Purchases and Sales Made in Q3 2023 in American Centy ETF Tr Avantis (AVDV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.95K- 1.79% |
$167K - $180K
|
162K
$10.5M
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-3.06K- 4.15% |
$174K - $187K
|
70.8K
$4.58M
|
|
|
Oct 10, 2023
Q3 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-3.28K- 11.21% |
$186K - $200K
|
26K
$1.68M
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-3.78K- 11.38% |
$214K - $230K
|
29.5K
$1.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.92K- 37.27% |
$222K - $239K
|
6.6K
$427K
|
|
|
Nov 06, 2023
Q3 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-5.17K- 1.84% |
$293K - $315K
|
276K
$17.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-5.27K- 11.24% |
$299K - $321K
|
41.7K
$2.69M
|
|
|
Sep 25, 2024
Q3 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-5.7K- 23.86% |
$323K - $347K
|
18.2K
$1.18M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-6.11K- 17.93% |
$347K - $372K
|
28K
$1.81M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.21K- 1.13% |
$409K - $439K
|
631K
$40.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-8.17K- 2.63% |
$463K - $498K
|
302K
$19.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-8.83K- 9.02% |
$501K - $538K
|
89.1K
$5.76M
|
|
|
Nov 07, 2023
Q3 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-10.2K- 2.57% |
$580K - $623K
|
388K
$25.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-10.3K- 10.39% |
$585K - $629K
|
89K
$5.75M
|
|
|
Nov 03, 2023
Q3 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-14.3K- 22.48% |
$808K - $869K
|
49.2K
$3.18M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-15.5K- 46.94% |
$877K - $942K
|
17.5K
$1.13M
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-16.8K- 47.54% |
$954K - $1.02M
|
18.6K
$1.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-17.5K- 40.54% |
$994K - $1.07M
|
25.7K
$1.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-19.2K- 70.07% |
$1.09M - $1.17M
|
8.2K
$530K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-32.7K- 85.9% |
$1.85M - $1.99M
|
5.37K
$347K
|
|
|
Oct 27, 2023
Q3 2023
|
B&D White Capital Company, LLC
|
SELL
|
- |
-34.3K- 85.06% |
$1.95M - $2.09M
|
6.03K
$390K
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-39.8K- 58.09% |
$2.25M - $2.42M
|
28.7K
$1.85M
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-40.9KClosed |
$2.32M - $2.49M
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-49.3K- 4.41% |
$2.79M - $3M
|
1.07M
$69M
|
|
|
Oct 17, 2023
Q3 2023
|
Northland Capital Management LLC
|
SELL
|
- |
-55.7K- 82.27% |
$3.16M - $3.39M
|
12K
$776K
|
|
|
Aug 08, 2024
Q3 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-76.3K- 3.31% |
$4.33M - $4.65M
|
2.23M
$144M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-109K- 79.81% |
$6.18M - $6.64M
|
27.6K
$1.78M
|
|
|
Oct 05, 2023
Q3 2023
|
Unison Advisors LLC
|
SELL
|
- |
-109K- 5.81% |
$6.19M - $6.65M
|
1.77M
$114M
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-596K- 42.3% |
$33.8M - $36.3M
|
813K
$52.6M
|