Purchases and Sales Made in Q2 2023 in American Centy ETF Tr Avantis (AVDE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDE) 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 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.7K- 90.24% |
$206K - $219K
|
400
$26.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-4.46K- 1.77% |
$248K - $264K
|
247K
$16.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-4.49K- 11.79% |
$250K - $266K
|
33.6K
$2.21M
|
|
|
Jul 14, 2023
Q2 2023
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-4.65K- 1.56% |
$259K - $275K
|
293K
$19.3M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.94K- 2.07% |
$275K - $293K
|
234K
$15.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4.98K- 8.86% |
$277K - $295K
|
51.2K
$3.38M
|
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-5.35K- 5.94% |
$298K - $317K
|
84.8K
$5.59M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.33K- 1.43% |
$352K - $375K
|
435K
$28.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.46K- 30.77% |
$415K - $442K
|
16.8K
$1.11M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-7.66K- 20.05% |
$426K - $453K
|
30.5K
$2.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.44K- 90.02% |
$470K - $500K
|
936
$61.7K
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-8.48K- 1.77% |
$472K - $502K
|
470K
$31M
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-9.43K- 19.48% |
$525K - $559K
|
39K
$2.57M
|
|
|
Aug 08, 2023
Q2 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-14.2K- 57.0% |
$790K - $841K
|
10.7K
$706K
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
SELL
|
- |
-15.5K- 1.79% |
$865K - $920K
|
854K
$56.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-27.3K- 87.6% |
$1.52M - $1.61M
|
3.86K
$254K
|
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-33.3K- 33.48% |
$1.86M - $1.97M
|
66.2K
$4.36M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-88K- 11.82% |
$4.9M - $5.21M
|
656K
$43.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-147K- 9.01% |
$8.19M - $8.71M
|
1.49M
$97.9M
|