Purchases and Sales Made in Q1 2023 in American Centy ETF Tr Avantis (AVIV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVIV) 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
99.3K+ 75.49% |
$4.47M - $4.95M
|
231K
$11.8M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
92.5KNew |
$4.16M - $4.61M
|
92.5K
$4.75M
|
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
69.7K+ 73.35% |
$3.14M - $3.47M
|
165K
$8.45M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
64.7KNew |
$2.91M - $3.22M
|
64.7K
$3.32M
|
|
|
Apr 25, 2023
Q1 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
22.9K+ 39.69% |
$1.03M - $1.14M
|
80.8K
$4.15M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.7K+ 17.17% |
$796K - $881K
|
121K
$6.19M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
12K+ 47.33% |
$541K - $599K
|
37.4K
$1.92M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.2KNew |
$457K - $506K
|
10.2K
$521K
|
|
|
May 03, 2023
Q1 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
10K+ 8.78% |
$451K - $499K
|
124K
$6.36M
|
|
|
Apr 21, 2023
Q1 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
8.93K+ 2.91% |
$402K - $445K
|
316K
$16.2M
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
8.91KNew |
$401K - $444K
|
8.91K
$457K
|
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
8.23KNew |
$370K - $410K
|
8.23K
$422K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
7.73K+ 9.42% |
$348K - $385K
|
89.8K
$4.61M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.45KNew |
$335K - $371K
|
7.45K
$382K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
6.48KNew |
$292K - $323K
|
6.48K
$333K
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
5.45K+ 16.39% |
$245K - $272K
|
38.7K
$1.99M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.2K+ 5.72% |
$234K - $259K
|
96.1K
$4.93M
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
4.23KNew |
$190K - $211K
|
4.23K
$217K
|
|
|
May 08, 2023
Q1 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4.02K+ 15.89% |
$181K - $200K
|
29.3K
$1.51M
|
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
3.84K+ 43.63% |
$173K - $191K
|
12.6K
$649K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3.76K+ 7.37% |
$169K - $187K
|
54.8K
$2.81M
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.69K+ 51.91% |
$121K - $134K
|
7.86K
$403K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
2.67K+ 3.22% |
$120K - $133K
|
85.7K
$4.4M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.42K+ 91.37% |
$63.9K - $70.7K
|
2.97K
$153K
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.33K+ 3.38% |
$59.8K - $66.2K
|
40.6K
$2.08M
|
|
|
Apr 06, 2023
Q1 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
1.27K+ 3.14% |
$57.3K - $63.5K
|
41.8K
$2.14M
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
BUY
|
- |
1.17K+ 22.34% |
$52.4K - $58K
|
6.38K
$327K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.06KNew |
$47.8K - $53K
|
1.06K
$54.6K
|
|
|
Apr 10, 2023
Q1 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
770+ 5.55% |
$34.7K - $38.4K
|
14.7K
$752K
|
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
544+ 2.01% |
$24.5K - $27.1K
|
27.6K
$1.42M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
517+ 23.75% |
$23.3K - $25.8K
|
2.69K
$138K
|
|
|
May 01, 2023
Q1 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
463+ 9.57% |
$20.8K - $23.1K
|
5.3K
$272K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
291+ 1.37% |
$13.1K - $14.5K
|
21.5K
$1.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
BUY
|
- |
281+ 0.62% |
$12.6K - $14K
|
45.9K
$2.35M
|
|
|
Apr 14, 2023
Q1 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
274+ 0.37% |
$12.3K - $13.7K
|
75K
$3.85M
|
|
|
May 15, 2023
Q1 2023
|
Bayshore Asset Management, LLC
|
BUY
|
- |
77+ 0.08% |
$3.47K - $3.84K
|
93.9K
$4.82M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
28+ 4.68% |
$1.26K - $1.39K
|
626
$32.1K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
10New |
$450 - $498
|
10
$513
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Northland Capital Management LLC
|
SELL
|
- |
-55- 0.07% |
$2.48K - $2.74K
|
82.4K
$4.23M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-195- 9.26% |
$8.78K - $9.71K
|
1.91K
$98.1K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-270- 57.57% |
$12.2K - $13.5K
|
199
$10.2K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-1.08K- 4.12% |
$48.4K - $53.6K
|
25.1K
$1.29M
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-1.54K- 7.37% |
$69.4K - $76.8K
|
19.4K
$995K
|
|
|
May 05, 2023
Q1 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-2.18K- 7.05% |
$98.1K - $109K
|
28.7K
$1.48M
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3.98K- 2.79% |
$179K - $198K
|
139K
$7.13M
|
|
|
Jul 19, 2023
Q1 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-4.89K- 11.53% |
$220K - $244K
|
37.5K
$1.93M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-54.6K- 32.95% |
$2.46M - $2.72M
|
111K
$5.71M
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-118K- 88.23% |
$5.29M - $5.86M
|
15.7K
$806K
|