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
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.53K+ 10558.33% |
$144K - $154K
|
2.56K
$166K
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
2.45K+ 13.75% |
$139K - $149K
|
20.2K
$1.31M
|
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
2.43K+ 9.15% |
$138K - $148K
|
29K
$1.89M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2.42K+ 11.4% |
$137K - $147K
|
23.6K
$1.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
2.39KNew |
$136K - $146K
|
2.39K
$155K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
2.37KNew |
$135K - $145K
|
2.37K
$154K
|
|
|
Nov 13, 2023
Q3 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
2.26K+ 3.48% |
$128K - $137K
|
67.1K
$4.36M
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
2.24K+ 28.4% |
$127K - $136K
|
10.1K
$656K
|
|
|
Nov 08, 2023
Q3 2023
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
2.23K+ 1.35% |
$126K - $136K
|
168K
$10.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Bayshore Asset Management, LLC
|
BUY
|
- |
2.23K+ 2.77% |
$126K - $136K
|
82.7K
$5.37M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.17K+ 24.67% |
$123K - $132K
|
11K
$711K
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
2.01K+ 13.44% |
$114K - $123K
|
17K
$1.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1.98K+ 7.7% |
$112K - $120K
|
27.7K
$1.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.9K+ 17.0% |
$108K - $116K
|
13.1K
$849K
|
|
|
Oct 19, 2023
Q3 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.84K+ 22.42% |
$105K - $112K
|
10.1K
$654K
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
BUY
|
- |
1.74K+ 1.66% |
$98.6K - $106K
|
106K
$6.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.59K+ 0.89% |
$89.9K - $96.6K
|
180K
$11.7M
|
|
|
Nov 29, 2023
Q3 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1.54K+ 1.23% |
$87.1K - $93.6K
|
127K
$8.23M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.52K+ 6.57% |
$86.1K - $92.5K
|
24.6K
$1.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
1.37KNew |
$77.4K - $83.2K
|
1.37K
$88.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.28K+ 0.08% |
$72.4K - $77.8K
|
1.55M
$101M
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
1.21K+ 5.47% |
$68.8K - $73.9K
|
23.4K
$1.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.14K+ 0.51% |
$64.3K - $69.1K
|
225K
$14.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
1.13K+ 2.72% |
$64K - $68.8K
|
42.7K
$2.77M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.1K+ 4.02% |
$62.5K - $67.2K
|
28.5K
$1.85M
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.06K+ 1.6% |
$60.3K - $64.8K
|
67.6K
$4.39M
|
|
|
Oct 24, 2023
Q3 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
1.05K+ 1.37% |
$59.5K - $64K
|
77.8K
$5.05M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.02K+ 5.96% |
$57.5K - $61.8K
|
18.1K
$1.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
984+ 11.27% |
$55.8K - $59.9K
|
9.72K
$631K
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
BUY
|
- |
973+ 2.18% |
$55.2K - $59.3K
|
45.6K
$2.96M
|
|
|
Oct 25, 2023
Q3 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
926+ 3.23% |
$52.5K - $56.4K
|
29.6K
$1.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
910+ 20.0% |
$51.6K - $55.4K
|
5.46K
$354K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
843+ 4.49% |
$47.8K - $51.3K
|
19.6K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
841+ 76.87% |
$47.7K - $51.2K
|
1.94K
$126K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
680+ 5.02% |
$38.5K - $41.4K
|
14.2K
$924K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
626+ 13.6% |
$35.5K - $38.1K
|
5.23K
$340K
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
575+ 7.66% |
$32.6K - $35K
|
8.09K
$525K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
561+ 1.08% |
$31.8K - $34.2K
|
52.3K
$3.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
512+ 4.24% |
$29K - $31.2K
|
12.6K
$817K
|
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
498+ 3.06% |
$28.2K - $30.3K
|
16.8K
$1.09M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
439New |
$24.9K - $26.7K
|
439
$28.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
399+ 1.45% |
$22.6K - $24.3K
|
27.9K
$1.81M
|
|
|
Oct 18, 2023
Q3 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
390+ 8.17% |
$22.1K - $23.8K
|
5.17K
$335K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
384New |
$21.8K - $23.4K
|
384
$24.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
323+ 0.55% |
$18.3K - $19.7K
|
59.1K
$3.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
286+ 0.42% |
$16.2K - $17.4K
|
68.9K
$4.47M
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
BUY
|
- |
266+ 0.17% |
$15.1K - $16.2K
|
161K
$10.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
217+ 2.01% |
$12.3K - $13.2K
|
11K
$716K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
217+ 2.7% |
$12.3K - $13.2K
|
8.27K
$537K
|
|
|
Oct 10, 2023
Q3 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
189+ 2.69% |
$10.7K - $11.5K
|
7.23K
$469K
|