Purchases and Sales Made in Q3 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 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 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
2.22M
+ 58.3%
$117M - $127M
6.04M $361M
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
1.99M
+ 56.48%
$104M - $114M
5.51M $330M
Nov 13, 2023 Q3 2023
Cerity Partners LLC

New York, NY
BUY
 -
1.64M
New
$86M - $94M
1.64M $98.2M
Nov 06, 2023 Q3 2023
Savant Capital, LLC

BUY
 -
892K
+ 8.75%
$46.8M - $51.1M
11.1M $664M
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
464K
+ 54.2%
$24.3M - $26.6M
1.32M $79M
Oct 30, 2023 Q3 2023
Congress Wealth Management LLC

Boston, MA
BUY
 -
294K
+ 25.99%
$15.4M - $16.8M
1.42M $85.3M
Oct 31, 2023 Q3 2023
Annex Advisory Services, LLC

BUY
 -
287K
+ 18.62%
$15M - $16.4M
1.83M $109M
Oct 11, 2023 Q3 2023
Stewardship Advisors, LLC

BUY
 -
222K
New
$11.6M - $12.7M
222K $13.3M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
212K
+ 9.35%
$11.1M - $12.1M
2.48M $148M
Nov 14, 2023 Q3 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
210K
New
$11M - $12M
210K $12.6M
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
192K
+ 137.15%
$10.1M - $11M
332K $19.9M
Oct 13, 2023 Q3 2023
Tarbox Family Office, Inc.

BUY
 -
184K
+ 262.68%
$9.63M - $10.5M
254K $15.2M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
173K
+ 30.12%
$9.06M - $9.9M
746K $44.7M
Oct 20, 2023 Q3 2023
Atwood & Palmer Inc

BUY
 -
170K
+ 54.02%
$8.89M - $9.72M
484K $28.9M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
147K
New
$7.73M - $8.44M
147K $8.82M
Oct 18, 2023 Q3 2023
Morton Brown Family Wealth, LLC

BUY
 -
144K
+ 103.65%
$7.53M - $8.23M
282K $16.9M
Nov 14, 2023 Q3 2023
Old Mission Capital LLC

BUY
 -
138K
New
$7.21M - $7.88M
138K $8.24M
Oct 30, 2023 Q3 2023
Equita Financial Network, Inc.

Fort Washington, PA
BUY
 -
96K
New
$5.03M - $5.5M
96K $5.75M
Oct 24, 2023 Q3 2023
Wealth Management Partners, LLC

BUY
 -
91.2K
New
$4.78M - $5.23M
91.2K $5.46M
Nov 09, 2023 Q3 2023
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
78.2K
New
$4.1M - $4.48M
78.2K $4.68M
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
77.6K
+ 26.3%
$4.07M - $4.45M
373K $22.3M
Oct 31, 2023 Q3 2023
Fifth Third Bancorp

BUY
 -
73.9K
+ 45.37%
$3.87M - $4.23M
237K $14.2M
Nov 06, 2023 Q3 2023
Starfox Financial Services, LLC

The Woodlands, TX
BUY
 -
72K
New
$3.77M - $4.12M
72K $4.31M
Nov 09, 2023 Q3 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
68.6K
+ 92.09%
$3.6M - $3.93M
143K $8.56M
Nov 06, 2023 Q3 2023
Great Valley Advisor Group, Inc.

BUY
 -
53.6K
+ 16.34%
$2.81M - $3.07M
382K $22.9M
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
53.5K
+ 87.43%
$2.81M - $3.07M
115K $6.87M
Nov 08, 2023 Q3 2023
Greenup Street Wealth Management LLC

BUY
 -
53.4K
+ 17.98%
$2.8M - $3.06M
350K $21M
Oct 24, 2023 Q3 2023
Shore Haven Wealth Partners, LLC

BUY
 -
53.1K
New
$2.78M - $3.04M
53.1K $3.18M
Oct 25, 2023 Q3 2023
Waypoint Capital Advisors, LLC

BUY
 -
50.4K
+ 24.04%
$2.65M - $2.89M
260K $15.6M
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
50.4K
+ 111.34%
$2.64M - $2.89M
95.7K $5.73M
Oct 10, 2023 Q3 2023
Rockwood Wealth Management, LLC

New Hope, PA
BUY
 -
49.3K
+ 12.13%
$2.59M - $2.83M
456K $27.3M
Nov 14, 2023 Q3 2023
Vista Wealth Management Group, LLC

BUY
 -
47.9K
+ 7.34%
$2.51M - $2.74M
700K $41.9M
Nov 03, 2023 Q3 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
46.1K
+ 6.23%
$2.42M - $2.64M
787K $47.1M
Nov 03, 2023 Q3 2023
Larson Financial Group LLC

BUY
 -
43.7K
+ 7.9%
$2.29M - $2.5M
596K $35.7M
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
37.7K
New
$1.98M - $2.16M
37.7K $2.26M
Oct 26, 2023 Q3 2023
Park Avenue Securities LLC

BUY
 -
37.1K
+ 27.33%
$1.94M - $2.12M
173K $10.3M
Nov 13, 2023 Q3 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
33.9K
+ 126.77%
$1.78M - $1.94M
60.6K $3.63M
Nov 14, 2023 Q3 2023
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
32K
+ 8.42%
$1.68M - $1.83M
412K $24.6M
Nov 02, 2023 Q3 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
31.7K
+ 36.02%
$1.66M - $1.82M
120K $7.17M
Nov 14, 2023 Q3 2023
Disciplina Capital Management LLC

Nashville, TN
BUY
 -
30.5K
New
$1.6M - $1.75M
30.5K $1.82M
Nov 13, 2023 Q3 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
28.7K
+ 12.55%
$1.51M - $1.65M
258K $15.4M
Nov 09, 2023 Q3 2023
Wms Partners, LLC

BUY
 -
26.5K
+ 2.99%
$1.39M - $1.52M
912K $54.6M
May 14, 2024 Q3 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
26K
New
$1.36M - $1.49M
26K $1.56M
Nov 14, 2023 Q3 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
26K
New
$1.36M - $1.49M
26K $1.56M
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
24.3K
+ 7.13%
$1.27M - $1.39M
365K $21.8M
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
21.6K
+ 9.68%
$1.13M - $1.24M
244K $14.6M
Nov 07, 2023 Q3 2023
Valmark Advisers, Inc.

BUY
 -
20.1K
New
$1.05M - $1.15M
20.1K $1.2M
Nov 14, 2023 Q3 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
20K
+ 12.95%
$1.05M - $1.15M
175K $10.5M
Nov 13, 2023 Q3 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
19.5K
New
$1.02M - $1.12M
19.5K $1.17M

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