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 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
3.58K+ 22400.0% |
$263K - $327K
|
3.6K
$364K
|
|
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.55KNew |
$260K - $324K
|
3.55K
$359K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
3.52KNew |
$258K - $321K
|
3.52K
$356K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
3.5K+ 78.34% |
$257K - $320K
|
7.98K
$806K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.44K+ 168.77% |
$253K - $314K
|
5.48K
$554K
|
|
|
Jan 29, 2024
Q4 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
3.35K+ 8.02% |
$246K - $306K
|
45.1K
$4.56M
|
|
|
Jan 25, 2024
Q4 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
3.28K+ 37.1% |
$240K - $299K
|
12.1K
$1.22M
|
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
3.26K+ 5.92% |
$239K - $297K
|
58.3K
$5.89M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.26KNew |
$239K - $297K
|
3.26K
$329K
|
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
3.23KNew |
$237K - $295K
|
3.23K
$326K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
3.23K+ 318.76% |
$237K - $295K
|
4.24K
$429K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.15KNew |
$231K - $288K
|
3.15K
$319K
|
|
|
Jan 23, 2024
Q4 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
3.1K+ 55.22% |
$227K - $283K
|
8.71K
$881K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
3.1KNew |
$227K - $283K
|
3.1K
$313K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.08KNew |
$226K - $281K
|
3.08K
$311K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
3K+ 22.08% |
$220K - $273K
|
16.6K
$1.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.99K+ 5.28% |
$219K - $273K
|
59.6K
$6.02M
|
|
|
Jan 17, 2024
Q4 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.98K+ 6.74% |
$218K - $271K
|
47.1K
$4.76M
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
2.96KNew |
$217K - $270K
|
2.96K
$299K
|
|
|
Feb 14, 2024
Q4 2023
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
2.94KNew |
$216K - $268K
|
2.94K
$297K
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.89K+ 14.68% |
$212K - $264K
|
22.6K
$2.28M
|
|
|
Jan 31, 2024
Q4 2023
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
2.89KNew |
$212K - $264K
|
2.89K
$292K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
2.89K+ 18.39% |
$212K - $263K
|
18.6K
$1.88M
|
|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
2.88KNew |
$211K - $262K
|
2.88K
$291K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.83K+ 3.98% |
$208K - $259K
|
74K
$7.48M
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
2.81KNew |
$206K - $256K
|
2.81K
$284K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.78K+ 1.82% |
$204K - $254K
|
156K
$15.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2.78K+ 21.49% |
$204K - $253K
|
15.7K
$1.59M
|
|
|
Feb 05, 2024
Q4 2023
|
Matrix Trust CO
|
BUY
|
- |
2.77KNew |
$203K - $252K
|
2.77K
$279K
|
|
|
Feb 01, 2024
Q4 2023
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
2.75KNew |
$201K - $250K
|
2.75K
$277K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.7K+ 15.03% |
$198K - $246K
|
20.6K
$2.09M
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.66K+ 15.14% |
$195K - $242K
|
20.2K
$2.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.65KNew |
$194K - $242K
|
2.65K
$268K
|
|
|
Feb 13, 2024
Q4 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.64K+ 2.4% |
$194K - $241K
|
113K
$11.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
2.62KNew |
$192K - $239K
|
2.62K
$265K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
2.57KNew |
$189K - $235K
|
2.57K
$260K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.53KNew |
$185K - $230K
|
2.53K
$255K
|
|
|
Feb 12, 2024
Q4 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
2.52KNew |
$185K - $230K
|
2.52K
$255K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.51KNew |
$184K - $229K
|
2.51K
$253K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.47K+ 9.04% |
$181K - $226K
|
29.8K
$3.01M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
2.47K+ 4.82% |
$181K - $226K
|
53.8K
$5.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
2.44K+ 4.76% |
$179K - $222K
|
53.7K
$5.43M
|
|
|
Aug 28, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
2.41KNew |
$177K - $220K
|
2.41K
$243K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.4KNew |
$176K - $219K
|
2.4K
$242K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.39KNew |
$176K - $218K
|
2.39K
$242K
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.39K+ 33.14% |
$175K - $218K
|
9.6K
$970K
|
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
2.37KNew |
$174K - $216K
|
2.37K
$239K
|
|
|
Feb 09, 2024
Q4 2023
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
2.3K+ 29.05% |
$168K - $209K
|
10.2K
$1.03M
|
|
|
Feb 05, 2024
Q4 2023
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
2.28KNew |
$167K - $208K
|
2.28K
$231K
|
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
2.26K+ 32.62% |
$166K - $206K
|
9.19K
$928K
|