Purchases and Sales Made in Q3 2023 in American Centy ETF Tr Avantis (AVEM)
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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-15.6K- 17.85% |
$819K - $895K
|
71.8K
$4.14M
|
|
|
Nov 15, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-36.7K- 25.67% |
$1.93M - $2.1M
|
106K
$6.12M
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-45K- 7.91% |
$2.36M - $2.58M
|
524K
$30.2M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-47.8K- 43.66% |
$2.5M - $2.74M
|
61.6K
$3.55M
|
|
|
Oct 18, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-48.1K- 16.77% |
$2.52M - $2.75M
|
238K
$13.7M
|
|
|
Oct 27, 2023
Q3 2023
|
B&D White Capital Company, LLC
|
SELL
|
- |
-58.1K- 90.13% |
$3.05M - $3.33M
|
6.37K
$367K
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-63.2K- 34.52% |
$3.32M - $3.62M
|
120K
$6.91M
|
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-67.2K- 4.98% |
$3.53M - $3.85M
|
1.28M
$73.9M
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-131KClosed |
$6.87M - $7.51M
|
0
$0
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-237K- 12.13% |
$12.4M - $13.6M
|
1.72M
$99M
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-514K- 97.28% |
$27M - $29.5M
|
14.4K
$827K
|