Purchases and Sales Made in Q1 2023 in American Centy ETF Tr Avantis (AVDV)

AVDV Quotes by TradingView

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
Apr 19, 2023 Q1 2023
Quarry Hill Advisors, LLC

St Paul, MN
BUY
 -
2.08K
+ 1.21%
$115K - $126K
174K $11.2M
Apr 11, 2023 Q1 2023
Lex Aurum Advisors, LLC

BUY
 -
2.05K
+ 21.06%
$113K - $124K
11.8K $760K
Apr 24, 2023 Q1 2023
Klaas Financial Asset Advisors, LLC

Loves Park, IL
BUY
 -
1.97K
+ 7.78%
$109K - $120K
27.4K $1.77M
May 09, 2023 Q1 2023
Goldstein Advisors, LLC

Madison, WI
BUY
 -
1.9K
+ 1.95%
$105K - $115K
99.5K $6.43M
Apr 06, 2023 Q1 2023
Foster Group, Inc.

BUY
 -
1.81K
+ 4.84%
$100K - $110K
39.3K $2.54M
Apr 21, 2023 Q1 2023
Asset Dedication, LLC

BUY
 -
1.7K
+ 25.32%
$93.7K - $103K
8.4K $543K
May 15, 2023 Q1 2023
Jackson Thornton Asset Management, LLC

BUY
 -
1.68K
+ 9.86%
$92.7K - $102K
18.7K $1.21M
Apr 28, 2023 Q1 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
1.62K
+ 1.66%
$89.3K - $98K
99.1K $6.41M
May 15, 2023 Q1 2023
Betterment LLC

New York, NY
BUY
 -
1.46K
+ 13.43%
$80.8K - $88.6K
12.4K $798K
May 15, 2023 Q1 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
1.42K
+ 27.11%
$78.4K - $86K
6.66K $430K
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
1.32K
+ 7.28%
$73K - $80.1K
19.5K $1.26M
Apr 19, 2023 Q1 2023
Waterfront Wealth Inc.

BUY
 -
1.29K
+ 8.73%
$71.4K - $78.3K
16.1K $1.04M
May 12, 2023 Q1 2023
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
1.28K
+ 10.41%
$70.6K - $77.5K
13.6K $877K
Apr 27, 2023 Q1 2023
Schwarz Dygos Wheeler Investment Advisors LLC

Minneapolis, MN
BUY
 -
1.17K
+ 2.2%
$64.4K - $70.7K
54.1K $3.5M
Apr 17, 2023 Q1 2023
Baldrige Asset Management LLC

BUY
 -
1.13K
+ 10.76%
$62.4K - $68.5K
11.6K $752K
May 01, 2023 Q1 2023
Cutler Group LP

BUY
 -
1K
New
$55.2K - $60.6K
1K $64.6K
Apr 28, 2023 Q1 2023
Wealthfront Advisers LLC

BUY
 -
937
+ 14.66%
$51.7K - $56.8K
7.33K $474K
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
854
+ 4.35%
$47.1K - $51.7K
20.5K $1.32M
Apr 17, 2023 Q1 2023
Annapolis Financial Services, LLC

BUY
 -
798
+ 3.37%
$44K - $48.3K
24.5K $1.58M
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
743
New
$41K - $45K
743 $48K
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
743
New
$41K - $45K
743 $48K
May 15, 2023 Q1 2023
Red Lighthouse Investment Management, LLC

New York, NY
BUY
 -
732
+ 0.42%
$40.4K - $44.3K
173K $11.2M
May 10, 2023 Q1 2023
Tillman Hartley LLC

Orlando, FL
BUY
 -
703
+ 3.81%
$38.8K - $42.6K
19.1K $1.24M
Jan 16, 2024 Q1 2023
Etesian Wealth Advisors, Inc.

West Linn, OR
BUY
 -
622
+ 10.9%
$34.3K - $37.7K
6.33K $409K
Oct 19, 2023 Q1 2023
Etesian Wealth Advisors, Inc.

West Linn, OR
BUY
 -
622
+ 10.9%
$34.3K - $37.7K
6.33K $409K
Apr 11, 2023 Q1 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
605
+ 11.08%
$33.4K - $36.7K
6.07K $392K
May 10, 2023 Q1 2023
First Ascent Asset Management, LLC

BUY
 -
428
+ 0.52%
$23.6K - $25.9K
82.3K $5.32M
May 12, 2023 Q1 2023
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
418
+ 2.66%
$23.1K - $25.3K
16.1K $1.04M
May 08, 2023 Q1 2023
Capital Performance Advisors LLP

BUY
 -
395
+ 1.46%
$21.8K - $23.9K
27.4K $1.77M
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
328
+ 0.65%
$18.1K - $19.9K
50.6K $3.27M
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
285
New
$15.7K - $17.3K
285 $18.4K
Apr 25, 2023 Q1 2023
James Investment Research Inc

BUY
 -
277
+ 45.04%
$15.3K - $16.8K
892 $57.7K
May 15, 2023 Q1 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
258
+ 4.34%
$14.2K - $15.6K
6.2K $401K
May 11, 2023 Q1 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
220
New
$12.1K - $13.3K
220 $14.2K
May 15, 2023 Q1 2023
Bayshore Asset Management, LLC

BUY
 -
197
+ 0.26%
$10.9K - $11.9K
76.6K $4.95M
Apr 11, 2023 Q1 2023
Massmutual Trust CO Fsb

BUY
 -
184
New
$10.2K - $11.1K
184 $11.9K
Apr 10, 2023 Q1 2023
Versant Capital Management, Inc

BUY
 -
153
+ 0.29%
$8.45K - $9.27K
53K $3.43M
May 11, 2023 Q1 2023
Citigroup Inc

BUY
 -
145
New
$8K - $8.78K
145 $9.37K
May 04, 2023 Q1 2023
Parkside Financial Bank & Trust

BUY
 -
138
+ 10.79%
$7.62K - $8.36K
1.42K $91.6K
May 12, 2023 Q1 2023
Crewe Advisors LLC

BUY
 -
122
New
$6.73K - $7.39K
122 $7.89K
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
119
+ 1.3%
$6.57K - $7.21K
9.28K $600K
May 02, 2023 Q1 2023
Libra Wealth LLC

BUY
 -
98
+ 0.32%
$5.41K - $5.94K
31.1K $2.01M
May 09, 2023 Q1 2023
Seaside Wealth Management, Inc.

Carlsbad, CA
BUY
 -
91
+ 1.9%
$5.02K - $5.51K
4.87K $315K
Apr 16, 2024 Q1 2023
Fidelity D & D Bancorp Inc

Dunmore, PA
BUY
 -
69
+ 0.25%
$3.81K - $4.18K
27.8K $1.79M
May 12, 2023 Q1 2023
Black Rock Inc.

New York, NY
BUY
 -
51
New
$2.82K - $3.09K
51 $3.3K
Apr 19, 2023 Q1 2023
Central Trust CO

Jefferson City, MO
BUY
 -
46
+ 0.5%
$2.54K - $2.79K
9.16K $592K
Apr 06, 2023 Q1 2023
Anderson Hoagland & CO

BUY
 -
19
+ 0.02%
$1.05K - $1.15K
111K $7.16M
Apr 19, 2023 Q1 2023
Sol Capital Management CO

BUY
 -
10
+ 0.24%
$552 - $606
4.13K $267K
Apr 26, 2023 Q1 2023
Acorn Financial Advisory Services Inc

BUY
 -
6
+ 0.04%
$331 - $363
14.8K $959K

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