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
|
Rmb Capital Management, LLC
|
BUY
|
- |
48+ 0.54% |
$3.49K - $3.77K
|
9.02K
$883K
|
|
|
Nov 09, 2023
Q3 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
42+ 0.36% |
$3.05K - $3.3K
|
11.7K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
37+ 0.36% |
$2.69K - $2.9K
|
10.3K
$1M
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
14+ 0.36% |
$1.02K - $1.1K
|
3.92K
$384K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
13+ 0.32% |
$945 - $1.02K
|
4.09K
$400K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
13+ 0.11% |
$945 - $1.02K
|
12.2K
$1.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
9+ 0.15% |
$654 - $706
|
6.15K
$602K
|
|
|
Oct 23, 2023
Q3 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
8+ 0.1% |
$582 - $628
|
7.99K
$782K
|
|
|
Oct 30, 2023
Q3 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
7+ 0.2% |
$509 - $549
|
3.57K
$349K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
5+ 0.08% |
$364 - $392
|
6.23K
$610K
|
|
|
Oct 17, 2023
Q3 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
5+ 0.18% |
$364 - $392
|
2.74K
$269K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
3New |
$218 - $235
|
3
$294
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1+ 0.01% |
$72.7 - $78.5
|
8.66K
$848K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-15- 0.08% |
$1.09K - $1.18K
|
18.5K
$1.81M
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-16- 0.06% |
$1.16K - $1.26K
|
27.9K
$2.74M
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-21- 0.07% |
$1.53K - $1.65K
|
30.3K
$2.97M
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-27- 0.96% |
$1.96K - $2.12K
|
2.8K
$274K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-38- 38.0% |
$2.76K - $2.98K
|
62
$6.07K
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-50- 0.62% |
$3.64K - $3.92K
|
7.98K
$781K
|
|
|
Oct 30, 2023
Q3 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-56- 0.66% |
$4.07K - $4.4K
|
8.39K
$822K
|
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-66- 0.57% |
$4.8K - $5.18K
|
11.6K
$1.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-95- 1.23% |
$6.91K - $7.46K
|
7.64K
$748K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-97- 0.15% |
$7.05K - $7.61K
|
62.8K
$6.15M
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-145- 1.83% |
$10.5K - $11.4K
|
7.76K
$760K
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-343- 3.38% |
$24.9K - $26.9K
|
9.81K
$960K
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-345- 3.51% |
$25.1K - $27.1K
|
9.47K
$927K
|
|
|
Sep 25, 2024
Q3 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-373- 0.19% |
$27.1K - $29.3K
|
199K
$19.5M
|
|
|
Oct 27, 2023
Q3 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-407- 0.1% |
$29.6K - $31.9K
|
427K
$41.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-440- 6.6% |
$32K - $34.5K
|
6.23K
$610K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-462- 3.22% |
$33.6K - $36.3K
|
13.9K
$1.36M
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-544- 0.67% |
$39.6K - $42.7K
|
80.6K
$7.89M
|
|
|
Nov 08, 2023
Q3 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-781- 1.43% |
$56.8K - $61.3K
|
53.8K
$5.27M
|
|
|
Oct 10, 2023
Q3 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-962- 0.51% |
$70K - $75.5K
|
187K
$18.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-982- 1.91% |
$71.4K - $77.1K
|
50.3K
$4.93M
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.07K- 0.96% |
$77.8K - $84K
|
111K
$10.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-1.17K- 1.2% |
$85.1K - $91.8K
|
96.5K
$9.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.17K- 4.04% |
$85.1K - $91.8K
|
27.8K
$2.72M
|
|
|
Nov 07, 2023
Q3 2023
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-1.19K- 7.16% |
$86.4K - $93.2K
|
15.4K
$1.51M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.24K- 50.84% |
$90.1K - $97.2K
|
1.2K
$117K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.29K- 54.07% |
$94.1K - $102K
|
1.1K
$108K
|
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1.46K- 4.4% |
$106K - $114K
|
31.7K
$3.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1.51K- 0.26% |
$110K - $119K
|
574K
$56.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.56K- 6.77% |
$114K - $123K
|
21.5K
$2.11M
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.6K- 1.33% |
$117K - $126K
|
119K
$11.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.67K- 3.63% |
$121K - $131K
|
44.2K
$4.33M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.93K- 16.6% |
$140K - $151K
|
9.68K
$947K
|
|
|
Oct 25, 2023
Q3 2023
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-2.35K- 2.2% |
$171K - $185K
|
105K
$10.3M
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-2.47K- 1.59% |
$180K - $194K
|
153K
$15M
|