Purchases and Sales Made in Q2 2023 in American Centy ETF Tr Avantis (AVLV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVLV) 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 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.06M+ 20242.37% |
$52.1M - $56.5M
|
1.06M
$71M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
911KNew |
$44.8M - $48.6M
|
911K
$60.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
816KNew |
$40.2M - $43.5M
|
816K
$54.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
360K+ 134.36% |
$17.7M - $19.2M
|
627K
$41.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
205K+ 183.44% |
$10.1M - $10.9M
|
317K
$21.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
204K+ 43.51% |
$10M - $10.9M
|
673K
$44.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Integrated Capital Management, Inc.
|
BUY
|
- |
201KNew |
$9.9M - $10.7M
|
201K
$13.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
140K+ 833.37% |
$6.88M - $7.45M
|
156K
$10.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
123K+ 6.78% |
$6.06M - $6.57M
|
1.94M
$129M
|
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
111K+ 25.72% |
$5.47M - $5.93M
|
543K
$36.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
96.3K+ 28.09% |
$4.74M - $5.14M
|
439K
$29.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Northland Capital Management LLC
|
BUY
|
- |
96.1KNew |
$4.73M - $5.13M
|
96.1K
$6.41M
|
|
|
Jul 31, 2023
Q2 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
94K+ 28.93% |
$4.63M - $5.02M
|
419K
$27.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
77.1K+ 39.88% |
$3.8M - $4.12M
|
271K
$18M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
58.2KNew |
$2.86M - $3.1M
|
58.2K
$3.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
58.1K+ 12.38% |
$2.86M - $3.1M
|
528K
$35.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
53.2KNew |
$2.62M - $2.84M
|
53.2K
$3.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
51.3K+ 658.12% |
$2.53M - $2.74M
|
59.1K
$3.94M
|
|
|
Aug 03, 2023
Q2 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
39.3K+ 79.1% |
$1.93M - $2.1M
|
89K
$5.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
37.4K+ 162.86% |
$1.84M - $1.99M
|
60.3K
$4.02M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
36.8K+ 30.84% |
$1.81M - $1.96M
|
156K
$10.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
36.7K+ 125.32% |
$1.81M - $1.96M
|
66K
$4.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
35.1K+ 15.21% |
$1.73M - $1.87M
|
266K
$17.7M
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
32.3K+ 25.04% |
$1.59M - $1.72M
|
161K
$10.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
29.8K+ 16.26% |
$1.47M - $1.59M
|
213K
$14.2M
|
|
|
Nov 06, 2024
Q2 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
28.9K+ 26.93% |
$1.42M - $1.54M
|
136K
$9.07M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
27.2KNew |
$1.34M - $1.45M
|
27.2K
$1.81M
|
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
26.2K+ 30.28% |
$1.29M - $1.4M
|
113K
$7.52M
|
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
23.8K+ 42.58% |
$1.17M - $1.27M
|
79.6K
$5.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.3KNew |
$1.15M - $1.24M
|
23.3K
$1.56M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
22.9KNew |
$1.13M - $1.22M
|
22.9K
$1.53M
|
|
|
Jul 20, 2023
Q2 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
18.6K+ 129.62% |
$916K - $993K
|
33K
$2.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.6KNew |
$864K - $936K
|
17.6K
$1.17M
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
17.3KNew |
$852K - $923K
|
17.3K
$1.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
15.4K+ 28.98% |
$756K - $819K
|
68.4K
$4.56M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
15.2K+ 7.12% |
$750K - $813K
|
229K
$15.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
14.3KNew |
$703K - $762K
|
14.3K
$952K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
14.1KNew |
$694K - $753K
|
14.1K
$941K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.1KNew |
$694K - $752K
|
14.1K
$940K
|
|
|
Jul 17, 2023
Q2 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
14K+ 32.6% |
$687K - $745K
|
56.8K
$3.79M
|
|
|
Jul 27, 2023
Q2 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
12.4K+ 8.96% |
$612K - $664K
|
151K
$10.1M
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
11.8K+ 9.09% |
$579K - $627K
|
141K
$9.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
11K+ 132.26% |
$543K - $588K
|
19.4K
$1.29M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10.8KNew |
$533K - $577K
|
10.8K
$722K
|
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
9.81K+ 96.68% |
$483K - $524K
|
20K
$1.33M
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
BUY
|
- |
9.05K+ 16.05% |
$445K - $483K
|
65.4K
$4.36M
|
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
BUY
|
- |
8.77KNew |
$432K - $468K
|
8.77K
$585K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
8.68KNew |
$427K - $463K
|
8.68K
$579K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
8.03K+ 13.65% |
$395K - $429K
|
66.9K
$4.46M
|
|
|
Aug 03, 2023
Q2 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
6.56K+ 24.23% |
$323K - $350K
|
33.6K
$2.24M
|