Purchases and Sales Made in Q2 2023 in American Centy ETF Tr Avantis (AVUV)

AVUV Quotes by TradingView

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
Jul 17, 2023 Q2 2023
Castle Wealth Management LLC

SELL
 -
-3.46K
- 5.86%
$240K - $269K
55.7K $5.63M
Aug 10, 2023 Q2 2023
Index Fund Advisors, Inc.

SELL
 -
-3.52K
- 56.18%
$244K - $273K
2.74K $277K
Aug 08, 2023 Q2 2023
Ml & R Wealth Management LLC

SELL
 -
-4.07K
- 11.73%
$282K - $316K
30.6K $3.1M
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

SELL
 -
-4.11K
- 5.78%
$285K - $319K
67.1K $6.78M
Aug 02, 2023 Q2 2023
Mai Capital Management

SELL
 -
-4.54K
- 35.62%
$315K - $353K
8.21K $830K
Jul 13, 2023 Q2 2023
Aprio Wealth Management, LLC

SELL
 -
-4.82K
- 11.9%
$334K - $375K
35.7K $3.61M
Aug 03, 2023 Q2 2023
Facet Wealth, Inc.

SELL
 -
-4.91K
- 14.63%
$341K - $382K
28.7K $2.9M
Aug 01, 2023 Q2 2023
Us Advisors Wealth Management, LLC

Eden Prairie, MN
SELL
 -
-5.11K
- 9.22%
$354K - $397K
50.3K $5.09M
Aug 26, 2024 Q2 2023
World Equity Group, Inc.

Schaumburg, IL
SELL
 -
-5.9K
Closed
$409K - $458K
0 $0
Aug 02, 2023 Q2 2023
Stock Yards Bank & Trust CO

Louisville, KY
SELL
 -
-7.34K
- 5.8%
$509K - $570K
119K $12M
Jul 24, 2023 Q2 2023
Briggs Advisory Group, Inc.

SELL
 -
-7.42K
- 71.48%
$515K - $577K
2.96K $299K
Aug 10, 2023 Q2 2023
Great Valley Advisor Group, Inc.

SELL
 -
-8.9K
- 7.54%
$617K - $691K
109K $11M
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

SELL
 -
-9.6K
- 22.93%
$665K - $746K
32.2K $3.26M
Aug 14, 2023 Q2 2023
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-10.9K
- 10.74%
$756K - $848K
90.7K $9.16M
Aug 11, 2023 Q2 2023
Worth Pointe, LLC

La Jolla, CA
SELL
 -
-11K
- 24.69%
$759K - $851K
33.4K $3.38M
Sep 12, 2023 Q2 2023
Prosperity Financial Group, Inc.

San Ramon, CA
SELL
 -
-11K
Closed
$760K - $852K
0 $0
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
SELL
 -
-11.1K
- 2.12%
$771K - $864K
513K $51.9M
Jul 26, 2023 Q2 2023
Mattern Wealth Management LLC

SELL
 -
-11.6K
- 62.05%
$802K - $899K
7.08K $715K
Aug 11, 2023 Q2 2023
Bayshore Asset Management, LLC

SELL
 -
-12.5K
- 20.24%
$869K - $974K
49.4K $4.99M
Aug 07, 2023 Q2 2023
Islay Capital Management, LLC

Lubbock, TX
SELL
 -
-13.5K
- 12.46%
$938K - $1.05M
95K $9.6M
Sep 25, 2024 Q2 2023
Passive Capital Management, Llc.

Baltimore, MD
SELL
 -
-13.7K
- 19.71%
$948K - $1.06M
55.7K $5.63M
Aug 08, 2023 Q2 2023
Belvedere Trading LLC

SELL
 -
-15.1K
- 26.09%
$1.04M - $1.17M
42.7K $4.32M
Jul 20, 2023 Q2 2023
Intelligent Financial Strategies

Excelsior, MN
SELL
 -
-16K
- 34.35%
$1.11M - $1.24M
30.5K $3.08M
Aug 10, 2023 Q2 2023
Quantum Financial Advisors, LLC

Manhattan Beach, CA
SELL
 -
-16K
- 13.93%
$1.11M - $1.24M
99K $10M
Aug 11, 2023 Q2 2023
Per Stirling Capital Management, Llc.

Austin, TX
SELL
 -
-16.6K
- 15.88%
$1.15M - $1.29M
88.1K $8.9M
Jul 14, 2023 Q2 2023
Cornerstone Wealth Management, LLC

SELL
 -
-17.1K
- 60.87%
$1.19M - $1.33M
11K $1.11M
Aug 11, 2023 Q2 2023
Hap Trading, LLC

New York, NY
SELL
 -
-20.1K
- 44.41%
$1.39M - $1.56M
25.1K $2.54M
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

SELL
 -
-20.1K
- 39.28%
$1.4M - $1.56M
31.1K $3.15M
Aug 07, 2023 Q2 2023
Greenup Street Wealth Management LLC

SELL
 -
-20.5K
- 36.41%
$1.42M - $1.6M
35.9K $3.63M
Jan 12, 2024 Q2 2023
Pathstone Family Office, LLC

Englewood, NJ
SELL
 -
-23.9K
- 13.47%
$1.66M - $1.86M
154K $15.5M
Jul 25, 2023 Q2 2023
Ameritas Advisory Services, LLC

Lincoln, NE
SELL
 -
-30.7K
- 40.0%
$2.13M - $2.39M
46.1K $4.66M
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

SELL
 -
-31.6K
- 44.7%
$2.19M - $2.45M
39K $3.95M
Jul 20, 2023 Q2 2023
Greenspring Advisors, LLC

SELL
 -
-36.7K
- 86.71%
$2.54M - $2.85M
5.63K $569K
Jul 28, 2023 Q2 2023
Unison Advisors LLC

SELL
 -
-41.8K
- 3.37%
$2.9M - $3.25M
1.2M $121M
Aug 01, 2024 Q2 2023
Wr Wealth Planners, LLC

Columbia, MO
SELL
 -
-42.3K
- 81.59%
$2.93M - $3.29M
9.54K $964K
Jul 18, 2023 Q2 2023
Cora Capital Advisors LLC

Marlton, NJ
SELL
 -
-42.6K
- 76.64%
$2.95M - $3.31M
13K $1.31M
Jul 18, 2023 Q2 2023
Allworth Financial LP

SELL
 -
-48.1K
- 32.18%
$3.33M - $3.74M
101K $10.2M
Jul 28, 2023 Q2 2023
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-48.8K
- 17.19%
$3.38M - $3.79M
235K $23.8M
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-50.5K
- 10.93%
$3.5M - $3.92M
411K $41.6M
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-60.1K
- 3.22%
$4.16M - $4.67M
1.81M $183M
Jul 24, 2023 Q2 2023
Venturi Wealth Management, LLC

Austin, TX
SELL
 -
-65.7K
- 38.77%
$4.55M - $5.1M
104K $10.5M
Aug 01, 2023 Q2 2023
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-69.1K
- 56.04%
$4.79M - $5.37M
54.2K $5.48M
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
SELL
 -
-88.8K
- 25.82%
$6.16M - $6.9M
255K $25.8M
Jul 24, 2023 Q2 2023
Annex Advisory Services, LLC

SELL
 -
-94.8K
- 7.2%
$6.57M - $7.37M
1.22M $124M
Aug 14, 2023 Q2 2023
Bank Of America Corp

Charlotte, NC
SELL
 -
-96.4K
- 12.1%
$6.69M - $7.49M
701K $70.8M
Aug 04, 2023 Q2 2023
B&D White Capital Company, LLC

SELL
 -
-102K
- 49.39%
$7.09M - $7.94M
105K $10.6M
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

SELL
 -
-209K
- 21.35%
$14.5M - $16.3M
771K $77.9M
Jul 25, 2023 Q2 2023
Cowa, LLC

Tulsa, OK
SELL
 -
-2.25M
- 95.78%
$156M - $175M
99.3K $10M

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