Purchases and Sales Made in Q1 2023 in American Centy ETF Tr Avantis (AVUV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUV) 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 08, 2023
Q1 2023
|
Truepoint, Inc.
|
SELL
|
- |
-8.4K- 0.43% |
$593K - $706K
|
1.95M
$195M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-11.5K- 3.88% |
$810K - $964K
|
284K
$28.3M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12.6K- 30.8% |
$887K - $1.06M
|
28.2K
$2.82M
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-13.1K- 4.59% |
$922K - $1.1M
|
272K
$27.1M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-13.9K- 11.7% |
$979K - $1.17M
|
105K
$10.4M
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-15K- 8.5% |
$1.06M - $1.27M
|
162K
$16.2M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-18.4K- 11.75% |
$1.3M - $1.55M
|
138K
$13.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-21.6K- 1.62% |
$1.53M - $1.82M
|
1.32M
$131M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-21.8K- 22.12% |
$1.54M - $1.84M
|
76.9K
$7.67M
|
|
|
Jan 15, 2025
Q1 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-24K- 75.55% |
$1.69M - $2.02M
|
7.76K
$775K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-24.6K- 57.12% |
$1.73M - $2.06M
|
18.4K
$1.84M
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-30.7K- 43.12% |
$2.17M - $2.58M
|
40.5K
$4.04M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-31.4K- 87.89% |
$2.22M - $2.64M
|
4.33K
$432K
|
|
|
May 05, 2023
Q1 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-31.8K- 63.01% |
$2.24M - $2.67M
|
18.6K
$1.86M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-33.1K- 90.16% |
$2.34M - $2.78M
|
3.62K
$361K
|
|
|
Apr 26, 2023
Q1 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-38.3K- 8.4% |
$2.71M - $3.22M
|
418K
$41.7M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-42.3K- 81.71% |
$2.99M - $3.56M
|
9.48K
$946K
|
|
|
May 15, 2023
Q1 2023
|
Blue Investment Partners LLC
Alamo, CA |
SELL
|
- |
-52.8K- 65.94% |
$3.73M - $4.44M
|
27.3K
$2.72M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-56.6K- 89.75% |
$4M - $4.76M
|
6.47K
$646K
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-77.3K- 49.36% |
$5.46M - $6.5M
|
79.4K
$7.92M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-109K- 92.05% |
$7.69M - $9.16M
|
9.41K
$940K
|
|
|
Aug 08, 2024
Q1 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-114K- 4.19% |
$8.05M - $9.58M
|
2.6M
$260M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-160K- 14.01% |
$11.3M - $13.4M
|
980K
$97.9M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-161K- 69.3% |
$11.3M - $13.5M
|
71.2K
$7.1M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-162K- 61.53% |
$11.5M - $13.7M
|
102K
$10.1M
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-212K- 5.87% |
$15M - $17.8M
|
3.39M
$339M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-731K- 15.35% |
$51.6M - $61.4M
|
4.03M
$402M
|