Purchases and Sales Made in Q1 2023 in American Centy ETF Tr Avantis (AVLV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVLV) 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
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
188K+ 77.36% |
$9.16M - $10.3M
|
432K
$29.8M
|
|
|
May 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
183KNew |
$8.9M - $9.97M
|
183K
$12.6M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
173K+ 69.44% |
$8.38M - $9.39M
|
421K
$29M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
158KNew |
$7.67M - $8.59M
|
158K
$10.9M
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
112KNew |
$5.43M - $6.09M
|
112K
$7.71M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
110K+ 961.61% |
$5.35M - $6M
|
122K
$8.38M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
72.2K+ 16.74% |
$3.51M - $3.93M
|
504K
$34.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
61.9K+ 23.51% |
$3.01M - $3.37M
|
325K
$22.4M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
60.3K+ 35.4% |
$2.93M - $3.28M
|
231K
$15.9M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
56.8K+ 13.77% |
$2.76M - $3.09M
|
470K
$32.4M
|
|
|
Apr 25, 2023
Q1 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
53.1K+ 37.83% |
$2.58M - $2.89M
|
193K
$13.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
51.8K+ 12.42% |
$2.52M - $2.82M
|
469K
$32.3M
|
|
|
May 01, 2023
Q1 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
49.7KNew |
$2.41M - $2.71M
|
49.7K
$3.43M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
48.9KNew |
$2.38M - $2.66M
|
48.9K
$3.37M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
41.2K+ 350.3% |
$2M - $2.24M
|
53K
$3.65M
|
|
|
Apr 20, 2023
Q1 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
38.3K+ 19.75% |
$1.86M - $2.09M
|
232K
$16M
|
|
|
May 12, 2023
Q1 2023
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
38.3K+ 12.59% |
$1.86M - $2.09M
|
343K
$23.6M
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
37.9K+ 41.61% |
$1.84M - $2.06M
|
129K
$8.9M
|
|
|
May 12, 2023
Q1 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
34.4KNew |
$1.67M - $1.87M
|
34.4K
$2.37M
|
|
|
Apr 24, 2023
Q1 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
30.2K+ 30.46% |
$1.47M - $1.64M
|
129K
$8.91M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
29.3KNew |
$1.42M - $1.59M
|
29.3K
$2.02M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
29.2KNew |
$1.42M - $1.59M
|
29.2K
$2.02M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27.6K+ 729.84% |
$1.34M - $1.5M
|
31.4K
$2.16M
|
|
|
Apr 18, 2023
Q1 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
27.2K+ 174.65% |
$1.32M - $1.48M
|
42.8K
$2.95M
|
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
27.1KNew |
$1.32M - $1.47M
|
27.1K
$1.87M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
25.9K+ 16.36% |
$1.26M - $1.41M
|
184K
$12.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
25.3KNew |
$1.23M - $1.37M
|
25.3K
$1.74M
|
|
|
May 03, 2023
Q1 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
23.7K+ 9.74% |
$1.15M - $1.29M
|
268K
$18.4M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
22.9KNew |
$1.11M - $1.25M
|
22.9K
$1.58M
|
|
|
Nov 06, 2024
Q1 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
22.1K+ 25.97% |
$1.07M - $1.2M
|
107K
$7.39M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
20K+ 51.54% |
$973K - $1.09M
|
58.9K
$4.06M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
19.3K+ 9.89% |
$937K - $1.05M
|
214K
$14.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
18.7K+ 18.54% |
$907K - $1.02M
|
119K
$8.23M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
15.8KNew |
$767K - $860K
|
15.8K
$1.09M
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
15.6KNew |
$760K - $851K
|
15.6K
$1.08M
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
13.3KNew |
$645K - $723K
|
13.3K
$915K
|
|
|
Apr 14, 2023
Q1 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
12.9K+ 17.26% |
$624K - $700K
|
87.3K
$6.02M
|
|
|
Apr 17, 2023
Q1 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
11.7K+ 9.24% |
$571K - $639K
|
139K
$9.57M
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
10.4K+ 16.54% |
$507K - $569K
|
73.6K
$5.07M
|
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
10.2KNew |
$493K - $553K
|
10.2K
$700K
|
|
|
Apr 12, 2023
Q1 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
9.25K+ 1.08% |
$449K - $503K
|
869K
$59.9M
|
|
|
Apr 13, 2023
Q1 2023
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
9.1K+ 6.06% |
$442K - $495K
|
159K
$11M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.08K+ 3.1% |
$441K - $494K
|
302K
$20.8M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
8.34KNew |
$405K - $454K
|
8.34K
$575K
|
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
7.24K+ 14.92% |
$352K - $394K
|
55.8K
$3.85M
|
|
|
Apr 28, 2023
Q1 2023
|
Echo Wealth Management, LLC
|
BUY
|
- |
7.24K+ 7.74% |
$352K - $394K
|
101K
$6.95M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.06K+ 20.34% |
$343K - $384K
|
41.8K
$2.88M
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
6.67KNew |
$324K - $363K
|
6.67K
$460K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
6.34K+ 11.14% |
$308K - $345K
|
63.2K
$4.36M
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.7KNew |
$277K - $310K
|
5.7K
$393K
|