Purchases and Sales Made in Q2 2023 in American Centy ETF Tr Avantis (AVRE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVRE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
218KNew |
$8.58M - $9.14M
|
218K
$9.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
211KNew |
$8.31M - $8.86M
|
211K
$8.85M
|
|
|
Jul 17, 2023
Q2 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
154KNew |
$6.06M - $6.46M
|
154K
$6.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
118K+ 82.74% |
$4.64M - $4.94M
|
260K
$10.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
101K+ 109.31% |
$3.97M - $4.23M
|
193K
$8.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
61KNew |
$2.4M - $2.56M
|
61K
$2.56M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
48.2KNew |
$1.9M - $2.03M
|
48.2K
$2.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
42.5K+ 7.57% |
$1.67M - $1.78M
|
604K
$25.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
34.8K+ 36.0% |
$1.37M - $1.46M
|
131K
$5.51M
|
|
|
Jul 26, 2023
Q2 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
33.3K+ 53.66% |
$1.31M - $1.4M
|
95.2K
$3.99M
|
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
26.8K+ 25.0% |
$1.06M - $1.13M
|
134K
$5.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
21K+ 8.52% |
$829K - $883K
|
268K
$11.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
19.8K+ 8.32% |
$779K - $830K
|
257K
$10.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
18.8KNew |
$740K - $789K
|
18.8K
$788K
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
BUY
|
- |
18.5K+ 19.96% |
$729K - $776K
|
111K
$4.66M
|
|
|
Jul 12, 2023
Q2 2023
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
16.7K+ 13.07% |
$659K - $702K
|
145K
$6.07M
|
|
|
Jul 13, 2023
Q2 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
15.5KNew |
$610K - $650K
|
15.5K
$649K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
13.1KNew |
$515K - $549K
|
13.1K
$548K
|
|
|
Aug 03, 2023
Q2 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
12.5K+ 108.24% |
$494K - $526K
|
24.1K
$1.01M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.8K+ 60.27% |
$466K - $497K
|
31.5K
$1.32M
|
|
|
Aug 03, 2023
Q2 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
7.62K+ 11.7% |
$300K - $320K
|
72.7K
$3.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.72KNew |
$265K - $282K
|
6.72K
$282K
|
|
|
Jul 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
6.64K+ 19.91% |
$262K - $279K
|
40K
$1.68M
|
|
|
Jul 24, 2023
Q2 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
5.86K+ 6.61% |
$231K - $246K
|
94.5K
$3.96M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
5.56KNew |
$219K - $234K
|
5.56K
$233K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.25K+ 2.83% |
$207K - $220K
|
191K
$7.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4.87K+ 9.36% |
$192K - $205K
|
56.9K
$2.39M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
4.68K+ 24.52% |
$184K - $196K
|
23.7K
$996K
|
|
|
Jul 26, 2023
Q2 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
4.29K+ 4.45% |
$169K - $180K
|
101K
$4.23M
|
|
|
Jul 12, 2023
Q2 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
3.91K+ 58.92% |
$154K - $164K
|
10.5K
$442K
|
|
|
Jul 24, 2023
Q2 2023
|
Better Wealth, LLC
|
BUY
|
- |
3.5K+ 1.4% |
$138K - $147K
|
253K
$10.6M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.94K+ 101.21% |
$116K - $123K
|
5.84K
$245K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.94K+ 101.21% |
$116K - $123K
|
5.84K
$245K
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2.62K+ 10.4% |
$103K - $110K
|
27.8K
$1.17M
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
2.58K+ 10.12% |
$102K - $108K
|
28.1K
$1.18M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2K+ 9.33% |
$78.7K - $83.9K
|
23.4K
$983K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.61K+ 1.73% |
$63.3K - $67.4K
|
94.6K
$3.97M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.29KNew |
$50.9K - $54.2K
|
1.29K
$54.2K
|
|
|
Jul 06, 2023
Q2 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.14K+ 18.46% |
$44.8K - $47.8K
|
7.3K
$306K
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1.1K+ 319.13% |
$43.4K - $46.2K
|
1.45K
$60.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
1.05KNew |
$41.4K - $44.1K
|
1.05K
$44.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
912+ 22.46% |
$35.9K - $38.3K
|
4.97K
$209K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
675+ 0.89% |
$26.6K - $28.3K
|
76.1K
$3.19M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
655New |
$25.8K - $27.5K
|
655
$27.5K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
650+ 1.79% |
$25.6K - $27.3K
|
37K
$1.55M
|
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
636+ 0.5% |
$25.1K - $26.7K
|
128K
$5.38M
|
|
|
Jul 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
576+ 2.98% |
$22.7K - $24.2K
|
19.9K
$835K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
457New |
$18K - $19.2K
|
457
$19.2K
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
BUY
|
- |
372+ 0.77% |
$14.7K - $15.6K
|
48.5K
$2.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Bayshore Asset Management, LLC
|
BUY
|
- |
154+ 1.56% |
$6.07K - $6.47K
|
10K
$421K
|