Purchases and Sales Made in Q2 2023 in American Centy ETF Tr Avantis (AVDV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
462K+ 532.09% |
$25.9M - $27.8M
|
548K
$35.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
404K+ 7.83% |
$22.7M - $24.3M
|
5.57M
$360M
|
|
|
Aug 08, 2023
Q2 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
398KNew |
$22.3M - $23.9M
|
398K
$25.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
382K+ 3063.61% |
$21.4M - $23M
|
394K
$25.5M
|
|
|
Aug 08, 2024
Q2 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
372K+ 20.04% |
$20.8M - $22.3M
|
2.23M
$144M
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
351K+ 439.35% |
$19.7M - $21.1M
|
431K
$27.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
287K+ 191.96% |
$16.1M - $17.2M
|
436K
$28.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
213K+ 820.55% |
$11.9M - $12.8M
|
238K
$15.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
199KNew |
$11.1M - $11.9M
|
199K
$12.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
179KNew |
$10M - $10.8M
|
179K
$11.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
173K+ 4.36% |
$9.69M - $10.4M
|
4.13M
$267M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
165K+ 3683.36% |
$9.27M - $9.94M
|
170K
$11M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
153K+ 3512.45% |
$8.56M - $9.18M
|
157K
$10.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
127KNew |
$7.13M - $7.65M
|
127K
$8.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
115K+ 23.18% |
$6.46M - $6.93M
|
613K
$39.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
112K+ 7.78% |
$6.29M - $6.74M
|
1.55M
$100M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
112K+ 446.6% |
$6.26M - $6.71M
|
137K
$8.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
107K+ 44.57% |
$5.98M - $6.42M
|
346K
$22.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
91.3KNew |
$5.12M - $5.49M
|
91.3K
$5.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
BUY
|
- |
86.8K+ 6.56% |
$4.87M - $5.22M
|
1.41M
$91.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
84.1K+ 13.36% |
$4.71M - $5.06M
|
714K
$46.1M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
67.8K+ 1122.1% |
$3.8M - $4.08M
|
73.9K
$4.78M
|
|
|
Jul 14, 2023
Q2 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
63.4KNew |
$3.56M - $3.82M
|
63.4K
$4.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
58.6K+ 13.71% |
$3.28M - $3.52M
|
486K
$31.4M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
56.5K+ 42.01% |
$3.17M - $3.4M
|
191K
$12.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
47.6K+ 20.35% |
$2.67M - $2.86M
|
281K
$18.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
BUY
|
- |
46.1K+ 6.99% |
$2.59M - $2.77M
|
707K
$45.7M
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
40.9KNew |
$2.29M - $2.46M
|
40.9K
$2.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
40.7K+ 10.36% |
$2.28M - $2.45M
|
434K
$28M
|
|
|
Jul 26, 2023
Q2 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
40.7K+ 41.55% |
$2.28M - $2.44M
|
139K
$8.95M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
39.8K+ 175.2% |
$2.23M - $2.39M
|
62.6K
$4.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
39.5K+ 9.75% |
$2.22M - $2.38M
|
445K
$28.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
35.8K+ 109.66% |
$2.01M - $2.15M
|
68.4K
$4.42M
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
35.3K+ 6.85% |
$1.98M - $2.12M
|
550K
$35.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
34.1KNew |
$1.91M - $2.05M
|
34.1K
$2.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
33.4K+ 17.56% |
$1.87M - $2.01M
|
224K
$14.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
25.6K+ 18.62% |
$1.43M - $1.54M
|
163K
$10.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
24.7K+ 47.31% |
$1.38M - $1.48M
|
76.8K
$4.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
24.4K+ 32.55% |
$1.37M - $1.47M
|
99.3K
$6.42M
|
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
BUY
|
- |
23.5K+ 8.4% |
$1.32M - $1.41M
|
303K
$19.6M
|
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
22.6K+ 6.34% |
$1.27M - $1.36M
|
380K
$24.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
20.8K+ 55.75% |
$1.17M - $1.25M
|
58.1K
$3.76M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
20.4K+ 288.93% |
$1.14M - $1.22M
|
27.4K
$1.77M
|
|
|
Aug 10, 2023
Q2 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
15.8K+ 14.42% |
$885K - $949K
|
125K
$8.1M
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
15.1K+ 18.31% |
$845K - $906K
|
97.3K
$6.29M
|
|
|
Jul 11, 2023
Q2 2023
|
Divergent Planning, LLC
|
BUY
|
- |
15K+ 3.92% |
$842K - $902K
|
398K
$25.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
14.9KNew |
$834K - $894K
|
14.9K
$961K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.4K+ 140.73% |
$808K - $866K
|
24.6K
$1.59M
|
|
|
Aug 03, 2023
Q2 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
13.7K+ 39.42% |
$766K - $822K
|
48.3K
$3.13M
|
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
13.3K+ 7.07% |
$743K - $797K
|
201K
$13M
|