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 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.69K- 3.3% |
$116K - $127K
|
49.5K
$4.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.71K- 5.37% |
$118K - $128K
|
30.1K
$2.94M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.17K- 4.51% |
$149K - $163K
|
45.9K
$4.49M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.28K- 16.39% |
$157K - $171K
|
11.6K
$1.14M
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.37K- 7.81% |
$163K - $178K
|
28K
$2.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-2.43K- 1.44% |
$168K - $183K
|
167K
$16.3M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
SELL
|
- |
-2.53K- 7.3% |
$175K - $191K
|
32.2K
$3.15M
|
|
|
Aug 03, 2023
Q2 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-3.39K- 5.41% |
$234K - $255K
|
59.3K
$5.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-3.65K- 0.56% |
$251K - $274K
|
648K
$63.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-3.7K- 8.33% |
$255K - $278K
|
40.7K
$3.98M
|
|
|
Jul 31, 2023
Q2 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-3.87K- 3.88% |
$267K - $291K
|
95.8K
$9.38M
|
|
|
Jul 20, 2023
Q2 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-4.76K- 36.05% |
$328K - $358K
|
8.45K
$827K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.84K- 2.18% |
$402K - $439K
|
262K
$25.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-7.81K- 1.97% |
$538K - $587K
|
388K
$38M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.19K- 4.0% |
$564K - $616K
|
197K
$19.3M
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-8.47K- 1.63% |
$584K - $637K
|
512K
$50.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-8.7K- 38.4% |
$600K - $654K
|
14K
$1.37M
|
|
|
Jul 24, 2023
Q2 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-8.86K- 14.74% |
$610K - $666K
|
51.2K
$5.02M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-9.86K- 23.37% |
$679K - $741K
|
32.3K
$3.16M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-10.2K- 92.22% |
$701K - $764K
|
858
$84K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-10.5K- 81.48% |
$726K - $792K
|
2.39K
$234K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-10.6K- 2.56% |
$730K - $796K
|
403K
$39.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-11.6K- 10.05% |
$798K - $871K
|
104K
$10.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-12.6K- 59.14% |
$866K - $945K
|
8.68K
$850K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-14.2K- 22.44% |
$977K - $1.07M
|
49K
$4.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-16.3K- 70.51% |
$1.13M - $1.23M
|
6.84K
$669K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-17.5K- 2.06% |
$1.21M - $1.32M
|
834K
$81.7M
|
|
|
Sep 25, 2024
Q2 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-18K- 8.28% |
$1.24M - $1.35M
|
200K
$19.5M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-19.4K- 62.08% |
$1.33M - $1.45M
|
11.8K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-19.4K- 62.08% |
$1.33M - $1.45M
|
11.8K
$1.16M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-22.8K- 26.86% |
$1.57M - $1.72M
|
62.1K
$6.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-24K- 1.21% |
$1.66M - $1.81M
|
1.96M
$192M
|
|
|
Aug 08, 2023
Q2 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-31.9K- 26.02% |
$2.2M - $2.4M
|
90.7K
$8.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-32.1K- 82.5% |
$2.21M - $2.41M
|
6.81K
$667K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-36K- 43.45% |
$2.48M - $2.7M
|
46.8K
$4.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-43.2K- 90.7% |
$2.98M - $3.25M
|
4.43K
$433K
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-50.9K- 29.61% |
$3.51M - $3.83M
|
121K
$11.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-151K- 64.51% |
$10.4M - $11.3M
|
83K
$8.13M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-217K- 9.51% |
$14.9M - $16.3M
|
2.06M
$202M
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-249K- 96.08% |
$17.2M - $18.7M
|
10.1K
$994K
|