Purchases and Sales Made in Q4 2023 in American Centy ETF Tr Avantis (AVIG)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVIG) 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 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
389KNew |
$15M - $16.4M
|
389K
$15.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
333KNew |
$12.9M - $14M
|
333K
$13.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
306KNew |
$11.8M - $12.9M
|
306K
$12.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
205KNew |
$7.92M - $8.62M
|
205K
$8.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
156K+ 87.76% |
$6M - $6.53M
|
333K
$13.6M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
83.6KNew |
$3.23M - $3.51M
|
83.6K
$3.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
80.7K+ 17.21% |
$3.11M - $3.39M
|
549K
$22.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
66.9KNew |
$2.58M - $2.81M
|
66.9K
$2.74M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
66.6K+ 3.08% |
$2.57M - $2.8M
|
2.23M
$91.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
60.8K+ 6.01% |
$2.35M - $2.55M
|
1.07M
$43.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
45.6KNew |
$1.76M - $1.92M
|
45.6K
$1.87M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
41.8KNew |
$1.61M - $1.76M
|
41.8K
$1.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
36.2K+ 163.35% |
$1.4M - $1.52M
|
58.3K
$2.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
34.5K+ 95.0% |
$1.33M - $1.45M
|
70.9K
$2.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
31.1K+ 51.04% |
$1.2M - $1.31M
|
92.1K
$3.77M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
31K+ 29.45% |
$1.2M - $1.3M
|
136K
$5.58M
|
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
25.3KNew |
$976K - $1.06M
|
25.3K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.7KNew |
$839K - $913K
|
21.7K
$890K
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
21.7KNew |
$837K - $911K
|
21.7K
$888K
|
|
|
Jan 22, 2024
Q4 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
20.1K+ 10.59% |
$776K - $845K
|
210K
$8.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
17.2K+ 78.93% |
$663K - $722K
|
39K
$1.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
15.3K+ 8.07% |
$590K - $642K
|
205K
$8.37M
|
|
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
14K+ 4.35% |
$542K - $590K
|
337K
$13.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
12.1K+ 2.49% |
$468K - $509K
|
500K
$20.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
12K+ 149.57% |
$463K - $503K
|
20K
$819K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.9KNew |
$460K - $500K
|
11.9K
$488K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
11.1KNew |
$430K - $468K
|
11.1K
$456K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
9.82K+ 17.75% |
$379K - $412K
|
65.1K
$2.67M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
9.41K+ 88.21% |
$363K - $395K
|
20.1K
$822K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.18K+ 47.9% |
$354K - $386K
|
28.3K
$1.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
8.96K+ 36.43% |
$346K - $376K
|
33.5K
$1.37M
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
8.63KNew |
$333K - $362K
|
8.63K
$353K
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
6.9KNew |
$266K - $290K
|
6.9K
$283K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.77K+ 67.47% |
$261K - $284K
|
16.8K
$688K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.83KNew |
$225K - $245K
|
5.83K
$239K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
5.8KNew |
$224K - $244K
|
5.8K
$238K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.74K+ 7.31% |
$183K - $199K
|
69.6K
$2.85M
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4.19K+ 8.85% |
$162K - $176K
|
51.5K
$2.11M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.82KNew |
$147K - $160K
|
3.82K
$156K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
3.56K+ 7.79% |
$137K - $149K
|
49.2K
$2.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.92K+ 1.27% |
$112K - $122K
|
232K
$9.51M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
2.47KNew |
$95.3K - $104K
|
2.47K
$101K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.04K+ 2.46% |
$78.9K - $85.8K
|
85K
$3.48M
|
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
1.58K+ 7.12% |
$61K - $66.4K
|
23.8K
$974K
|
|
|
Jan 25, 2024
Q4 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
854+ 15.88% |
$33K - $35.9K
|
6.23K
$255K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
800New |
$30.9K - $33.6K
|
800
$32.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
620+ 15.42% |
$23.9K - $26K
|
4.64K
$190K
|
|
|
Jan 30, 2024
Q4 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
570+ 1.02% |
$22K - $23.9K
|
56.4K
$2.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
566+ 0.27% |
$21.8K - $23.8K
|
212K
$8.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
405+ 0.74% |
$15.6K - $17K
|
55.2K
$2.26M
|