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

AVEM Quotes by TradingView

This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVEM) 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
Aug 04, 2023 Q2 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
4.99K
+ 16.61%
$257K - $279K
35.1K $2.1M
Jul 24, 2023 Q2 2023
Austin Asset Management CO Inc

BUY
 -
4.82K
New
$248K - $269K
4.82K $288K
Aug 07, 2023 Q2 2023
Orion Capital Management LLC

BUY
 -
4.73K
New
$243K - $264K
4.73K $283K
Aug 01, 2023 Q2 2023
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
4.35K
New
$224K - $243K
4.35K $260K
Aug 10, 2023 Q2 2023
Capasso Planning Partners LLC

Charleston, SC
BUY
 -
4.33K
+ 5.45%
$223K - $242K
83.9K $5.02M
Jul 26, 2023 Q2 2023
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
4.27K
+ 0.71%
$220K - $239K
609K $36.4M
Aug 07, 2023 Q2 2023
Tortoise Investment Management, LLC

BUY
 -
4.23K
+ 7.87%
$218K - $236K
58K $3.47M
Jul 24, 2023 Q2 2023
Werba Rubin Papier Wealth Management

San Jose, CA
BUY
 -
4.17K
+ 2.57%
$215K - $233K
166K $9.95M
Jul 24, 2023 Q2 2023
Accel Wealth Management

BUY
 -
4.14K
New
$213K - $231K
4.14K $248K
Aug 07, 2023 Q2 2023
Northwest Wealth Management, LLC

BUY
 -
4.07K
+ 3.47%
$209K - $227K
121K $7.25M
Aug 08, 2023 Q2 2023
Alpha Q Advisors LLC

Orlando, FL
BUY
 -
3.79K
New
$195K - $212K
3.79K $227K
Jul 25, 2023 Q2 2023
Stone Point Wealth LLC

BUY
 -
3.76K
+ 22.46%
$194K - $210K
20.5K $1.23M
Jul 31, 2023 Q2 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
3.6K
+ 8.72%
$185K - $201K
44.9K $2.69M
Jul 24, 2023 Q2 2023
Bridgewater Advisors Inc.

BUY
 -
3.52K
+ 3.01%
$181K - $197K
120K $7.2M
Jul 20, 2023 Q2 2023
Wespac Advisors So Cal, LLC

BUY
 -
3.47K
+ 9.5%
$179K - $194K
40K $2.39M
Aug 07, 2023 Q2 2023
Chicago Partners Investment Group LLC

BUY
 -
3.41K
+ 4.05%
$175K - $190K
87.4K $5.23M
Aug 14, 2023 Q2 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
3.09K
+ 32.44%
$159K - $173K
12.6K $754K
Aug 01, 2023 Q2 2023
First Ascent Asset Management, LLC

BUY
 -
2.75K
+ 4.89%
$142K - $154K
59K $3.53M
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
2.41K
+ 36.11%
$124K - $134K
9.07K $543K
Jul 25, 2023 Q2 2023
Prosperity Consulting Group, LLC

BUY
 -
2.24K
+ 3.17%
$115K - $125K
72.8K $4.35M
Aug 07, 2023 Q2 2023
Mc Ilrath & Eck, LLC

BUY
 -
2.13K
New
$110K - $119K
2.13K $128K
Aug 10, 2023 Q2 2023
Libra Wealth LLC

BUY
 -
2.12K
+ 3.06%
$109K - $119K
71.4K $4.27M
Jul 10, 2023 Q2 2023
Mc Lean Asset Management Corp

BUY
 -
2.11K
+ 3.56%
$109K - $118K
61.4K $3.68M
Jul 17, 2023 Q2 2023
Wedmont Private Capital

BUY
 -
2.08K
+ 4.77%
$107K - $116K
45.7K $2.73M
Jul 17, 2023 Q2 2023
Htg Investment Advisors, Inc.

New Canaan, CT
BUY
 -
2.03K
+ 5.41%
$105K - $114K
39.6K $2.37M
Aug 10, 2023 Q2 2023
E Rn Financial, LLC

BUY
 -
2.03K
+ 1.13%
$104K - $113K
181K $10.8M
Jul 14, 2023 Q2 2023
Advisor Net Financial, Inc

BUY
 -
1.95K
+ 2.32%
$100K - $109K
85.9K $5.14M
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
1.9K
+ 5.69%
$97.7K - $106K
35.3K $2.11M
Sep 25, 2024 Q2 2023
Passive Capital Management, Llc.

Baltimore, MD
BUY
 -
1.9K
+ 1.7%
$97.6K - $106K
114K $6.8M
Jul 14, 2023 Q2 2023
Shore Point Advisors, LLC

BUY
 -
1.71K
+ 7.19%
$88K - $95.7K
25.5K $1.53M
Aug 03, 2023 Q2 2023
Northwest Capital Management Inc

BUY
 -
1.68K
New
$86.6K - $94.1K
1.68K $101K
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

BUY
 -
1.64K
+ 29.78%
$84.1K - $91.4K
7.13K $426K
Sep 06, 2023 Q2 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
1.61K
+ 24.78%
$82.9K - $90K
8.11K $485K
Jul 26, 2023 Q2 2023
Sol Capital Management CO

BUY
 -
1.48K
+ 2.37%
$76.2K - $82.8K
63.9K $3.82M
Jul 12, 2023 Q2 2023
Collective Family Office LLC

BUY
 -
1.36K
+ 3.57%
$69.9K - $76K
39.4K $2.36M
Jul 13, 2023 Q2 2023
Highland Financial Advisors, LLC

BUY
 -
1.19K
+ 0.77%
$61K - $66.3K
154K $9.24M
Jul 27, 2023 Q2 2023
Grove Bank & Trust

BUY
 -
1.13K
+ 6.94%
$57.9K - $62.9K
17.3K $1.04M
Aug 14, 2023 Q2 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
1.06K
+ 0.68%
$54.5K - $59.2K
157K $9.36M
Aug 14, 2023 Q2 2023
Glenview Trust CO

Louisville, KY
BUY
 -
791
+ 9.15%
$40.7K - $44.2K
9.44K $565K
Aug 04, 2023 Q2 2023
B&D White Capital Company, LLC

BUY
 -
726
+ 1.14%
$37.4K - $40.6K
64.5K $3.86M
Aug 07, 2023 Q2 2023
Wealthfront Advisers LLC

BUY
 -
685
+ 13.05%
$35.3K - $38.3K
5.94K $355K
Jul 20, 2023 Q2 2023
Pcg Wealth Advisors, LLC

BUY
 -
646
+ 3.06%
$33.2K - $36.1K
21.8K $1.3M
Jul 26, 2023 Q2 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
610
+ 3.31%
$31.4K - $34.1K
19.1K $1.14M
Aug 10, 2023 Q2 2023
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
598
+ 2.48%
$30.8K - $33.4K
24.7K $1.48M
Aug 15, 2023 Q2 2023
Ima Wealth, Inc.

Wichita, KS
BUY
 -
593
+ 2.33%
$30.5K - $33.2K
26K $1.56M
Jul 14, 2023 Q2 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
574
New
$29.5K - $32.1K
574 $34.3K
Aug 09, 2023 Q2 2023
Jones Financial Companies Lllp

BUY
 -
476
New
$24.5K - $26.6K
476 $28.5K
Jul 18, 2023 Q2 2023
Sentinel Pension Advisors Inc

Wakefield, MA
BUY
 -
470
+ 1.15%
$24.2K - $26.3K
41.2K $2.47M
Aug 03, 2023 Q2 2023
Tillman Hartley LLC

Orlando, FL
BUY
 -
453
+ 3.53%
$23.3K - $25.3K
13.3K $794K

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