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 |
---|---|---|---|---|---|---|---|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
147+ 3.75% |
$10.1K - $11.1K
|
4.07K
$399K
|
|
Dec 06, 2024
Q2 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
134+ 0.38% |
$9.24K - $10.1K
|
35.6K
$3.48M
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
100New |
$6.89K - $7.52K
|
100
$9.79K
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
86+ 0.85% |
$5.93K - $6.47K
|
10.2K
$1M
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
81+ 0.53% |
$5.58K - $6.09K
|
15.4K
$1.51M
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
81New |
$5.58K - $6.09K
|
81
$7.93K
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
67New |
$4.62K - $5.04K
|
67
$6.56K
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
60+ 0.07% |
$4.14K - $4.51K
|
81.2K
$7.95M
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
58+ 0.18% |
$4K - $4.36K
|
32.6K
$3.19M
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
49+ 0.94% |
$3.38K - $3.68K
|
5.28K
$517K
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
49+ 0.61% |
$3.38K - $3.68K
|
8.03K
$786K
|
|
Aug 11, 2023
Q2 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
44+ 0.38% |
$3.03K - $3.31K
|
11.6K
$1.14M
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
32+ 0.11% |
$2.21K - $2.41K
|
30.3K
$2.97M
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
24New |
$1.65K - $1.8K
|
24
$2.35K
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
23+ 0.38% |
$1.59K - $1.73K
|
6.14K
$601K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
14New |
$965 - $1.05K
|
14
$1.37K
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
8+ 0.07% |
$551 - $602
|
11.6K
$1.14M
|
|
Jul 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
5+ 0.08% |
$345 - $376
|
6.22K
$609K
|
|
Aug 11, 2023
Q2 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
4+ 0.02% |
$276 - $301
|
18.5K
$1.81M
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 14, 2023
Q2 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-5- 0.06% |
$345 - $376
|
8.03K
$786K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-22- 0.89% |
$1.52K - $1.65K
|
2.44K
$239K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-27- 0.31% |
$1.86K - $2.03K
|
8.8K
$861K
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-29- 1.02% |
$2K - $2.18K
|
2.82K
$276K
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-51- 2.98% |
$3.51K - $3.83K
|
1.66K
$163K
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-66- 1.34% |
$4.55K - $4.96K
|
4.86K
$476K
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-80- 0.88% |
$5.51K - $6.02K
|
8.97K
$878K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-84- 25.61% |
$5.79K - $6.32K
|
244
$23.9K
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-148- 80.43% |
$10.2K - $11.1K
|
36
$3.52K
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
SELL
|
- |
-181- 0.2% |
$12.5K - $13.6K
|
91.1K
$8.92M
|
|
Aug 01, 2023
Q2 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-200- 1.69% |
$13.8K - $15K
|
11.6K
$1.14M
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-212- 0.91% |
$14.6K - $15.9K
|
23.1K
$2.26M
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-250- 3.61% |
$17.2K - $18.8K
|
6.67K
$653K
|
|
Jul 26, 2023
Q2 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-274- 3.71% |
$18.9K - $20.6K
|
7.11K
$696K
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-416- 4.68% |
$28.7K - $31.3K
|
8.47K
$830K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-516- 26.6% |
$35.6K - $38.8K
|
1.42K
$139K
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-572- 1.9% |
$39.4K - $43K
|
29.5K
$2.89M
|
|
Jul 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-705- 18.27% |
$48.6K - $53K
|
3.15K
$309K
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-794- 13.88% |
$54.7K - $59.7K
|
4.93K
$483K
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-865- 8.1% |
$59.6K - $65K
|
9.82K
$961K
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-950- 6.28% |
$65.5K - $71.4K
|
14.2K
$1.39M
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1.01K- 20.5% |
$69.5K - $75.8K
|
3.91K
$383K
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.01K- 0.89% |
$69.5K - $75.8K
|
112K
$10.9M
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.02K- 0.77% |
$70.2K - $76.5K
|
132K
$12.9M
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1.05K- 1.19% |
$72.4K - $78.9K
|
87.3K
$8.55M
|
|
Sep 13, 2023
Q2 2023
|
Awm Capital, LLC
|
SELL
|
- |
-1.36K- 0.3% |
$93.5K - $102K
|
449K
$44M
|
|
Jul 12, 2023
Q2 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-1.39K- 0.73% |
$95.7K - $104K
|
188K
$18.4M
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1.47K- 2.05% |
$101K - $110K
|
69.8K
$6.84M
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.62K- 19.11% |
$112K - $122K
|
6.86K
$672K
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.63K- 1.19% |
$112K - $123K
|
135K
$13.3M
|