Purchases and Sales Made in Q4 2023 in American Centy ETF Tr Avantis (AVES)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVES) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
374KNew |
$15.6M - $17.3M
|
374K
$17.5M
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
176KNew |
$7.34M - $8.13M
|
176K
$8.22M
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
87K+ 175.98% |
$3.63M - $4.02M
|
136K
$6.38M
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
79.3KNew |
$3.31M - $3.67M
|
79.3K
$3.71M
|
|
Feb 14, 2024
Q4 2023
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
76.1KNew |
$3.18M - $3.52M
|
76.1K
$3.56M
|
|
Feb 07, 2024
Q4 2023
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
64.6KNew |
$2.7M - $2.99M
|
64.6K
$3.02M
|
|
Feb 14, 2024
Q4 2023
|
Enzi Wealth
Austin, TX |
BUY
|
- |
51.5KNew |
$2.15M - $2.38M
|
51.5K
$2.41M
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
39.5KNew |
$1.65M - $1.83M
|
39.5K
$1.85M
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
32.7K+ 5.24% |
$1.37M - $1.51M
|
658K
$30.8M
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
31.5K+ 82.41% |
$1.32M - $1.46M
|
69.8K
$3.26M
|
|
Feb 01, 2024
Q4 2023
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
21.2K+ 8.03% |
$882K - $978K
|
285K
$13.3M
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
20KNew |
$833K - $924K
|
20K
$934K
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.1K+ 262.54% |
$670K - $743K
|
22.2K
$1.04M
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.6KNew |
$609K - $675K
|
14.6K
$682K
|
|
Jan 22, 2024
Q4 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
14K+ 20.38% |
$582K - $646K
|
82.5K
$3.86M
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.4K+ 35.64% |
$477K - $529K
|
43.5K
$2.03M
|
|
Jan 17, 2024
Q4 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
11.3K+ 203.41% |
$472K - $524K
|
16.9K
$790K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.3KNew |
$471K - $523K
|
11.3K
$528K
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
9.29KNew |
$387K - $430K
|
9.29K
$434K
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
8.91KNew |
$372K - $412K
|
8.91K
$416K
|
|
Jan 12, 2024
Q4 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
7.16K+ 12.01% |
$299K - $331K
|
66.8K
$3.12M
|
|
Jan 09, 2024
Q4 2023
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
6.8KNew |
$284K - $315K
|
6.8K
$318K
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
6.6K+ 24.2% |
$275K - $305K
|
33.9K
$1.58M
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
5.88KNew |
$245K - $272K
|
5.88K
$275K
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
5.44KNew |
$227K - $251K
|
5.44K
$254K
|
|
Feb 02, 2024
Q4 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
5.33K+ 2.57% |
$222K - $247K
|
213K
$9.94M
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4.92K+ 10.93% |
$205K - $228K
|
50K
$2.34M
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.9K+ 14.17% |
$204K - $227K
|
39.5K
$1.84M
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.86K+ 14.77% |
$203K - $225K
|
37.7K
$1.76M
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
4.84KNew |
$202K - $224K
|
4.84K
$226K
|
|
Feb 08, 2024
Q4 2023
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
4.72KNew |
$197K - $218K
|
4.72K
$221K
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
4.47K+ 8.38% |
$186K - $207K
|
57.7K
$2.7M
|
|
Jan 12, 2024
Q4 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
4.45KNew |
$186K - $206K
|
4.45K
$208K
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
4.45KNew |
$186K - $206K
|
4.45K
$208K
|
|
Feb 09, 2024
Q4 2023
|
Bayshore Asset Management, LLC
|
BUY
|
- |
4.04K+ 4.96% |
$168K - $187K
|
85.5K
$4M
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
3.54K+ 220.94% |
$147K - $164K
|
5.14K
$240K
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.25KNew |
$136K - $150K
|
3.25K
$152K
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.19K+ 51.03% |
$133K - $147K
|
9.43K
$441K
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
2.73K+ 33.09% |
$114K - $126K
|
11K
$513K
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.28K+ 16.84% |
$95.2K - $106K
|
15.8K
$740K
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.77K+ 11.57% |
$74K - $82K
|
17.1K
$800K
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
1.33K+ 34.54% |
$55.4K - $61.4K
|
5.17K
$242K
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
1.18K+ 32.02% |
$49K - $54.4K
|
4.85K
$227K
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.16K+ 3.18% |
$48.2K - $53.4K
|
37.4K
$1.75M
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.09KNew |
$45.5K - $50.5K
|
1.09K
$51K
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.03KNew |
$42.8K - $47.4K
|
1.03K
$47.9K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
900New |
$37.5K - $41.6K
|
900
$42.1K
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
706New |
$29.5K - $32.7K
|
706
$33K
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
691+ 6.03% |
$28.8K - $32K
|
12.2K
$568K
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
605+ 3.37% |
$25.2K - $28K
|
18.6K
$868K
|