Purchases and Sales Made in Q2 2023 in American Centy ETF Tr Avantis (AVUS)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
936K+ 77.46% |
$64.5M - $70.4M
|
2.15M
$212M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
450K+ 61.87% |
$31M - $33.9M
|
1.18M
$117M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
361K+ 96.65% |
$24.9M - $27.1M
|
735K
$72.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
326K+ 1117.47% |
$22.4M - $24.5M
|
355K
$35.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
307KNew |
$21.2M - $23.1M
|
307K
$30.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
207KNew |
$14.3M - $15.6M
|
207K
$20.5M
|
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
195K+ 8.7% |
$13.4M - $14.7M
|
2.43M
$241M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
149K+ 44.41% |
$10.3M - $11.2M
|
485K
$48M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
141K+ 63.35% |
$9.72M - $10.6M
|
364K
$36M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
138KNew |
$9.51M - $10.4M
|
138K
$13.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
132K+ 24.52% |
$9.1M - $9.92M
|
670K
$66.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
125KNew |
$8.59M - $9.37M
|
125K
$12.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
123K+ 13.16% |
$8.46M - $9.22M
|
1.06M
$105M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
115K+ 24.37% |
$7.95M - $8.68M
|
589K
$58.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
110K+ 383.47% |
$7.56M - $8.25M
|
138K
$13.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
103KNew |
$7.08M - $7.73M
|
103K
$10.2M
|
|
|
Aug 18, 2023
Q2 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
100K+ 1598.23% |
$6.91M - $7.54M
|
107K
$10.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
98.3K+ 44.84% |
$6.77M - $7.39M
|
317K
$31.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
97.5K+ 53.95% |
$6.72M - $7.33M
|
278K
$27.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
87.5K+ 10.01% |
$6.03M - $6.58M
|
962K
$95.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
BUY
|
- |
83.9K+ 222.67% |
$5.78M - $6.31M
|
122K
$12M
|
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
76.6K+ 15.36% |
$5.28M - $5.76M
|
575K
$57M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
70.5KNew |
$4.86M - $5.3M
|
70.5K
$6.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
BUY
|
- |
64.1K+ 10.53% |
$4.42M - $4.82M
|
673K
$66.7M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
62.8K+ 3.38% |
$4.33M - $4.72M
|
1.92M
$190M
|
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
57.7K+ 9.3% |
$3.98M - $4.34M
|
678K
$67.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
48.7K+ 18.26% |
$3.35M - $3.66M
|
315K
$31.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
47.3K+ 4.55% |
$3.26M - $3.55M
|
1.09M
$107M
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
45.6K+ 12.53% |
$3.14M - $3.43M
|
410K
$40.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
45.3K+ 19.65% |
$3.12M - $3.4M
|
276K
$27.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
43.9K+ 31.42% |
$3.03M - $3.3M
|
184K
$18.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
BUY
|
- |
43.8K+ 3633.03% |
$3.02M - $3.29M
|
45K
$4.46M
|
|
|
Jul 27, 2023
Q2 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
38.7K+ 18.52% |
$2.67M - $2.91M
|
248K
$24.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
37.9K+ 6.97% |
$2.61M - $2.85M
|
582K
$57.6M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
37.4K+ 17.27% |
$2.58M - $2.81M
|
254K
$25.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
37.1K+ 20.07% |
$2.56M - $2.79M
|
222K
$22M
|
|
|
Aug 11, 2023
Q2 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
33.6K+ 27.81% |
$2.31M - $2.52M
|
154K
$15.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
33.1K+ 4.17% |
$2.28M - $2.49M
|
827K
$81.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
32.8K+ 5.64% |
$2.26M - $2.47M
|
615K
$60.9M
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
30.8K+ 2.88% |
$2.12M - $2.31M
|
1.1M
$109M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
29KNew |
$2M - $2.18M
|
29K
$2.87M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27K+ 37.93% |
$1.86M - $2.03M
|
98.3K
$9.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
25.1K+ 45.24% |
$1.73M - $1.89M
|
80.5K
$7.97M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
24.2KNew |
$1.67M - $1.82M
|
24.2K
$2.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
22.2KNew |
$1.53M - $1.67M
|
22.2K
$2.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.9K+ 9.4% |
$1.51M - $1.64M
|
254K
$25.2M
|
|
|
Nov 16, 2023
Q2 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
21.3K+ 16.78% |
$1.47M - $1.6M
|
148K
$14.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20.6K+ 406.93% |
$1.42M - $1.55M
|
25.7K
$2.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20.4KNew |
$1.41M - $1.53M
|
20.4K
$2.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
19.5K+ 263.51% |
$1.34M - $1.47M
|
26.9K
$2.66M
|