Purchases and Sales Made in Q1 2023 in American Centy ETF Tr Avantis (AVDV)
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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
5New |
$276 - $303
|
5
$325
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1- -0.0% |
$55.2 - $60.6
|
26.6K
$1.73M
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-3- 0.04% |
$166 - $182
|
7K
$454K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-9- 52.94% |
$497 - $545
|
8
$519
|
|
|
Aug 03, 2023
Q1 2023
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-12- 0.06% |
$662 - $727
|
18.7K
$1.21M
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-16- 20.0% |
$883 - $969
|
64
$4.15K
|
|
|
Apr 10, 2023
Q1 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-40- 1.1% |
$2.21K - $2.42K
|
3.61K
$234K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-81- 72.97% |
$4.47K - $4.91K
|
30
$1.95K
|
|
|
May 09, 2023
Q1 2023
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-82- 2.02% |
$4.53K - $4.97K
|
3.98K
$259K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-99- 0.44% |
$5.46K - $6K
|
22.2K
$1.44M
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-119- 1.52% |
$6.57K - $7.21K
|
7.71K
$501K
|
|
|
Apr 17, 2023
Q1 2023
|
Northland Capital Management LLC
|
SELL
|
- |
-143- 0.21% |
$7.89K - $8.66K
|
69.5K
$4.51M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-147- 95.45% |
$8.11K - $8.91K
|
7
$454
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-150- 0.71% |
$8.28K - $9.09K
|
21.1K
$1.37M
|
|
|
Apr 24, 2023
Q1 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-200- 1.08% |
$11K - $12.1K
|
18.3K
$1.19M
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-224- 86.49% |
$12.4K - $13.6K
|
35
$2.27K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-244- 0.9% |
$13.5K - $14.8K
|
26.8K
$1.74M
|
|
|
May 01, 2023
Q1 2023
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-251- 2.24% |
$13.9K - $15.2K
|
11K
$711K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-278- 0.08% |
$15.3K - $16.8K
|
351K
$22.8M
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-383- 8.05% |
$21.1K - $23.2K
|
4.38K
$284K
|
|
|
May 05, 2023
Q1 2023
|
Kraft Asset Management, LLC
|
SELL
|
- |
-450- 1.61% |
$24.8K - $27.3K
|
27.4K
$1.78M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-472- 1.22% |
$26.1K - $28.6K
|
38.1K
$2.47M
|
|
|
Apr 11, 2023
Q1 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-473- 0.31% |
$26.1K - $28.7K
|
151K
$9.78M
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-627- 1.87% |
$34.6K - $38K
|
32.9K
$2.14M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-659- 11.95% |
$36.4K - $39.9K
|
4.86K
$315K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-689- 1.81% |
$38K - $41.7K
|
37.4K
$2.43M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-780- 1.94% |
$43.1K - $47.3K
|
39.3K
$2.55M
|
|
|
May 05, 2023
Q1 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-871- 2.03% |
$48.1K - $52.8K
|
42.1K
$2.73M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.1K- 9.26% |
$60.4K - $66.3K
|
10.7K
$697K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.11K- 23.67% |
$61.5K - $67.5K
|
3.59K
$233K
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.12K- 8.45% |
$61.8K - $67.8K
|
12.1K
$787K
|
|
|
Apr 07, 2023
Q1 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-1.14K- 1.03% |
$62.8K - $68.9K
|
109K
$7.11M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.4K- 6.12% |
$77.4K - $85K
|
21.5K
$1.4M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.46K- 17.12% |
$80.3K - $88.1K
|
7.05K
$457K
|
|
|
Apr 10, 2023
Q1 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-1.73K- 5.49% |
$95.6K - $105K
|
29.8K
$1.93M
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.84K- 2.74% |
$102K - $112K
|
65.6K
$4.26M
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-2.04K- 1.19% |
$113K - $124K
|
170K
$11M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-2.5K- 6.17% |
$138K - $151K
|
38K
$2.47M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.6K- 3.58% |
$144K - $158K
|
70.2K
$4.56M
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.6K- 3.58% |
$144K - $158K
|
70.2K
$4.56M
|
|
|
May 05, 2023
Q1 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-2.9K- 4.39% |
$160K - $176K
|
63.1K
$4.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.46K- 16.14% |
$191K - $210K
|
18K
$1.17M
|
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-3.74K- 9.72% |
$206K - $226K
|
34.7K
$2.25M
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-3.84K- 17.09% |
$212K - $233K
|
18.6K
$1.21M
|
|
|
Apr 14, 2023
Q1 2023
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-5.39K- 20.19% |
$297K - $326K
|
21.3K
$1.38M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-5.49K- 23.05% |
$303K - $332K
|
18.3K
$1.19M
|
|
|
May 11, 2023
Q1 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-5.96K- 21.65% |
$329K - $361K
|
21.6K
$1.4M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.3K- 58.35% |
$792K - $869K
|
10.2K
$664K
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-18.7K- 36.48% |
$1.03M - $1.14M
|
32.6K
$2.12M
|