Purchases and Sales Made in Q4 2023 in American Centy ETF Tr Avantis (AVSE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSE) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
23.8KNew |
$1.03M - $1.15M
|
23.8K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.1K+ 38.27% |
$1M - $1.11M
|
83.3K
$4.36M
|
|
|
Jan 19, 2024
Q4 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
9.05KNew |
$393K - $436K
|
9.05K
$473K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
6.59K+ 92.02% |
$286K - $318K
|
13.7K
$719K
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
5.13KNew |
$222K - $247K
|
5.13K
$268K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
4.89KNew |
$212K - $236K
|
4.89K
$256K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.1K+ 5.28% |
$134K - $149K
|
61.7K
$3.23M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2.83K+ 2769.61% |
$123K - $136K
|
2.93K
$153K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
2.46KNew |
$107K - $119K
|
2.46K
$129K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.06K+ 7.37% |
$89.6K - $99.5K
|
30.1K
$1.57M
|
|
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
1.18K+ 7.97% |
$51K - $56.7K
|
15.9K
$833K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
956New |
$41.5K - $46.1K
|
956
$50K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
723+ 0.5% |
$31.4K - $34.9K
|
147K
$7.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
710+ 2.47% |
$30.8K - $34.2K
|
29.5K
$1.54M
|
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
457+ 319.58% |
$19.8K - $22K
|
600
$31.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
429+ 8.82% |
$18.6K - $20.7K
|
5.29K
$277K
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
BUY
|
- |
352+ 3.36% |
$15.3K - $17K
|
10.8K
$566K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
300+ 2.46% |
$13K - $14.5K
|
12.5K
$653K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
293+ 5.96% |
$12.7K - $14.1K
|
5.21K
$272K
|
|
|
Feb 02, 2024
Q4 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
245+ 34.03% |
$10.6K - $11.8K
|
965
$50.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
166New |
$7.2K - $8.01K
|
166
$8.68K
|
|
|
Jan 24, 2024
Q4 2023
|
Northland Capital Management LLC
|
BUY
|
- |
152+ 0.77% |
$6.6K - $7.33K
|
19.8K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
71+ 0.51% |
$3.08K - $3.42K
|
14.1K
$738K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 20, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-28- 0.54% |
$1.21K - $1.35K
|
5.13K
$268K
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-112- 2.43% |
$4.86K - $5.4K
|
4.5K
$235K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-2.23K- 3.07% |
$96.8K - $108K
|
70.5K
$3.69M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-15.6K- 13.98% |
$677K - $753K
|
96K
$5.02M
|