Purchases and Sales Made in Q1 2023 in American Centy ETF Tr Avantis (AVUV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUV) during Q1 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 |
---|---|---|---|---|---|---|---|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
255+ 6.37% |
$18K - $21.4K
|
4.26K
$419K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
238New |
$16.8K - $20K
|
238
$23.4K
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
220+ 1.61% |
$15.5K - $18.5K
|
13.9K
$1.37M
|
|
Oct 19, 2023
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
212+ 1.51% |
$15K - $17.8K
|
14.2K
$1.4M
|
|
Jan 16, 2024
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
212+ 1.51% |
$15K - $17.8K
|
14.2K
$1.4M
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
203New |
$14.3K - $17.1K
|
203
$20K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
200New |
$14.1K - $16.8K
|
200
$19.7K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
177+ 1.08% |
$12.5K - $14.9K
|
16.6K
$1.64M
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
169+ 2.88% |
$11.9K - $14.2K
|
6.03K
$594K
|
|
May 09, 2023
Q1 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
164+ 2.84% |
$11.6K - $13.8K
|
5.93K
$584K
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
160New |
$11.3K - $13.4K
|
160
$15.8K
|
|
May 12, 2023
Q1 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
145+ 4.75% |
$10.2K - $12.2K
|
3.2K
$315K
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
141New |
$9.96K - $11.9K
|
141
$13.9K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
134New |
$9.46K - $11.3K
|
134
$13.2K
|
|
Jul 20, 2023
Q1 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
133+ 0.81% |
$9.39K - $11.2K
|
16.7K
$1.64M
|
|
Apr 25, 2023
Q1 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
133+ 2.03% |
$9.39K - $11.2K
|
6.7K
$659K
|
|
May 05, 2023
Q1 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
116+ 0.34% |
$8.19K - $9.75K
|
34.7K
$3.42M
|
|
May 15, 2023
Q1 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
89+ 1.56% |
$6.28K - $7.48K
|
5.79K
$570K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
60New |
$4.24K - $5.04K
|
60
$5.91K
|
|
Apr 19, 2023
Q1 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
46+ 0.13% |
$3.25K - $3.87K
|
36.6K
$3.6M
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
45+ 1.46% |
$3.18K - $3.78K
|
3.13K
$308K
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
37+ 0.13% |
$2.61K - $3.11K
|
27.9K
$2.75M
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
37+ 1.02% |
$2.61K - $3.11K
|
3.65K
$360K
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
32+ 0.35% |
$2.26K - $2.69K
|
9.23K
$909K
|
|
Apr 28, 2023
Q1 2023
|
Brickley Wealth Management
|
BUY
|
- |
25+ 0.79% |
$1.77K - $2.1K
|
3.18K
$313K
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
8New |
$565 - $672
|
8
$788
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
BUY
|
- |
5+ 0.03% |
$353 - $420
|
19K
$1.87M
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4New |
$282 - $336
|
4
$394
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
4+ 25.0% |
$282 - $336
|
20
$1.97K
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2New |
$141 - $168
|
2
$197
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.53% |
$141 - $168
|
379
$37.3K
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 12.5% |
$70.6 - $84.1
|
9
$886
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1- 0.49% |
$70.6 - $84.1
|
202
$19.9K
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2- -0.0% |
$141 - $168
|
118K
$11.6M
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-14- 0.46% |
$989 - $1.18K
|
3.03K
$299K
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-17- 73.91% |
$1.2K - $1.43K
|
6
$591
|
|
Dec 06, 2024
Q1 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-18- 0.31% |
$1.27K - $1.51K
|
5.88K
$579K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-25- 25.51% |
$1.77K - $2.1K
|
73
$7.19K
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-39- 0.31% |
$2.75K - $3.28K
|
12.7K
$1.25M
|
|
Apr 14, 2023
Q1 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-51- 0.28% |
$3.6K - $4.29K
|
18K
$1.77M
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-70- 0.3% |
$4.94K - $5.88K
|
23.6K
$2.33M
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-118- 0.59% |
$8.33K - $9.92K
|
19.7K
$1.94M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-127- 10.6% |
$8.97K - $10.7K
|
1.07K
$105K
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-150- 1.92% |
$10.6K - $12.6K
|
7.68K
$756K
|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-182- 0.19% |
$12.9K - $15.3K
|
95.7K
$9.43M
|
|
May 02, 2023
Q1 2023
|
Libra Wealth LLC
|
SELL
|
- |
-189- 1.08% |
$13.3K - $15.9K
|
17.4K
$1.71M
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-196- 1.82% |
$13.8K - $16.5K
|
10.6K
$1.04M
|
|
May 09, 2023
Q1 2023
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-199- 2.51% |
$14.1K - $16.7K
|
7.71K
$760K
|
|
Apr 17, 2023
Q1 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-203- 0.8% |
$14.3K - $17.1K
|
25.3K
$2.49M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-205- 3.66% |
$14.5K - $17.2K
|
5.4K
$532K
|