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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
Nova R Wealth, Inc.
|
SELL
|
- |
-40- 0.3% |
$2.22K - $2.38K
|
13.5K
$820K
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-72- 0.32% |
$4K - $4.29K
|
22.3K
$1.36M
|
|
|
Oct 18, 2023
Q3 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-75- 0.31% |
$4.17K - $4.47K
|
24.4K
$1.48M
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-85- 0.52% |
$4.72K - $5.07K
|
16.3K
$988K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-104- 2.35% |
$5.78K - $6.2K
|
4.32K
$263K
|
|
|
Oct 30, 2023
Q3 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-115- 1.99% |
$6.39K - $6.86K
|
5.67K
$345K
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
SELL
|
- |
-124- 0.59% |
$6.89K - $7.39K
|
21K
$1.28M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-136- 0.38% |
$7.55K - $8.11K
|
35.6K
$2.17M
|
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-183- 0.96% |
$10.2K - $10.9K
|
18.9K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-223- 0.37% |
$12.4K - $13.3K
|
60K
$3.65M
|
|
|
Oct 19, 2023
Q3 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-303- 2.26% |
$16.8K - $18.1K
|
13.1K
$798K
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-344- 1.56% |
$19.1K - $20.5K
|
21.7K
$1.32M
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-407- 1.8% |
$22.6K - $24.3K
|
22.1K
$1.35M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-421- 3.38% |
$23.4K - $25.1K
|
12K
$731K
|
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-436- 2.62% |
$24.2K - $26K
|
16.2K
$987K
|
|
|
Oct 27, 2023
Q3 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-469- 0.15% |
$26K - $28K
|
311K
$18.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-666- 2.82% |
$37K - $39.7K
|
23K
$1.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Awm Capital, LLC
|
SELL
|
- |
-713- 0.34% |
$39.6K - $42.5K
|
208K
$12.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-732- 0.96% |
$40.7K - $43.6K
|
75.8K
$4.61M
|
|
|
Oct 10, 2023
Q3 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-812- 0.43% |
$45.1K - $48.4K
|
189K
$11.5M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-834- 0.36% |
$46.3K - $49.7K
|
233K
$14.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-862- 0.36% |
$47.9K - $51.4K
|
237K
$14.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-895- 7.33% |
$49.7K - $53.4K
|
11.3K
$688K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-991- 6.87% |
$55K - $59.1K
|
13.4K
$817K
|
|
|
Oct 25, 2023
Q3 2023
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-1.12K- 1.95% |
$61.9K - $66.5K
|
56K
$3.41M
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-1.37K- 2.22% |
$75.9K - $81.5K
|
60.2K
$3.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.39K- 5.0% |
$76.9K - $82.6K
|
26.3K
$1.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.52K- 1.18% |
$84.6K - $90.8K
|
128K
$7.79M
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.59K- 1.17% |
$88.1K - $94.6K
|
134K
$8.16M
|
|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-2.06K- 3.11% |
$114K - $123K
|
64.2K
$3.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.2K- 29.72% |
$122K - $131K
|
5.2K
$316K
|
|
|
Sep 25, 2024
Q3 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-2.24K- 1.34% |
$125K - $134K
|
166K
$10.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-2.53K- 23.61% |
$140K - $151K
|
8.18K
$497K
|
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-2.78K- 32.2% |
$154K - $166K
|
5.85K
$356K
|
|
|
Oct 20, 2023
Q3 2023
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-2.89K- 0.99% |
$161K - $173K
|
290K
$17.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-3.07K- 13.94% |
$171K - $183K
|
19K
$1.15M
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-3.19K- 86.53% |
$177K - $190K
|
497
$30.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-3.34K- 8.22% |
$185K - $199K
|
37.3K
$2.27M
|
|
|
Oct 30, 2023
Q3 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-3.38K- 5.17% |
$188K - $201K
|
62K
$3.77M
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-3.5K- 7.81% |
$194K - $208K
|
41.2K
$2.51M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.51K- 45.31% |
$195K - $209K
|
4.24K
$258K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-3.85K- 3.0% |
$214K - $229K
|
124K
$7.57M
|
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-5.02K- 4.34% |
$279K - $299K
|
111K
$6.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-5.33K- 5.43% |
$296K - $318K
|
92.9K
$5.65M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.54K- 58.72% |
$308K - $330K
|
3.89K
$237K
|
|
|
Oct 10, 2023
Q3 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-6.63K- 10.89% |
$368K - $395K
|
54.2K
$3.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-7.09K- 3.11% |
$394K - $423K
|
221K
$13.5M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-7.13K- 23.35% |
$396K - $425K
|
23.4K
$1.42M
|
|
|
Nov 30, 2023
Q3 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-7.55K- 5.21% |
$419K - $450K
|
137K
$8.35M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12.3K- 2.83% |
$682K - $732K
|
422K
$25.7M
|