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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
2.29K+ 7.07% |
$81.2K - $99.9K
|
34.6K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.79K+ 356.37% |
$63.5K - $78.1K
|
2.29K
$97.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.61K+ 22.93% |
$57K - $70.2K
|
8.61K
$367K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1.53K+ 1.27% |
$54.3K - $66.7K
|
122K
$5.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.2K+ 598.5% |
$42.5K - $52.3K
|
1.4K
$59.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
625+ 2.7% |
$22.2K - $27.3K
|
23.8K
$1.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
428New |
$15.2K - $18.7K
|
428
$18.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
409+ 5.36% |
$14.5K - $17.9K
|
8.04K
$343K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
365+ 11.58% |
$13K - $15.9K
|
3.52K
$150K
|
|
|
Feb 09, 2024
Q4 2023
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
354+ 0.44% |
$12.6K - $15.5K
|
81.1K
$3.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
351+ 0.61% |
$12.5K - $15.3K
|
57.9K
$2.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
202+ 3.67% |
$7.17K - $8.82K
|
5.71K
$243K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
120New |
$4.26K - $5.24K
|
120
$5.11K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
102+ 10200.0% |
$3.62K - $4.46K
|
103
$4.39K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
45+ 0.86% |
$1.6K - $1.97K
|
5.25K
$224K
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
10+ 0.14% |
$355 - $437
|
7.32K
$312K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.98% |
$35.5 - $43.7
|
103
$4.39K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-170- 19.74% |
$6.04K - $7.43K
|
691
$29.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Satovsky Asset Management LLC
|
SELL
|
- |
-518- 2.41% |
$18.4K - $22.6K
|
21K
$893K
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-663- 10.71% |
$23.5K - $29K
|
5.53K
$236K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-883- 0.55% |
$31.4K - $38.6K
|
159K
$6.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-913- 9.02% |
$32.4K - $39.9K
|
9.21K
$393K
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-989- 0.95% |
$35.1K - $43.2K
|
103K
$4.41M
|
|
|
Jan 26, 2024
Q4 2023
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-1.84K- 9.83% |
$65.2K - $80.2K
|
16.8K
$718K
|
|
|
Feb 12, 2024
Q4 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-1.87K- 2.08% |
$66.5K - $81.8K
|
88.1K
$3.76M
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.6K- 26.8% |
$92.3K - $114K
|
7.1K
$303K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-2.87K- 26.97% |
$102K - $126K
|
7.78K
$332K
|
|
|
Jan 18, 2024
Q4 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-3.95K- 3.79% |
$140K - $172K
|
100K
$4.28M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-4.67K- 3.34% |
$166K - $204K
|
135K
$5.75M
|
|
|
Feb 08, 2024
Q4 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-5.77K- 6.74% |
$205K - $252K
|
79.9K
$3.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-6.28K- 20.27% |
$223K - $274K
|
24.7K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-12.6K- 4.67% |
$449K - $552K
|
258K
$11M
|
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-19.5K- 7.16% |
$691K - $850K
|
252K
$10.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-21.2K- 53.0% |
$755K - $928K
|
18.8K
$803K
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-51.4K- 32.03% |
$1.82M - $2.24M
|
109K
$4.64M
|
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-69.5K- 42.84% |
$2.47M - $3.04M
|
92.8K
$3.95M
|
|
|
Jan 23, 2024
Q4 2023
|
Better Wealth, LLC
|
SELL
|
- |
-97.7K- 37.89% |
$3.47M - $4.27M
|
160K
$6.83M
|
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-477K- 49.61% |
$16.9M - $20.8M
|
484K
$20.6M
|