Purchases and Sales Made in Q1 2023 in American Centy ETF Tr Avantis (AVUS)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUS) 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 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
621KNew |
$41.8M - $46.1M
|
621K
$61.5M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
440K+ 30.94% |
$29.6M - $32.7M
|
1.86M
$184M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
374KNew |
$25.2M - $27.8M
|
374K
$37M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
336K+ 85.53% |
$22.6M - $24.9M
|
728K
$72.1M
|
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
324K+ 16.89% |
$21.8M - $24M
|
2.24M
$222M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
315K+ 199.04% |
$21.3M - $23.4M
|
474K
$46.9M
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
BUY
|
- |
291K+ 91.73% |
$19.6M - $21.6M
|
609K
$60.3M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
260K+ 80.65% |
$17.5M - $19.3M
|
582K
$57.6M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
195K+ 137.99% |
$13.1M - $14.5M
|
336K
$33.2M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
164K+ 18.71% |
$11M - $12.2M
|
1.04M
$103M
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
137KNew |
$9.25M - $10.2M
|
137K
$13.6M
|
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
113K+ 13.79% |
$7.62M - $8.39M
|
932K
$92.4M
|
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
88.3KNew |
$5.96M - $6.56M
|
88.3K
$8.75M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
78.1K+ 126.59% |
$5.26M - $5.8M
|
140K
$13.8M
|
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
73.4K+ 25.25% |
$4.95M - $5.45M
|
364K
$36.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
72.3K+ 161.56% |
$4.87M - $5.37M
|
117K
$11.6M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
71.9K+ 9.23% |
$4.85M - $5.34M
|
852K
$84.3M
|
|
|
May 01, 2023
Q1 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
59.9K+ 8.16% |
$4.04M - $4.45M
|
794K
$78.6M
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
59.1K+ 586.97% |
$3.98M - $4.39M
|
69.1K
$6.85M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
57.8K+ 7.08% |
$3.9M - $4.29M
|
874K
$86.6M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
57.4K+ 10.45% |
$3.87M - $4.27M
|
607K
$60.1M
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
55.4KNew |
$3.74M - $4.12M
|
55.4K
$5.49M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
52.8K+ 4.57% |
$3.56M - $3.92M
|
1.21M
$120M
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
52.1K+ 589.43% |
$3.51M - $3.87M
|
61K
$6.04M
|
|
|
Apr 21, 2023
Q1 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
52.1K+ 429.56% |
$3.51M - $3.87M
|
64.2K
$6.36M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
49.3K+ 27.22% |
$3.32M - $3.66M
|
230K
$22.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
48.1KNew |
$3.24M - $3.57M
|
48.1K
$4.76M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
47.6KNew |
$3.21M - $3.54M
|
47.6K
$4.71M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
45K+ 28.12% |
$3.03M - $3.34M
|
205K
$20.3M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
44.7K+ 23.79% |
$3.01M - $3.32M
|
233K
$23M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
42.7KNew |
$2.88M - $3.17M
|
42.7K
$4.23M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
42.1K+ 103.6% |
$2.84M - $3.13M
|
82.8K
$8.2M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
38.9KNew |
$2.62M - $2.89M
|
38.9K
$3.85M
|
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
37.7KNew |
$2.54M - $2.8M
|
37.7K
$3.73M
|
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
35.4KNew |
$2.38M - $2.63M
|
35.4K
$3.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
34.3KNew |
$2.31M - $2.55M
|
34.3K
$3.4M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
34.1K+ 92.01% |
$2.3M - $2.54M
|
71.3K
$7.06M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
33.7K+ 25.06% |
$2.27M - $2.5M
|
168K
$16.7M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
33.6KNew |
$2.26M - $2.49M
|
33.6K
$3.32M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
32.7KNew |
$2.2M - $2.43M
|
32.7K
$3.24M
|
|
|
May 12, 2023
Q1 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
30.8K+ 6.0% |
$2.08M - $2.29M
|
544K
$53.9M
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
30.2KNew |
$2.04M - $2.25M
|
30.2K
$2.99M
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
29.7K+ 19.68% |
$2M - $2.21M
|
181K
$17.9M
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
25.3K+ 13.25% |
$1.71M - $1.88M
|
217K
$21.5M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
25.2K+ 21.79% |
$1.7M - $1.87M
|
141K
$13.9M
|
|
|
Apr 28, 2023
Q1 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
25.1KNew |
$1.69M - $1.86M
|
25.1K
$2.48M
|
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
23K+ 11.71% |
$1.55M - $1.71M
|
219K
$21.7M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
22.5KNew |
$1.52M - $1.67M
|
22.5K
$2.23M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
19K+ 8.86% |
$1.28M - $1.41M
|
234K
$23.2M
|
|
|
Apr 12, 2023
Q1 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
18.2K+ 29.95% |
$1.23M - $1.35M
|
79.1K
$7.84M
|