Purchases and Sales Made in Q2 2023 in American Centy ETF Tr Avantis (AVUV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUV) 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 03, 2023
Q2 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
9.71K+ 14.9% |
$673K - $754K
|
74.9K
$7.57M
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
9.59K+ 13.3% |
$665K - $745K
|
81.7K
$8.26M
|
|
Jul 28, 2023
Q2 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
9.49K+ 1.56% |
$658K - $738K
|
618K
$62.5M
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
8.96K+ 23.2% |
$621K - $696K
|
47.6K
$4.81M
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
8.92K+ 151.96% |
$619K - $693K
|
14.8K
$1.5M
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
8.91K+ 3.0% |
$618K - $693K
|
306K
$30.9M
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
8.8K+ 10.44% |
$610K - $684K
|
93.1K
$9.41M
|
|
Jul 31, 2023
Q2 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
8.65K+ 7.25% |
$600K - $672K
|
128K
$12.9M
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
8.5K+ 94.36% |
$589K - $660K
|
17.5K
$1.77M
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
BUY
|
- |
8.43K+ 386.7% |
$585K - $655K
|
10.6K
$1.07M
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
8.1K+ 8.46% |
$562K - $630K
|
104K
$10.5M
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
8.08K+ 2.52% |
$560K - $628K
|
328K
$33.2M
|
|
Jul 25, 2023
Q2 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
8.05K+ 94.67% |
$558K - $626K
|
16.6K
$1.67M
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
7.69K+ 44.55% |
$533K - $598K
|
25K
$2.52M
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.6K+ 84.62% |
$527K - $591K
|
16.6K
$1.68M
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.55K+ 5.76% |
$523K - $587K
|
139K
$14M
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
7.3KNew |
$506K - $568K
|
7.3K
$738K
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
7.27K+ 77.79% |
$504K - $565K
|
16.6K
$1.68M
|
|
Jul 17, 2023
Q2 2023
|
Clarus Group, Inc.
|
BUY
|
- |
7.09K+ 9.95% |
$491K - $551K
|
78.4K
$7.92M
|
|
Jul 17, 2023
Q2 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
6.94K+ 19.63% |
$481K - $539K
|
42.3K
$4.27M
|
|
Jul 25, 2023
Q2 2023
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
6.86K+ 4.95% |
$476K - $533K
|
145K
$14.7M
|
|
Aug 08, 2023
Q2 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
6.77K+ 6.58% |
$469K - $526K
|
110K
$11.1M
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
6.71K+ 4.19% |
$465K - $522K
|
167K
$16.9M
|
|
Apr 22, 2024
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
6.65K+ 2.45% |
$461K - $517K
|
278K
$28.1M
|
|
Jul 25, 2023
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
6.65K+ 2.45% |
$461K - $517K
|
278K
$28.1M
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
6.65K+ 60.39% |
$461K - $517K
|
17.7K
$1.78M
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
6.55K+ 136.11% |
$454K - $509K
|
11.4K
$1.15M
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.54K+ 50.06% |
$453K - $508K
|
19.6K
$1.98M
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.53K+ 8.98% |
$452K - $507K
|
79.2K
$8M
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
6.33K+ 9.07% |
$439K - $492K
|
76.2K
$7.7M
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.13K+ 16.57% |
$425K - $476K
|
43.1K
$4.36M
|
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
6.12K+ 39.85% |
$424K - $476K
|
21.5K
$2.17M
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
6.11K+ 61.82% |
$424K - $475K
|
16K
$1.62M
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
6.09K+ 37.39% |
$422K - $474K
|
22.4K
$2.26M
|
|
Aug 04, 2023
Q2 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
5.98KNew |
$414K - $465K
|
5.98K
$604K
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.94K+ 45.54% |
$411K - $461K
|
19K
$1.92M
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
5.81KNew |
$403K - $451K
|
5.81K
$587K
|
|
Aug 10, 2023
Q2 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
5.68K+ 3.42% |
$394K - $442K
|
172K
$17.4M
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
5.5K+ 2198.4% |
$381K - $427K
|
5.75K
$581K
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.38KNew |
$373K - $418K
|
5.38K
$544K
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
5.05K+ 21.64% |
$350K - $392K
|
28.4K
$2.87M
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
5.01K+ 14.39% |
$348K - $390K
|
39.8K
$4.03M
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
5K+ 20.0% |
$347K - $389K
|
30K
$3.03M
|
|
Jul 13, 2023
Q2 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
4.9K+ 5.46% |
$340K - $381K
|
94.6K
$9.57M
|
|
Jul 21, 2023
Q2 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
4.87KNew |
$338K - $378K
|
4.87K
$492K
|
|
Aug 14, 2023
Q2 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
4.66K+ 10.52% |
$323K - $362K
|
48.9K
$4.95M
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
BUY
|
- |
4.6K+ 13.6% |
$319K - $358K
|
38.4K
$3.89M
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
4.57K+ 22.83% |
$317K - $355K
|
24.6K
$2.48M
|
|
Aug 10, 2023
Q2 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
4.54K+ 12.62% |
$314K - $352K
|
40.5K
$4.09M
|
|
Jul 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
4.52K+ 31.97% |
$313K - $351K
|
18.6K
$1.89M
|