Purchases and Sales Made in Q1 2023 in American Centy ETF Tr Avantis (AVSE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSE) 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
34.3KNew |
$1.46M - $1.63M
|
34.3K
$1.79M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
24.6K+ 21.15% |
$1.04M - $1.17M
|
141K
$7.34M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
21K+ 272.21% |
$893K - $998K
|
28.7K
$1.5M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
15.2K+ 51.27% |
$646K - $722K
|
44.9K
$2.34M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.6K+ 22.44% |
$579K - $647K
|
74.3K
$3.87M
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
4.83KNew |
$205K - $229K
|
4.83K
$252K
|
|
|
May 02, 2023
Q1 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
4.08K+ 51.61% |
$173K - $194K
|
12K
$625K
|
|
|
Apr 24, 2023
Q1 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
2.42K+ 2.26% |
$103K - $115K
|
109K
$5.7M
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
464New |
$19.7K - $22K
|
464
$24.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
227+ 6.74% |
$9.65K - $10.8K
|
3.6K
$187K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
189+ 12.04% |
$8.03K - $8.98K
|
1.76K
$91.7K
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
BUY
|
- |
166+ 2.14% |
$7.05K - $7.89K
|
7.93K
$413K
|
|
|
May 09, 2023
Q1 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
12+ 0.25% |
$510 - $570
|
4.77K
$249K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-143- 1.22% |
$6.08K - $6.79K
|
11.6K
$605K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.26K- 85.63% |
$53.7K - $60K
|
212
$11.1K
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-3.19K- 20.46% |
$136K - $152K
|
12.4K
$647K
|
|
|
Apr 17, 2023
Q1 2023
|
Northland Capital Management LLC
|
SELL
|
- |
-6.43K- 10.24% |
$273K - $305K
|
56.4K
$2.94M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-55.3K- 26.51% |
$2.35M - $2.63M
|
153K
$7.99M
|