Purchases and Sales Made in Q3 2023 in American Centy ETF Tr Avantis (AVUS)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUS) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
614K+ 443.59% |
$44.6M - $48.2M
|
752K
$74.5M
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
602K+ 1482.18% |
$43.8M - $47.2M
|
642K
$63.6M
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
276KNew |
$20.1M - $21.7M
|
276K
$27.3M
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
249K+ 10.22% |
$18.1M - $19.5M
|
2.68M
$266M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
176K+ 36.35% |
$12.8M - $13.8M
|
661K
$65.4M
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
144KNew |
$10.5M - $11.3M
|
144K
$14.3M
|
|
Nov 14, 2023
Q3 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
127KNew |
$9.21M - $9.94M
|
127K
$12.5M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
115K+ 443.31% |
$8.34M - $9M
|
141K
$13.9M
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
112K+ 10.63% |
$8.15M - $8.8M
|
1.17M
$116M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
110K+ 11.46% |
$8.01M - $8.65M
|
1.07M
$106M
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
103KNew |
$7.5M - $8.09M
|
103K
$10.2M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
102K+ 9.37% |
$7.39M - $7.98M
|
1.19M
$118M
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
94K+ 33.8% |
$6.84M - $7.38M
|
372K
$36.9M
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
82.5K+ 14.01% |
$6M - $6.47M
|
671K
$66.5M
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
BUY
|
- |
69.6K+ 57.2% |
$5.06M - $5.46M
|
191K
$18.9M
|
|
Oct 31, 2023
Q3 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
67.6K+ 65.78% |
$4.91M - $5.3M
|
170K
$16.9M
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
66.3K+ 24.04% |
$4.82M - $5.2M
|
342K
$33.9M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
61.1K+ 24.03% |
$4.44M - $4.8M
|
316K
$31.2M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
57.8K+ 579.71% |
$4.21M - $4.54M
|
67.8K
$6.72M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
56.2K+ 6.73% |
$4.08M - $4.41M
|
890K
$88.2M
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
55.3K+ 24.92% |
$4.02M - $4.34M
|
277K
$27.4M
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
53.6K+ 8.72% |
$3.9M - $4.21M
|
668K
$66.2M
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
49.8KNew |
$3.62M - $3.91M
|
49.8K
$4.94M
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
49.2K+ 55.85% |
$3.58M - $3.86M
|
137K
$13.6M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
46.9K+ 47.71% |
$3.41M - $3.68M
|
145K
$14.4M
|
|
Oct 19, 2023
Q3 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
44.6KNew |
$3.24M - $3.5M
|
44.6K
$4.42M
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
43.6K+ 96.95% |
$3.17M - $3.42M
|
88.6K
$8.77M
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
BUY
|
- |
43.4K+ 6.45% |
$3.15M - $3.41M
|
716K
$71M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
42.7K+ 34.31% |
$3.11M - $3.36M
|
167K
$16.6M
|
|
Oct 23, 2023
Q3 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
42.2K+ 5.11% |
$3.07M - $3.31M
|
869K
$86.1M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
38.5K+ 20.93% |
$2.8M - $3.02M
|
222K
$22M
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
38K+ 321.65% |
$2.76M - $2.98M
|
49.8K
$4.94M
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
37.2K+ 443.85% |
$2.7M - $2.92M
|
45.6K
$4.51M
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
34.4K+ 1.6% |
$2.5M - $2.7M
|
2.18M
$216M
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
33.4K+ 8.16% |
$2.43M - $2.63M
|
443K
$43.9M
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
32.6KNew |
$2.37M - $2.56M
|
32.6K
$3.22M
|
|
Nov 07, 2023
Q3 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
30.4K+ 25.97% |
$2.21M - $2.38M
|
147K
$14.6M
|
|
Oct 13, 2023
Q3 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
29.4K+ 5.06% |
$2.14M - $2.31M
|
611K
$60.5M
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26.2KNew |
$1.9M - $2.05M
|
26.2K
$2.59M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
24.9K+ 16.13% |
$1.81M - $1.96M
|
180K
$17.8M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
20.9K+ 1741.62% |
$1.52M - $1.64M
|
22.1K
$2.19M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
19.7K+ 76.52% |
$1.43M - $1.54M
|
45.3K
$4.49M
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
BUY
|
- |
18.2K+ 376.19% |
$1.32M - $1.43M
|
23K
$2.28M
|
|
Oct 27, 2023
Q3 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
17.8K+ 4.02% |
$1.3M - $1.4M
|
460K
$45.6M
|
|
Oct 23, 2023
Q3 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
17.4K+ 19.04% |
$1.27M - $1.37M
|
109K
$10.8M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.5K+ 1.31% |
$1.13M - $1.22M
|
1.19M
$118M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.5K+ 221.41% |
$1.06M - $1.14M
|
21.1K
$2.09M
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
BUY
|
- |
14.3K+ 12.55% |
$1.04M - $1.12M
|
128K
$12.7M
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
14.2K+ 1.29% |
$1.03M - $1.12M
|
1.11M
$110M
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13.6K+ 25.4% |
$986K - $1.06M
|
66.9K
$6.63M
|