Purchases and Sales Made in Q4 2023 in American Centy ETF Tr Avantis (AVRE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVRE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
373KNew |
$13.2M - $16.3M
|
373K
$15.8M
|
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
204KNew |
$7.23M - $8.89M
|
204K
$8.64M
|
|
|
Jan 16, 2024
Q4 2023
|
Prairiewood Capital, LLC
|
BUY
|
- |
181KNew |
$6.44M - $7.92M
|
181K
$7.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
126KNew |
$4.48M - $5.51M
|
126K
$5.35M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
123K+ 1287.2% |
$4.38M - $5.39M
|
133K
$5.64M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
82.7K+ 13.29% |
$2.94M - $3.61M
|
705K
$29.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
66.9K+ 16.92% |
$2.38M - $2.92M
|
462K
$19.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
52.1KNew |
$1.85M - $2.28M
|
52.1K
$2.21M
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
50.1KNew |
$1.78M - $2.19M
|
50.1K
$2.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
49.6K+ 69.83% |
$1.76M - $2.16M
|
121K
$5.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
39.2KNew |
$1.39M - $1.71M
|
39.2K
$1.66M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
38.5K+ 5734.72% |
$1.37M - $1.68M
|
39.2K
$1.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
37.7KNew |
$1.34M - $1.65M
|
37.7K
$1.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
32.8KNew |
$1.17M - $1.43M
|
32.8K
$1.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
31.5K+ 130.78% |
$1.12M - $1.38M
|
55.6K
$2.36M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
27.8K+ 65.35% |
$986K - $1.21M
|
70.2K
$2.98M
|
|
|
Jan 29, 2024
Q4 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
26KNew |
$925K - $1.14M
|
26K
$1.11M
|
|
|
Jan 22, 2024
Q4 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
22.5K+ 19.81% |
$800K - $985K
|
136K
$5.79M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
18.5K+ 216.32% |
$658K - $809K
|
27.1K
$1.15M
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
BUY
|
- |
17.1K+ 37.68% |
$608K - $748K
|
62.6K
$2.66M
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
16.1K+ 92.97% |
$571K - $703K
|
33.4K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.5K+ 34.22% |
$551K - $677K
|
60.8K
$2.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.7K+ 32.29% |
$487K - $599K
|
56.2K
$2.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
12.5KNew |
$443K - $544K
|
12.5K
$529K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.38KNew |
$333K - $410K
|
9.38K
$398K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
9.16K+ 3.75% |
$325K - $400K
|
253K
$10.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
8.99KNew |
$319K - $393K
|
8.99K
$381K
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
8.98KNew |
$319K - $392K
|
8.98K
$381K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.42KNew |
$299K - $368K
|
8.42K
$357K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
8.22KNew |
$292K - $359K
|
8.22K
$349K
|
|
|
Jan 23, 2024
Q4 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
8.02K+ 4.84% |
$285K - $350K
|
174K
$7.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.83K+ 77.18% |
$278K - $342K
|
18K
$763K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.14K+ 4405.56% |
$253K - $312K
|
7.3K
$310K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
6.89KNew |
$245K - $301K
|
6.89K
$293K
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
5.98KNew |
$212K - $261K
|
5.98K
$254K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.92KNew |
$210K - $258K
|
5.92K
$251K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
5.65K+ 2.91% |
$201K - $247K
|
200K
$8.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
5.65KNew |
$200K - $247K
|
5.65K
$240K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.11KNew |
$181K - $223K
|
5.11K
$217K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.92K+ 5.08% |
$175K - $215K
|
102K
$4.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.75KNew |
$169K - $207K
|
4.75K
$202K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
4.73K+ 192.35% |
$168K - $207K
|
7.19K
$305K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
4.62K+ 15.08% |
$164K - $202K
|
35.2K
$1.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
4.33K+ 5.82% |
$154K - $189K
|
78.8K
$3.35M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
4.15K+ 586.02% |
$147K - $181K
|
4.86K
$206K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
3.89K+ 514.42% |
$138K - $170K
|
4.65K
$197K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3.14KNew |
$112K - $137K
|
3.14K
$133K
|
|
|
Jan 11, 2024
Q4 2023
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
3.1K+ 2.02% |
$110K - $135K
|
156K
$6.64M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.86K+ 3.56% |
$101K - $125K
|
83.1K
$3.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.29K+ 1.16% |
$81.3K - $100K
|
201K
$8.51M
|