Purchases and Sales Made in Q4 2023 in American Centy ETF Tr Avantis (AVUV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
26.7K+ 768.72% |
$1.96M - $2.44M
|
30.2K
$3.05M
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
26.6K+ 12.31% |
$1.95M - $2.43M
|
243K
$24.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Enzi Wealth
Austin, TX |
BUY
|
- |
26.4KNew |
$1.93M - $2.4M
|
26.4K
$2.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
26.1K+ 3466.22% |
$1.91M - $2.38M
|
26.8K
$2.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
25.7K+ 22.21% |
$1.89M - $2.35M
|
141K
$14.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
25.7KNew |
$1.89M - $2.35M
|
25.7K
$2.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.5K+ 5.18% |
$1.87M - $2.33M
|
518K
$52.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
25.4K+ 7.81% |
$1.86M - $2.32M
|
351K
$35.4M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
25.4KNew |
$1.86M - $2.32M
|
25.4K
$2.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
25.1K+ 1.19% |
$1.84M - $2.29M
|
2.14M
$216M
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
24.6KNew |
$1.8M - $2.24M
|
24.6K
$2.49M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
23.9KNew |
$1.75M - $2.18M
|
23.9K
$2.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
23.9KNew |
$1.75M - $2.18M
|
23.9K
$2.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23.3K+ 21.63% |
$1.71M - $2.12M
|
131K
$13.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
23.3K+ 24.54% |
$1.71M - $2.12M
|
118K
$11.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
22K+ 6.53% |
$1.61M - $2M
|
358K
$36.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
BUY
|
- |
20.1K+ 2.26% |
$1.47M - $1.83M
|
908K
$91.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
20K+ 63.29% |
$1.46M - $1.82M
|
51.5K
$5.21M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
19.8K+ 5.78% |
$1.45M - $1.8M
|
362K
$36.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
19.5K+ 17.56% |
$1.43M - $1.78M
|
131K
$13.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
19.4KNew |
$1.43M - $1.77M
|
19.4K
$1.96M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
18K+ 4.34% |
$1.32M - $1.64M
|
433K
$43.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
17.4KNew |
$1.28M - $1.59M
|
17.4K
$1.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
16.9K+ 21.98% |
$1.24M - $1.54M
|
93.7K
$9.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
16.8K+ 2.31% |
$1.23M - $1.53M
|
743K
$75.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
BUY
|
- |
16.6K+ 19.29% |
$1.22M - $1.51M
|
103K
$10.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
16.3K+ 12.48% |
$1.2M - $1.49M
|
147K
$14.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
16.1K+ 6.22% |
$1.18M - $1.47M
|
275K
$27.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
BUY
|
- |
16.1K+ 57.94% |
$1.18M - $1.47M
|
43.9K
$4.43M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
16K+ 65.89% |
$1.17M - $1.46M
|
40.3K
$4.07M
|
|
|
Jan 10, 2024
Q4 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
16K+ 25.92% |
$1.17M - $1.46M
|
77.5K
$7.84M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
15.8KNew |
$1.16M - $1.44M
|
15.8K
$1.6M
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
15.8K+ 243.74% |
$1.16M - $1.44M
|
22.3K
$2.25M
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15.7K+ 9.44% |
$1.15M - $1.43M
|
182K
$18.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
15.1K+ 13.42% |
$1.11M - $1.38M
|
128K
$12.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15K+ 7.78% |
$1.1M - $1.36M
|
207K
$20.9M
|
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
14.6K+ 14.15% |
$1.07M - $1.33M
|
118K
$11.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
14.3K+ 117.52% |
$1.05M - $1.3M
|
26.4K
$2.67M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
14K+ 17.67% |
$1.03M - $1.28M
|
93.1K
$9.41M
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
13.6KNew |
$998K - $1.24M
|
13.6K
$1.37M
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
13.5K+ 28.44% |
$993K - $1.24M
|
61.1K
$6.18M
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
13.4K+ 7.52% |
$985K - $1.23M
|
192K
$19.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
13.3KNew |
$974K - $1.21M
|
13.3K
$1.34M
|
|
|
Feb 05, 2024
Q4 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
13K+ 9.72% |
$956K - $1.19M
|
147K
$14.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Heron Bay Capital Management
|
BUY
|
- |
13KNew |
$952K - $1.18M
|
13K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.8KNew |
$943K - $1.17M
|
12.8K
$1.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
12.5K+ 88.65% |
$921K - $1.15M
|
26.7K
$2.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
12.3K+ 26.57% |
$905K - $1.13M
|
58.8K
$5.94M
|
|
|
Jan 18, 2024
Q4 2023
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
11.9K+ 181.31% |
$873K - $1.09M
|
18.5K
$1.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
11.9KNew |
$872K - $1.08M
|
11.9K
$1.2M
|