Purchases and Sales Made in Q4 2023 in American Centy ETF Tr Avantis (AVLV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVLV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
2.72K+ 36.65% |
$136K - $158K
|
10.1K
$700K
|
|
|
Feb 09, 2024
Q4 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
2.7K+ 56.36% |
$135K - $157K
|
7.48K
$517K
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
2.53K+ 12.63% |
$126K - $147K
|
22.6K
$1.56M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.48K+ 14.5% |
$124K - $144K
|
19.6K
$1.35M
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
2.17K+ 6.44% |
$108K - $126K
|
35.8K
$2.47M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
2.12KNew |
$106K - $123K
|
2.12K
$147K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.97K+ 11.61% |
$98.2K - $114K
|
18.9K
$1.31M
|
|
|
Jan 24, 2024
Q4 2023
|
Northland Capital Management LLC
|
BUY
|
- |
1.75K+ 1.25% |
$87.4K - $102K
|
142K
$9.81M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.71K+ 1.37% |
$85.4K - $99.3K
|
127K
$8.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.62K+ 2.6% |
$80.9K - $94.1K
|
64K
$4.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.32K+ 9.26% |
$66.1K - $76.9K
|
15.6K
$1.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Bayshore Asset Management, LLC
|
BUY
|
- |
1.32K+ 3.46% |
$65.8K - $76.5K
|
39.5K
$2.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.25K+ 17.99% |
$62.4K - $72.5K
|
8.19K
$566K
|
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
1K+ 2857.14% |
$50K - $58.1K
|
1.04K
$71.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1KNew |
$50K - $58.1K
|
1K
$69.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
784+ 39.34% |
$39.2K - $45.5K
|
2.78K
$192K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
596+ 5.02% |
$29.8K - $34.6K
|
12.5K
$862K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
556+ 2.11% |
$27.8K - $32.3K
|
26.9K
$1.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
530+ 3.76% |
$26.5K - $30.8K
|
14.6K
$1.01M
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
499+ 1.78% |
$24.9K - $29K
|
28.6K
$1.98M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
447+ 4.77% |
$22.3K - $26K
|
9.81K
$678K
|
|
|
Feb 13, 2024
Q4 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
412+ 3.17% |
$20.6K - $23.9K
|
13.4K
$927K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
372New |
$18.6K - $21.6K
|
372
$25.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
312+ 6.33% |
$15.6K - $18.1K
|
5.24K
$362K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
277+ 1.07% |
$13.8K - $16.1K
|
26.1K
$1.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
264+ 5.7% |
$13.2K - $15.3K
|
4.89K
$338K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
200New |
$9.99K - $11.6K
|
200
$13.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
181+ 9.28% |
$9.04K - $10.5K
|
2.13K
$147K
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
122+ 0.53% |
$6.1K - $7.09K
|
23.4K
$1.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
122+ 0.49% |
$6.1K - $7.09K
|
25.3K
$1.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
84New |
$4.2K - $4.88K
|
84
$5.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
16+ 0.36% |
$799 - $929
|
4.41K
$304K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
14+ 0.12% |
$699 - $813
|
11.8K
$815K
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
12+ 1.79% |
$600 - $697
|
681
$47.1K
|
|
|
Jan 17, 2024
Q4 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2+ 0.01% |
$99.9 - $116
|
31K
$2.14M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-15- 0.05% |
$749 - $871
|
32.4K
$2.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-90- 0.3% |
$4.5K - $5.23K
|
29.7K
$2.05M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-147- 79.46% |
$7.34K - $8.54K
|
38
$2.63K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-205- 0.46% |
$10.2K - $11.9K
|
44.2K
$3.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-229- 0.48% |
$11.4K - $13.3K
|
47.6K
$3.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-364- 4.18% |
$18.2K - $21.1K
|
8.35K
$577K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-584- 3.56% |
$29.2K - $33.9K
|
15.8K
$1.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-619- 3.56% |
$30.9K - $36K
|
16.7K
$1.16M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-690- 3.53% |
$34.5K - $40.1K
|
18.9K
$1.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-775- 10.88% |
$38.7K - $45K
|
6.35K
$438K
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-878- 4.83% |
$43.9K - $51K
|
17.3K
$1.19M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.85K- 17.43% |
$92.4K - $107K
|
8.76K
$605K
|
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-2.28K- 7.08% |
$114K - $132K
|
29.9K
$2.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.62K- 3.45% |
$131K - $152K
|
73.4K
$5.07M
|