Purchases and Sales Made in Q2 2023 in American Centy ETF Tr Avantis (AVIV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVIV) 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 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
117K+ 105.59% |
$5.48M - $5.91M
|
229K
$11.7M
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
88.3KNew |
$4.12M - $4.44M
|
88.3K
$4.53M
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
80.9KNew |
$3.78M - $4.07M
|
80.9K
$4.15M
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
61.3K+ 390.51% |
$2.86M - $3.08M
|
77K
$3.95M
|
|
Jul 14, 2023
Q2 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
56.7KNew |
$2.65M - $2.85M
|
56.7K
$2.91M
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
47.1K+ 28.58% |
$2.2M - $2.37M
|
212K
$10.9M
|
|
Jul 31, 2023
Q2 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
41.4KNew |
$1.93M - $2.08M
|
41.4K
$2.12M
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
39.8KNew |
$1.86M - $2M
|
39.8K
$2.04M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
37.6K+ 31.14% |
$1.75M - $1.89M
|
158K
$8.12M
|
|
Jul 20, 2023
Q2 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
37.5KNew |
$1.75M - $1.89M
|
37.5K
$1.93M
|
|
Jul 26, 2023
Q2 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
37.4K+ 46.28% |
$1.74M - $1.88M
|
118K
$6.06M
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
29.6K+ 9.36% |
$1.38M - $1.49M
|
345K
$17.7M
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
16KNew |
$746K - $804K
|
16K
$820K
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
8.42K+ 9.11% |
$393K - $424K
|
101K
$5.18M
|
|
Jul 26, 2023
Q2 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
7.31K+ 5.9% |
$341K - $368K
|
131K
$6.74M
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
7.02KNew |
$328K - $353K
|
7.02K
$360K
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.47K+ 6.73% |
$302K - $326K
|
103K
$5.26M
|
|
Aug 11, 2023
Q2 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
5.6KNew |
$261K - $282K
|
5.6K
$287K
|
|
Aug 11, 2023
Q2 2023
|
Bayshore Asset Management, LLC
|
BUY
|
- |
5.57K+ 5.93% |
$260K - $280K
|
99.5K
$5.11M
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
2.14K+ 2.49% |
$99.7K - $108K
|
87.9K
$4.51M
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
1.83K+ 22.25% |
$85.5K - $92.2K
|
10.1K
$516K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.73K+ 58.28% |
$80.8K - $87.2K
|
4.7K
$241K
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
937New |
$43.7K - $47.2K
|
937
$48.1K
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
899New |
$42K - $45.2K
|
899
$46.1K
|
|
Jul 20, 2023
Q2 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
819+ 2.79% |
$38.2K - $41.2K
|
30.2K
$1.55M
|
|
Jul 25, 2023
Q2 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
741+ 9.43% |
$34.6K - $37.3K
|
8.6K
$441K
|
|
Jul 07, 2023
Q2 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
622+ 1.49% |
$29K - $31.3K
|
42.4K
$2.18M
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
BUY
|
- |
515+ 8.07% |
$24K - $25.9K
|
6.9K
$354K
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
478+ 11.31% |
$22.3K - $24.1K
|
4.7K
$241K
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
380+ 0.69% |
$17.7K - $19.1K
|
55.1K
$2.83M
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
286+ 2.26% |
$13.3K - $14.4K
|
12.9K
$663K
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
197+ 1.88% |
$9.19K - $9.92K
|
10.7K
$549K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
147+ 5.46% |
$6.86K - $7.4K
|
2.84K
$146K
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
138+ 0.64% |
$6.44K - $6.95K
|
21.6K
$1.11M
|
|
Aug 10, 2023
Q2 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
120+ 2.26% |
$5.6K - $6.04K
|
5.42K
$278K
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
44+ 0.68% |
$2.05K - $2.21K
|
6.53K
$335K
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
42+ 0.1% |
$1.96K - $2.11K
|
40.7K
$2.09M
|
|
Aug 03, 2023
Q2 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
33+ 0.18% |
$1.54K - $1.66K
|
18.2K
$934K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-7- 3.52% |
$327 - $352
|
192
$9.86K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-80- 4.19% |
$3.73K - $4.03K
|
1.83K
$94K
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-136- 0.21% |
$6.35K - $6.84K
|
64.5K
$3.31M
|
|
Jul 31, 2023
Q2 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-151- 0.2% |
$7.05K - $7.6K
|
74.8K
$3.84M
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-258- 3.26% |
$12K - $13K
|
7.65K
$393K
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
SELL
|
- |
-316- 0.69% |
$14.7K - $15.9K
|
45.6K
$2.34M
|
|
Jul 14, 2023
Q2 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-595- 4.06% |
$27.8K - $29.9K
|
14.1K
$722K
|
|
Aug 08, 2023
Q2 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-1.01K- 3.52% |
$47.2K - $50.9K
|
27.7K
$1.42M
|
|
Jul 19, 2023
Q2 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-1.12K- 2.99% |
$52.4K - $56.5K
|
36.4K
$1.87M
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-1.79K- 6.48% |
$83.6K - $90.1K
|
25.8K
$1.33M
|
|
Jul 19, 2023
Q2 2023
|
Northland Capital Management LLC
|
SELL
|
- |
-2.38K- 2.89% |
$111K - $120K
|
80K
$4.11M
|