Purchases and Sales Made in Q3 2023 in American Centy ETF Tr Avantis (AVDV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.05M+ 190.95% |
$59.4M - $63.8M
|
1.6M
$103M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
636K+ 161.22% |
$36M - $38.7M
|
1.03M
$66.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
481K+ 8.63% |
$27.2M - $29.3M
|
6.05M
$391M
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
381K+ 88.24% |
$21.6M - $23.2M
|
812K
$52.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
327K+ 74.94% |
$18.5M - $19.9M
|
763K
$49.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
179KNew |
$10.2M - $10.9M
|
179K
$11.6M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
167K+ 4.05% |
$9.48M - $10.2M
|
4.3M
$278M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
164K+ 47.37% |
$9.29M - $9.99M
|
510K
$33M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
BUY
|
- |
161K+ 1325.77% |
$9.1M - $9.78M
|
173K
$11.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
120K+ 19.57% |
$6.8M - $7.3M
|
733K
$47.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
102KNew |
$5.79M - $6.22M
|
102K
$6.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
97.1K+ 155.31% |
$5.51M - $5.92M
|
160K
$10.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
97K+ 1211.1% |
$5.5M - $5.91M
|
105K
$6.79M
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
92.6K+ 12.98% |
$5.25M - $5.64M
|
806K
$52.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
87.2K+ 17.94% |
$4.94M - $5.31M
|
573K
$37M
|
|
|
Nov 13, 2023
Q3 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
80.3KNew |
$4.55M - $4.89M
|
80.3K
$5.19M
|
|
|
Oct 30, 2023
Q3 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
78.9KNew |
$4.47M - $4.81M
|
78.9K
$5.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
75.1KNew |
$4.26M - $4.57M
|
75.1K
$4.85M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
48.2K+ 10.84% |
$2.73M - $2.93M
|
493K
$31.9M
|
|
|
Oct 10, 2023
Q3 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
45K+ 600.96% |
$2.55M - $2.74M
|
52.5K
$3.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
44.5K+ 180.42% |
$2.52M - $2.71M
|
69.1K
$4.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
41.6KNew |
$2.36M - $2.53M
|
41.6K
$2.69M
|
|
|
Oct 05, 2023
Q3 2023
|
Falcon Wealth Planning
|
BUY
|
- |
37.3K+ 12.29% |
$2.11M - $2.27M
|
341K
$22M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
37K+ 15.53% |
$2.1M - $2.26M
|
276K
$17.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
35.3KNew |
$2M - $2.15M
|
35.3K
$2.28M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
35.2K+ 655.92% |
$2M - $2.15M
|
40.6K
$2.62M
|
|
|
Oct 19, 2023
Q3 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
30.1K+ 32.96% |
$1.71M - $1.83M
|
121K
$7.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
30.1K+ 23.63% |
$1.7M - $1.83M
|
157K
$10.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.1K+ 11.19% |
$1.65M - $1.77M
|
289K
$18.7M
|
|
|
Nov 30, 2023
Q3 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
28.4KNew |
$1.61M - $1.73M
|
28.4K
$1.83M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
25.3K+ 5.83% |
$1.43M - $1.54M
|
459K
$29.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
23.9K+ 8.73% |
$1.35M - $1.45M
|
297K
$19.2M
|
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
20.7K+ 5.45% |
$1.17M - $1.26M
|
401K
$25.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
20.4K+ 3.71% |
$1.16M - $1.24M
|
571K
$36.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
19.1K+ 4.14% |
$1.08M - $1.17M
|
481K
$31.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
19K+ 13.71% |
$1.08M - $1.16M
|
158K
$10.2M
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
17.6K+ 34.22% |
$1M - $1.08M
|
69.2K
$4.47M
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
17.4K+ 8.65% |
$984K - $1.06M
|
218K
$14.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.6KNew |
$940K - $1.01M
|
16.6K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
16.5KNew |
$933K - $1M
|
16.5K
$1.06M
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
15.4KNew |
$872K - $936K
|
15.4K
$994K
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
14.8K+ 12.26% |
$838K - $901K
|
135K
$8.75M
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
14.5K+ 2.05% |
$821K - $882K
|
721K
$46.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.7K+ 195.78% |
$777K - $835K
|
20.7K
$1.34M
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
13.4K+ 12.4% |
$762K - $819K
|
122K
$7.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
13.2K+ 16.82% |
$750K - $806K
|
91.9K
$5.94M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.2K+ 123.77% |
$690K - $742K
|
22K
$1.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
11.7KNew |
$664K - $714K
|
11.7K
$757K
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
BUY
|
- |
11.2K+ 12.79% |
$634K - $681K
|
98.6K
$6.37M
|
|
|
Oct 31, 2023
Q3 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
11.1K+ 74.73% |
$630K - $677K
|
26K
$1.68M
|