Purchases and Sales Made in Q4 2023 in American Centy ETF Tr Avantis (AVDV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDV) 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 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.97K+ 3.56% |
$107K - $124K
|
57.3K
$3.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.97K+ 20.26% |
$107K - $123K
|
11.7K
$789K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.9KNew |
$103K - $119K
|
1.9K
$128K
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.81KNew |
$98.4K - $113K
|
1.81K
$122K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
1.69K+ 25.84% |
$91.9K - $106K
|
8.23K
$556K
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
1.64K+ 5.18% |
$89.1K - $103K
|
33.3K
$2.25M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.53K+ 349.2% |
$83.3K - $96.1K
|
1.97K
$133K
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.47K+ 2.61% |
$80.1K - $92.4K
|
57.9K
$3.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.42K+ 4.8% |
$77.3K - $89.2K
|
31K
$2.09M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1.25K+ 4.52% |
$67.9K - $78.3K
|
28.9K
$1.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.22K+ 9.33% |
$66.3K - $76.5K
|
14.3K
$965K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
979+ 23.37% |
$53.2K - $61.4K
|
5.17K
$349K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
938+ 16.22% |
$51K - $58.8K
|
6.72K
$453K
|
|
|
Jan 12, 2024
Q4 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
840+ 8.34% |
$45.6K - $52.7K
|
10.9K
$736K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
834+ 12.63% |
$45.3K - $52.3K
|
7.44K
$502K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
768+ 3.91% |
$41.7K - $48.2K
|
20.4K
$1.38M
|
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
755+ 14.62% |
$41K - $47.3K
|
5.92K
$399K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
737New |
$40K - $46.2K
|
737
$49.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
719New |
$39.1K - $45.1K
|
719
$48.5K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
693New |
$37.7K - $43.5K
|
693
$46.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
673+ 5.74% |
$36.6K - $42.2K
|
12.4K
$836K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
660+ 23.57% |
$35.9K - $41.4K
|
3.46K
$233K
|
|
|
Jan 23, 2024
Q4 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
624+ 17.18% |
$33.9K - $39.1K
|
4.26K
$287K
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
573+ 2.71% |
$31.1K - $35.9K
|
21.7K
$1.46M
|
|
|
Feb 02, 2024
Q4 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
571+ 0.33% |
$31K - $35.8K
|
173K
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
529+ 14.18% |
$28.7K - $33.2K
|
4.26K
$287K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
508+ 1.06% |
$27.6K - $31.9K
|
48.3K
$3.26M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
505+ 6.25% |
$27.4K - $31.7K
|
8.59K
$580K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
491+ 13.79% |
$26.7K - $30.8K
|
4.05K
$273K
|
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
485+ 3.25% |
$26.4K - $30.4K
|
15.4K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
470+ 4.29% |
$25.5K - $29.5K
|
11.4K
$771K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
459+ 0.89% |
$24.9K - $28.8K
|
51.8K
$3.49M
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
418+ 0.8% |
$22.7K - $26.2K
|
52.7K
$3.56M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
401+ 2.42% |
$21.8K - $25.1K
|
17K
$1.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
396+ 1.01% |
$21.5K - $24.8K
|
39.8K
$2.68M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
381+ 99.22% |
$20.7K - $23.9K
|
765
$51.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
327New |
$17.8K - $20.5K
|
327
$22.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
310+ 1.82% |
$16.8K - $19.4K
|
17.3K
$1.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
281+ 14.52% |
$15.3K - $17.6K
|
2.22K
$150K
|
|
|
Feb 09, 2024
Q4 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
214+ 1.06% |
$11.6K - $13.4K
|
20.3K
$1.37M
|
|
|
Sep 25, 2024
Q4 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
196+ 1.08% |
$10.7K - $12.3K
|
18.4K
$1.24M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
182+ 6.12% |
$9.89K - $11.4K
|
3.16K
$213K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
163+ 326.0% |
$8.86K - $10.2K
|
213
$14.4K
|
|
|
Jan 30, 2024
Q4 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
146+ 2.42% |
$7.93K - $9.15K
|
6.17K
$417K
|
|
|
Jan 17, 2024
Q4 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
137New |
$7.44K - $8.59K
|
137
$9.24K
|
|
|
Jan 24, 2024
Q4 2023
|
Northland Capital Management LLC
|
BUY
|
- |
132+ 1.1% |
$7.17K - $8.28K
|
12.1K
$819K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
108New |
$5.87K - $6.77K
|
108
$7.29K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
95+ 0.95% |
$5.16K - $5.96K
|
10.1K
$681K
|
|
|
Feb 08, 2024
Q4 2023
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
76+ 1.24% |
$4.13K - $4.77K
|
6.23K
$420K
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
74+ 0.44% |
$4.02K - $4.64K
|
16.9K
$1.14M
|