Purchases and Sales Made in Q2 2023 in American Centy ETF Tr Avantis (AVDE)
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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
57+ 0.71% |
$3.17K - $3.38K
|
8.13K
$524K
|
|
|
Aug 04, 2023
Q2 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
50+ 0.93% |
$2.78K - $2.96K
|
5.4K
$348K
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
27+ 0.11% |
$1.5K - $1.6K
|
23.6K
$1.52M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
25+ 0.67% |
$1.39K - $1.48K
|
3.75K
$242K
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
10+ 0.17% |
$557 - $592
|
5.75K
$371K
|
|
|
Jul 26, 2023
Q2 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
7+ 0.02% |
$390 - $415
|
40.6K
$2.62M
|
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 100.0% |
$55.7 - $59.2
|
2
$129
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3- 0.06% |
$167 - $178
|
5.08K
$327K
|
|
|
Jul 20, 2023
Q2 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-7- 0.12% |
$390 - $415
|
5.79K
$373K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-51- 0.19% |
$2.84K - $3.02K
|
26.5K
$1.71M
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-100- 2.37% |
$5.57K - $5.92K
|
4.13K
$266K
|
|
|
Oct 15, 2024
Q2 2023
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-112- 0.17% |
$6.24K - $6.63K
|
65.2K
$4.2M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-116- 2.55% |
$6.46K - $6.87K
|
4.43K
$285K
|
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-128- 0.76% |
$7.13K - $7.58K
|
16.7K
$1.07M
|
|
|
Jul 13, 2023
Q2 2023
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-137- 0.24% |
$7.63K - $8.11K
|
57.1K
$3.68M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-137- 0.71% |
$7.63K - $8.11K
|
19.2K
$1.24M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-137- 0.71% |
$7.63K - $8.11K
|
19.2K
$1.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-153- 0.15% |
$8.52K - $9.06K
|
101K
$6.53M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-156- 0.39% |
$8.69K - $9.24K
|
39.4K
$2.54M
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-228- 0.3% |
$12.7K - $13.5K
|
76.5K
$4.93M
|
|
|
Aug 07, 2023
Q2 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-283- 0.23% |
$15.8K - $16.8K
|
121K
$7.81M
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-283- 3.27% |
$15.8K - $16.8K
|
8.37K
$539K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-328- 22.97% |
$18.3K - $19.4K
|
1.1K
$70.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-330- 0.59% |
$18.4K - $19.5K
|
55.9K
$3.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-343- 2.32% |
$19.1K - $20.3K
|
14.4K
$930K
|
|
|
Jul 14, 2023
Q2 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-365- 1.47% |
$20.3K - $21.6K
|
24.5K
$1.58M
|
|
|
Aug 02, 2023
Q2 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-449- 0.43% |
$25K - $26.6K
|
104K
$6.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-540- 1.0% |
$30.1K - $32K
|
53.7K
$3.46M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-643- 15.46% |
$35.8K - $38.1K
|
3.52K
$227K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-762- 2.2% |
$42.4K - $45.1K
|
33.8K
$2.18M
|
|
|
Jul 26, 2023
Q2 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-794- 5.59% |
$44.2K - $47K
|
13.4K
$865K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-813- 3.92% |
$45.3K - $48.2K
|
19.9K
$1.28M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-815- 2.93% |
$45.4K - $48.3K
|
27K
$1.74M
|
|
|
Sep 13, 2023
Q2 2023
|
Awm Capital, LLC
|
SELL
|
- |
-917- 0.44% |
$51.1K - $54.3K
|
208K
$13.4M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
SELL
|
- |
-1.07K- 4.82% |
$59.6K - $63.4K
|
21.1K
$1.36M
|
|
|
Jul 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-1.16K- 8.58% |
$64.8K - $68.9K
|
12.4K
$799K
|
|
|
Jul 12, 2023
Q2 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-1.28K- 0.67% |
$71.1K - $75.6K
|
189K
$12.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.29K- 4.83% |
$71.9K - $76.5K
|
25.5K
$1.64M
|
|
|
Jul 31, 2023
Q2 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-1.5K- 2.6% |
$83.5K - $88.8K
|
56.2K
$3.62M
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.57K- 6.49% |
$87.1K - $92.7K
|
22.6K
$1.45M
|
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.58K- 29.97% |
$87.9K - $93.5K
|
3.69K
$238K
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-2.17K- 2.02% |
$121K - $128K
|
105K
$6.78M
|
|
|
Aug 10, 2023
Q2 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-2.23K- 0.75% |
$124K - $132K
|
295K
$19M
|
|
|
Jul 06, 2023
Q2 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-2.66K- 6.89% |
$148K - $157K
|
35.9K
$2.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-2.66K- 2.64% |
$148K - $157K
|
98.2K
$6.33M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-2.7K- 2.06% |
$150K - $160K
|
128K
$8.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.06K- 4.81% |
$170K - $181K
|
60.6K
$3.9M
|
|
|
Oct 02, 2024
Q2 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-3.15K- 1.21% |
$175K - $187K
|
256K
$16.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-3.43K- 3.18% |
$191K - $203K
|
104K
$6.72M
|