Purchases and Sales Made in Q1 2023 in American Centy ETF Tr Avantis (AVSU)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSU) 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
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
149K+ 2815.65% |
$6.8M - $7.55M
|
154K
$10.7M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
33.2K+ 27.99% |
$1.52M - $1.68M
|
152K
$10.5M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
22.8K+ 33.38% |
$1.04M - $1.16M
|
91K
$6.3M
|
|
|
May 02, 2023
Q1 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
7.3K+ 124.14% |
$334K - $370K
|
13.2K
$912K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.84K+ 82.82% |
$267K - $296K
|
12.9K
$892K
|
|
|
Apr 24, 2023
Q1 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
5.62K+ 10.12% |
$257K - $285K
|
61.2K
$4.23M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
5.54KNew |
$253K - $281K
|
5.54K
$383K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.12KNew |
$234K - $260K
|
5.12K
$354K
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
BUY
|
- |
4.5KNew |
$205K - $228K
|
4.5K
$311K
|
|
|
Apr 17, 2023
Q1 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
2.81K+ 4.61% |
$128K - $143K
|
63.8K
$4.41M
|
|
|
Aug 11, 2023
Q1 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
2.66K+ 28.36% |
$122K - $135K
|
12.1K
$834K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
2.48K+ 29.68% |
$113K - $126K
|
10.8K
$748K
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.37K+ 8.46% |
$62.4K - $69.3K
|
17.5K
$1.21M
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
731+ 143.9% |
$33.4K - $37.1K
|
1.24K
$85.7K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
551New |
$25.2K - $27.9K
|
551
$38.1K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
422New |
$19.3K - $21.4K
|
422
$29.2K
|
|
|
Oct 15, 2024
Q1 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
81+ 1.25% |
$3.7K - $4.11K
|
6.58K
$455K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
27New |
$1.23K - $1.37K
|
27
$1.87K
|
|
|
May 15, 2023
Q1 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
20+ 1.03% |
$913 - $1.01K
|
1.96K
$135K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-227- 3.3% |
$10.4K - $11.5K
|
6.65K
$460K
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-876- 1.86% |
$40K - $44.4K
|
46.2K
$3.2M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.81K- 21.03% |
$128K - $142K
|
10.5K
$729K
|
|
|
Apr 17, 2023
Q1 2023
|
Northland Capital Management LLC
|
SELL
|
- |
-20.6K- 14.06% |
$939K - $1.04M
|
126K
$8.69M
|
|
|
May 03, 2023
Q1 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-38.9K- 61.8% |
$1.78M - $1.97M
|
24.1K
$1.66M
|