Purchases and Sales Made in Q3 2023 in American Centy ETF Tr Avantis (AVIG)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVIG) 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 13, 2023
Q3 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
327K+ 17.85% |
$12.9M - $13.6M
|
2.16M
$88.5M
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
230K+ 29.45% |
$9.11M - $9.56M
|
1.01M
$41.5M
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
229KNew |
$9.07M - $9.52M
|
229K
$9.39M
|
|
Dec 05, 2023
Q3 2023
|
Advisory Resource Group
|
BUY
|
- |
214KNew |
$8.45M - $8.86M
|
214K
$8.75M
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
168K+ 20.19% |
$6.64M - $6.97M
|
1M
$41M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
108K+ 29.87% |
$4.26M - $4.47M
|
469K
$19.2M
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
90KNew |
$3.56M - $3.73M
|
90K
$3.69M
|
|
Oct 25, 2023
Q3 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
52.8K+ 19.57% |
$2.09M - $2.19M
|
322K
$13.2M
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
51.4K+ 95.27% |
$2.03M - $2.13M
|
105K
$4.31M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
45.9K+ 108.85% |
$1.81M - $1.9M
|
88K
$3.6M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
41.4K+ 63.23% |
$1.64M - $1.72M
|
107K
$4.38M
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
36.3K+ 23.7% |
$1.43M - $1.5M
|
189K
$7.75M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
36K+ 25.49% |
$1.42M - $1.49M
|
177K
$7.26M
|
|
Oct 31, 2023
Q3 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
32.6K+ 20.76% |
$1.29M - $1.35M
|
190K
$7.78M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
28KNew |
$1.11M - $1.16M
|
28K
$1.15M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
27.3K+ 301.69% |
$1.08M - $1.13M
|
36.3K
$1.49M
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
24.6KNew |
$972K - $1.02M
|
24.6K
$1.01M
|
|
Oct 13, 2023
Q3 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
22.2KNew |
$878K - $921K
|
22.2K
$909K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22K+ 51.51% |
$871K - $914K
|
64.8K
$2.65M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
21.2KNew |
$837K - $878K
|
21.2K
$867K
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
16.2KNew |
$639K - $670K
|
16.2K
$662K
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.9K+ 138.67% |
$509K - $534K
|
22.1K
$907K
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
10.7KNew |
$422K - $443K
|
10.7K
$437K
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
10.2K+ 22.7% |
$405K - $425K
|
55.3K
$2.27M
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
9.96K+ 65.04% |
$394K - $413K
|
25.3K
$1.03M
|
|
Oct 20, 2023
Q3 2023
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
8.98K+ 1.88% |
$355K - $373K
|
488K
$20M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
8.39K+ 4.14% |
$332K - $348K
|
211K
$8.64M
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.69K+ 16.16% |
$225K - $236K
|
40.9K
$1.68M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.68K+ 818.59% |
$225K - $236K
|
6.38K
$261K
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
5.36K+ 12.76% |
$212K - $222K
|
47.3K
$1.94M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.24K+ 4.82% |
$128K - $134K
|
70.5K
$2.89M
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
2.38K+ 12.29% |
$94.2K - $98.8K
|
21.8K
$892K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
2.34KNew |
$92.3K - $96.9K
|
2.34K
$95.6K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.33K+ 13.85% |
$92.2K - $96.8K
|
19.2K
$785K
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
2.13K+ 5.96% |
$84.1K - $88.2K
|
37.8K
$1.55M
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.96K+ 3.72% |
$77.7K - $81.5K
|
54.8K
$2.25M
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.29K+ 2.07% |
$51.2K - $53.7K
|
63.8K
$2.61M
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
751+ 1.67% |
$29.7K - $31.2K
|
45.6K
$1.87M
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
512+ 4.67% |
$20.2K - $21.2K
|
11.5K
$470K
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
397+ 10.95% |
$15.7K - $16.5K
|
4.02K
$165K
|
|
Nov 02, 2023
Q3 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
365+ 4.11% |
$14.4K - $15.1K
|
9.26K
$379K
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
310+ 4.32% |
$12.3K - $12.9K
|
7.49K
$307K
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
185+ 1.25% |
$7.31K - $7.68K
|
15K
$613K
|
|
Oct 16, 2023
Q3 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
153+ 2.93% |
$6.05K - $6.35K
|
5.38K
$220K
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
89+ 0.9% |
$3.52K - $3.69K
|
10K
$411K
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
70+ 0.83% |
$2.77K - $2.9K
|
8.47K
$347K
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-75- 0.93% |
$2.97K - $3.11K
|
8.02K
$328K
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-225- 3.43% |
$8.9K - $9.34K
|
6.33K
$259K
|