Purchases and Sales Made in Q2 2023 in American Centy ETF Tr Avantis (AVSE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
27.9K+ 62.15% |
$1.21M - $1.33M
|
72.7K
$3.79M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
17.3KNew |
$754K - $826K
|
17.3K
$904K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.6KNew |
$593K - $649K
|
13.6K
$711K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.4K+ 13.93% |
$450K - $493K
|
84.7K
$4.41M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.71K+ 2.64% |
$161K - $177K
|
145K
$7.54M
|
|
|
Jul 13, 2023
Q2 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
2.41K+ 20.76% |
$105K - $115K
|
14K
$730K
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
BUY
|
- |
1.54K+ 19.43% |
$67K - $73.4K
|
9.47K
$494K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
366+ 10.18% |
$15.9K - $17.4K
|
3.96K
$207K
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
363+ 0.33% |
$15.8K - $17.3K
|
110K
$5.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
338+ 2.72% |
$14.7K - $16.1K
|
12.7K
$665K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
333+ 2.78% |
$14.5K - $15.9K
|
12.3K
$643K
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
230New |
$10K - $11K
|
230
$12K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
168+ 9.55% |
$7.3K - $8K
|
1.93K
$100K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
108+ 50.94% |
$4.69K - $5.14K
|
320
$16.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
102New |
$4.43K - $4.86K
|
102
$5.32K
|
|
|
Aug 08, 2023
Q2 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
32+ 0.67% |
$1.39K - $1.52K
|
4.8K
$250K
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 0.86% |
$174 - $191
|
468
$24.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 19, 2023
Q2 2023
|
Northland Capital Management LLC
|
SELL
|
- |
-22K- 39.07% |
$958K - $1.05M
|
34.4K
$1.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-69.5K- 45.35% |
$3.02M - $3.31M
|
83.8K
$4.37M
|