Purchases and Sales Made in Q4 2023 in American Centy ETF Tr Avantis (AVLV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVLV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
1.1MNew |
$55M - $63.9M
|
1.1M
$73.4M
|
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.01MNew |
$50.5M - $58.7M
|
1.01M
$67.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
529KNew |
$26.4M - $30.7M
|
529K
$35.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
383K+ 206.41% |
$19.1M - $22.2M
|
568K
$37.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
279K+ 720.52% |
$13.9M - $16.2M
|
318K
$21.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
279KNew |
$13.9M - $16.2M
|
279K
$18.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
242K+ 1017.12% |
$12.1M - $14.1M
|
266K
$17.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
238K+ 56.96% |
$11.9M - $13.8M
|
657K
$43.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
213KNew |
$10.6M - $12.4M
|
213K
$14.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
204K+ 28.74% |
$10.2M - $11.8M
|
912K
$60.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
197KNew |
$9.85M - $11.5M
|
197K
$13.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
182KNew |
$9.1M - $10.6M
|
182K
$12.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
159K+ 41.02% |
$7.95M - $9.24M
|
547K
$36.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
156KNew |
$7.8M - $9.07M
|
156K
$10.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
156K+ 30.01% |
$7.78M - $9.05M
|
675K
$45M
|
|
|
Jan 30, 2024
Q4 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
153KNew |
$7.65M - $8.89M
|
153K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
139KNew |
$6.94M - $8.07M
|
139K
$9.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
127KNew |
$6.36M - $7.4M
|
127K
$8.5M
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
124KNew |
$6.2M - $7.21M
|
124K
$8.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
119K+ 313.53% |
$5.94M - $6.9M
|
157K
$10.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
116KNew |
$5.82M - $6.77M
|
116K
$7.77M
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
109KNew |
$5.46M - $6.35M
|
109K
$7.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
104K+ 26.82% |
$5.21M - $6.06M
|
493K
$32.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
102K+ 50.72% |
$5.09M - $5.92M
|
303K
$20.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
93.9K+ 11.31% |
$4.69M - $5.45M
|
924K
$61.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
87.9KNew |
$4.39M - $5.1M
|
87.9K
$5.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
87.2KNew |
$4.36M - $5.06M
|
87.2K
$5.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
81.7K+ 50.0% |
$4.08M - $4.74M
|
245K
$16.3M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
81.3K+ 52.98% |
$4.06M - $4.72M
|
235K
$15.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
69.6K+ 37.29% |
$3.48M - $4.04M
|
256K
$17.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
66.1KNew |
$3.3M - $3.84M
|
66.1K
$4.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
64.5K+ 65.04% |
$3.22M - $3.74M
|
164K
$10.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
61.9K+ 6635.91% |
$3.09M - $3.6M
|
62.8K
$4.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
58.7K+ 365.74% |
$2.93M - $3.41M
|
74.7K
$4.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
55.4KNew |
$2.77M - $3.22M
|
55.4K
$3.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
55.4K+ 222.16% |
$2.77M - $3.22M
|
80.3K
$5.36M
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
50.3KNew |
$2.51M - $2.92M
|
50.3K
$3.35M
|
|
|
Jan 22, 2024
Q4 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
45.9K+ 15.75% |
$2.29M - $2.67M
|
338K
$22.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
41.5KNew |
$2.07M - $2.41M
|
41.5K
$2.77M
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
36.4K+ 4.24% |
$1.82M - $2.11M
|
893K
$59.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
36.2KNew |
$1.81M - $2.1M
|
36.2K
$2.42M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
34.4K+ 4.96% |
$1.72M - $2M
|
728K
$48.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
33.6KNew |
$1.68M - $1.95M
|
33.6K
$2.24M
|
|
|
Jan 17, 2024
Q4 2023
|
Echo Wealth Management, LLC
|
BUY
|
- |
33.3K+ 32.82% |
$1.66M - $1.93M
|
135K
$8.99M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
33K+ 3.81% |
$1.65M - $1.92M
|
899K
$60M
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
33KNew |
$1.65M - $1.91M
|
33K
$2.2M
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
31.1K+ 33.54% |
$1.55M - $1.81M
|
124K
$8.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
30.6KNew |
$1.53M - $1.78M
|
30.6K
$2.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
29.1KNew |
$1.45M - $1.69M
|
29.1K
$1.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28KNew |
$1.4M - $1.63M
|
28K
$1.87M
|