Purchases and Sales Made in Q1 2023 in American Centy ETF Tr Avantis (AVDV)

AVDV Quotes by TradingView

This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDV) during Q1 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
May 12, 2023 Q1 2023
Jrm Investment Counsel, LLC

BUY
 -
9.07K
+ 5.83%
$501K - $550K
165K $10.7M
May 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
8.71K
New
$481K - $527K
8.71K $565K
Apr 11, 2023 Q1 2023
Wedmont Private Capital

BUY
 -
8.54K
+ 17.73%
$471K - $517K
56.7K $3.68M
Apr 19, 2023 Q1 2023
Shufro Rose & CO LLC

BUY
 -
8.5K
+ 140.86%
$469K - $515K
14.5K $944K
Apr 24, 2023 Q1 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
7.32K
New
$404K - $443K
7.32K $475K
Apr 19, 2023 Q1 2023
Mraz, Amerine & Associates, Inc.

BUY
 -
6.88K
+ 6.98%
$380K - $416K
105K $6.84M
Apr 21, 2023 Q1 2023
Index Fund Advisors, Inc.

BUY
 -
6.83K
New
$377K - $414K
6.83K $443K
Apr 21, 2023 Q1 2023
Atwood & Palmer Inc

BUY
 -
6.7K
+ 5.12%
$370K - $406K
137K $8.92M
May 10, 2023 Q1 2023
Cardinal Point Wealth Management Partners, LLC

BUY
 -
6.6K
+ 88.77%
$364K - $400K
14K $911K
Jun 21, 2023 Q1 2023
Cardinal Point Capital Management, Ulc

Toronto, Z4
BUY
 -
6.6K
+ 88.77%
$364K - $400K
14K $911K
Apr 24, 2023 Q1 2023
Prosperity Consulting Group, LLC

BUY
 -
6.56K
+ 7.43%
$362K - $397K
94.8K $6.16M
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
6.33K
+ 900.28%
$349K - $383K
7.03K $457K
May 08, 2023 Q1 2023
Brighton Jones LLC

BUY
 -
6.22K
New
$343K - $377K
6.22K $403K
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
6.05K
+ 12.82%
$334K - $366K
53.2K $3.45M
May 11, 2023 Q1 2023
Root Financial Partners, LLC

Solana Beach, CA
BUY
 -
5.72K
New
$316K - $347K
5.72K $371K
May 11, 2023 Q1 2023
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
5.53K
New
$305K - $335K
5.53K $359K
Apr 24, 2023 Q1 2023
Opus Capital Group, LLC

BUY
 -
5.5K
+ 1.84%
$304K - $333K
304K $19.8M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
5.46K
+ 31.61%
$301K - $331K
22.7K $1.48M
May 03, 2023 Q1 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
5.27K
New
$291K - $319K
5.27K $342K
Apr 18, 2023 Q1 2023
Park Avenue Securities LLC

BUY
 -
5.15K
+ 24.81%
$284K - $312K
25.9K $1.68M
May 05, 2023 Q1 2023
Good Life Advisors, LLC

BUY
 -
5.14K
+ 137.43%
$284K - $311K
8.88K $576K
Apr 18, 2023 Q1 2023
First National Bank Sioux Falls

BUY
 -
5.12K
+ 50.51%
$283K - $310K
15.3K $990K
Apr 11, 2023 Q1 2023
Rvw Wealth, LLC

BUY
 -
4.8K
New
$265K - $291K
4.8K $312K
Apr 26, 2023 Q1 2023
Chicago Partners Investment Group LLC

BUY
 -
4.59K
+ 7.77%
$253K - $278K
63.7K $4.14M
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
4.55K
New
$251K - $276K
4.55K $295K
May 05, 2023 Q1 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
4.49K
New
$248K - $272K
4.49K $291K
May 12, 2023 Q1 2023
Greenspring Advisors, LLC

BUY
 -
4.48K
+ 15.13%
$247K - $271K
34.1K $2.21M
Apr 26, 2023 Q1 2023
Destiny Wealth Partners, LLC

BUY
 -
4.35K
+ 11.26%
$240K - $263K
42.9K $2.79M
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
4.35K
New
$240K - $263K
4.35K $282K
May 04, 2023 Q1 2023
Oakwell Private Wealth Management, LLC

BUY
 -
4.33K
+ 5.17%
$239K - $262K
88K $5.72M
May 12, 2023 Q1 2023
Great Point Wealth Advisors, LLC

Boston, MA
BUY
 -
4.28K
+ 2.65%
$236K - $259K
165K $10.7M
May 01, 2023 Q1 2023
Capasso Planning Partners LLC

Charleston, SC
BUY
 -
4.09K
+ 5.52%
$226K - $248K
78.2K $5.08M
Apr 28, 2023 Q1 2023
Brickley Wealth Management

BUY
 -
4.01K
+ 0.92%
$221K - $243K
439K $28.5M
May 08, 2023 Q1 2023
Pcg Wealth Advisors, LLC

BUY
 -
3.99K
New
$220K - $242K
3.99K $259K
May 04, 2023 Q1 2023
Larson Financial Group LLC

BUY
 -
3.87K
+ 0.58%
$214K - $235K
671K $43.6M
Apr 13, 2023 Q1 2023
Apeiron Ria LLC

BUY
 -
3.74K
+ 3.76%
$207K - $227K
103K $6.71M
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

BUY
 -
3.72K
+ 23.09%
$205K - $225K
19.8K $1.29M
Apr 19, 2023 Q1 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
3.54K
New
$196K - $215K
3.54K $230K
May 03, 2023 Q1 2023
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
3.44K
New
$190K - $208K
3.44K $223K
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
3.36K
+ 17.8%
$185K - $203K
22.2K $1.44M
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
3.33K
+ 62.03%
$184K - $202K
8.71K $565K
May 05, 2023 Q1 2023
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
3.31K
+ 9.03%
$183K - $200K
39.9K $2.59M
May 15, 2023 Q1 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
3.29K
New
$182K - $199K
3.29K $214K
Apr 20, 2023 Q1 2023
Fortress Wealth Management, Inc.

BUY
 -
3.22K
+ 5.39%
$178K - $195K
62.9K $4.09M
Apr 21, 2023 Q1 2023
Wealth Architects, LLC

BUY
 -
3.08K
+ 3.25%
$170K - $187K
97.8K $6.35M
Apr 12, 2023 Q1 2023
Collective Family Office LLC

BUY
 -
2.92K
+ 3.64%
$161K - $177K
83.3K $5.4M
Apr 17, 2023 Q1 2023
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
2.77K
+ 5.54%
$153K - $168K
52.7K $3.42M
Apr 24, 2023 Q1 2023
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
2.28K
+ 0.66%
$126K - $138K
346K $22.4M
May 15, 2023 Q1 2023
Delap Wealth Advisory, LLC

Lake Oswego, OR
BUY
 -
2.19K
+ 8.68%
$121K - $132K
27.4K $1.78M

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