Purchases and Sales Made in Q4 2023 in American Centy ETF Travantis C (AVMU)
This table provides information about the institutional ownership of American Centy ETF Travantis C (AVMU) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
261KNew |
$11.4M - $12.2M
|
261K
$12.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
182KNew |
$7.92M - $8.52M
|
182K
$8.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
96K+ 111.52% |
$4.18M - $4.5M
|
182K
$8.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
53K+ 9.72% |
$2.31M - $2.49M
|
598K
$27.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Better Wealth, LLC
|
BUY
|
- |
36.7KNew |
$1.6M - $1.72M
|
36.7K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
17.5KNew |
$764K - $822K
|
17.5K
$812K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
17.4KNew |
$758K - $816K
|
17.4K
$805K
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
8.41KNew |
$366K - $394K
|
8.41K
$389K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
7.65KNew |
$333K - $359K
|
7.65K
$354K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.31KNew |
$318K - $343K
|
7.31K
$338K
|
|
|
Feb 14, 2024
Q4 2023
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
6.7KNew |
$292K - $314K
|
6.7K
$310K
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
5.47KNew |
$238K - $256K
|
5.47K
$253K
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
4.25K+ 2.04% |
$185K - $199K
|
212K
$9.81M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4.07KNew |
$177K - $191K
|
4.07K
$188K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.79KNew |
$165K - $178K
|
3.79K
$175K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.31K+ 61.58% |
$144K - $155K
|
8.68K
$402K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.81KNew |
$123K - $132K
|
2.81K
$130K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.09K+ 7.55% |
$91K - $97.9K
|
29.7K
$1.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.94K+ 2.61% |
$84.3K - $90.8K
|
76.2K
$3.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
1.08K+ 4003.7% |
$47.1K - $50.7K
|
1.11K
$51.3K
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
BUY
|
- |
746+ 1.87% |
$32.5K - $35K
|
40.6K
$1.88M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
529+ 1.23% |
$23K - $24.8K
|
43.7K
$2.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-736- 0.76% |
$32.1K - $34.5K
|
96.4K
$4.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-747- 4.41% |
$32.5K - $35K
|
16.2K
$750K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-3.51K- 8.87% |
$153K - $164K
|
36.1K
$1.67M
|
|
|
Jan 22, 2024
Q4 2023
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-5.87K- 34.98% |
$256K - $275K
|
10.9K
$505K
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-28.1K- 56.9% |
$1.22M - $1.32M
|
21.3K
$986K
|