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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
140+ 8.91% |
$9.44K - $10.4K
|
1.71K
$168K
|
|
|
May 15, 2023
Q1 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
132+ 0.57% |
$8.9K - $9.81K
|
23.2K
$2.27M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
129+ 2.31% |
$8.7K - $9.58K
|
5.72K
$560K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
126New |
$8.49K - $9.36K
|
126
$12.3K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
115+ 0.14% |
$7.75K - $8.54K
|
81.1K
$7.94M
|
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
111+ 0.85% |
$7.48K - $8.25K
|
13.1K
$1.28M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
76+ 0.95% |
$5.12K - $5.65K
|
8.07K
$790K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
50+ 17.99% |
$3.37K - $3.71K
|
328
$32.1K
|
|
|
May 12, 2023
Q1 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
44+ 0.38% |
$2.97K - $3.27K
|
11.6K
$1.13M
|
|
|
May 01, 2023
Q1 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
43+ 0.08% |
$2.9K - $3.19K
|
52.8K
$5.17M
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
41New |
$2.76K - $3.05K
|
41
$4.01K
|
|
|
Apr 10, 2023
Q1 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
32+ 0.64% |
$2.16K - $2.38K
|
5.01K
$491K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
30New |
$2.02K - $2.23K
|
30
$2.94K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
24+ 0.39% |
$1.62K - $1.78K
|
6.12K
$599K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
17+ 0.13% |
$1.15K - $1.26K
|
13.2K
$1.29M
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
13+ 0.33% |
$876 - $966
|
3.93K
$384K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
9New |
$607 - $669
|
9
$881
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-6- 0.12% |
$405 - $446
|
4.93K
$482K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-8- 0.03% |
$539 - $594
|
23.3K
$2.28M
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-27- 0.94% |
$1.82K - $2.01K
|
2.85K
$279K
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-89- 0.97% |
$6K - $6.61K
|
9.05K
$886K
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-107- 0.9% |
$7.21K - $7.95K
|
11.8K
$1.16M
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-107- 1.39% |
$7.21K - $7.95K
|
7.59K
$743K
|
|
|
May 03, 2023
Q1 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-144- 0.23% |
$9.71K - $10.7K
|
62.7K
$6.13M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-155- 0.49% |
$10.5K - $11.5K
|
31.2K
$3.05M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-155- 0.49% |
$10.5K - $11.5K
|
31.2K
$3.05M
|
|
|
May 09, 2023
Q1 2023
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-196- 1.25% |
$13.2K - $14.6K
|
15.5K
$1.51M
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-255- 2.46% |
$17.2K - $18.9K
|
10.1K
$992K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-297- 0.93% |
$20K - $22.1K
|
31.8K
$3.11M
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-327- 0.28% |
$22K - $24.3K
|
115K
$11.3M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-328- 0.23% |
$22.1K - $24.4K
|
145K
$14.2M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-339- 6.27% |
$22.9K - $25.2K
|
5.07K
$496K
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-417- 6.29% |
$28.1K - $31K
|
6.22K
$609K
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-454- 0.19% |
$30.6K - $33.7K
|
242K
$23.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-490- 6.82% |
$33K - $36.4K
|
6.7K
$656K
|
|
|
May 02, 2023
Q1 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-678- 1.24% |
$45.7K - $50.4K
|
53.8K
$5.27M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-683- 1.87% |
$46K - $50.7K
|
35.9K
$3.52M
|
|
|
Aug 11, 2023
Q1 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-688- 3.59% |
$46.4K - $51.1K
|
18.5K
$1.81M
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-883- 2.89% |
$59.5K - $65.6K
|
29.7K
$2.91M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.01K- 1.59% |
$68.4K - $75.3K
|
62.7K
$6.14M
|
|
|
May 01, 2023
Q1 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-1.07K- 7.47% |
$71.9K - $79.2K
|
13.2K
$1.29M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.12K- 36.5% |
$75.2K - $82.8K
|
1.94K
$190K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.14K- 7.54% |
$76.8K - $84.6K
|
14K
$1.37M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.4K- 15.91% |
$94.4K - $104K
|
7.4K
$725K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1.58K- 24.37% |
$107K - $118K
|
4.92K
$481K
|
|
|
Apr 19, 2023
Q1 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-1.62K- 2.63% |
$109K - $120K
|
60.1K
$5.88M
|
|
|
Nov 16, 2023
Q1 2023
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-1.69K- 3.19% |
$114K - $126K
|
51.4K
$5.03M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.81K- 13.16% |
$122K - $134K
|
11.9K
$1.17M
|