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 27, 2023 Q3 2023
First Horizon Advisors, Inc.

BUY
 -
166
New
$9.41K - $10.1K
166 $10.8K
Nov 13, 2023 Q3 2023
Empire Financial Management Company, LLC

New York, NY
BUY
 -
159
+ 0.5%
$9.01K - $9.68K
31.7K $2.06M
Oct 20, 2023 Q3 2023
Index Fund Advisors, Inc.

BUY
 -
159
+ 4.45%
$9.01K - $9.68K
3.73K $242K
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
138
+ 0.59%
$7.82K - $8.41K
23.6K $1.53M
Oct 11, 2023 Q3 2023
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
131
New
$7.43K - $7.98K
131 $8.5K
Nov 13, 2023 Q3 2023
Parkside Financial Bank & Trust

BUY
 -
116
+ 8.17%
$6.58K - $7.07K
1.54K $99.7K
Nov 14, 2023 Q3 2023
Baker Avenue Asset Management, LP

BUY
 -
103
New
$5.84K - $6.27K
103 $6.69K
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
58
New
$3.29K - $3.53K
58 $3.77K
Oct 12, 2023 Q3 2023
Sound Income Strategies, LLC

BUY
 -
51
New
$2.89K - $3.11K
51 $3.31K
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
48
+ 0.12%
$2.72K - $2.92K
39.4K $2.56M
Oct 24, 2023 Q3 2023
Gradient Capital Advisors, LLC

BUY
 -
27
+ 0.13%
$1.53K - $1.64K
21.1K $1.37M
Nov 03, 2023 Q3 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
9
+ 0.23%
$510 - $548
3.88K $252K
Nov 01, 2023 Q3 2023
Ifs Advisors, LLC

BUY
 -
0
New
$0 - $0
0 $0
Oct 19, 2023 Q3 2023
Etesian Wealth Advisors, Inc.

West Linn, OR
SELL
 -
-11
- 0.16%
$624 - $670
6.93K $450K
Jan 16, 2024 Q3 2023
Etesian Wealth Advisors, Inc.

West Linn, OR
SELL
 -
-11
- 0.16%
$624 - $670
6.93K $450K
Nov 07, 2023 Q3 2023
Jackson Thornton Asset Management, LLC

SELL
 -
-25
- 0.13%
$1.42K - $1.52K
18.7K $1.21M
Nov 13, 2023 Q3 2023
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-54
- 0.08%
$3.06K - $3.29K
71.2K $4.62M
Oct 11, 2023 Q3 2023
Mc Lean Asset Management Corp

SELL
 -
-65
- 0.34%
$3.68K - $3.96K
18.9K $1.23M
Oct 10, 2023 Q3 2023
Acorn Financial Advisory Services Inc

SELL
 -
-69
- 0.46%
$3.91K - $4.2K
14.8K $959K
Oct 31, 2023 Q3 2023
Tranquility Partners, LLC

SELL
 -
-84
- 1.22%
$4.76K - $5.12K
6.83K $443K
Nov 03, 2023 Q3 2023
Larson Financial Group LLC

SELL
 -
-95
- 0.01%
$5.39K - $5.79K
679K $44.1M
Oct 12, 2023 Q3 2023
Global Trust Asset Management, LLC

SELL
 -
-100
- 0.47%
$5.67K - $6.09K
21K $1.36M
Oct 11, 2023 Q3 2023
Ronald Blue Trust, Inc.

Brentwood, TN
SELL
 -
-124
- 2.89%
$7.03K - $7.55K
4.17K $271K
Nov 07, 2023 Q3 2023
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-135
- 0.38%
$7.65K - $8.22K
35.1K $2.28M
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

SELL
 -
-137
- 0.2%
$7.77K - $8.34K
67.6K $4.39M
Oct 10, 2023 Q3 2023
Henrickson Nauta Wealth Advisors, Inc.

Belmont, MI
SELL
 -
-195
- 0.13%
$11.1K - $11.9K
150K $9.74M
Nov 03, 2023 Q3 2023
Schwarz Dygos Wheeler Investment Advisors LLC

Minneapolis, MN
SELL
 -
-276
- 0.49%
$15.6K - $16.8K
56.4K $3.66M
Oct 27, 2023 Q3 2023
Gibson Capital, LLC

Wexford, PA
SELL
 -
-306
- 1.42%
$17.3K - $18.6K
21.2K $1.38M
Nov 14, 2023 Q3 2023
Vivaldi Capital Management LP

Chicago, IL
SELL
 -
-375
- 2.36%
$21.3K - $22.8K
15.5K $1.01M
Oct 19, 2023 Q3 2023
Pcg Wealth Advisors, LLC

SELL
 -
-395
- 10.2%
$22.4K - $24.1K
3.48K $226K
Oct 19, 2023 Q3 2023
Sol Capital Management CO

SELL
 -
-425
- 10.3%
$24.1K - $25.9K
3.7K $240K
Oct 27, 2023 Q3 2023
Red Lighthouse Investment Management, LLC

New York, NY
SELL
 -
-475
- 0.27%
$26.9K - $28.9K
173K $11.2M
Nov 01, 2023 Q3 2023
Kraft Asset Management, LLC

SELL
 -
-575
- 2.1%
$32.6K - $35K
26.9K $1.74M
Nov 13, 2023 Q3 2023
Truadvice, LLC

Sarasota, FL
SELL
 -
-618
- 13.82%
$35K - $37.6K
3.85K $250K
Nov 06, 2023 Q3 2023
Aveo Capital Partners, LLC

SELL
 -
-683
- 1.18%
$38.7K - $41.6K
57.4K $3.73M
Oct 12, 2023 Q3 2023
Rvw Wealth, LLC

SELL
 -
-728
- 15.15%
$41.3K - $44.3K
4.08K $265K
Nov 13, 2023 Q3 2023
Certified Advisory Corp

Altamonte Springs, FL
SELL
 -
-841
- 12.63%
$47.7K - $51.2K
5.82K $378K
Oct 26, 2023 Q3 2023
Sage Rhino Capital LLC

SELL
 -
-900
- 13.53%
$51K - $54.8K
5.75K $373K
Nov 01, 2023 Q3 2023
Bank Of Montreal

Toronto, A6
SELL
 -
-956
- 28.9%
$54.2K - $58.2K
2.35K $153K
Oct 27, 2023 Q3 2023
Brickley Wealth Management

SELL
 -
-1K
- 0.23%
$56.7K - $60.9K
440K $28.6M
Nov 14, 2023 Q3 2023
Worth Pointe, LLC

La Jolla, CA
SELL
 -
-1.23K
- 7.6%
$69.6K - $74.7K
14.9K $969K
Nov 13, 2023 Q3 2023
Delap Wealth Advisory, LLC

Lake Oswego, OR
SELL
 -
-1.27K
- 12.78%
$72.1K - $77.4K
8.67K $563K
Oct 19, 2023 Q3 2023
Bridge Advisory, LLC

SELL
 -
-1.36K
- 3.2%
$76.9K - $82.7K
41K $2.66M
Nov 02, 2023 Q3 2023
Coldstream Capital Management Inc

SELL
 -
-1.5K
- 7.8%
$85K - $91.4K
17.7K $1.15M
Oct 10, 2023 Q3 2023
Anderson Hoagland & CO

SELL
 -
-1.55K
- 1.39%
$87.8K - $94.3K
110K $7.12M
Oct 30, 2023 Q3 2023
Intelligent Financial Strategies

Excelsior, MN
SELL
 -
-1.59K
- 20.49%
$89.9K - $96.5K
6.15K $399K
Oct 26, 2023 Q3 2023
Keel Point, LLC

Huntsville, AL
SELL
 -
-2.03K
- 29.35%
$115K - $124K
4.89K $317K
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
SELL
 -
-2.83K
- 5.59%
$160K - $172K
47.8K $3.1M
Aug 14, 2024 Q3 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
SELL
 -
-2.93K
- 3.05%
$166K - $179K
93.1K $6.04M

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