Purchases and Sales Made in Q3 2023 in American Centy ETF Tr Avantis (AVUV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUV) 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 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
1.61K+ 3.32% |
$122K - $135K
|
49.9K
$4.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.56K+ 49.26% |
$119K - $132K
|
4.73K
$382K
|
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
1.54K+ 16.11% |
$117K - $130K
|
11.1K
$896K
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
BUY
|
- |
1.53K+ 52.19% |
$116K - $129K
|
4.47K
$361K
|
|
|
Oct 24, 2023
Q3 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
1.5K+ 3.71% |
$113K - $126K
|
41.8K
$3.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1.46K+ 2.99% |
$111K - $123K
|
50.4K
$4.07M
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1.41K+ 4.98% |
$107K - $119K
|
29.8K
$2.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.4K+ 28.2% |
$106K - $118K
|
6.34K
$512K
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.31K+ 34.7% |
$99.4K - $110K
|
5.09K
$411K
|
|
|
Oct 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.27K+ 21.9% |
$96.3K - $107K
|
7.06K
$570K
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1.26K+ 1.97% |
$95.4K - $106K
|
65K
$5.25M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.24K+ 46.12% |
$93.7K - $104K
|
3.91K
$316K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.18K+ 9.16% |
$89.3K - $99.1K
|
14K
$1.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.17K+ 1.33% |
$89K - $98.8K
|
89.2K
$7.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.16K+ 8.49% |
$87.8K - $97.5K
|
14.8K
$1.19M
|
|
|
Oct 26, 2023
Q3 2023
|
Bayshore Asset Management, LLC
|
BUY
|
- |
1.14K+ 2.32% |
$86.8K - $96.4K
|
50.5K
$4.08M
|
|
|
Oct 25, 2023
Q3 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
1.14K+ 1.2% |
$86.2K - $95.7K
|
95.8K
$7.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.11K+ 255.5% |
$84.6K - $93.8K
|
1.55K
$125K
|
|
|
Oct 19, 2023
Q3 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.08K+ 12.22% |
$82K - $91K
|
9.92K
$801K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.07KNew |
$81.5K - $90.5K
|
1.07K
$86.7K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.06K+ 26.86% |
$80.7K - $89.5K
|
5.02K
$405K
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.05K+ 14.77% |
$79.3K - $88K
|
8.12K
$656K
|
|
|
Oct 19, 2023
Q3 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.04K+ 5.59% |
$79.2K - $87.9K
|
19.7K
$1.59M
|
|
|
Nov 03, 2023
Q3 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.03K+ 4.37% |
$78.5K - $87.1K
|
24.7K
$2M
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
BUY
|
- |
1.03K+ 1.13% |
$77.9K - $86.4K
|
92.2K
$7.44M
|
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1K+ 6.05% |
$76.1K - $84.4K
|
17.6K
$1.42M
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
974+ 1.34% |
$73.9K - $82K
|
73.6K
$5.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
887+ 24.18% |
$67.3K - $74.7K
|
4.56K
$368K
|
|
|
Jan 15, 2025
Q3 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
884+ 8.57% |
$67.1K - $74.5K
|
11.2K
$904K
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
850+ 2.58% |
$64.5K - $71.6K
|
33.8K
$2.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
758+ 144.38% |
$57.5K - $63.8K
|
1.28K
$104K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
734+ 25.22% |
$55.7K - $61.8K
|
3.64K
$294K
|
|
|
Nov 13, 2023
Q3 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
730+ 5.82% |
$55.4K - $61.5K
|
13.3K
$1.07M
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
711+ 13.84% |
$54K - $59.9K
|
5.85K
$472K
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
660+ 10.08% |
$50.1K - $55.6K
|
7.21K
$582K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
649+ 2.08% |
$49.3K - $54.7K
|
31.8K
$2.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
649+ 3.22% |
$49.3K - $54.7K
|
20.8K
$1.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
640+ 63.12% |
$48.6K - $53.9K
|
1.65K
$134K
|
|
|
Oct 30, 2023
Q3 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
636+ 4.35% |
$48.3K - $53.6K
|
15.3K
$1.23M
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
636+ 3.1% |
$48.3K - $53.6K
|
21.2K
$1.71M
|
|
|
Nov 02, 2023
Q3 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
635+ 2.07% |
$48.2K - $53.5K
|
31.3K
$2.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
618+ 461.19% |
$46.9K - $52.1K
|
752
$60.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
593+ 19.8% |
$45K - $49.9K
|
3.59K
$290K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
579+ 2.42% |
$43.9K - $48.8K
|
24.5K
$1.98M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
556+ 3.48% |
$42.2K - $46.8K
|
16.5K
$1.34M
|
|
|
Nov 03, 2023
Q3 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
554+ 3.81% |
$42K - $46.7K
|
15.1K
$1.22M
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
518+ 6.3% |
$39.3K - $43.6K
|
8.75K
$706K
|
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
515+ 16.94% |
$39.1K - $43.4K
|
3.56K
$287K
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
508+ 0.4% |
$38.6K - $42.8K
|
128K
$10.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
468+ 0.37% |
$35.5K - $39.4K
|
128K
$10.4M
|