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 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
3.83K+ 0.77% |
$264K - $288K
|
502K
$49.1M
|
|
Aug 04, 2023
Q2 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
3.73K+ 0.85% |
$257K - $281K
|
443K
$43.3M
|
|
Jul 20, 2023
Q2 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3.64K+ 10.74% |
$251K - $273K
|
37.5K
$3.67M
|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
BUY
|
- |
3.6K+ 3.82% |
$248K - $270K
|
97.6K
$9.56M
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.54K+ 52.85% |
$244K - $266K
|
10.2K
$1M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.39K+ 15.07% |
$234K - $255K
|
25.9K
$2.53M
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
3.1KNew |
$214K - $233K
|
3.1K
$304K
|
|
Jul 24, 2023
Q2 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
2.97K+ 59.26% |
$205K - $223K
|
7.98K
$781K
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
BUY
|
- |
2.94K+ 5.22% |
$202K - $221K
|
59.2K
$5.79M
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
2.78KNew |
$192K - $209K
|
2.78K
$272K
|
|
Aug 04, 2023
Q2 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
2.74KNew |
$189K - $206K
|
2.74K
$268K
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.67KNew |
$184K - $201K
|
2.67K
$262K
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.65K+ 52.13% |
$183K - $199K
|
7.73K
$757K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.57K+ 34.73% |
$177K - $193K
|
9.98K
$977K
|
|
Jul 13, 2023
Q2 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
2.41K+ 2.3% |
$166K - $181K
|
107K
$10.5M
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.16K+ 66.33% |
$149K - $162K
|
5.4K
$529K
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
2.09K+ 44.38% |
$144K - $157K
|
6.79K
$664K
|
|
Jul 13, 2023
Q2 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
2.06K+ 7.12% |
$142K - $155K
|
31K
$3.03M
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.01K+ 0.83% |
$139K - $151K
|
244K
$23.9M
|
|
Jul 07, 2023
Q2 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
1.94K+ 3.18% |
$134K - $146K
|
63.1K
$6.18M
|
|
Aug 11, 2023
Q2 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.89K+ 15.14% |
$130K - $142K
|
14.4K
$1.41M
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
1.64K+ 5.12% |
$113K - $123K
|
33.6K
$3.29M
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.42K+ 6.37% |
$98.1K - $107K
|
23.8K
$2.33M
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.34K+ 9.58% |
$92.3K - $101K
|
15.3K
$1.5M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
1.2KNew |
$82.6K - $90.2K
|
1.2K
$117K
|
|
Aug 08, 2023
Q2 2023
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
1.15K+ 7.43% |
$79.1K - $86.3K
|
16.6K
$1.63M
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
933+ 21.6% |
$64.3K - $70.2K
|
5.25K
$514K
|
|
Aug 10, 2023
Q2 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
794+ 4.29% |
$54.7K - $59.7K
|
19.3K
$1.89M
|
|
Jul 28, 2023
Q2 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
775+ 1.44% |
$53.4K - $58.3K
|
54.6K
$5.34M
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
775+ 8.78% |
$53.4K - $58.3K
|
9.6K
$940K
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
662+ 5.73% |
$45.6K - $49.8K
|
12.2K
$1.2M
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
567+ 1.88% |
$39.1K - $42.6K
|
30.8K
$3.02M
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
557+ 12.3% |
$38.4K - $41.9K
|
5.09K
$498K
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
BUY
|
- |
507+ 5.55% |
$34.9K - $38.1K
|
9.64K
$944K
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
491+ 0.72% |
$33.8K - $36.9K
|
68.8K
$6.74M
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
486New |
$33.5K - $36.5K
|
486
$47.6K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
459+ 15.16% |
$31.6K - $34.5K
|
3.49K
$341K
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
458+ 0.92% |
$31.6K - $34.4K
|
50.4K
$4.93M
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
438+ 5.61% |
$30.2K - $32.9K
|
8.24K
$807K
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
431+ 0.24% |
$29.7K - $32.4K
|
181K
$17.7M
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
426+ 0.7% |
$29.4K - $32K
|
61.4K
$6.01M
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
319+ 4.2% |
$22K - $24K
|
7.91K
$774K
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
308+ 3.82% |
$21.2K - $23.2K
|
8.38K
$820K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
306+ 746.34% |
$21.1K - $23K
|
347
$34K
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
298+ 4.03% |
$20.5K - $22.4K
|
7.69K
$753K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
273+ 0.44% |
$18.8K - $20.5K
|
62.9K
$6.16M
|
|
Jul 26, 2023
Q2 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
213+ 0.85% |
$14.7K - $16K
|
25.3K
$2.47M
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
200+ 2.28% |
$13.8K - $15K
|
8.99K
$880K
|
|
Jul 24, 2023
Q2 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
200+ 1.53% |
$13.8K - $15K
|
13.3K
$1.3M
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
196+ 0.6% |
$13.5K - $14.7K
|
32.9K
$3.22M
|