Purchases and Sales Made in Q1 2023 in American Centy ETF Tr Avantis (AVSC)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSC) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
400KNew |
$16.9M - $19.6M
|
400K
$21.6M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
75.7K+ 43.87% |
$3.2M - $3.72M
|
248K
$13.4M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
75.1K+ 184.19% |
$3.17M - $3.69M
|
116K
$6.26M
|
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
74K+ 81.22% |
$3.13M - $3.64M
|
165K
$8.92M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
63.4K+ 42.71% |
$2.68M - $3.11M
|
212K
$11.4M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
56.4KNew |
$2.39M - $2.77M
|
56.4K
$3.05M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
46.4KNew |
$1.96M - $2.28M
|
46.4K
$2.5M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
26KNew |
$1.1M - $1.28M
|
26K
$1.4M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
19.8KNew |
$836K - $972K
|
19.8K
$1.07M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19KNew |
$805K - $935K
|
19K
$1.03M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
18.3K+ 16.52% |
$773K - $898K
|
129K
$6.96M
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
17.5KNew |
$740K - $860K
|
17.5K
$946K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11.6KNew |
$491K - $570K
|
11.6K
$627K
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
10.7KNew |
$451K - $524K
|
10.7K
$577K
|
|
|
May 03, 2023
Q1 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
10.5K+ 10.61% |
$445K - $517K
|
110K
$5.93M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.1KNew |
$426K - $495K
|
10.1K
$545K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.25KNew |
$307K - $356K
|
7.25K
$392K
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
7.19KNew |
$304K - $353K
|
7.19K
$388K
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
5.99KNew |
$253K - $294K
|
5.99K
$324K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.17K+ 76.14% |
$219K - $254K
|
12K
$647K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4.33K+ 116.42% |
$183K - $212K
|
8.04K
$434K
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
BUY
|
- |
2.25K+ 8.32% |
$95.2K - $111K
|
29.3K
$1.58M
|
|
|
May 10, 2023
Q1 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
1.06K+ 5.43% |
$44.7K - $51.9K
|
20.5K
$1.11M
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.01K+ 16.26% |
$42.8K - $49.7K
|
7.23K
$391K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
765+ 77.66% |
$32.4K - $37.6K
|
1.75K
$94.6K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
496+ 23.15% |
$21K - $24.4K
|
2.64K
$143K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
420New |
$17.8K - $20.6K
|
420
$22.7K
|
|
|
May 09, 2023
Q1 2023
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
88+ 0.41% |
$3.72K - $4.32K
|
21.7K
$1.17M
|
|
|
Apr 10, 2023
Q1 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
15+ 25.0% |
$634 - $737
|
75
$4.05K
|
|
|
May 09, 2023
Q1 2023
|
Orion Capital Management LLC
|
BUY
|
- |
15New |
$634 - $737
|
15
$811
|
|
|
May 12, 2023
Q1 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
10+ 0.19% |
$423 - $491
|
5.3K
$286K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8+ 0.07% |
$338 - $393
|
11.8K
$638K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-557- 3.83% |
$23.6K - $27.4K
|
14K
$755K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.55K- 1.11% |
$65.4K - $76K
|
138K
$7.45M
|
|
|
May 05, 2023
Q1 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-3.49K- 10.02% |
$148K - $171K
|
31.3K
$1.69M
|
|
|
Apr 13, 2023
Q1 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-4.97K- 2.84% |
$210K - $244K
|
170K
$9.2M
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-5.38K- 16.87% |
$228K - $264K
|
26.5K
$1.43M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-21K- 63.66% |
$887K - $1.03M
|
12K
$647K
|
|
|
Aug 08, 2024
Q1 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-3.26M- 99.72% |
$138M - $160M
|
9.04K
$489K
|