Purchases and Sales Made in Q1 2023 in American Centy ETF Tr Avantis (AVUS)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUS) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
BUY
|
- |
18.2K+ 92.95% |
$1.22M - $1.35M
|
37.7K
$3.46M
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
17.7K+ 101.01% |
$1.19M - $1.31M
|
35.2K
$3.23M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
16.7K+ 24.51% |
$1.13M - $1.24M
|
85K
$7.8M
|
|
|
May 12, 2023
Q1 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
16.7K+ 12.2% |
$1.12M - $1.24M
|
153K
$14.1M
|
|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
16K+ 6.4% |
$1.08M - $1.19M
|
267K
$24.5M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
15.3KNew |
$1.03M - $1.14M
|
15.3K
$1.4M
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
15.2K+ 8.2% |
$1.02M - $1.13M
|
200K
$18.4M
|
|
|
May 15, 2023
Q1 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
14.8K+ 3.74% |
$1M - $1.1M
|
412K
$37.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
13.9KNew |
$939K - $1.04M
|
13.9K
$1.28M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
11.6KNew |
$781K - $861K
|
11.6K
$1.06M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11.5K+ 2.85% |
$774K - $853K
|
414K
$38M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11.2K+ 8.29% |
$754K - $831K
|
146K
$13.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
11KNew |
$743K - $819K
|
11K
$1.01M
|
|
|
Apr 07, 2023
Q1 2023
|
Divergent Planning, LLC
|
BUY
|
- |
10.9K+ 6.26% |
$735K - $810K
|
185K
$17M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
10.3K+ 83.63% |
$696K - $767K
|
22.7K
$2.08M
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
10.3K+ 25.96% |
$693K - $764K
|
49.9K
$4.58M
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
9.96K+ 1.95% |
$672K - $740K
|
520K
$47.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.61K+ 33.45% |
$648K - $714K
|
38.3K
$3.52M
|
|
|
Apr 07, 2023
Q1 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
9.37K+ 1.77% |
$632K - $696K
|
538K
$49.4M
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
9.35K+ 5.75% |
$630K - $695K
|
172K
$15.8M
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
9.35K+ 5.75% |
$630K - $695K
|
172K
$15.8M
|
|
|
Aug 10, 2023
Q1 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
9.32K+ 5.0% |
$628K - $692K
|
196K
$18M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
9.24K+ 14.43% |
$623K - $687K
|
73.3K
$6.73M
|
|
|
Apr 20, 2023
Q1 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
8.84K+ 9.21% |
$596K - $657K
|
105K
$9.62M
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
8.55K+ 27.24% |
$576K - $635K
|
39.9K
$3.67M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.48KNew |
$572K - $630K
|
8.48K
$779K
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
7.81K+ 6.26% |
$527K - $580K
|
133K
$12.2M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.48K+ 21.26% |
$504K - $555K
|
42.6K
$3.91M
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
6.87K+ 11.17% |
$463K - $510K
|
68.3K
$6.27M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.77K+ 20.93% |
$456K - $503K
|
39.1K
$3.59M
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
6.34K+ 6.19% |
$427K - $471K
|
109K
$9.98M
|
|
|
May 09, 2023
Q1 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
6.28KNew |
$423K - $466K
|
6.28K
$576K
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.27K+ 59.73% |
$422K - $466K
|
16.8K
$1.54M
|
|
|
Apr 13, 2023
Q1 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
6.26K+ 6.17% |
$422K - $465K
|
108K
$9.89M
|
|
|
May 15, 2023
Q1 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
6.1K+ 3.01% |
$411K - $453K
|
209K
$19.2M
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
5.52KNew |
$372K - $410K
|
5.52K
$506K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.23KNew |
$353K - $388K
|
5.23K
$480K
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
BUY
|
- |
5.19K+ 10.17% |
$350K - $386K
|
56.2K
$5.16M
|
|
|
Apr 17, 2023
Q1 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
5.08K+ 2.47% |
$343K - $378K
|
211K
$19.4M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.07K+ 21.55% |
$342K - $377K
|
28.6K
$2.63M
|
|
|
Apr 13, 2023
Q1 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
4.91K+ 2.73% |
$331K - $365K
|
185K
$17M
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.7KNew |
$317K - $349K
|
4.7K
$431K
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.62KNew |
$311K - $343K
|
4.62K
$424K
|
|
|
Apr 06, 2023
Q1 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
4.53K+ 8.01% |
$306K - $337K
|
61.2K
$5.61M
|
|
|
May 10, 2023
Q1 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
4.44KNew |
$299K - $330K
|
4.44K
$408K
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
4.41K+ 0.41% |
$298K - $328K
|
1.07M
$98.2M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
4.2KNew |
$283K - $312K
|
4.2K
$386K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.16K+ 2.36% |
$281K - $309K
|
181K
$16.6M
|
|
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
3.86KNew |
$260K - $287K
|
3.86K
$354K
|
|
|
May 05, 2023
Q1 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
3.69K+ 3.11% |
$249K - $274K
|
123K
$11.2M
|