Purchases and Sales Made in Q4 2023 in American Centy ETF Tr Avantis (AVUS)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
11K+ 10.67% |
$767K - $902K
|
114K
$11.5M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.5KNew |
$733K - $861K
|
10.5K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
10.2KNew |
$715K - $840K
|
10.2K
$1.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
BUY
|
- |
10.2K+ 1.43% |
$714K - $839K
|
727K
$73.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
9.45KNew |
$659K - $775K
|
9.45K
$957K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
9.24KNew |
$644K - $757K
|
9.24K
$935K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
9.14K+ 60.94% |
$638K - $749K
|
24.1K
$2.44M
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
8.93K+ 11.65% |
$623K - $732K
|
85.6K
$8.66M
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
8.78KNew |
$613K - $720K
|
8.78K
$889K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
8.7KNew |
$607K - $713K
|
8.7K
$880K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8.38K+ 5.06% |
$584K - $687K
|
174K
$17.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
8.06KNew |
$562K - $661K
|
8.06K
$816K
|
|
|
Jan 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
8.03K+ 10.16% |
$560K - $658K
|
87.1K
$8.81M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
7.61K+ 65.98% |
$531K - $624K
|
19.1K
$1.94M
|
|
|
Jan 12, 2024
Q4 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
7.49K+ 4.0% |
$523K - $614K
|
195K
$19.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.1K+ 15.59% |
$496K - $583K
|
52.7K
$5.33M
|
|
|
Jan 26, 2024
Q4 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
6.96K+ 6.63% |
$485K - $570K
|
112K
$11.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.9K+ 20.9% |
$481K - $566K
|
39.9K
$4.04M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6.72KNew |
$469K - $551K
|
6.72K
$680K
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
6.37K+ 52.52% |
$444K - $522K
|
18.5K
$1.87M
|
|
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
6.34K+ 2.93% |
$443K - $520K
|
223K
$22.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.32K+ 54.01% |
$441K - $518K
|
18K
$1.82M
|
|
|
Feb 26, 2024
Q4 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
6.06K+ 6.23% |
$423K - $497K
|
103K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
5.7KNew |
$398K - $467K
|
5.7K
$577K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.65KNew |
$394K - $463K
|
5.65K
$572K
|
|
|
Jan 08, 2024
Q4 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
5.63K+ 3.31% |
$393K - $462K
|
176K
$17.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
5.61K+ 0.98% |
$391K - $460K
|
579K
$58.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.57KNew |
$388K - $456K
|
5.57K
$563K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.43K+ 2.77% |
$379K - $445K
|
201K
$20.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
5.28KNew |
$369K - $433K
|
5.28K
$535K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.06K+ 12.77% |
$353K - $415K
|
44.7K
$4.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.87K+ 131.85% |
$340K - $399K
|
8.56K
$866K
|
|
|
Feb 05, 2024
Q4 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
4.66K+ 3.16% |
$325K - $382K
|
152K
$15.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
4.63K+ 58.05% |
$323K - $380K
|
12.6K
$1.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
4.53KNew |
$316K - $372K
|
4.53K
$459K
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
4.37KNew |
$305K - $358K
|
4.37K
$442K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
4.21KNew |
$294K - $345K
|
4.21K
$426K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.21K+ 3.31% |
$294K - $345K
|
131K
$13.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.21K+ 6.2% |
$293K - $345K
|
72K
$7.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
4.14KNew |
$289K - $340K
|
4.14K
$419K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.71K+ 77.5% |
$259K - $304K
|
8.5K
$861K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.65KNew |
$255K - $299K
|
3.65K
$369K
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
3.62K+ 0.53% |
$252K - $297K
|
692K
$70M
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
3.57KNew |
$249K - $292K
|
3.57K
$361K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.52K+ 0.88% |
$245K - $288K
|
403K
$40.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.49K+ 1.45% |
$243K - $286K
|
243K
$24.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
3.44KNew |
$240K - $282K
|
3.44K
$348K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.25KNew |
$227K - $267K
|
3.25K
$329K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.15KNew |
$220K - $258K
|
3.15K
$319K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.14KNew |
$219K - $258K
|
3.14K
$318K
|