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 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.69K+ 15.65% |
$117K - $132K
|
12.5K
$1.27M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.65K+ 2.13% |
$114K - $128K
|
79K
$7.99M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.65K+ 2.13% |
$114K - $128K
|
79K
$7.99M
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.63K+ 49.14% |
$113K - $127K
|
4.95K
$500K
|
|
|
Jul 19, 2023
Q2 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
1.6K+ 1.13% |
$111K - $124K
|
144K
$14.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
1.55K+ 786.29% |
$107K - $120K
|
1.75K
$176K
|
|
|
Aug 03, 2023
Q2 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
1.53K+ 5.4% |
$106K - $119K
|
29.8K
$3.02M
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.51K+ 5.64% |
$105K - $117K
|
28.3K
$2.86M
|
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
1.5K+ 7.88% |
$104K - $116K
|
20.5K
$2.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.49KNew |
$104K - $116K
|
1.49K
$151K
|
|
|
Aug 14, 2023
Q2 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
1.45K+ 6.22% |
$100K - $113K
|
24.7K
$2.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.44K+ 14.24% |
$100K - $112K
|
11.6K
$1.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1.4K+ 12.47% |
$97.1K - $109K
|
12.6K
$1.28M
|
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
BUY
|
- |
1.4K+ 30.43% |
$97K - $109K
|
6K
$606K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1.4K+ 6.89% |
$96.9K - $109K
|
21.7K
$2.19M
|
|
|
Aug 07, 2023
Q2 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
1.35K+ 23.56% |
$93.2K - $105K
|
7.05K
$713K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.34K+ 3.61% |
$93K - $104K
|
38.6K
$3.9M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.32K+ 10.27% |
$91.2K - $102K
|
14.1K
$1.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.28K+ 4.53% |
$88.5K - $99.2K
|
29.5K
$2.98M
|
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1.25K+ 70.12% |
$86.9K - $97.4K
|
3.04K
$307K
|
|
|
Jul 25, 2023
Q2 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.25K+ 15.49% |
$86.7K - $97.2K
|
9.33K
$943K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.24K+ 31.03% |
$86K - $96.4K
|
5.24K
$530K
|
|
|
Jul 31, 2023
Q2 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
1.22K+ 6.77% |
$84.5K - $94.7K
|
19.2K
$1.94M
|
|
|
Jul 13, 2023
Q2 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
1.13K+ 2.62% |
$78.2K - $87.7K
|
44.1K
$4.46M
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.13K+ 8.41% |
$78.2K - $87.7K
|
14.5K
$1.47M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.08K+ 8.94% |
$74.8K - $83.8K
|
13.2K
$1.33M
|
|
|
Jul 14, 2023
Q2 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
1.05K+ 9.17% |
$72.4K - $81.2K
|
12.4K
$1.26M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.05K+ 7.34% |
$72.4K - $81.2K
|
15.3K
$1.55M
|
|
|
Jul 26, 2023
Q2 2023
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
938+ 1.7% |
$65K - $72.9K
|
56.1K
$5.67M
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
BUY
|
- |
933+ 4.92% |
$64.7K - $72.5K
|
19.9K
$2.01M
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
836+ 1.62% |
$58K - $65K
|
52.6K
$5.31M
|
|
|
Aug 04, 2023
Q2 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
766+ 3.03% |
$53.1K - $59.5K
|
26K
$2.63M
|
|
|
Jul 13, 2023
Q2 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
755+ 0.84% |
$52.3K - $58.7K
|
90.6K
$9.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
753+ 10.68% |
$52.2K - $58.5K
|
7.8K
$789K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
724+ 289.6% |
$50.2K - $56.3K
|
974
$98.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
698+ 0.76% |
$48.4K - $54.2K
|
92.9K
$9.39M
|
|
|
Aug 01, 2023
Q2 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
633+ 10.27% |
$43.9K - $49.2K
|
6.8K
$687K
|
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
623+ 0.19% |
$43.2K - $48.4K
|
327K
$33M
|
|
|
Aug 08, 2023
Q2 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
617+ 15.34% |
$42.8K - $47.9K
|
4.64K
$469K
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
BUY
|
- |
598+ 0.66% |
$41.5K - $46.5K
|
91.1K
$9.21M
|
|
|
Jul 20, 2023
Q2 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
577+ 3.46% |
$40K - $44.8K
|
17.2K
$1.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
556+ 2.52% |
$38.5K - $43.2K
|
22.7K
$2.29M
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
554+ 2.67% |
$38.4K - $43.1K
|
21.3K
$2.15M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
554+ 4.06% |
$38.4K - $43.1K
|
14.2K
$1.43M
|
|
|
Jul 25, 2023
Q2 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
544New |
$37.7K - $42.3K
|
544
$55K
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
518+ 2.26% |
$35.9K - $40.3K
|
23.5K
$2.37M
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
499New |
$34.6K - $38.8K
|
499
$50.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
443+ 1.52% |
$30.7K - $34.4K
|
29.5K
$2.98M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
438New |
$30.4K - $34K
|
438
$44.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
436New |
$30.2K - $33.9K
|
436
$44.1K
|