Purchases and Sales Made in Q2 2023 in American Centy ETF Tr Avantis (AVIG)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVIG) 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 |
---|---|---|---|---|---|---|---|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
677K+ 434.07% |
$27.8M - $28.7M
|
833K
$34.1M
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
526K+ 387.06% |
$21.6M - $22.3M
|
662K
$27.1M
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
255K+ 48.4% |
$10.5M - $10.8M
|
782K
$32M
|
|
Aug 11, 2023
Q2 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
152K+ 9.05% |
$6.25M - $6.46M
|
1.83M
$75.1M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
117K+ 473.24% |
$4.79M - $4.95M
|
141K
$5.78M
|
|
Aug 03, 2023
Q2 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
60.6K+ 127.77% |
$2.49M - $2.57M
|
108K
$4.42M
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
58.9K+ 19.51% |
$2.42M - $2.5M
|
361K
$14.8M
|
|
Jul 26, 2023
Q2 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
58.8K+ 59.7% |
$2.41M - $2.5M
|
157K
$6.44M
|
|
Jul 13, 2023
Q2 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
50.3K+ 22.94% |
$2.07M - $2.14M
|
270K
$11M
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
48.9K+ 19.68% |
$2.01M - $2.08M
|
298K
$12.2M
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
45.1KNew |
$1.85M - $1.91M
|
45.1K
$1.85M
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
42KNew |
$1.72M - $1.78M
|
42K
$1.72M
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
26.3K+ 20.73% |
$1.08M - $1.11M
|
153K
$6.26M
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
25.3KNew |
$1.04M - $1.07M
|
25.3K
$1.03M
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20.2K+ 135.14% |
$831K - $859K
|
35.2K
$1.44M
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20.2K+ 135.14% |
$831K - $859K
|
35.2K
$1.44M
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
19K+ 54.25% |
$779K - $805K
|
53.9K
$2.21M
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
13.5KNew |
$556K - $575K
|
13.5K
$555K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.2K+ 44.82% |
$544K - $562K
|
42.8K
$1.75M
|
|
Jul 14, 2023
Q2 2023
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
12.6K+ 2.71% |
$518K - $536K
|
479K
$19.6M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.6K+ 23.88% |
$518K - $536K
|
65.5K
$2.68M
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.05KNew |
$371K - $384K
|
9.05K
$370K
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
8.69K+ 131.23% |
$357K - $369K
|
15.3K
$627K
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
8.09KNew |
$332K - $343K
|
8.09K
$331K
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
6.79KNew |
$279K - $288K
|
6.79K
$278K
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.52K+ 10.73% |
$268K - $277K
|
67.3K
$2.75M
|
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
3.59K+ 6.0% |
$147K - $152K
|
63.4K
$2.6M
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.53K+ 4.41% |
$145K - $150K
|
83.4K
$3.42M
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.6KNew |
$107K - $111K
|
2.6K
$107K
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
2.09K+ 16.46% |
$85.8K - $88.7K
|
14.8K
$605K
|
|
Aug 10, 2023
Q2 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
1.54K+ 8.64% |
$63.3K - $65.5K
|
19.4K
$794K
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.31K+ 0.65% |
$53.7K - $55.5K
|
203K
$8.3M
|
|
Aug 04, 2023
Q2 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
1.25K+ 2.17% |
$51.3K - $53.1K
|
58.8K
$2.41M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
798+ 4.98% |
$32.8K - $33.9K
|
16.8K
$689K
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
548+ 17.82% |
$22.5K - $23.3K
|
3.62K
$148K
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
529+ 6.72% |
$21.7K - $22.5K
|
8.4K
$344K
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
260+ 3.76% |
$10.7K - $11K
|
7.18K
$294K
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
176+ 2.0% |
$7.23K - $7.47K
|
8.97K
$367K
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
157+ 1.45% |
$6.45K - $6.66K
|
11K
$449K
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
116+ 0.07% |
$4.76K - $4.92K
|
163K
$6.67M
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
78+ 19.21% |
$3.2K - $3.31K
|
484
$19.8K
|
|
Jul 24, 2023
Q2 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
65+ 0.74% |
$2.67K - $2.76K
|
8.89K
$364K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
59+ 0.28% |
$2.42K - $2.5K
|
20.9K
$858K
|
|
Jul 14, 2023
Q2 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
50+ 0.97% |
$2.05K - $2.12K
|
5.22K
$214K
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
28New |
$1.15K - $1.19K
|
28
$1.15K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-138- 0.22% |
$5.67K - $5.86K
|
62.5K
$2.56M
|
|
Jul 17, 2023
Q2 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-579- 1.6% |
$23.8K - $24.6K
|
35.7K
$1.46M
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-755- 1.55% |
$31K - $32K
|
47.8K
$1.96M
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-913- 1.7% |
$37.5K - $38.8K
|
52.9K
$2.16M
|