Purchases and Sales Made in Q2 2023 in American Centy ETF Travantis C (AVMU)
This table provides information about the institutional ownership of American Centy ETF Travantis C (AVMU) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
81.2K+ 79.86% |
$3.7M - $3.81M
|
183K
$8.47M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
54.5K+ 12.88% |
$2.48M - $2.56M
|
478K
$22.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
32KNew |
$1.45M - $1.5M
|
32K
$1.48M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
23.3KNew |
$1.06M - $1.09M
|
23.3K
$1.08M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13KNew |
$591K - $608K
|
13K
$601K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.19KNew |
$282K - $290K
|
6.19K
$286K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
4.06K+ 11.52% |
$185K - $190K
|
39.3K
$1.82M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.92K+ 4.62% |
$87.6K - $90.2K
|
43.6K
$2.02M
|
|
|
Jul 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.37K+ 15.22% |
$62.4K - $64.3K
|
10.4K
$480K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
457+ 0.44% |
$20.8K - $21.4K
|
104K
$4.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
270+ 3.12% |
$12.3K - $12.7K
|
8.92K
$413K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
78+ 0.64% |
$3.55K - $3.66K
|
12.2K
$565K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38+ 0.23% |
$1.73K - $1.78K
|
16.8K
$779K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-46- 0.11% |
$2.09K - $2.16K
|
40.8K
$1.89M
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-432- 9.4% |
$19.7K - $20.2K
|
4.17K
$193K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.17K- 1.59% |
$53K - $54.6K
|
72.1K
$3.34M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.05K- 8.74% |
$185K - $190K
|
42.3K
$1.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-13.2K- 41.58% |
$602K - $620K
|
18.6K
$860K
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-252K- 72.46% |
$11.5M - $11.8M
|
95.8K
$4.43M
|