Purchases and Sales Made in Q3 2023 in American Centy ETF Tr Avantis (AVSC)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSC) 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 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.61M+ 68.16% |
$114M - $129M
|
6.43M
$350M
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.56M+ 69.23% |
$111M - $126M
|
6.26M
$341M
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
217KNew |
$9.45M - $10.7M
|
217K
$11.8M
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
50.4K+ 24.73% |
$2.19M - $2.48M
|
254K
$13.8M
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
26K+ 14.58% |
$1.13M - $1.28M
|
204K
$11.1M
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
21.9K+ 25.0% |
$954K - $1.08M
|
110K
$5.97M
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
21.4K+ 15.3% |
$931K - $1.05M
|
161K
$8.77M
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
17.5K+ 13.91% |
$761K - $862K
|
143K
$7.79M
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
17.1K+ 29.62% |
$745K - $843K
|
74.9K
$4.08M
|
|
Oct 31, 2023
Q3 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
14.6K+ 280.36% |
$636K - $720K
|
19.8K
$1.08M
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12K+ 67.58% |
$522K - $591K
|
29.7K
$1.62M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.53KNew |
$371K - $420K
|
8.53K
$464K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.29K+ 47.04% |
$361K - $409K
|
25.9K
$1.41M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.93KNew |
$345K - $391K
|
7.93K
$432K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
6.19K+ 5.42% |
$270K - $305K
|
120K
$6.56M
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.33K+ 52.3% |
$232K - $263K
|
15.5K
$846K
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
4.7KNew |
$205K - $232K
|
4.7K
$256K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
4.61KNew |
$201K - $227K
|
4.61K
$251K
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.29K+ 27.52% |
$143K - $162K
|
15.2K
$830K
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
2.51K+ 29.45% |
$109K - $124K
|
11K
$601K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.61KNew |
$70K - $79.3K
|
1.61K
$87.6K
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
1.22K+ 15.46% |
$53K - $59.9K
|
9.08K
$495K
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.18K+ 12.45% |
$51.2K - $58K
|
10.6K
$578K
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.16K+ 14.92% |
$50.3K - $56.9K
|
8.9K
$484K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.13KNew |
$49.2K - $55.7K
|
1.13K
$61.5K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.06K+ 6.77% |
$45.9K - $52K
|
16.6K
$906K
|
|
Oct 19, 2023
Q3 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
945+ 8.32% |
$41.2K - $46.6K
|
12.3K
$670K
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
835+ 4.14% |
$36.4K - $41.2K
|
21K
$1.14M
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
700+ 140.0% |
$30.5K - $34.5K
|
1.2K
$65.4K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
700+ 140.0% |
$30.5K - $34.5K
|
1.2K
$65.4K
|
|
Nov 02, 2023
Q3 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
670+ 1.95% |
$29.2K - $33K
|
35K
$1.91M
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
593+ 5.26% |
$25.8K - $29.2K
|
11.9K
$646K
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
553+ 11.23% |
$24.1K - $27.3K
|
5.48K
$298K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
486+ 1.85% |
$21.2K - $24K
|
26.8K
$1.46M
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
98New |
$4.27K - $4.83K
|
98
$5.34K
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
53New |
$2.31K - $2.61K
|
53
$2.89K
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
14+ 0.14% |
$610 - $690
|
9.81K
$534K
|
|
Oct 17, 2023
Q3 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
12+ 0.23% |
$523 - $592
|
5.32K
$290K
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-4- 6.06% |
$174 - $197
|
62
$3.38K
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-11- 0.13% |
$479 - $542
|
8.78K
$478K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-38- 0.33% |
$1.65K - $1.87K
|
11.4K
$620K
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-538- 0.51% |
$23.4K - $26.5K
|
106K
$5.76M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-611- 20.06% |
$26.6K - $30.1K
|
2.44K
$133K
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-643- 0.45% |
$28K - $31.7K
|
142K
$7.72M
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.48K- 13.64% |
$64.6K - $73.1K
|
9.39K
$511K
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.84K- 8.39% |
$80K - $90.6K
|
20.1K
$1.09M
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
SELL
|
- |
-2.46K- 17.57% |
$107K - $121K
|
11.5K
$628K
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.14K- 49.93% |
$354K - $401K
|
8.16K
$444K
|