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 26, 2023
Q1 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-19.8K- 7.81% |
$1.09M - $1.2M
|
234K
$15.2M
|
|
|
May 01, 2023
Q1 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-20.5K- 63.81% |
$1.13M - $1.24M
|
11.6K
$755K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-65.9K- 43.19% |
$3.64M - $3.99M
|
86.8K
$5.63M
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-76.4K- 47.56% |
$4.22M - $4.63M
|
84.3K
$5.47M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-94.8K- 85.09% |
$5.23M - $5.74M
|
16.6K
$1.08M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-161K- 97.36% |
$8.86M - $9.73M
|
4.35K
$282K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-221K- 25.21% |
$12.2M - $13.4M
|
656K
$42.6M
|
|
|
Aug 08, 2024
Q1 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-451K- 19.56% |
$24.9M - $27.3M
|
1.85M
$120M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-683K- 14.71% |
$37.7M - $41.4M
|
3.96M
$257M
|