Purchases and Sales Made in Q3 2023 in American Centy ETF Tr Avantis (AVDE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
14.5K+ 6.42% |
$805K - $864K
|
240K
$14.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
14.5K+ 1.69% |
$803K - $862K
|
868K
$52.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.8K+ 6.46% |
$764K - $820K
|
227K
$13.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
13K+ 238.44% |
$723K - $776K
|
18.5K
$1.12M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13K+ 33.02% |
$722K - $775K
|
52.4K
$3.19M
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
12.2K+ 1.55% |
$678K - $728K
|
803K
$48.8M
|
|
|
Oct 12, 2023
Q3 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
11.7K+ 10.48% |
$649K - $697K
|
123K
$7.5M
|
|
|
Oct 20, 2023
Q3 2023
|
Echo Wealth Management, LLC
|
BUY
|
- |
11.6K+ 20.63% |
$644K - $691K
|
67.8K
$4.12M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
10.7KNew |
$595K - $639K
|
10.7K
$652K
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
10KNew |
$557K - $598K
|
10K
$610K
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
9.61K+ 3.46% |
$534K - $573K
|
287K
$17.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
8.61K+ 8.05% |
$478K - $513K
|
116K
$7.03M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.35K+ 23.47% |
$464K - $498K
|
43.9K
$2.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
8.12KNew |
$451K - $484K
|
8.12K
$494K
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
8.12K+ 7.71% |
$451K - $484K
|
113K
$6.89M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
8.04K+ 10.51% |
$447K - $479K
|
84.6K
$5.14M
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
8.01K+ 23.99% |
$445K - $478K
|
41.4K
$2.52M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.86K+ 26.02% |
$436K - $468K
|
38.1K
$2.31M
|
|
|
Oct 18, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
7.61K+ 3.08% |
$423K - $454K
|
255K
$15.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
7.54K+ 1.74% |
$419K - $450K
|
441K
$26.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6.89KNew |
$383K - $411K
|
6.89K
$419K
|
|
|
Nov 09, 2023
Q3 2023
|
Esl Trust Services, LLC
|
BUY
|
- |
6.84K+ 1.09% |
$380K - $408K
|
637K
$38.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
6.83K+ 2.72% |
$379K - $407K
|
257K
$15.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.78KNew |
$377K - $404K
|
6.78K
$412K
|
|
|
Oct 10, 2023
Q3 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
6.7KNew |
$372K - $399K
|
6.7K
$407K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
6.29KNew |
$349K - $375K
|
6.29K
$382K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.22K+ 125.39% |
$345K - $371K
|
11.2K
$680K
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
5.84K+ 71.86% |
$325K - $348K
|
14K
$850K
|
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5.67K+ 4.51% |
$315K - $338K
|
131K
$8M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.62KNew |
$312K - $335K
|
5.62K
$342K
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
5.33KNew |
$296K - $318K
|
5.33K
$324K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
5.02K+ 28.67% |
$279K - $299K
|
22.5K
$1.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.92K+ 7.79% |
$273K - $293K
|
68.1K
$4.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
4.85K+ 57.49% |
$269K - $289K
|
13.3K
$808K
|
|
|
Oct 31, 2023
Q3 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
4.79KNew |
$266K - $285K
|
4.79K
$291K
|
|
|
Nov 03, 2023
Q3 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
4.4K+ 4.57% |
$244K - $262K
|
101K
$6.12M
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
4.25K+ 1.77% |
$236K - $253K
|
245K
$14.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.97K+ 2.53% |
$220K - $236K
|
161K
$9.77M
|
|
|
Oct 17, 2023
Q3 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
3.94K+ 72.95% |
$219K - $235K
|
9.34K
$568K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.78KNew |
$210K - $225K
|
3.78K
$230K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
3.77KNew |
$209K - $225K
|
3.77K
$229K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
3.38K+ 1.22% |
$188K - $201K
|
281K
$17.1M
|
|
|
Nov 29, 2023
Q3 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
3.32K+ 1.13% |
$184K - $198K
|
298K
$18.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
3.24K+ 23.76% |
$180K - $193K
|
16.9K
$1.03M
|
|
|
Oct 16, 2023
Q3 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
3.18K+ 15.02% |
$177K - $190K
|
24.4K
$1.48M
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
3.16K+ 37.72% |
$175K - $188K
|
11.5K
$701K
|
|
|
Oct 12, 2023
Q3 2023
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
3.11K+ 3.57% |
$173K - $186K
|
90.2K
$5.49M
|
|
|
Nov 03, 2023
Q3 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
3.07K+ 5.72% |
$170K - $183K
|
56.7K
$3.45M
|
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
3.04K+ 7.79% |
$169K - $181K
|
42K
$2.56M
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
2.38K+ 2.36% |
$132K - $142K
|
103K
$6.27M
|