Purchases and Sales Made in Q1 2023 in American Centy ETF Tr Avantis (AVGE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVGE) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
36.3KNew |
N/A
|
36.3K
$0
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
25.8KNew |
N/A
|
25.8K
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
14.6K+ 209.56% |
N/A
|
21.6K
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
13.1KNew |
N/A
|
13.1K
$0
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
11.7K+ 128.12% |
N/A
|
20.8K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.46KNew |
N/A
|
7.46K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
7.04KNew |
N/A
|
7.04K
$0
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6.49KNew |
N/A
|
6.49K
$0
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.54KNew |
N/A
|
5.54K
$0
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.32KNew |
N/A
|
4.32K
$0
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.21KNew |
N/A
|
4.21K
$0
|
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
3.63KNew |
N/A
|
3.63K
$0
|
|
|
Apr 13, 2023
Q1 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
2.62K+ 16.94% |
N/A
|
18.1K
$0
|
|
|
Apr 10, 2023
Q1 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
2.08K+ 162.24% |
N/A
|
3.35K
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1.37K+ 268.82% |
N/A
|
1.88K
$0
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
994+ 3.5% |
N/A
|
29.4K
$0
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
267+ 5.62% |
N/A
|
5.01K
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
251New |
N/A
|
251
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
249New |
N/A
|
249
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
115+ 0.86% |
N/A
|
13.5K
$0
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
27+ 81.82% |
N/A
|
60
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-699- 5.74% |
N/A
|
11.5K
$0
|
|
|
May 01, 2023
Q1 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-37.7K- 19.84% |
N/A
|
152K
$0
|