Purchases and Sales Made in Q3 2023 in American Centy ETF Tr Avantis (AVRE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVRE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
136K+ 52.16% |
$5.03M - $5.78M
|
395K
$17.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
90KNew |
$3.34M - $3.84M
|
90K
$3.99M
|
|
|
Nov 09, 2023
Q3 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
72.3K+ 149.82% |
$2.68M - $3.08M
|
121K
$5.34M
|
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
44.9K+ 33.48% |
$1.67M - $1.92M
|
179K
$7.93M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
44.4KNew |
$1.65M - $1.89M
|
44.4K
$1.97M
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
37.5K+ 754.07% |
$1.39M - $1.6M
|
42.5K
$1.88M
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
33.2K+ 15.72% |
$1.23M - $1.41M
|
244K
$10.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
32.1K+ 25.04% |
$1.19M - $1.37M
|
160K
$7.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
29.3KNew |
$1.09M - $1.25M
|
29.3K
$1.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
28.5K+ 21.69% |
$1.06M - $1.21M
|
160K
$7.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.9K+ 93.47% |
$813K - $934K
|
45.3K
$2.01M
|
|
|
Oct 31, 2023
Q3 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
18.6K+ 19.51% |
$690K - $792K
|
114K
$5.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
18.2K+ 3.01% |
$675K - $775K
|
622K
$27.6M
|
|
|
Dec 04, 2023
Q3 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
17.3KNew |
$643K - $738K
|
17.3K
$767K
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
13.5K+ 5.25% |
$502K - $576K
|
271K
$12M
|
|
|
Oct 13, 2023
Q3 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
11.9K+ 7.75% |
$443K - $509K
|
166K
$7.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
11K+ 35.08% |
$410K - $471K
|
42.5K
$1.88M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
10.7KNew |
$396K - $455K
|
10.7K
$472K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
10K+ 16.43% |
$372K - $427K
|
71K
$3.15M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
9.56K+ 39816.67% |
$355K - $408K
|
9.58K
$424K
|
|
|
Oct 12, 2023
Q3 2023
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
8.57K+ 5.93% |
$318K - $366K
|
153K
$6.79M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.7K+ 4.04% |
$286K - $328K
|
198K
$8.78M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
6.88K+ 28.99% |
$256K - $294K
|
30.6K
$1.36M
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
5.22K+ 13.04% |
$194K - $222K
|
45.2K
$2M
|
|
|
Oct 23, 2023
Q3 2023
|
Better Wealth, LLC
|
BUY
|
- |
4.97K+ 1.96% |
$185K - $212K
|
258K
$11.4M
|
|
|
Nov 08, 2023
Q3 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
4.26K+ 15.19% |
$158K - $182K
|
32.3K
$1.43M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.16K+ 5.46% |
$154K - $177K
|
80.3K
$3.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
3.91K+ 1.46% |
$145K - $167K
|
272K
$12M
|
|
|
Oct 19, 2023
Q3 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
3.49K+ 3.46% |
$130K - $149K
|
104K
$4.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.42K+ 50.92% |
$127K - $146K
|
10.1K
$449K
|
|
|
Oct 25, 2023
Q3 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
3.2K+ 20.65% |
$119K - $136K
|
18.7K
$828K
|
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
3.19K+ 11.48% |
$118K - $136K
|
31K
$1.37M
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.1K+ 8.38% |
$115K - $132K
|
40.1K
$1.78M
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
3.01K+ 54.03% |
$112K - $128K
|
8.57K
$380K
|
|
|
Oct 18, 2023
Q3 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2.46KNew |
$91.3K - $105K
|
2.46K
$109K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.22K+ 2.35% |
$82.6K - $94.9K
|
96.8K
$4.29M
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1.87K+ 21.24% |
$69.3K - $79.6K
|
10.7K
$472K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.79K+ 30.68% |
$66.5K - $76.4K
|
7.63K
$338K
|
|
|
Oct 27, 2023
Q3 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
1.73K+ 2.38% |
$64.3K - $73.8K
|
74.5K
$3.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.69K+ 31.86% |
$62.8K - $72.2K
|
7K
$310K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.53K+ 4.23% |
$56.8K - $65.3K
|
37.7K
$1.67M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.19K+ 60.57% |
$44.2K - $50.7K
|
3.15K
$140K
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
628+ 1.1% |
$23.3K - $26.8K
|
57.6K
$2.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
502New |
$18.6K - $21.4K
|
502
$22.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
366+ 0.46% |
$13.6K - $15.6K
|
80.7K
$3.58M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
256+ 5.17% |
$9.51K - $10.9K
|
5.2K
$231K
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
237+ 3.18% |
$8.8K - $10.1K
|
7.7K
$341K
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
222+ 41.57% |
$8.25K - $9.47K
|
756
$33.5K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
168New |
$6.24K - $7.17K
|
168
$7.44K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
162New |
$6.02K - $6.91K
|
162
$7.18K
|