Purchases and Sales Made in Q2 2023 in American Centy ETF Tr Avantis (AVRE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVRE) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
105+ 2.43% |
$4.14K - $4.41K
|
4.43K
$188K
|
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
64+ 0.94% |
$2.52K - $2.69K
|
6.88K
$292K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
36New |
$1.42K - $1.51K
|
36
$1.53K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
24New |
$946 - $1.01K
|
24
$1.02K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
13+ 0.26% |
$512 - $546
|
5.07K
$215K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
11+ 0.03% |
$434 - $462
|
36.2K
$1.54M
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
5+ 0.05% |
$197 - $210
|
10.7K
$456K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3- 0.15% |
$118 - $126
|
1.96K
$83.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-8- 0.52% |
$315 - $336
|
1.55K
$65.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-151- 2.96% |
$5.95K - $6.34K
|
4.95K
$210K
|
|
|
Aug 07, 2023
Q2 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-184- 2.41% |
$7.25K - $7.73K
|
7.46K
$317K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.07K- 0.72% |
$42.3K - $45.1K
|
147K
$6.25M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-2.2K- 68.45% |
$86.5K - $92.2K
|
1.01K
$43K
|
|
|
Aug 07, 2023
Q2 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-2.9K- 15.23% |
$114K - $122K
|
16.2K
$686K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.18K- 12.03% |
$125K - $133K
|
23.2K
$986K
|
|
|
Jul 28, 2023
Q2 2023
|
Satovsky Asset Management LLC
|
SELL
|
- |
-5.57K- 20.46% |
$220K - $234K
|
21.7K
$920K
|
|
|
Aug 14, 2023
Q2 2023
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-77.2K- 48.99% |
$3.04M - $3.24M
|
80.4K
$3.41M
|
|
|
Aug 10, 2023
Q2 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-199K- 17.06% |
$7.85M - $8.37M
|
969K
$41.1M
|