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 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
357+ 2.23% |
$24.9K - $29.3K
|
16.4K
$1.66M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
357+ 1.21% |
$24.9K - $29.3K
|
29.9K
$3.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
319+ 3.15% |
$22.3K - $26.2K
|
10.4K
$1.06M
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
277+ 8.6% |
$19.3K - $22.7K
|
3.5K
$354K
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
272+ 1.61% |
$19K - $22.3K
|
17.2K
$1.74M
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
260+ 2.89% |
$18.1K - $21.3K
|
9.25K
$936K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
235+ 0.42% |
$16.4K - $19.3K
|
56.2K
$5.69M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
224+ 5.42% |
$15.6K - $18.4K
|
4.36K
$441K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
196+ 4.42% |
$13.7K - $16.1K
|
4.63K
$468K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
190New |
$13.3K - $15.6K
|
190
$19.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
177+ 2.18% |
$12.4K - $14.5K
|
8.29K
$839K
|
|
|
Feb 06, 2024
Q4 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
147+ 0.72% |
$10.3K - $12.1K
|
20.5K
$2.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
122+ 0.44% |
$8.51K - $10K
|
28.1K
$2.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
107+ 0.93% |
$7.47K - $8.77K
|
11.7K
$1.18M
|
|
|
Nov 14, 2024
Q4 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
101+ 0.28% |
$7.05K - $8.28K
|
35.8K
$3.62M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
84+ 0.72% |
$5.86K - $6.89K
|
11.7K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
73+ 1.87% |
$5.09K - $5.99K
|
3.97K
$402K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
62New |
$4.33K - $5.08K
|
62
$6.28K
|
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
49+ 0.42% |
$3.42K - $4.02K
|
11.7K
$1.19M
|
|
|
Feb 05, 2024
Q4 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
46+ 0.04% |
$3.21K - $3.77K
|
127K
$12.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
43+ 0.42% |
$3K - $3.53K
|
10.3K
$1.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
41New |
$2.86K - $3.36K
|
41
$4.15K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
40New |
$2.79K - $3.28K
|
40
$4.05K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
32New |
$2.23K - $2.62K
|
32
$3.24K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
28+ 0.29% |
$1.95K - $2.3K
|
9.71K
$982K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
14New |
$977 - $1.15K
|
14
$1.42K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10New |
$698 - $820
|
10
$1.01K
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-5- 0.06% |
$349 - $410
|
8.03K
$812K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9- 0.16% |
$628 - $738
|
5.49K
$555K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-9- 0.23% |
$628 - $738
|
3.91K
$396K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-19- 0.39% |
$1.33K - $1.56K
|
4.87K
$493K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-36- 1.29% |
$2.51K - $2.95K
|
2.75K
$278K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-77- 1.88% |
$5.37K - $6.31K
|
4.01K
$406K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-77- 4.44% |
$5.37K - $6.31K
|
1.66K
$168K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-120- 0.38% |
$8.37K - $9.84K
|
31.1K
$3.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-124- 1.44% |
$8.65K - $10.2K
|
8.51K
$861K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-129- 26.54% |
$9K - $10.6K
|
357
$36.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-133- 31.44% |
$9.28K - $10.9K
|
290
$29.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-141- 1.44% |
$9.84K - $11.6K
|
9.66K
$978K
|
|
|
Feb 09, 2024
Q4 2023
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-163- 5.94% |
$11.4K - $13.4K
|
2.58K
$261K
|
|
|
Jan 23, 2024
Q4 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-200- 0.47% |
$14K - $16.4K
|
42.2K
$4.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-247- 0.39% |
$17.2K - $20.3K
|
62.6K
$6.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-283Closed |
$19.7K - $23.2K
|
0
$0
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-300- 6.99% |
$20.9K - $24.6K
|
3.99K
$404K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-338- 5.86% |
$23.6K - $27.7K
|
5.43K
$550K
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-421- 6.76% |
$29.4K - $34.5K
|
5.81K
$588K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-436- 0.62% |
$30.4K - $35.8K
|
70.4K
$7.13M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-484- 2.25% |
$33.8K - $39.7K
|
21K
$2.13M
|