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

AVDV Quotes by TradingView

This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDV) 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 25, 2023 Q2 2023
Stone Point Wealth LLC

BUY
 -
3.01K
+ 6.7%
$169K - $181K
47.9K $3.23M
Aug 10, 2023 Q2 2023
Libra Wealth LLC

BUY
 -
2.94K
+ 9.48%
$165K - $177K
34K $2.29M
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
2.81K
+ 39.92%
$157K - $169K
9.84K $664K
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
2.63K
+ 12.84%
$147K - $158K
23.1K $1.56M
Aug 07, 2023 Q2 2023
Betterment LLC

New York, NY
BUY
 -
2.63K
+ 21.26%
$147K - $158K
15K $1.01M
Aug 11, 2023 Q2 2023
Schwarz Dygos Wheeler Investment Advisors LLC

Minneapolis, MN
BUY
 -
2.54K
+ 4.7%
$142K - $153K
56.7K $3.82M
Jul 26, 2023 Q2 2023
Destiny Wealth Partners, LLC

BUY
 -
2.48K
+ 5.78%
$139K - $149K
45.4K $3.06M
Aug 14, 2023 Q2 2023
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
2.31K
+ 17.0%
$129K - $139K
15.9K $1.07M
Jul 17, 2023 Q2 2023
Wedmont Private Capital

BUY
 -
2.09K
+ 3.69%
$117K - $126K
58.8K $3.97M
Jul 11, 2023 Q2 2023
Brickley Wealth Management

BUY
 -
1.77K
+ 0.4%
$99.1K - $106K
441K $29.8M
Aug 09, 2023 Q2 2023
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
1.73K
+ 4.34%
$97.1K - $104K
41.7K $2.81M
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
1.71K
+ 0.66%
$95.7K - $103K
260K $17.5M
Jul 24, 2023 Q2 2023
Quarry Hill Advisors, LLC

St Paul, MN
BUY
 -
1.38K
+ 0.8%
$77.6K - $83.2K
175K $11.8M
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

BUY
 -
1.38K
+ 6.98%
$77.5K - $83.2K
21.2K $1.43M
Jul 31, 2023 Q2 2023
Klaas Financial Asset Advisors, LLC

Loves Park, IL
BUY
 -
1.33K
+ 4.87%
$74.7K - $80.2K
28.7K $1.94M
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
1.23K
+ 5.55%
$69.1K - $74.1K
23.5K $1.58M
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
1.23K
+ 5.55%
$69.1K - $74.1K
23.5K $1.58M
Jul 18, 2023 Q2 2023
Annapolis Financial Services, LLC

BUY
 -
1.2K
+ 4.9%
$67.3K - $72.2K
25.7K $1.73M
Jul 14, 2023 Q2 2023
Lam Group, Inc.

Lake Oswego, OR
BUY
 -
1.17K
+ 32.45%
$65.6K - $70.4K
4.78K $322K
Aug 09, 2023 Q2 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
1.09K
New
$61.3K - $65.8K
1.09K $73.8K
Jul 20, 2023 Q2 2023
Apeiron Ria LLC

BUY
 -
1.09K
+ 1.06%
$61.2K - $65.7K
104K $7.05M
Dec 13, 2023 Q2 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
1.08K
+ 1.53%
$60.4K - $64.8K
71.3K $4.81M
Aug 10, 2023 Q2 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
1.08K
+ 1.53%
$60.4K - $64.8K
71.3K $4.81M
Oct 18, 2023 Q2 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
994
+ 1.0%
$55.7K - $59.8K
100K $6.76M
Jul 19, 2023 Q2 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
987
+ 1.51%
$55.3K - $59.3K
66.5K $4.49M
Aug 03, 2023 Q2 2023
Tillman Hartley LLC

Orlando, FL
BUY
 -
959
+ 5.01%
$53.8K - $57.7K
20.1K $1.36M
Aug 03, 2023 Q2 2023
Coldstream Capital Management Inc

BUY
 -
905
+ 4.94%
$50.7K - $54.4K
19.2K $1.3M
Aug 08, 2023 Q2 2023
Jrm Investment Counsel, LLC

BUY
 -
868
+ 0.53%
$48.7K - $52.2K
166K $11.2M
Aug 07, 2023 Q2 2023
Tortoise Investment Management, LLC

BUY
 -
650
+ 2.43%
$36.4K - $39.1K
27.4K $1.85M
Oct 19, 2023 Q2 2023
Etesian Wealth Advisors, Inc.

West Linn, OR
BUY
 -
614
+ 9.7%
$34.4K - $36.9K
6.94K $468K
Jan 16, 2024 Q2 2023
Etesian Wealth Advisors, Inc.

West Linn, OR
BUY
 -
614
+ 9.7%
$34.4K - $36.9K
6.94K $468K
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
612
+ 2.08%
$34.3K - $36.8K
30.1K $2.03M
Jul 26, 2023 Q2 2023
National Bank Of Canada

BUY
 -
571
+ 228.4%
$32K - $34.3K
821 $55.4K
Jul 07, 2023 Q2 2023
Anderson Hoagland & CO

BUY
 -
511
+ 0.46%
$28.7K - $30.7K
111K $7.5M
Sep 25, 2024 Q2 2023
Passive Capital Management, Llc.

Baltimore, MD
BUY
 -
378
+ 1.61%
$21.2K - $22.7K
23.9K $1.61M
Jul 10, 2023 Q2 2023
Mc Lean Asset Management Corp

BUY
 -
347
+ 1.86%
$19.5K - $20.9K
19K $1.28M
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

BUY
 -
342
New
$19.2K - $20.6K
342 $23.1K
Aug 10, 2023 Q2 2023
Iag Wealth Partners, LLC

BUY
 -
339
+ 1.03%
$19K - $20.4K
33.2K $2.24M
Jul 26, 2023 Q2 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
329
+ 9.29%
$18.4K - $19.8K
3.87K $261K
Jul 25, 2023 Q2 2023
Lex Aurum Advisors, LLC

BUY
 -
323
+ 2.75%
$18.1K - $19.4K
12.1K $815K
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
278
New
$15.6K - $16.7K
278 $18.8K
Jul 11, 2023 Q2 2023
Paragon Capital Management LTD

BUY
 -
258
+ 3.81%
$14.5K - $15.5K
7.04K $475K
Jul 17, 2023 Q2 2023
Gibson Capital, LLC

Wexford, PA
BUY
 -
240
+ 1.13%
$13.5K - $14.4K
21.5K $1.45M
Aug 08, 2023 Q2 2023
Truepoint, Inc.

BUY
 -
231
+ 1.05%
$13K - $13.9K
22.2K $1.5M
Jul 10, 2023 Q2 2023
Evanson Asset Management, LLC

BUY
 -
202
+ 2.06%
$11.3K - $12.1K
10K $675K
Jul 28, 2023 Q2 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
190
+ 2.6%
$10.7K - $11.4K
7.51K $507K
Jul 14, 2023 Q2 2023
Level Financial Advisors, Inc.

BUY
 -
159
+ 2.06%
$8.92K - $9.56K
7.87K $531K
Aug 07, 2023 Q2 2023
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
154
+ 0.95%
$8.63K - $9.26K
16.3K $1.1M
Aug 04, 2023 Q2 2023
Simplex Trading, LLC

BUY
 -
142
New
$7.96K - $8.54K
142 $9.58K

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