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 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-2.87K- 1.78% |
$143K - $166K
|
158K
$11M
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-2.96K- 11.34% |
$148K - $172K
|
23.1K
$1.61M
|
|
|
Jan 19, 2024
Q4 2023
|
Nova R Wealth, Inc.
|
SELL
|
- |
-3.42K- 2.16% |
$171K - $198K
|
155K
$10.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-3.96K- 4.56% |
$198K - $230K
|
82.9K
$5.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.29K- 19.4% |
$214K - $249K
|
17.8K
$1.24M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-5.33K- 5.53% |
$266K - $309K
|
91K
$6.31M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.6K- 3.93% |
$379K - $441K
|
186K
$12.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-8.54K- 5.58% |
$427K - $496K
|
144K
$10M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.9K- 71.37% |
$495K - $575K
|
3.97K
$276K
|
|
|
Jan 09, 2024
Q4 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-10.6K- 3.3% |
$530K - $616K
|
311K
$21.5M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-11.8K- 0.65% |
$590K - $685K
|
1.81M
$126M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-11.9K- 6.39% |
$594K - $691K
|
174K
$12.1M
|
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-24K- 16.58% |
$1.2M - $1.39M
|
121K
$8.38M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-26.5K- 2.96% |
$1.32M - $1.54M
|
869K
$60.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-35.1K- 15.87% |
$1.75M - $2.04M
|
186K
$12.9M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-36K- 21.94% |
$1.8M - $2.09M
|
128K
$8.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-36K- 21.94% |
$1.8M - $2.09M
|
128K
$8.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-42.7K- 13.38% |
$2.13M - $2.48M
|
276K
$19.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-45.4K- 87.43% |
$2.27M - $2.64M
|
6.53K
$453K
|
|
|
Feb 06, 2024
Q4 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-53.5K- 25.09% |
$2.67M - $3.11M
|
160K
$11.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-65.2K- 14.15% |
$3.25M - $3.78M
|
395K
$27.4M
|
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-85.5K- 8.93% |
$4.27M - $4.96M
|
872K
$60.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-91.7K- 4.67% |
$4.58M - $5.33M
|
1.87M
$130M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-151K- 96.52% |
$7.53M - $8.76M
|
5.43K
$377K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-512K- 87.27% |
$25.6M - $29.8M
|
74.7K
$5.18M
|