Purchases and Sales Made in Q3 2023 in American Centy ETF Travantis C (AVMU)
This table provides information about the institutional ownership of American Centy ETF Travantis C (AVMU) during Q3 2023. The information is specifically focused on institutions that hold shares of AMERICAN CENTY ETF TRAVANTIS C.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
67.5K+ 14.13% |
$2.99M - $3.14M
|
545K
$25.1M
|
|
Dec 05, 2023
Q3 2023
|
Advisory Resource Group
|
BUY
|
- |
39.9KNew |
$1.77M - $1.85M
|
39.9K
$1.83M
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
24.8K+ 13.54% |
$1.1M - $1.15M
|
208K
$9.55M
|
|
Oct 13, 2023
Q3 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
16.8KNew |
$744K - $780K
|
16.8K
$772K
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.8K+ 64.25% |
$479K - $502K
|
27.6K
$1.27M
|
|
Nov 01, 2023
Q3 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
7.8KNew |
$346K - $362K
|
7.8K
$359K
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
5.84K+ 13.39% |
$259K - $271K
|
49.4K
$2.27M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.97K+ 30.57% |
$176K - $184K
|
17K
$780K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
3.84KNew |
$170K - $179K
|
3.84K
$177K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.12K+ 2.94% |
$93.9K - $98.4K
|
74.2K
$3.41M
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
804+ 1.9% |
$35.6K - $37.4K
|
43.1K
$1.98M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
470+ 5.27% |
$20.8K - $21.8K
|
9.39K
$432K
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
238+ 0.61% |
$10.6K - $11.1K
|
39.6K
$1.82M
|
|
Nov 14, 2023
Q3 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
195+ 1.05% |
$8.64K - $9.06K
|
18.8K
$864K
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
78+ 0.64% |
$3.46K - $3.62K
|
12.3K
$565K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
27New |
$1.2K - $1.25K
|
27
$1.24K
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-165- 3.96% |
$7.31K - $7.67K
|
4K
$184K
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-6.55K- 6.32% |
$290K - $304K
|
97.1K
$4.47M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-9.71K- 10.14% |
$430K - $451K
|
86.1K
$3.96M
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-17.9K- 76.96% |
$795K - $834K
|
5.37K
$247K
|