Purchases and Sales Made in Q3 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 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
Oct 16, 2023 Q3 2023
Trilogy Capital Inc.

BUY
 -
10.3K
+ 5.2%
$586K - $629K
209K $13.6M
Oct 10, 2023 Q3 2023
Apella Capital, LLC

BUY
 -
9.68K
+ 5.07%
$549K - $590K
201K $13M
Nov 14, 2023 Q3 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
9.06K
+ 15.41%
$514K - $552K
67.9K $4.41M
Nov 09, 2023 Q3 2023
Wealth Architects, LLC

BUY
 -
8.42K
+ 7.67%
$477K - $513K
118K $7.67M
Oct 24, 2023 Q3 2023
Prosperity Planning, Inc.

BUY
 -
8.12K
+ 6.52%
$460K - $494K
133K $8.62M
Nov 15, 2023 Q3 2023
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
7.7K
+ 2.24%
$436K - $469K
352K $22.8M
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
7.62K
+ 92.38%
$432K - $464K
15.9K $1.03M
Oct 13, 2023 Q3 2023
Divergent Planning, LLC

BUY
 -
7.37K
+ 1.85%
$418K - $449K
406K $26.3M
Oct 25, 2023 Q3 2023
Flagstone Financial Management

Lincoln, NE
BUY
 -
7.2K
+ 4.82%
$408K - $439K
157K $10.2M
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
7.12K
+ 11.43%
$404K - $434K
69.4K $4.51M
Nov 13, 2023 Q3 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
7.01K
New
$397K - $427K
7.01K $455K
Nov 15, 2023 Q3 2023
Orion Capital Management LLC

BUY
 -
6.99K
+ 176.05%
$396K - $426K
11K $711K
Oct 18, 2023 Q3 2023
Goldstein Advisors, LLC

Madison, WI
BUY
 -
6.86K
+ 6.98%
$389K - $418K
105K $6.82M
Nov 08, 2023 Q3 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
6.79K
+ 52.88%
$385K - $413K
19.6K $1.27M
Oct 30, 2023 Q3 2023
Oakwell Private Wealth Management, LLC

BUY
 -
6.48K
+ 6.65%
$368K - $395K
104K $6.75M
Nov 01, 2023 Q3 2023
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
6.44K
+ 76.52%
$365K - $392K
14.9K $964K
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
6.27K
+ 2253.6%
$355K - $382K
6.54K $425K
Oct 13, 2023 Q3 2023
Great Point Wealth Advisors, LLC

Boston, MA
BUY
 -
6.15K
+ 3.62%
$349K - $375K
176K $11.4M
Oct 20, 2023 Q3 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
6.08K
+ 1.7%
$345K - $371K
364K $23.7M
Nov 15, 2023 Q3 2023
Gts Securities LLC

New York, NY
BUY
 -
6K
New
$340K - $366K
6K $390K
Oct 05, 2023 Q3 2023
Foundations Investment Advisors, LLC

BUY
 -
5.86K
+ 25.83%
$332K - $357K
28.5K $1.85M
Oct 12, 2023 Q3 2023
First National Bank Sioux Falls

BUY
 -
5.82K
+ 29.63%
$330K - $354K
25.5K $1.65M
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
5.78K
New
$328K - $352K
5.78K $375K
Nov 02, 2023 Q3 2023
Quarry Hill Advisors, LLC

St Paul, MN
BUY
 -
5.67K
+ 3.24%
$322K - $346K
181K $11.7M
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
5.65K
New
$321K - $344K
5.65K $367K
Nov 13, 2023 Q3 2023
Stokes Family Office, LLC

BUY
 -
5.62K
+ 17.86%
$319K - $342K
37.1K $2.41M
Oct 20, 2023 Q3 2023
Atwood & Palmer Inc

BUY
 -
5.51K
+ 3.38%
$312K - $335K
169K $10.9M
Nov 08, 2023 Q3 2023
First Ascent Asset Management, LLC

BUY
 -
5.21K
+ 5.35%
$295K - $317K
103K $6.66M
Oct 25, 2023 Q3 2023
Capasso Planning Partners LLC

Charleston, SC
BUY
 -
5.15K
+ 6.27%
$292K - $314K
87.4K $5.67M
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
5.13K
New
$291K - $313K
5.13K $333K
Oct 30, 2023 Q3 2023
Libra Wealth LLC

BUY
 -
5.08K
+ 14.95%
$288K - $310K
39.1K $2.54M
Nov 09, 2023 Q3 2023
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
4.82K
+ 11.56%
$273K - $293K
46.5K $3.02M
Nov 09, 2023 Q3 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
4.77K
+ 2.81%
$271K - $291K
175K $11.3M
Nov 02, 2023 Q3 2023
Empirical Finance, LLC

BUY
 -
4.73K
New
$268K - $288K
4.73K $307K
Oct 20, 2023 Q3 2023
Prairie View Partners, LLC

BUY
 -
4.56K
+ 1.04%
$258K - $278K
441K $28.6M
Oct 10, 2023 Q3 2023
Destiny Wealth Partners, LLC

BUY
 -
4.34K
+ 9.55%
$246K - $264K
49.8K $3.23M
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

BUY
 -
4.28K
+ 1252.05%
$243K - $261K
4.62K $300K
Oct 17, 2023 Q3 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
4.19K
New
$238K - $255K
4.19K $272K
Oct 13, 2023 Q3 2023
Seaside Wealth Management, Inc.

Carlsbad, CA
BUY
 -
3.63K
New
$206K - $221K
3.63K $236K
Oct 25, 2023 Q3 2023
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
3.62K
+ 7.01%
$205K - $221K
55.3K $3.59M
Oct 30, 2023 Q3 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
3.56K
New
$202K - $217K
3.56K $231K
Oct 18, 2023 Q3 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
3.54K
+ 3.54%
$201K - $216K
104K $6.73M
Oct 30, 2023 Q3 2023
Insight Wealth Partners, LLC

BUY
 -
3.43K
+ 64.26%
$195K - $209K
8.77K $570K
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
3.36K
+ 31.32%
$190K - $205K
14.1K $914K
Nov 03, 2023 Q3 2023
Ever Source Wealth Advisors, LLC

BUY
 -
3.1K
+ 8.23%
$176K - $189K
40.7K $2.64M
Oct 25, 2023 Q3 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
3.02K
+ 6.25%
$171K - $184K
51.3K $3.33M
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
2.92K
+ 4778.69%
$165K - $178K
2.98K $193K
Nov 13, 2023 Q3 2023
Mraz, Amerine & Associates, Inc.

BUY
 -
2.85K
+ 2.72%
$162K - $174K
108K $7M
Oct 25, 2023 Q3 2023
Stone Point Wealth LLC

BUY
 -
2.62K
+ 5.48%
$149K - $160K
50.5K $3.28M

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