Purchases and Sales Made in Q2 2023 in American Centy ETF Tr Avantis (AVEM)
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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-622- 33.68% |
$32K - $34.8K
|
1.23K
$70.6K
|
|
|
Jul 14, 2023
Q2 2023
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-624- 3.36% |
$32.1K - $34.9K
|
17.9K
$1.03M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-662- 1.44% |
$34.1K - $37K
|
45.2K
$2.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-732- 0.55% |
$37.7K - $40.9K
|
131K
$7.56M
|
|
|
Jul 24, 2023
Q2 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-800- 3.23% |
$41.2K - $44.7K
|
24K
$1.38M
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
SELL
|
- |
-812- 0.4% |
$41.8K - $45.4K
|
204K
$11.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-859- 5.58% |
$44.2K - $48K
|
14.5K
$836K
|
|
|
Jul 31, 2023
Q2 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-893- 0.6% |
$46K - $49.9K
|
147K
$8.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.01K- 0.55% |
$52.1K - $56.6K
|
183K
$10.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.08K- 3.19% |
$55.3K - $60.1K
|
32.6K
$1.88M
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1.33K- 5.03% |
$68.2K - $74.1K
|
25K
$1.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.33K- 0.77% |
$68.3K - $74.2K
|
172K
$9.89M
|
|
|
Jul 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-1.48K- 14.85% |
$76.2K - $82.8K
|
8.48K
$489K
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.96K- 6.55% |
$101K - $110K
|
28K
$1.61M
|
|
|
Jul 24, 2023
Q2 2023
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-2.69K- 1.13% |
$138K - $150K
|
235K
$13.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-3.04K- 5.44% |
$156K - $170K
|
52.8K
$3.04M
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-3.13K- 1.05% |
$161K - $175K
|
295K
$17M
|
|
|
Aug 11, 2023
Q2 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-3.14K- 7.5% |
$161K - $175K
|
38.7K
$2.23M
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-3.29K- 7.01% |
$169K - $184K
|
43.6K
$2.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-3.33K- 2.1% |
$171K - $186K
|
155K
$8.95M
|
|
|
Jul 31, 2023
Q2 2023
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-3.76K- 0.9% |
$194K - $210K
|
415K
$23.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-4.02K- 4.79% |
$207K - $225K
|
80K
$4.61M
|
|
|
Aug 04, 2023
Q2 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-4.1K- 4.19% |
$211K - $229K
|
93.7K
$5.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-4.49K- 22.66% |
$231K - $251K
|
15.3K
$882K
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-4.66K- 2.05% |
$240K - $261K
|
223K
$12.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-6.35K- 16.37% |
$327K - $355K
|
32.4K
$1.87M
|
|
|
Aug 09, 2023
Q2 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-7.29K- 47.12% |
$375K - $408K
|
8.19K
$471K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.09K- 1.08% |
$416K - $452K
|
741K
$42.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-8.59K- 94.1% |
$442K - $481K
|
539
$31K
|
|
|
Aug 08, 2023
Q2 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-8.86K- 21.92% |
$456K - $495K
|
31.5K
$1.82M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.6K- 0.83% |
$598K - $650K
|
1.4M
$80.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
SELL
|
- |
-12.5K- 2.68% |
$643K - $698K
|
454K
$26.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-14.1K- 59.79% |
$725K - $788K
|
9.47K
$546K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-38.8K- 10.34% |
$2M - $2.17M
|
336K
$19.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-42.1K- 24.63% |
$2.16M - $2.35M
|
129K
$7.41M
|
|
|
Jul 13, 2023
Q2 2023
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-44K- 18.48% |
$2.27M - $2.46M
|
194K
$11.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-57.4K- 61.41% |
$2.95M - $3.21M
|
36.1K
$2.08M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-93.6K- 88.5% |
$4.82M - $5.23M
|
12.2K
$700K
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-127K- 96.74% |
$6.55M - $7.12M
|
4.29K
$247K
|
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-136K- 9.15% |
$7M - $7.6M
|
1.35M
$77.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-185K- 8.63% |
$9.5M - $10.3M
|
1.96M
$113M
|
|
|
Oct 02, 2024
Q2 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-201K- 60.55% |
$10.3M - $11.2M
|
131K
$7.54M
|