Purchases and Sales Made in Q3 2023 in American Centy ETF Tr Avantis (AVES)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVES) 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 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
264KNew |
$11.3M - $12.3M
|
264K
$12.3M
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
98.7K+ 53.43% |
$4.24M - $4.59M
|
283K
$13.2M
|
|
Nov 30, 2023
Q3 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
59.6KNew |
$2.56M - $2.77M
|
59.6K
$2.79M
|
|
Dec 04, 2023
Q3 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
38.3KNew |
$1.64M - $1.78M
|
38.3K
$1.79M
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
34.3K+ 5.81% |
$1.47M - $1.59M
|
625K
$29.2M
|
|
Oct 17, 2023
Q3 2023
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
17K+ 6.88% |
$728K - $789K
|
263K
$12.3M
|
|
Oct 16, 2023
Q3 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
16.9K+ 7.68% |
$727K - $787K
|
237K
$11.1M
|
|
Oct 31, 2023
Q3 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
10.1K+ 17.27% |
$433K - $469K
|
68.5K
$3.2M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.87K+ 24.79% |
$295K - $319K
|
34.6K
$1.62M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.87K+ 26.39% |
$295K - $319K
|
32.9K
$1.54M
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.35K+ 6.91% |
$273K - $295K
|
98.3K
$4.59M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.17K+ 23.82% |
$265K - $287K
|
32.1K
$1.5M
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5.22KNew |
$224K - $243K
|
5.22K
$244K
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
BUY
|
- |
4.81K+ 9.92% |
$206K - $224K
|
53.3K
$2.49M
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
4.45K+ 63.43% |
$191K - $207K
|
11.5K
$536K
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4.05K+ 9.88% |
$174K - $188K
|
45.1K
$2.11M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.76K+ 32.46% |
$161K - $175K
|
15.3K
$717K
|
|
Nov 14, 2023
Q3 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
3.26K+ 7.15% |
$140K - $151K
|
48.8K
$2.28M
|
|
Nov 03, 2023
Q3 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
2.22K+ 3.53% |
$95.2K - $103K
|
65K
$3.04M
|
|
Oct 26, 2023
Q3 2023
|
Bayshore Asset Management, LLC
|
BUY
|
- |
2.15K+ 2.71% |
$92.1K - $99.8K
|
81.5K
$3.81M
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.6KNew |
$68.7K - $74.4K
|
1.6K
$74.8K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
1.59KNew |
$68.4K - $74.1K
|
1.59K
$74.5K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.53KNew |
$65.7K - $71.1K
|
1.53K
$71.5K
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
1.44K+ 14.22% |
$61.8K - $66.9K
|
11.6K
$540K
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
853New |
$36.6K - $39.7K
|
853
$39.9K
|
|
Oct 31, 2023
Q3 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
790+ 16.54% |
$33.9K - $36.7K
|
5.57K
$260K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
700+ 12.62% |
$30.1K - $32.5K
|
6.25K
$292K
|
|
Nov 13, 2023
Q3 2023
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
678+ 3.56% |
$29.1K - $31.5K
|
19.7K
$922K
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
450+ 32.47% |
$19.3K - $20.9K
|
1.84K
$85.9K
|
|
Nov 14, 2023
Q3 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
375+ 3.31% |
$16.1K - $17.4K
|
11.7K
$547K
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
BUY
|
- |
359+ 2.21% |
$15.4K - $16.7K
|
16.6K
$776K
|
|
Oct 18, 2023
Q3 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
325+ 9.72% |
$14K - $15.1K
|
3.67K
$172K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
220+ 8.8% |
$9.45K - $10.2K
|
2.72K
$127K
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
184+ 1.03% |
$7.9K - $8.55K
|
18K
$840K
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
100+ 1.53% |
$4.29K - $4.65K
|
6.64K
$310K
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
32+ 0.13% |
$1.37K - $1.49K
|
24.1K
$1.13M
|
|
Nov 03, 2023
Q3 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
13+ 0.09% |
$558 - $604
|
14.7K
$686K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-7- 0.02% |
$301 - $325
|
36.3K
$1.7M
|
|
Jun 25, 2024
Q3 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-141- 0.84% |
$6.05K - $6.56K
|
16.6K
$777K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-155- 1.13% |
$6.66K - $7.21K
|
13.5K
$633K
|
|
Oct 10, 2023
Q3 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-263- 0.12% |
$11.3K - $12.2K
|
221K
$10.3M
|
|
Oct 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-328- 3.83% |
$14.1K - $15.2K
|
8.24K
$385K
|
|
Oct 27, 2023
Q3 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-599- 0.29% |
$25.7K - $27.8K
|
207K
$9.69M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-699- 4.69% |
$30K - $32.5K
|
14.2K
$664K
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.29K- 5.31% |
$55.5K - $60.1K
|
23K
$1.08M
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
SELL
|
- |
-1.36K- 4.74% |
$58.2K - $63K
|
27.3K
$1.28M
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.58K- 20.26% |
$68K - $73.6K
|
6.23K
$291K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.7K- 2.6% |
$73.2K - $79.2K
|
63.8K
$2.99M
|