Purchases and Sales Made in Q2 2023 in American Centy ETF Tr Avantis (AVDV)
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 09, 2023
Q2 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-5.81K- 41.39% |
$326K - $349K
|
8.23K
$532K
|
|
|
Aug 07, 2023
Q2 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.87K- 44.94% |
$385K - $413K
|
8.42K
$544K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.83K- 47.13% |
$439K - $471K
|
8.79K
$568K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.31K- 15.61% |
$466K - $500K
|
44.9K
$2.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
SELL
|
- |
-8.81K- 5.18% |
$494K - $530K
|
161K
$10.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-14.9K- 76.37% |
$834K - $895K
|
4.6K
$298K
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-15.9K- 3.33% |
$891K - $956K
|
462K
$29.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-17K- 8.52% |
$956K - $1.02M
|
183K
$11.8M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-17.1K- 2.6% |
$958K - $1.03M
|
639K
$41.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-17.4K- 63.69% |
$978K - $1.05M
|
9.94K
$643K
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-37.3K- 44.3% |
$2.09M - $2.24M
|
46.9K
$3.03M
|
|
|
Jul 28, 2023
Q2 2023
|
Unison Advisors LLC
|
SELL
|
- |
-38.8K- 2.02% |
$2.18M - $2.34M
|
1.88M
$122M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-108K- 8.81% |
$6.05M - $6.49M
|
1.12M
$72.2M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-119K- 66.54% |
$6.69M - $7.17M
|
60K
$3.88M
|