Purchases and Sales Made in Q3 2023 in American Centy ETF Tr Avantis (AVSU)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSU) 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
|
Merriman Wealth Management, LLC
|
BUY
|
- |
215K+ 380.56% |
$10.6M - $11.5M
|
272K
$18.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
59K+ 100.46% |
$2.9M - $3.16M
|
118K
$8.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
40KNew |
$1.97M - $2.14M
|
40K
$2.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.9KNew |
$1.08M - $1.17M
|
21.9K
$1.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Northland Capital Management LLC
|
BUY
|
- |
8.04K+ 10.84% |
$396K - $431K
|
82.3K
$5.61M
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
5.59KNew |
$275K - $299K
|
5.59K
$381K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.12K+ 1.33% |
$104K - $113K
|
161K
$11M
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
2.1K+ 3.47% |
$103K - $113K
|
62.7K
$4.28M
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
1.92K+ 11.69% |
$94.6K - $103K
|
18.4K
$1.25M
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
BUY
|
- |
991+ 13.61% |
$48.7K - $53.1K
|
8.28K
$565K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
932+ 5.53% |
$45.8K - $49.9K
|
17.8K
$1.21M
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
633+ 2.88% |
$31.1K - $33.9K
|
22.6K
$1.54M
|
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
409+ 73.96% |
$20.1K - $21.9K
|
962
$65.6K
|
|
|
Oct 27, 2023
Q3 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
69+ 3.53% |
$3.39K - $3.69K
|
2.03K
$138K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
40+ 137.93% |
$1.97K - $2.14K
|
69
$4.71K
|
|
|
Oct 25, 2023
Q3 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
6+ 0.02% |
$295 - $321
|
24.1K
$1.64M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-69- 1.1% |
$3.39K - $3.69K
|
6.23K
$425K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-391- 96.07% |
$19.2K - $20.9K
|
16
$1.09K
|
|
|
Oct 15, 2024
Q3 2023
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-577- 8.76% |
$28.4K - $30.9K
|
6.01K
$410K
|
|
|
Oct 25, 2023
Q3 2023
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-982- 1.58% |
$48.3K - $52.6K
|
61.3K
$4.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.32K- 84.23% |
$212K - $231K
|
808
$55.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-7.87K- 5.03% |
$387K - $421K
|
149K
$10.1M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-40.3K- 42.39% |
$1.98M - $2.16M
|
54.7K
$3.73M
|