Purchases and Sales Made in Q2 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 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 14, 2023 Q2 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
12.8K
New
$720K - $772K
12.8K $830K
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
12.2K
+ 250.89%
$683K - $733K
17K $1.1M
Jul 28, 2023 Q2 2023
Financial Management Network Inc

BUY
 -
12.1K
New
$679K - $728K
12.1K $783K
Aug 02, 2023 Q2 2023
Wealth Architects, LLC

BUY
 -
12K
+ 12.3%
$674K - $723K
110K $7.1M
Aug 07, 2023 Q2 2023
Modera Wealth Management, LLC

BUY
 -
11.4K
+ 42.97%
$642K - $688K
38.1K $2.46M
Jul 14, 2023 Q2 2023
Meredith Wealth Planning

Maryville, IL
BUY
 -
10.7K
+ 4.09%
$602K - $645K
273K $17.7M
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
10.7K
New
$601K - $645K
10.7K $693K
Aug 07, 2023 Q2 2023
Core First Bank & Trust

Topeka, KS
BUY
 -
10.7K
+ 26.22%
$601K - $644K
51.6K $3.33M
Jul 28, 2023 Q2 2023
Waterfront Wealth Inc.

BUY
 -
10.5K
+ 65.27%
$589K - $632K
26.6K $1.72M
Aug 28, 2023 Q2 2023
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
10.1K
+ 10.29%
$567K - $608K
108K $7.01M
Jul 26, 2023 Q2 2023
Oakwell Private Wealth Management, LLC

BUY
 -
9.42K
+ 10.7%
$528K - $566K
97.5K $6.3M
Jul 27, 2023 Q2 2023
Empire Financial Management Company, LLC

New York, NY
BUY
 -
8.5K
+ 36.94%
$477K - $511K
31.5K $2.04M
Jul 14, 2023 Q2 2023
Sfg Wealth Management, Llc.

BUY
 -
8.13K
New
$456K - $489K
8.13K $525K
Aug 17, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
7.92K
+ 5.05%
$444K - $476K
165K $10.7M
Aug 03, 2023 Q2 2023
Larson Financial Group LLC

BUY
 -
7.78K
+ 1.16%
$436K - $468K
679K $43.9M
Aug 07, 2023 Q2 2023
Northwest Wealth Management, LLC

BUY
 -
7.73K
+ 6.85%
$434K - $465K
121K $7.8M
Aug 04, 2023 Q2 2023
D'Orazio & Associates, Inc.

Falls Church, VA
BUY
 -
7.49K
New
$420K - $450K
7.49K $484K
Jul 13, 2023 Q2 2023
Prosperity Planning, Inc.

BUY
 -
7.28K
+ 6.21%
$408K - $438K
125K $8.05M
Jul 12, 2023 Q2 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
7.07K
+ 2.01%
$396K - $425K
358K $23.2M
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
7K
New
$392K - $421K
7K $452K
Jul 12, 2023 Q2 2023
Keel Point, LLC

Huntsville, AL
BUY
 -
6.92K
New
$388K - $416K
6.92K $447K
Aug 04, 2023 Q2 2023
Prairie View Partners, LLC

BUY
 -
6.81K
+ 1.58%
$382K - $410K
437K $28.2M
Jul 31, 2023 Q2 2023
Opus Capital Group, LLC

BUY
 -
5.85K
+ 1.92%
$328K - $352K
310K $20.1M
Aug 14, 2023 Q2 2023
Stokes Family Office, LLC

BUY
 -
5.79K
+ 22.53%
$324K - $348K
31.5K $2.03M
Jul 26, 2023 Q2 2023
Relaxing Retirement Coach

BUY
 -
5.72K
New
$321K - $344K
5.72K $370K
Jul 26, 2023 Q2 2023
Fortress Wealth Management, Inc.

BUY
 -
5.66K
+ 8.99%
$317K - $340K
68.6K $4.43M
Aug 04, 2023 Q2 2023
B&D White Capital Company, LLC

BUY
 -
5.65K
+ 16.28%
$317K - $340K
40.3K $2.61M
Jul 10, 2023 Q2 2023
Foster Group, Inc.

BUY
 -
5.36K
+ 13.63%
$300K - $322K
44.7K $2.89M
Aug 11, 2023 Q2 2023
Insight Wealth Partners, LLC

BUY
 -
5.34K
New
$299K - $321K
5.34K $345K
Aug 07, 2023 Q2 2023
Palisade Asset Management, LLC

BUY
 -
4.84K
New
$271K - $291K
4.84K $313K
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
4.84K
+ 55.57%
$271K - $291K
13.5K $876K
Jul 19, 2023 Q2 2023
Foundations Investment Advisors, LLC

BUY
 -
4.7K
+ 26.15%
$264K - $283K
22.7K $1.47M
Jul 24, 2023 Q2 2023
Accel Wealth Management

BUY
 -
4.61K
New
$258K - $277K
4.61K $298K
Aug 02, 2023 Q2 2023
Great Point Wealth Advisors, LLC

Boston, MA
BUY
 -
4.47K
+ 2.7%
$251K - $269K
170K $11M
Jul 17, 2023 Q2 2023
First National Bank Sioux Falls

BUY
 -
4.39K
+ 28.76%
$246K - $264K
19.6K $1.27M
Jul 14, 2023 Q2 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
4.3K
New
$241K - $258K
4.3K $278K
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
4.24K
+ 7.3%
$238K - $255K
62.3K $4.03M
Jul 12, 2023 Q2 2023
Collective Family Office LLC

BUY
 -
4.16K
+ 5.0%
$233K - $250K
87.4K $5.65M
Aug 10, 2023 Q2 2023
Capasso Planning Partners LLC

Charleston, SC
BUY
 -
4.03K
+ 5.16%
$226K - $242K
82.2K $5.31M
Aug 07, 2023 Q2 2023
Chicago Partners Investment Group LLC

BUY
 -
4.02K
+ 6.32%
$226K - $242K
67.7K $4.38M
Aug 07, 2023 Q2 2023
Orion Capital Management LLC

BUY
 -
3.97K
New
$223K - $239K
3.97K $257K
Aug 11, 2023 Q2 2023
Bayshore Asset Management, LLC

BUY
 -
3.9K
+ 5.1%
$219K - $235K
80.5K $5.2M
Aug 07, 2023 Q2 2023
Wealthfront Advisers LLC

BUY
 -
3.85K
+ 52.5%
$216K - $231K
11.2K $722K
Aug 01, 2023 Q2 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
3.82K
+ 9.67%
$214K - $229K
43.3K $2.8M
Jul 18, 2023 Q2 2023
Tfb Advisors LLC

Overland Park, KS
BUY
 -
3.54K
New
$198K - $213K
3.54K $229K
Jul 13, 2023 Q2 2023
Flagstone Financial Management

Lincoln, NE
BUY
 -
3.4K
+ 2.33%
$191K - $204K
150K $9.67M
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
BUY
 -
3.31K
New
$185K - $199K
3.31K $214K
Aug 02, 2023 Q2 2023
Shufro Rose & CO LLC

BUY
 -
3.25K
+ 22.33%
$182K - $195K
17.8K $1.15M
Jul 25, 2023 Q2 2023
Prosperity Consulting Group, LLC

BUY
 -
3.06K
+ 3.22%
$171K - $184K
97.9K $6.33M

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