Purchases and Sales Made in Q1 2023 in American Centy ETF Tr Avantis (AVDV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDV) 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 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.44MNew |
$79.5M - $87.3M
|
1.44M
$93.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Unison Advisors LLC
|
BUY
|
- |
325K+ 20.39% |
$17.9M - $19.7M
|
1.92M
$124M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
271K+ 5.54% |
$15M - $16.4M
|
5.16M
$334M
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
BUY
|
- |
199K+ 17.74% |
$11M - $12.1M
|
1.32M
$85.5M
|
|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
156K+ 359.2% |
$8.64M - $9.48M
|
200K
$12.9M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
113K+ 147.63% |
$6.26M - $6.87M
|
190K
$12.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
88.9K+ 16.44% |
$4.91M - $5.38M
|
629K
$40.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
BUY
|
- |
88K+ 15.37% |
$4.86M - $5.33M
|
660K
$42.7M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
82.3K+ 25.48% |
$4.54M - $4.98M
|
405K
$26.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
80KNew |
$4.41M - $4.84M
|
80K
$5.17M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
73.5K+ 44.3% |
$4.06M - $4.45M
|
239K
$15.5M
|
|
|
Aug 11, 2023
Q1 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
67.7K+ 18.81% |
$3.73M - $4.1M
|
427K
$27.6M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
63.9K+ 5.51% |
$3.53M - $3.87M
|
1.22M
$79.1M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
56.9K+ 4718.09% |
$3.14M - $3.44M
|
58.1K
$3.75M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
56.4K+ 932.48% |
$3.11M - $3.42M
|
62.4K
$4.04M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
52.3K+ 106.95% |
$2.89M - $3.17M
|
101K
$6.54M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
51.2KNew |
$2.83M - $3.1M
|
51.2K
$3.31M
|
|
|
May 01, 2023
Q1 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
45K+ 31.59% |
$2.48M - $2.73M
|
187K
$12.1M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
42.6K+ 12.15% |
$2.35M - $2.58M
|
393K
$25.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
42.4KNew |
$2.34M - $2.57M
|
42.4K
$2.74M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40.1K+ 18.43% |
$2.22M - $2.43M
|
258K
$16.7M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
38.5K+ 188.44% |
$2.12M - $2.33M
|
58.9K
$3.8M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
37.3KNew |
$2.06M - $2.26M
|
37.3K
$2.41M
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
35.4K+ 22103.75% |
$1.95M - $2.14M
|
35.5K
$2.3M
|
|
|
May 03, 2023
Q1 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
34.7KNew |
$1.92M - $2.1M
|
34.7K
$2.24M
|
|
|
Apr 25, 2023
Q1 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
29.2K+ 42.5% |
$1.61M - $1.77M
|
97.9K
$6.33M
|
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
BUY
|
- |
26K+ 10.24% |
$1.43M - $1.57M
|
280K
$18.1M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
25.8K+ 5.28% |
$1.43M - $1.56M
|
515K
$33.3M
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
25.7KNew |
$1.42M - $1.56M
|
25.7K
$1.66M
|
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
25.4K+ 163.86% |
$1.4M - $1.54M
|
40.9K
$2.64M
|
|
|
Apr 20, 2023
Q1 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
24.7K+ 20.33% |
$1.36M - $1.5M
|
146K
$9.45M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
23.9K+ 19.09% |
$1.32M - $1.45M
|
149K
$9.65M
|
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
23.5K+ 7.03% |
$1.3M - $1.42M
|
357K
$23.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
23KNew |
$1.27M - $1.39M
|
23K
$1.49M
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
20.2K+ 4.41% |
$1.11M - $1.22M
|
478K
$30.9M
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
20.2K+ 4.41% |
$1.11M - $1.22M
|
478K
$30.9M
|
|
|
Apr 07, 2023
Q1 2023
|
Divergent Planning, LLC
|
BUY
|
- |
18.6K+ 5.1% |
$1.03M - $1.13M
|
383K
$24.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
18.3K+ 22.92% |
$1.01M - $1.11M
|
98.3K
$6.35M
|
|
|
Apr 24, 2023
Q1 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
17.4K+ 7.08% |
$958K - $1.05M
|
262K
$17M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
15.2K+ 156.16% |
$841K - $923K
|
25K
$1.62M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.6K+ 24.24% |
$807K - $886K
|
74.9K
$4.84M
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
12K+ 11.91% |
$663K - $728K
|
113K
$7.3M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.6K+ 1266.67% |
$638K - $700K
|
12.5K
$806K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
11K+ 2.63% |
$607K - $667K
|
430K
$27.8M
|
|
|
May 08, 2023
Q1 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
11K+ 254.74% |
$606K - $665K
|
15.3K
$988K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
10K+ 51.57% |
$554K - $608K
|
29.5K
$1.91M
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
9.8K+ 20.82% |
$541K - $594K
|
56.9K
$3.68M
|
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
9.79K+ 9.1% |
$540K - $593K
|
117K
$7.58M
|
|
|
Apr 17, 2023
Q1 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
9.54K+ 22.4% |
$526K - $578K
|
52.1K
$3.37M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.1K+ 29.97% |
$502K - $551K
|
39.4K
$2.55M
|