Purchases and Sales Made in Q3 2023 in American Centy ETF Tr Avantis (AVIV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVIV) 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 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-860- 0.64% |
$40.7K - $43.7K
|
133K
$7.17M
|
|
|
Nov 07, 2023
Q3 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-1.09K- 4.21% |
$51.5K - $55.3K
|
24.7K
$1.34M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.11K- 20.82% |
$100K - $107K
|
8.04K
$435K
|
|
|
Oct 31, 2023
Q3 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.9K- 9.63% |
$138K - $148K
|
27.2K
$1.47M
|
|
|
Oct 10, 2023
Q3 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-4K- 9.43% |
$190K - $203K
|
38.4K
$2.08M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-4.07K- 20.1% |
$193K - $207K
|
16.2K
$875K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-20.9K- 32.38% |
$990K - $1.06M
|
43.6K
$2.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-60.1K- 78.08% |
$2.85M - $3.05M
|
16.9K
$913K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-104K- 45.38% |
$4.91M - $5.27M
|
125K
$6.75M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-153K- 96.56% |
$7.24M - $7.76M
|
5.44K
$294K
|