Purchases and Sales Made in Q1 2023 in American Centy ETF Travantis C (AVMU)
This table provides information about the institutional ownership of American Centy ETF Travantis C (AVMU) during Q1 2023. The information is specifically focused on institutions that hold shares of AMERICAN CENTY ETF TRAVANTIS C.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
305K+ 707.9% |
$13.9M - $14.3M
|
348K
$16.1M
|
|
May 05, 2023
Q1 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
86.5K+ 566.79% |
$3.94M - $4.06M
|
102K
$4.72M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
72.4K+ 20.64% |
$3.3M - $3.4M
|
423K
$19.6M
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
41.7KNew |
$1.9M - $1.96M
|
41.7K
$1.93M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
33.1K+ 82.38% |
$1.51M - $1.56M
|
73.3K
$3.4M
|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
32KNew |
$1.45M - $1.5M
|
32K
$1.48M
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
26.3KNew |
$1.2M - $1.23M
|
26.3K
$1.22M
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
13.5K+ 61.87% |
$614K - $633K
|
35.3K
$1.64M
|
|
May 11, 2023
Q1 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
7.34K+ 29.97% |
$334K - $345K
|
31.8K
$1.48M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.27K+ 155.75% |
$240K - $248K
|
8.65K
$401K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.15K+ 44.26% |
$235K - $242K
|
16.8K
$779K
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.85K+ 2.84% |
$130K - $134K
|
103K
$4.79M
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.8K+ 4.6% |
$81.8K - $84.4K
|
40.8K
$1.89M
|
|
Apr 17, 2023
Q1 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.21K+ 9.52% |
$55.1K - $56.9K
|
13.9K
$646K
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
739+ 1.62% |
$33.6K - $34.7K
|
46.4K
$2.15M
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
46+ 0.38% |
$2.09K - $2.16K
|
12.1K
$563K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15New |
$683 - $705
|
15
$696
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-684- 7.06% |
$31.1K - $32.1K
|
9.01K
$418K
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.43K- 23.66% |
$64.9K - $66.9K
|
4.6K
$213K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.23K- 96.04% |
$147K - $152K
|
133
$6.17K
|