91M - $4.16M
107K $6.65M
Jul 13, 2023 Q2 2023
Highland Financial Advisors, LLC

BUY
 -
68.6K
+ 47.83%
$3.82M - $4.06M
212K $13.2M
Aug 02, 2023 Q2 2023
Vista Wealth Management Group, LLC

BUY
 -
67.9K
+ 9.59%
$3.78M - $4.02M
776K $48.2M
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
64.2K
+ 186.45%
$3.57M - $3.8M
98.6K $6.13M
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
63.8K
+ 47.59%
$3.55M - $3.78M
198K $12.3M
Jul 13, 2023 Q2 2023
Waypoint Capital Advisors, LLC

BUY
 -
62.6K
+ 12.19%
$3.48M - $3.71M
576K $35.8M
Aug 14, 2023 Q2 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
60.2K
New
$3.35M - $3.57M
60.2K $3.74M
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
54K
New
$3M - $3.2M
54K $3.35M
Aug 14, 2023 Q2 2023
American Century Companies Inc

Kansas City, MO
BUY
 -
53.4K
+ 3.51%
$2.97M - $3.16M
1.58M $97.9M
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
50.3K
+ 57.61%
$2.8M - $2.98M
137K $8.55M
Aug 03, 2023 Q2 2023
Wmg Financial Advisors, LLC

BUY
 -
46.3K
+ 103.28%
$2.58M - $2.74M
91.1K $5.66M
Jul 20, 2023 Q2 2023
Tarbox Family Office, Inc.

BUY
 -
39.1K
+ 543.04%
$2.18M - $2.31M
46.3K $2.88M
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
37K
+ 18.76%
$2.06M - $2.19M
234K $14.6M
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
33.2K
+ 18.18%
$1.85M - $1.97M
216K $13.4M
Jul 18, 2023 Q2 2023
Annapolis Financial Services, LLC

BUY
 -
32.4K
+ 13.71%
$1.8M - $1.92M
268K $16.7M
Jul 10, 2023 Q2 2023
Garrett Investment Advisors LLC

BUY
 -
31.2K
+ 9.51%
$1.74M - $1.85M
359K $22.3M
Jul 18, 2023 Q2 2023
Atwood & Palmer Inc

BUY
 -
29.4K
+ 6.3%
$1.64M - $1.74M
496K $30.8M
Aug 14, 2023 Q2 2023
Pacific Life Fund Advisors LLC

Newport Beach, CA
BUY
 -
27.7K
+ 5.18%
$1.54M - $1.64M
563K $35M
Jul 20, 2023 Q2 2023
Stephens Consulting, LLC

Flint, MI
BUY
 -
26.8K
+ 39.24%
$1.49M - $1.59M
95.2K $5.92M
Aug 11, 2023 Q2 2023
V Wealth Advisors LLC

BUY
 -
26.7K
+ 15.78%
$1.48M - $1.58M
196K $12.2M
Aug 03, 2023 Q2 2023
Financial Futures LTD Liability Co.

BUY
 -
26.5K
+ 52.85%
$1.47M - $1.57M
76.6K $4.76M
Jul 14, 2023 Q2 2023
Park Avenue Securities LLC

BUY
 -
25.9K
+ 24.56%
$1.44M - $1.54M
132K $8.17M
Aug 14, 2023 Q2 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
25.5K
New
$1.42M - $1.51M
25.5K $1.58M
Aug 14, 2023 Q2 2023
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
25K
New
$1.39M - $1.48M
25K $1.55M
Aug 10, 2023 Q2 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
24.6K
+ 3.99%
$1.37M - $1.46M
641K $39.9M
Aug 09, 2023 Q2 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
21.5K
+ 7.44%
$1.2M - $1.27M
310K $19.3M
Aug 10, 2023 Q2 2023
Iag Wealth Partners, LLC

BUY
 -
20.2K
New
$1.12M - $1.19M
20.2K $1.25M
Aug 14, 2023 Q2 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
19.1K
+ 43.31%
$1.06M - $1.13M
63.1K $3.92M
Jul 24, 2023 Q2 2023
Trilogy Capital Inc.

BUY
 -
18.6K
+ 126.28%
$1.04M - $1.1M
33.4K $2.08M

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