Purchases and Sales Made in Q4 2023 in American Centy ETF Tr Avantis (AVSU)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSU) 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 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
269KNew |
$12.7M - $15.2M
|
269K
$18.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
28.4K+ 507.5% |
$1.34M - $1.6M
|
33.9K
$2.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
23.1KNew |
$1.09M - $1.31M
|
23.1K
$1.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.5KNew |
$684K - $818K
|
14.5K
$983K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.1KNew |
$620K - $741K
|
13.1K
$891K
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
10.8K+ 3.96% |
$508K - $608K
|
283K
$19.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.3KNew |
$488K - $583K
|
10.3K
$701K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.3KNew |
$488K - $583K
|
10.3K
$701K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.42K+ 23.58% |
$445K - $532K
|
49.4K
$3.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.13KNew |
$431K - $515K
|
9.13K
$619K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
5.43K+ 30.55% |
$256K - $306K
|
23.2K
$1.57M
|
|
|
Feb 08, 2024
Q4 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
4.33KNew |
$205K - $245K
|
4.33K
$294K
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
4.01KNew |
$189K - $226K
|
4.01K
$272K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.09K+ 14.1% |
$146K - $175K
|
25K
$1.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
BUY
|
- |
2.12K+ 25.64% |
$100K - $120K
|
10.4K
$705K
|
|
|
Sep 25, 2024
Q4 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
1.83K+ 17.93% |
$86.1K - $103K
|
12K
$814K
|
|
|
Jan 24, 2024
Q4 2023
|
Northland Capital Management LLC
|
BUY
|
- |
1.08K+ 1.31% |
$50.8K - $60.7K
|
83.3K
$5.65M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.06KNew |
$49.8K - $59.5K
|
1.06K
$71.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
934New |
$44.1K - $52.7K
|
934
$63.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
611+ 1.0% |
$28.8K - $34.5K
|
61.9K
$4.2M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
543New |
$25.6K - $30.6K
|
543
$36.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
305+ 15.05% |
$14.4K - $17.2K
|
2.33K
$158K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
262+ 379.71% |
$12.4K - $14.8K
|
331
$22.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
188+ 1.02% |
$8.87K - $10.6K
|
18.6K
$1.26M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
163+ 1.12% |
$7.69K - $9.2K
|
14.7K
$996K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
56+ 4.11% |
$2.64K - $3.16K
|
1.42K
$96.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-211- 3.39% |
$9.96K - $11.9K
|
6.02K
$408K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-818- 1.49% |
$38.6K - $46.2K
|
53.9K
$3.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.08K- 0.67% |
$51.1K - $61K
|
160K
$10.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.49K- 6.6% |
$70.4K - $84.2K
|
21.1K
$1.43M
|
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-2.52K- 10.45% |
$119K - $142K
|
21.6K
$1.46M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-3.18K- 5.07% |
$150K - $179K
|
59.5K
$4.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.27K- 4.47% |
$248K - $297K
|
113K
$7.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-9.44K- 6.35% |
$445K - $532K
|
139K
$9.44M
|