Purchases and Sales Made in Q3 2023 in American Centy ETF Tr Avantis (AVDE)

AVDE Quotes by TradingView

This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDE) during Q3 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
Nov 07, 2023 Q3 2023
Greenwich Wealth Management LLC

Greenwich, CT
BUY
 -
2.37K
+ 22.74%
$132K - $141K
12.8K $777K
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

BUY
 -
2.37K
+ 3.63%
$131K - $141K
67.5K $4.1M
Oct 23, 2023 Q3 2023
Austin Asset Management CO Inc

BUY
 -
2.12K
+ 6.19%
$117K - $126K
36.3K $2.21M
Nov 03, 2023 Q3 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
2.05K
+ 7.16%
$114K - $122K
30.7K $1.87M
Nov 06, 2023 Q3 2023
Werba Rubin Papier Wealth Management

San Jose, CA
BUY
 -
2.02K
+ 0.28%
$112K - $120K
721K $43.8M
Oct 19, 2023 Q3 2023
Good Life Advisors, LLC

BUY
 -
1.94K
+ 42.84%
$108K - $115K
6.46K $393K
Nov 03, 2023 Q3 2023
Summit X, LLC

Chesterfield, MO
BUY
 -
1.92K
+ 30.95%
$106K - $114K
8.1K $493K
Oct 19, 2023 Q3 2023
Pcg Wealth Advisors, LLC

BUY
 -
1.7K
+ 3.04%
$94.6K - $102K
57.7K $3.51M
Nov 02, 2023 Q3 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
1.65K
+ 6.01%
$91.6K - $98.4K
29.1K $1.77M
Nov 08, 2023 Q3 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
1.62K
+ 3.7%
$89.7K - $96.3K
45.3K $2.75M
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
1.27K
+ 21.89%
$70.5K - $75.7K
7.07K $430K
Nov 14, 2023 Q3 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
1.26K
+ 8.8%
$70.1K - $75.3K
15.6K $950K
Nov 03, 2023 Q3 2023
Ever Source Wealth Advisors, LLC

BUY
 -
1.14K
+ 4.24%
$63.5K - $68.2K
28.1K $1.71M
Oct 25, 2023 Q3 2023
Signature Estate & Investment Advisors LLC

BUY
 -
1.14K
+ 1.34%
$63.3K - $67.9K
85.9K $5.23M
Oct 13, 2023 Q3 2023
Great Point Wealth Advisors, LLC

Boston, MA
BUY
 -
1.03K
+ 0.99%
$57.3K - $61.5K
105K $6.37M
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
1.01K
+ 107.91%
$56.1K - $60.2K
1.95K $118K
Oct 26, 2023 Q3 2023
Bayshore Asset Management, LLC

BUY
 -
1.01K
+ 2.05%
$55.9K - $60K
50.1K $3.04M
Oct 26, 2023 Q3 2023
Central Trust CO

Jefferson City, MO
BUY
 -
928
+ 1.81%
$51.5K - $55.3K
52.1K $3.17M
Nov 02, 2023 Q3 2023
Quarry Hill Advisors, LLC

St Paul, MN
BUY
 -
917
+ 2.73%
$50.9K - $54.7K
34.5K $2.1M
Oct 24, 2023 Q3 2023
Morris Financial Concepts, Inc.

BUY
 -
911
+ 3.6%
$50.6K - $54.3K
26.2K $1.6M
Nov 03, 2023 Q3 2023
Lutz Financial Services LLC

BUY
 -
853
+ 0.7%
$47.4K - $50.8K
122K $7.42M
Oct 25, 2023 Q3 2023
Vista Capital Partners, Inc.

BUY
 -
720
+ 12.28%
$40K - $42.9K
6.58K $400K
Nov 01, 2023 Q3 2023
Wealthfront Advisers LLC

BUY
 -
667
+ 10.76%
$37K - $39.8K
6.87K $418K
Oct 25, 2023 Q3 2023
Capasso Planning Partners LLC

Charleston, SC
BUY
 -
639
+ 13.89%
$35.5K - $38.1K
5.24K $319K
Nov 14, 2023 Q3 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
630
+ 4.56%
$35K - $37.6K
14.4K $878K
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
583
+ 3.04%
$32.4K - $34.8K
19.8K $1.2M
Nov 09, 2023 Q3 2023
Tortoise Investment Management, LLC

BUY
 -
568
+ 2.23%
$31.5K - $33.9K
26K $1.58M
Nov 13, 2023 Q3 2023
Jacobi Capital Management LLC

BUY
 -
550
+ 2.08%
$30.5K - $32.8K
27K $1.64M
Oct 31, 2023 Q3 2023
Cypress Point Wealth Management, LLC

Dallas, TX
BUY
 -
442
+ 1.31%
$24.5K - $26.3K
34.3K $2.09M
Nov 14, 2023 Q3 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
438
+ 1.72%
$24.3K - $26.1K
25.9K $1.58M
Oct 19, 2023 Q3 2023
Bridge Advisory, LLC

BUY
 -
429
+ 2.31%
$23.8K - $25.6K
19K $1.16M
Oct 10, 2023 Q3 2023
Wedmont Private Capital

BUY
 -
420
+ 0.61%
$23.3K - $25K
69K $4.2M
Nov 13, 2023 Q3 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
340
New
$18.9K - $20.3K
340 $20.7K
Oct 20, 2023 Q3 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
316
+ 0.58%
$17.6K - $18.8K
54.5K $3.31M
Oct 11, 2023 Q3 2023
Mc Lean Asset Management Corp

BUY
 -
291
+ 0.62%
$16.2K - $17.3K
47K $2.86M
Oct 13, 2023 Q3 2023
Seed Wealth Management, Inc.

Evanston, IL
BUY
 -
255
+ 1.25%
$14.2K - $15.2K
20.7K $1.26M
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
147
New
$8.16K - $8.76K
147 $8.94K
Aug 01, 2024 Q3 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
121
+ 0.06%
$6.72K - $7.21K
204K $12.4M
Nov 02, 2023 Q3 2023
Capital Performance Advisors LLP

BUY
 -
120
+ 1.36%
$6.66K - $7.15K
8.96K $545K
Oct 10, 2023 Q3 2023
Aprio Wealth Management, LLC

BUY
 -
100
+ 1.74%
$5.55K - $5.96K
5.85K $356K
Oct 10, 2023 Q3 2023
Iam Advisory, LLC

BUY
 -
95
+ 0.96%
$5.28K - $5.66K
10K $609K
Oct 17, 2023 Q3 2023
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
39
+ 0.12%
$2.17K - $2.32K
33.9K $2.06M
Oct 24, 2023 Q3 2023
Prosperity Planning, Inc.

BUY
 -
37
+ 0.33%
$2.05K - $2.21K
11.2K $682K
Oct 18, 2023 Q3 2023
Pinnacle Bancorp, Inc.

BUY
 -
35
New
$1.94K - $2.09K
35 $2.13K
Nov 13, 2023 Q3 2023
Glenview Trust CO

Louisville, KY
BUY
 -
28
+ 0.32%
$1.56K - $1.67K
8.91K $542K
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 26, 2023 Q3 2023
Ruedi Wealth Management, Inc.

Champaign, IL
SELL
 -
-1
- 50.0%
$55.5 - $59.6
1 $60.8
Nov 09, 2023 Q3 2023
Wealthsource Partners, LLC

SELL
 -
-3
- 0.06%
$167 - $179
5.07K $309K

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