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 |
|---|---|---|---|---|---|---|---|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.82K- 35.85% |
$122K - $135K
|
3.25K
$318K
|
|
|
May 10, 2023
Q1 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-1.94K- 14.37% |
$131K - $144K
|
11.6K
$1.13M
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-2.68K- 4.18% |
$181K - $199K
|
61.6K
$6.03M
|
|
|
May 04, 2023
Q1 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-2.94K- 3.03% |
$198K - $218K
|
94K
$9.21M
|
|
|
Apr 19, 2023
Q1 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-4.12K- 33.29% |
$278K - $306K
|
8.25K
$808K
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-4.16K- 28.03% |
$281K - $309K
|
10.7K
$1.05M
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-4.18K- 1.59% |
$282K - $310K
|
259K
$25.4M
|
|
|
May 03, 2023
Q1 2023
|
B&D White Capital Company, LLC
|
SELL
|
- |
-4.29K- 0.97% |
$290K - $319K
|
439K
$43M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-5.16K- 16.13% |
$348K - $384K
|
26.9K
$2.63M
|
|
|
May 05, 2023
Q1 2023
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-5.56K- 0.85% |
$375K - $413K
|
651K
$63.8M
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-5.63K- 96.84% |
$380K - $419K
|
184
$18K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.93K- 57.68% |
$467K - $515K
|
5.08K
$498K
|
|
|
Jul 06, 2023
Q1 2023
|
Awm Capital, LLC
|
SELL
|
- |
-7.57K- 1.65% |
$511K - $563K
|
450K
$44.1M
|
|
|
May 10, 2023
Q1 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-7.78K- 4.4% |
$525K - $578K
|
169K
$16.6M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-9.09K- 12.58% |
$613K - $675K
|
63.2K
$6.19M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-9.82K- 43.17% |
$662K - $729K
|
12.9K
$1.26M
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
SELL
|
- |
-11.1K- 2.19% |
$751K - $827K
|
498K
$48.8M
|
|
|
May 11, 2023
Q1 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-13.9K- 10.31% |
$935K - $1.03M
|
121K
$11.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-14.7K- 9.05% |
$990K - $1.09M
|
147K
$14.4M
|
|
|
Jul 20, 2023
Q1 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-15.4K- 3.95% |
$1.04M - $1.15M
|
375K
$36.7M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-16.9K- 28.36% |
$1.14M - $1.25M
|
42.6K
$4.18M
|
|
|
Apr 26, 2023
Q1 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-34.8K- 6.52% |
$2.34M - $2.58M
|
499K
$48.8M
|
|
|
May 03, 2023
Q1 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-36.1K- 8.35% |
$2.43M - $2.68M
|
396K
$38.8M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-86.7K- 90.7% |
$5.85M - $6.44M
|
8.89K
$870K
|
|
|
May 12, 2023
Q1 2023
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-87.4K- 66.33% |
$5.89M - $6.49M
|
44.4K
$4.34M
|
|
|
Apr 28, 2023
Q1 2023
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-103K- 4.96% |
$6.96M - $7.67M
|
1.98M
$194M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-114K- 93.9% |
$7.68M - $8.47M
|
7.41K
$725K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-292K- 90.93% |
$19.7M - $21.7M
|
29.1K
$2.85M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.86M- 45.02% |
$126M - $138M
|
2.28M
$223M
|