Purchases and Sales Made in Q2 2023 in American Centy ETF Tr Avantis (AVGE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVGE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.7K+ 355.39% |
N/A
|
25.2K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
17.6KNew |
N/A
|
17.6K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
17.1KNew |
N/A
|
17.1K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
16.5K+ 45.3% |
N/A
|
52.8K
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
11.9KNew |
N/A
|
11.9K
$0
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.75KNew |
N/A
|
7.75K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
6.9KNew |
N/A
|
6.9K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
6.73K+ 31.1% |
N/A
|
28.4K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.09K+ 29.32% |
N/A
|
26.9K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
5.88KNew |
N/A
|
5.88K
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
5.44KNew |
N/A
|
5.44K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.3KNew |
N/A
|
5.3K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.6K+ 70.77% |
N/A
|
11.1K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.56KNew |
N/A
|
4.56K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2.02K+ 55.45% |
N/A
|
5.65K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.88K+ 6.41% |
N/A
|
31.3K
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1.67K+ 88.84% |
N/A
|
3.55K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
1.66KNew |
N/A
|
1.66K
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
933+ 7.11% |
N/A
|
14.1K
$0
|
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
573+ 4.25% |
N/A
|
14.1K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
424+ 1211.43% |
N/A
|
459
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
283+ 8.44% |
N/A
|
3.64K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
114New |
N/A
|
114
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
56+ 22.31% |
N/A
|
307
$0
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
40New |
N/A
|
40
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1.65K- 14.35% |
N/A
|
9.83K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-3.18K- 45.22% |
N/A
|
3.86K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-9.24K- 35.79% |
N/A
|
16.6K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-13.5K- 8.86% |
N/A
|
139K
$0
|