Purchases and Sales Made in Q3 2023 in American Centy ETF Tr Avantis (AVSE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSE) 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
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
28KNew |
$1.25M - $1.36M
|
28K
$1.46M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.1K+ 110.83% |
$674K - $734K
|
28.7K
$1.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.8KNew |
$570K - $622K
|
12.8K
$667K
|
|
|
Oct 13, 2023
Q3 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
4.86KNew |
$217K - $236K
|
4.86K
$254K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
3.2K+ 80.71% |
$142K - $155K
|
7.16K
$373K
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1.86K+ 1.69% |
$82.8K - $90.3K
|
112K
$5.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.3K+ 10.19% |
$57.9K - $63.1K
|
14K
$732K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.29K+ 0.89% |
$57.5K - $62.7K
|
146K
$7.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
1.16KNew |
$51.5K - $56.2K
|
1.16K
$60.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
BUY
|
- |
1.01K+ 10.63% |
$44.9K - $48.9K
|
10.5K
$546K
|
|
|
Oct 25, 2023
Q3 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
761+ 5.43% |
$33.9K - $37K
|
14.8K
$770K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
140New |
$6.24K - $6.8K
|
140
$7.3K
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
87+ 1.8% |
$3.88K - $4.23K
|
4.91K
$256K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
37+ 1.92% |
$1.65K - $1.8K
|
1.96K
$102K
|
|
|
Oct 27, 2023
Q3 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
19+ 2.71% |
$847 - $923
|
720
$37.5K
|
|
|
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 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-45- 19.57% |
$2.01K - $2.19K
|
185
$9.65K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-139- 1.13% |
$6.2K - $6.76K
|
12.2K
$635K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-10.4K- 59.8% |
$462K - $504K
|
6.97K
$364K
|
|
|
Oct 17, 2023
Q3 2023
|
Northland Capital Management LLC
|
SELL
|
- |
-14.7K- 42.88% |
$657K - $716K
|
19.6K
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-23.5K- 28.08% |
$1.05M - $1.14M
|
60.3K
$3.14M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-26.1K- 30.79% |
$1.16M - $1.27M
|
58.6K
$3.06M
|