Purchases and Sales Made in Q4 2023 in American Centy ETF Tr Avantis (AVSC)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSC) 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 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
2.05K+ 22.52% |
$84.2K - $106K
|
11.1K
$601K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.85KNew |
$76.2K - $96.2K
|
1.85K
$100K
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
1.15K+ 3.28% |
$47.2K - $59.6K
|
36.1K
$1.95M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
900+ 4.29% |
$37.1K - $46.8K
|
21.9K
$1.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
673+ 1269.81% |
$27.7K - $35K
|
726
$39.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
399+ 3.36% |
$16.4K - $20.8K
|
12.3K
$663K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
325New |
$13.4K - $16.9K
|
325
$17.6K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
154New |
$6.34K - $8.01K
|
154
$8.32K
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
149+ 3.17% |
$6.13K - $7.75K
|
4.85K
$262K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
132+ 5.42% |
$5.43K - $6.87K
|
2.57K
$139K
|
|
|
Feb 09, 2024
Q4 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
38+ 0.19% |
$1.56K - $1.98K
|
20.5K
$1.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
10+ 0.19% |
$412 - $520
|
5.33K
$288K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-5- 7.14% |
$206 - $260
|
65
$3.51K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-270- 3.08% |
$11.1K - $14K
|
8.51K
$460K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-397- 3.49% |
$16.3K - $20.6K
|
11K
$594K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-436- 0.31% |
$18K - $22.7K
|
141K
$7.64M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-615- 28.95% |
$25.3K - $32K
|
1.51K
$81.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-725- 5.89% |
$29.8K - $37.7K
|
11.6K
$625K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.3K- 74.29% |
$53.5K - $67.6K
|
450
$24.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-1.87K- 1.77% |
$76.8K - $97K
|
103K
$5.58M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.29K- 16.97% |
$94.1K - $119K
|
11.2K
$604K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.24K- 12.09% |
$133K - $169K
|
23.6K
$1.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.97K- 72.45% |
$163K - $206K
|
1.51K
$81.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-14.6K- 7.15% |
$601K - $759K
|
190K
$10.2M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-16.4K- 98.42% |
$674K - $851K
|
262
$14.2K
|