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 08, 2023
Q1 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
5.54K+ 62.8% |
$269K - $302K
|
14.4K
$990K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.13K+ 10.17% |
$249K - $279K
|
55.6K
$3.84M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
4.69K+ 38.9% |
$228K - $256K
|
16.8K
$1.16M
|
|
|
May 05, 2023
Q1 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
4.28KNew |
$208K - $233K
|
4.28K
$295K
|
|
|
May 11, 2023
Q1 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
4.22KNew |
$205K - $230K
|
4.22K
$291K
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
BUY
|
- |
4.16K+ 7.83% |
$202K - $227K
|
57.3K
$3.95M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4.14K+ 32.64% |
$201K - $225K
|
16.8K
$1.16M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.04KNew |
$196K - $220K
|
4.04K
$279K
|
|
|
Apr 13, 2023
Q1 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
3.3K+ 3.96% |
$160K - $180K
|
86.5K
$5.97M
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
3.18K+ 16.2% |
$155K - $173K
|
22.8K
$1.57M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.1KNew |
$151K - $169K
|
3.1K
$214K
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
2.99K+ 1.92% |
$145K - $163K
|
159K
$11M
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
2.85K+ 3.76% |
$138K - $155K
|
78.7K
$5.42M
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
BUY
|
- |
2.38K+ 4.4% |
$115K - $129K
|
56.4K
$3.89M
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.93K+ 7.77% |
$93.5K - $105K
|
26.7K
$1.84M
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.36K+ 1.55% |
$65.9K - $73.9K
|
88.8K
$6.12M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
883+ 20.3% |
$42.9K - $48.1K
|
5.23K
$361K
|
|
|
May 15, 2023
Q1 2023
|
Bayshore Asset Management, LLC
|
BUY
|
- |
699+ 2.21% |
$34K - $38.1K
|
32.4K
$2.23M
|
|
|
May 12, 2023
Q1 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
494+ 11.35% |
$24K - $26.9K
|
4.85K
$334K
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
494+ 8.42% |
$24K - $26.9K
|
6.36K
$439K
|
|
|
Apr 26, 2023
Q1 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
397+ 2.77% |
$19.3K - $21.6K
|
14.7K
$1.02M
|
|
|
May 08, 2023
Q1 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
382+ 8.65% |
$18.6K - $20.8K
|
4.8K
$331K
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
321+ 1.71% |
$15.6K - $17.5K
|
19.1K
$1.32M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
148+ 0.34% |
$7.19K - $8.06K
|
43.9K
$3.03M
|
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
131+ 0.57% |
$6.37K - $7.13K
|
23K
$1.59M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
123+ 2.22% |
$5.98K - $6.7K
|
5.67K
$391K
|
|
|
May 05, 2023
Q1 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
108+ 0.2% |
$5.25K - $5.88K
|
53K
$3.65M
|
|
|
May 10, 2023
Q1 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
93+ 0.67% |
$4.52K - $5.06K
|
14K
$964K
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
57+ 14.77% |
$2.77K - $3.1K
|
443
$30.5K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
11+ 0.09% |
$534 - $599
|
11.7K
$807K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
9+ 2.41% |
$437 - $490
|
382
$26.3K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4+ 0.05% |
$194 - $218
|
7.91K
$545K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2- 0.01% |
$97.2 - $109
|
13.6K
$938K
|
|
|
Apr 10, 2023
Q1 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-5- 12.5% |
$243 - $272
|
35
$2.41K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-190- 0.85% |
$9.23K - $10.3K
|
22.2K
$1.53M
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
SELL
|
- |
-227- 2.69% |
$11K - $12.4K
|
8.21K
$566K
|
|
|
May 12, 2023
Q1 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-314- 2.44% |
$15.3K - $17.1K
|
12.5K
$864K
|
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-390- 0.8% |
$19K - $21.2K
|
48.6K
$3.35M
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-739- 79.98% |
$35.9K - $40.2K
|
185
$12.8K
|
|
|
May 05, 2023
Q1 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.5K- 5.14% |
$72.9K - $81.7K
|
27.7K
$1.91M
|
|
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-1.78K- 13.81% |
$86.4K - $96.8K
|
11.1K
$765K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.89K- 10.71% |
$92K - $103K
|
15.8K
$1.09M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-2.37K- 2.28% |
$115K - $129K
|
102K
$7M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.44K- 67.61% |
$410K - $459K
|
4.04K
$279K
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-11.8K- 0.64% |
$574K - $644K
|
1.83M
$126M
|
|
|
Jul 19, 2023
Q1 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-14.1K- 31.15% |
$686K - $768K
|
31.2K
$2.15M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-32.6K- 67.79% |
$1.58M - $1.77M
|
15.5K
$1.07M
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-98.7K- 5.15% |
$4.8M - $5.37M
|
1.82M
$125M
|