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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
2.24K+ 2.02% |
$164K - $204K
|
113K
$11.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.18K+ 2.11% |
$160K - $199K
|
105K
$10.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.17KNew |
$159K - $198K
|
2.17K
$219K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
2.17K+ 4.34% |
$159K - $198K
|
52.1K
$5.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
2.12K+ 17.39% |
$155K - $193K
|
14.3K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
2.1K+ 13.07% |
$154K - $191K
|
18.1K
$1.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.09K+ 38.11% |
$154K - $191K
|
7.59K
$767K
|
|
|
Jan 16, 2024
Q4 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
2.09K+ 2.0% |
$154K - $191K
|
107K
$10.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.07K+ 10.35% |
$152K - $189K
|
22K
$2.23M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.05K+ 2.46% |
$151K - $187K
|
85.3K
$8.63M
|
|
|
Feb 05, 2024
Q4 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.98K+ 0.7% |
$145K - $181K
|
285K
$28.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.87K+ 3.12% |
$137K - $171K
|
61.8K
$6.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.85K+ 1.06% |
$136K - $169K
|
176K
$17.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.82K+ 38.43% |
$133K - $166K
|
6.55K
$662K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
1.81K+ 7.78% |
$133K - $165K
|
25.1K
$2.54M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.77K+ 305.34% |
$130K - $162K
|
2.35K
$238K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.71KNew |
$126K - $156K
|
1.71K
$173K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.71K+ 0.56% |
$125K - $156K
|
306K
$30.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.67K+ 4.93% |
$122K - $152K
|
35.5K
$3.59M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.6KNew |
$117K - $146K
|
1.6K
$161K
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.59K+ 3.66% |
$116K - $145K
|
44.9K
$4.54M
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
1.55K+ 12.13% |
$114K - $141K
|
14.3K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.52K+ 33.38% |
$112K - $139K
|
6.08K
$614K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.46K+ 3.86% |
$107K - $133K
|
39.3K
$3.98M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.45KNew |
$107K - $132K
|
1.45K
$147K
|
|
|
Jan 22, 2024
Q4 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
1.44K+ 1.12% |
$106K - $131K
|
130K
$13.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.44K+ 1.61% |
$106K - $131K
|
90.7K
$9.16M
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
1.42K+ 3.66% |
$104K - $130K
|
40.3K
$4.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.4K+ 2.21% |
$103K - $128K
|
64.9K
$6.56M
|
|
|
Feb 26, 2024
Q4 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.4K+ 1.67% |
$102K - $127K
|
85.1K
$8.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.34K+ 22.95% |
$98.5K - $122K
|
7.19K
$727K
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
1.32K+ 4.24% |
$97.2K - $121K
|
32.6K
$3.29M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.29K+ 1.38% |
$94.6K - $118K
|
94.8K
$9.58M
|
|
|
Jan 12, 2024
Q4 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.27K+ 12.81% |
$93.2K - $116K
|
11.2K
$1.13M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1.25K+ 4.19% |
$91.5K - $114K
|
31K
$3.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
1.21K+ 10.89% |
$88.7K - $110K
|
12.3K
$1.24M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
1.2K+ 1.34% |
$88.3K - $110K
|
90.7K
$9.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
1.2K+ 9.04% |
$88.1K - $110K
|
14.5K
$1.46M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.2KNew |
$87.9K - $109K
|
1.2K
$121K
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1.2K+ 0.87% |
$87.8K - $109K
|
139K
$14.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.15K+ 19.47% |
$84.7K - $105K
|
7.08K
$716K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.15KNew |
$84.4K - $105K
|
1.15K
$116K
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.05K+ 6.29% |
$76.8K - $95.4K
|
17.7K
$1.79M
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
1.04K+ 1.96% |
$76.6K - $95.3K
|
54.3K
$5.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.04K+ 96.46% |
$76K - $94.5K
|
2.11K
$213K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
962+ 1.69% |
$70.6K - $87.8K
|
57.9K
$5.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
947+ 4.55% |
$69.5K - $86.4K
|
21.7K
$2.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Iam Advisory, LLC
|
BUY
|
- |
944+ 1.28% |
$69.3K - $86.1K
|
74.6K
$7.54M
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
900+ 14.91% |
$66K - $82.1K
|
6.94K
$701K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
891+ 4.94% |
$65.4K - $81.3K
|
18.9K
$1.91M
|