Purchases and Sales Made in Q2 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 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 11, 2023 Q2 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
95
+ 2.17%
$5.33K - $5.71K
4.47K $290K
Aug 10, 2023 Q2 2023
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
70
+ 2.04%
$3.92K - $4.21K
3.51K $228K
Aug 10, 2023 Q2 2023
Capital Performance Advisors LLP

BUY
 -
67
+ 0.24%
$3.76K - $4.03K
27.5K $1.79M
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
61
New
$3.42K - $3.67K
61 $3.96K
Jul 26, 2023 Q2 2023
Time Scale Financial, Inc.

BUY
 -
30
+ 600.0%
$1.68K - $1.8K
35 $2.27K
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
26
+ 0.3%
$1.46K - $1.56K
8.73K $567K
Aug 09, 2023 Q2 2023
Jones Financial Companies Lllp

BUY
 -
24
New
$1.35K - $1.44K
24 $1.56K
Aug 06, 2024 Q2 2023
Hantz Financial Services, Inc.

BUY
 -
19
+ 63.33%
$1.07K - $1.14K
49 $3.18K
Aug 02, 2023 Q2 2023
Jackson Thornton Asset Management, LLC

BUY
 -
12
+ 0.06%
$673 - $722
18.7K $1.22M
Aug 08, 2023 Q2 2023
Lee Financial CO

Dallas, TX
BUY
 -
5
New
$280 - $301
5 $325
Jul 25, 2023 Q2 2023
Fifth Third Bancorp

BUY
 -
4
New
$224 - $241
4 $260
Jul 20, 2023 Q2 2023
Acorn Financial Advisory Services Inc

BUY
 -
3
+ 0.02%
$168 - $180
14.8K $964K
Aug 15, 2023 Q2 2023
Parkside Financial Bank & Trust

BUY
 -
3
+ 0.21%
$168 - $180
1.42K $92.2K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jul 13, 2023 Q2 2023
Pinnacle Bancorp, Inc.

SELL
 -
-1
- 2.17%
$56.1 - $60.1
45 $2.92K
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-31
- 0.08%
$1.74K - $1.86K
39.3K $2.55M
Aug 07, 2023 Q2 2023
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-40
- 0.07%
$2.24K - $2.41K
58.8K $3.82M
Jul 31, 2023 Q2 2023
Mutual Advisors, LLC

Casper, WY
SELL
 -
-43
- 0.71%
$2.41K - $2.59K
6.02K $391K
Jul 17, 2023 Q2 2023
Tranquility Partners, LLC

SELL
 -
-87
- 1.24%
$4.88K - $5.23K
6.91K $449K
Jul 18, 2023 Q2 2023
Cutler Group LP

SELL
 -
-100
- 10.0%
$5.61K - $6.01K
900 $58.4K
Jul 20, 2023 Q2 2023
Pcg Wealth Advisors, LLC

SELL
 -
-116
- 2.91%
$6.5K - $6.98K
3.87K $252K
Aug 02, 2023 Q2 2023
Lauterbach Financial Advisors, LLC

SELL
 -
-142
- 1.3%
$7.96K - $8.54K
10.8K $702K
Jul 10, 2023 Q2 2023
Cva Family Office, LLC

SELL
 -
-144
- 0.41%
$8.07K - $8.66K
35.4K $2.3M
Aug 11, 2023 Q2 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-210
- 1.96%
$11.8K - $12.6K
10.5K $683K
Aug 21, 2023 Q2 2023
Asset Dedication, LLC

SELL
 -
-354
- 4.21%
$19.8K - $21.3K
8.05K $523K
Jul 18, 2023 Q2 2023
Gradient Capital Advisors, LLC

SELL
 -
-414
- 1.92%
$23.2K - $24.9K
21.1K $1.37M
Jul 12, 2023 Q2 2023
Henrickson Nauta Wealth Advisors, Inc.

Belmont, MI
SELL
 -
-418
- 0.28%
$23.4K - $25.1K
150K $9.75M
Aug 08, 2023 Q2 2023
Balboa Wealth Partners

Newport Beach, CA
SELL
 -
-432
- 7.82%
$24.2K - $26K
5.09K $331K
Aug 04, 2023 Q2 2023
Ever Source Wealth Advisors, LLC

SELL
 -
-447
- 1.17%
$25.1K - $26.9K
37.6K $2.44M
Jul 25, 2023 Q2 2023
Mraz, Amerine & Associates, Inc.

SELL
 -
-464
- 0.44%
$26K - $27.9K
105K $6.81M
Jul 13, 2023 Q2 2023
Soundmark Wealth Management, LLC

SELL
 -
-499
- 1.67%
$28K - $30K
29.3K $1.9M
Aug 08, 2023 Q2 2023
Ml & R Wealth Management LLC

SELL
 -
-549
- 1.3%
$30.8K - $33K
41.6K $2.7M
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
SELL
 -
-588
- 1.15%
$33K - $35.4K
50.6K $3.29M
Aug 14, 2023 Q2 2023
Cardiff Park Advisors, LLC

San Marcos, CA
SELL
 -
-668
- 0.84%
$37.5K - $40.2K
78.7K $5.11M
Jul 18, 2023 Q2 2023
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-990
- 1.88%
$55.5K - $59.5K
51.7K $3.36M
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

SELL
 -
-1.04K
- 11.18%
$58.2K - $62.4K
8.25K $535K
Jul 10, 2023 Q2 2023
Versant Capital Management, Inc

SELL
 -
-1.23K
- 2.32%
$68.9K - $73.9K
51.8K $3.36M
Jul 21, 2023 Q2 2023
Goldstein Advisors, LLC

Madison, WI
SELL
 -
-1.25K
- 1.26%
$70.3K - $75.4K
98.3K $6.38M
Jul 26, 2023 Q2 2023
Beaird Harris Wealth Management, LLC

Dallas, TX
SELL
 -
-1.67K
- 0.48%
$93.4K - $100K
344K $22.3M
Jul 19, 2023 Q2 2023
Northland Capital Management LLC

SELL
 -
-1.78K
- 2.56%
$99.7K - $107K
67.7K $4.39M
Jul 26, 2023 Q2 2023
Root Financial Partners, LLC

Solana Beach, CA
SELL
 -
-1.8K
- 31.44%
$101K - $108K
3.92K $255K
Jul 28, 2023 Q2 2023
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-2.2K
- 5.87%
$123K - $132K
35.2K $2.29M
Aug 03, 2023 Q2 2023
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-2.36K
- 4.65%
$132K - $142K
48.3K $3.13M
Aug 10, 2023 Q2 2023
Index Fund Advisors, Inc.

SELL
 -
-3.26K
- 47.7%
$183K - $196K
3.57K $232K
Jul 20, 2023 Q2 2023
Intelligent Financial Strategies

Excelsior, MN
SELL
 -
-3.89K
- 33.48%
$218K - $234K
7.73K $502K
Jul 21, 2023 Q2 2023
Wealth Enhancement Advisory Services, LLC

SELL
 -
-4.12K
- 33.97%
$231K - $248K
8.01K $520K
Jul 25, 2023 Q2 2023
Umb Bank, N.A.

SELL
 -
-5.05K
- 13.28%
$283K - $303K
33K $2.14M
Aug 14, 2024 Q2 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
SELL
 -
-5.16K
- 5.1%
$289K - $310K
96K $6.23M
Aug 11, 2023 Q2 2023
Worth Pointe, LLC

La Jolla, CA
SELL
 -
-5.43K
- 25.17%
$304K - $327K
16.1K $1.05M

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