Purchases and Sales Made in Q1 2023 in American Centy ETF Tr Avantis (AVRE)

AVRE Quotes by TradingView

This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVRE) during Q1 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
May 11, 2023 Q1 2023
Worth Pointe, LLC

La Jolla, CA
BUY
 -
175K
+ 242.86%
$6.82M - $8.01M
247K $10.3M
Aug 11, 2023 Q1 2023
Hill Investment Group Partners, LLC

St. Louis, MO
BUY
 -
121K
+ 27.49%
$4.73M - $5.55M
561K $23.4M
Apr 28, 2023 Q1 2023
North Ridge Wealth Advisors, Inc.

Beaverton, OR
BUY
 -
96.5K
New
$3.77M - $4.42M
96.5K $4.02M
May 15, 2023 Q1 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
54.9K
+ 42.08%
$2.14M - $2.52M
185K $7.73M
May 11, 2023 Q1 2023
American Century Companies Inc

Kansas City, MO
BUY
 -
51.7K
+ 93.06%
$2.02M - $2.37M
107K $4.47M
May 11, 2023 Q1 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
36.2K
New
$1.41M - $1.66M
36.2K $1.51M
May 04, 2023 Q1 2023
Merriman Wealth Management, LLC

BUY
 -
30.2K
+ 14.6%
$1.18M - $1.39M
237K $9.9M
Apr 26, 2023 Q1 2023
Litman Gregory Wealth Management LLC

BUY
 -
27.2K
New
$1.06M - $1.25M
27.2K $1.14M
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
BUY
 -
26.4K
New
$1.03M - $1.21M
26.4K $1.1M
Apr 25, 2023 Q1 2023
Allegiance Financial Group Advisory Services LLC

Vienna, VA
BUY
 -
22.2K
+ 55.67%
$865K - $1.02M
62K $2.58M
Apr 18, 2023 Q1 2023
Park Avenue Securities LLC

BUY
 -
19.1K
New
$744K - $874K
19.1K $795K
Apr 10, 2023 Q1 2023
Level Financial Advisors, Inc.

BUY
 -
18.6K
+ 23.83%
$726K - $852K
96.6K $4.03M
Apr 19, 2023 Q1 2023
Sol Capital Management CO

BUY
 -
17K
+ 22.4%
$662K - $777K
92.7K $3.86M
Apr 19, 2023 Q1 2023
Quarry Hill Advisors, LLC

St Paul, MN
BUY
 -
14.6K
+ 19.74%
$570K - $670K
88.6K $3.69M
Apr 19, 2023 Q1 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
13.2K
+ 56.85%
$514K - $604K
36.3K $1.52M
Apr 18, 2023 Q1 2023
Wmg Financial Advisors, LLC

BUY
 -
11.6K
New
$452K - $531K
11.6K $482K
May 05, 2023 Q1 2023
Triad Financial Advisors, Inc.

Greensboro, NC
BUY
 -
7.46K
+ 28.81%
$291K - $342K
33.4K $1.39M
Apr 28, 2023 Q1 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
6.81K
+ 7.9%
$266K - $312K
93K $3.88M
Apr 12, 2023 Q1 2023
Collective Family Office LLC

BUY
 -
6.59K
+ 15.87%
$257K - $302K
48.1K $2M
Apr 17, 2023 Q1 2023
Shanker Valleau Wealth Advisors, Inc.

BUY
 -
5.49K
+ 4.49%
$214K - $252K
128K $5.33M
Apr 10, 2023 Q1 2023
Lam Group, Inc.

Lake Oswego, OR
BUY
 -
5.43K
+ 6.26%
$212K - $249K
92.2K $3.84M
Apr 07, 2023 Q1 2023
Quantum Financial Advisors, LLC

Manhattan Beach, CA
BUY
 -
5.37K
+ 0.46%
$210K - $246K
1.17M $48.7M
Apr 26, 2023 Q1 2023
Werba Rubin Papier Wealth Management

San Jose, CA
BUY
 -
5.31K
New
$207K - $244K
5.31K $221K
May 11, 2023 Q1 2023
Ever Source Wealth Advisors, LLC

BUY
 -
5.1K
New
$199K - $234K
5.1K $213K
Apr 26, 2023 Q1 2023
Chicago Partners Investment Group LLC

BUY
 -
5.04K
+ 7.16%
$197K - $231K
75.5K $3.15M
May 12, 2023 Q1 2023
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
4.91K
+ 24.26%
$192K - $225K
25.2K $1.05M
May 09, 2023 Q1 2023
Tortoise Investment Management, LLC

BUY
 -
4.32K
New
$169K - $198K
4.32K $180K
May 12, 2023 Q1 2023
Biltmore Family Office, LLC

BUY
 -
3.49K
New
$136K - $160K
3.49K $145K
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
2.9K
New
$113K - $133K
2.9K $121K
May 08, 2023 Q1 2023
Pcg Wealth Advisors, LLC

BUY
 -
2.68K
+ 16.11%
$105K - $123K
19.3K $806K
May 15, 2023 Q1 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
2.3K
+ 4.61%
$89.6K - $105K
52.1K $2.17M
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
1.97K
+ 10.1%
$76.8K - $90.1K
21.4K $893K
Apr 26, 2023 Q1 2023
Satovsky Asset Management LLC

BUY
 -
1.36K
+ 5.25%
$53.1K - $62.4K
27.2K $1.14M
Apr 13, 2023 Q1 2023
Waypoint Capital Advisors, LLC

BUY
 -
1.33K
+ 1.05%
$51.9K - $61K
128K $5.32M
May 15, 2023 Q1 2023
Bayshore Asset Management, LLC

BUY
 -
1.1K
+ 12.55%
$43K - $50.5K
9.89K $412K
May 10, 2023 Q1 2023
First Ascent Asset Management, LLC

BUY
 -
1.05K
+ 4.31%
$41.1K - $48.3K
25.5K $1.06M
May 04, 2023 Q1 2023
Larson Financial Group LLC

BUY
 -
743
+ 0.5%
$29K - $34.1K
148K $6.18M
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

BUY
 -
562
+ 40.03%
$21.9K - $25.8K
1.97K $82K
May 12, 2023 Q1 2023
Legacy Financial Group, Inc.

Tulsa, OK
BUY
 -
516
+ 7.24%
$20.1K - $23.7K
7.64K $319K
Apr 24, 2023 Q1 2023
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
505
+ 6.1%
$19.7K - $23.2K
8.79K $366K
May 12, 2023 Q1 2023
True Wealth Design, LLC

Akron, OH
BUY
 -
328
+ 1929.41%
$12.8K - $15K
345 $14.4K
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
250
New
$9.76K - $11.5K
250 $10.4K
Apr 17, 2023 Q1 2023
Abacus Planning Group, Inc.

BUY
 -
121
+ 2.0%
$4.72K - $5.55K
6.16K $257K
May 09, 2023 Q1 2023
Us Bancorp \De\

BUY
 -
104
New
$4.06K - $4.77K
104 $4.34K
May 04, 2023 Q1 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
12
+ 0.24%
$468 - $550
5.05K $211K
Apr 24, 2023 Q1 2023
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
3
+ 0.07%
$117 - $138
4.06K $169K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 10, 2023 Q1 2023
Morris Financial Concepts, Inc.

SELL
 -
-56
- 3.48%
$2.19K - $2.57K
1.55K $64.7K
Apr 19, 2023 Q1 2023
Better Wealth, LLC

SELL
 -
-71
- 0.03%
$2.77K - $3.26K
249K $10.4M

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