Purchases and Sales Made in Q2 2021 in American Centy ETF Tr Avantis (AVDE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDE) during Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Jul 29, 2021
Q2 2021
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
914KNew |
$56M - $60M
|
914K
$59.8M
|
|
Jul 27, 2021
Q2 2021
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
185K+ 124.15% |
$11.4M - $12.2M
|
334K
$21.9M
|
|
Jul 29, 2021
Q2 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
172KNew |
$10.6M - $11.3M
|
172K
$11.3M
|
|
Aug 16, 2021
Q2 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
120KNew |
$7.35M - $7.88M
|
120K
$7.85M
|
|
Aug 09, 2021
Q2 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
98.7K+ 15.93% |
$6.06M - $6.49M
|
719K
$47M
|
|
Aug 06, 2021
Q2 2021
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
87K+ 12.8% |
$5.33M - $5.71M
|
766K
$50.2M
|
|
Jul 27, 2021
Q2 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
62.4K+ 575.64% |
$3.83M - $4.1M
|
73.2K
$4.79M
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
57.7K+ 98.43% |
$3.54M - $3.79M
|
116K
$7.61M
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
42.8KNew |
$2.62M - $2.81M
|
42.8K
$2.8M
|
|
Aug 13, 2021
Q2 2021
|
Plancorp, LLC
|
BUY
|
- |
41.7K+ 7.13% |
$2.56M - $2.74M
|
627K
$41M
|
|
Aug 13, 2021
Q2 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
36.7K+ 24.11% |
$2.25M - $2.41M
|
189K
$12.4M
|
|
Aug 05, 2021
Q2 2021
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
29.9K+ 2.66% |
$1.83M - $1.96M
|
1.15M
$75.6M
|
|
Jan 18, 2022
Q2 2021
|
Apella Capital, LLC
|
BUY
|
- |
29.5KNew |
$1.81M - $1.94M
|
29.5K
$1.93M
|
|
Jul 23, 2021
Q2 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
29.2KNew |
$1.79M - $1.92M
|
29.2K
$1.91M
|
|
Aug 05, 2021
Q2 2021
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
28.9K+ 4.45% |
$1.77M - $1.9M
|
679K
$44.4M
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
26K+ 129.54% |
$1.6M - $1.71M
|
46.1K
$3.02M
|
|
Aug 16, 2021
Q2 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
25.6K+ 22.95% |
$1.57M - $1.68M
|
137K
$8.96M
|
|
Jul 23, 2021
Q2 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
23.7K+ 4.09% |
$1.45M - $1.56M
|
604K
$39.5M
|
|
Jul 28, 2021
Q2 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
20.6K+ 47.34% |
$1.26M - $1.35M
|
64.1K
$4.2M
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.1KNew |
$987K - $1.06M
|
16.1K
$1.05M
|
|
Aug 13, 2021
Q2 2021
|
Old Mission Capital LLC
|
BUY
|
- |
14.9K+ 154.11% |
$915K - $980K
|
24.6K
$1.61M
|
|
Jul 08, 2021
Q2 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
14K+ 3.68% |
$857K - $918K
|
393K
$25.7M
|
|
Jul 20, 2021
Q2 2021
|
Sol Capital Management CO
|
BUY
|
- |
8KNew |
$491K - $526K
|
8K
$524K
|
|
Jul 28, 2021
Q2 2021
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
7.94K+ 36.43% |
$487K - $522K
|
29.7K
$1.95M
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.87K+ 40.97% |
$483K - $517K
|
27.1K
$1.77M
|
|
Aug 04, 2021
Q2 2021
|
Savant Capital, LLC
|
BUY
|
- |
6.78KNew |
$416K - $445K
|
6.78K
$444K
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.35KNew |
$390K - $418K
|
6.35K
$416K
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.1KNew |
$313K - $335K
|
5.1K
$334K
|
|
Aug 02, 2021
Q2 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
4.99K+ 33.84% |
$306K - $328K
|
19.7K
$1.29M
|
|
Jul 28, 2021
Q2 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
4.71K+ 24.64% |
$289K - $310K
|
23.8K
$1.56M
|
|
Jul 27, 2021
Q2 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
4.16K+ 4.95% |
$255K - $273K
|
88.1K
$5.77M
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
4.07KNew |
$250K - $268K
|
4.07K
$267K
|
|
Aug 02, 2021
Q2 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.84K+ 19.14% |
$235K - $252K
|
23.9K
$1.56M
|
|
May 31, 2023
Q2 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
3.39KNew |
$208K - $223K
|
3.39K
$222K
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.18KNew |
$195K - $209K
|
3.18K
$208K
|
|
Jul 21, 2021
Q2 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.84K+ 10.32% |
$174K - $187K
|
30.4K
$1.99M
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.58KNew |
$158K - $170K
|
2.58K
$169K
|
|
Aug 13, 2021
Q2 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.55K+ 70.11% |
$156K - $167K
|
6.18K
$404K
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.37KNew |
$146K - $156K
|
2.37K
$155K
|
|
Aug 31, 2021
Q2 2021
|
Applied Capital LLC
|
BUY
|
- |
2.36K+ 27.49% |
$145K - $155K
|
11K
$718K
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.67K+ 2.05% |
$103K - $110K
|
83.2K
$5.44M
|
|
Aug 03, 2021
Q2 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.55KNew |
$94.8K - $102K
|
1.55K
$101K
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.32K+ 7.54% |
$80.7K - $86.5K
|
18.8K
$1.23M
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
834+ 1.91% |
$51.1K - $54.8K
|
44.6K
$2.92M
|
|
Jul 13, 2021
Q2 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
798+ 34.04% |
$48.9K - $52.4K
|
3.14K
$206K
|
|
Aug 05, 2021
Q2 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
626+ 12.05% |
$38.4K - $41.1K
|
5.82K
$381K
|
|
Aug 12, 2021
Q2 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
460+ 2.9% |
$28.2K - $30.2K
|
16.3K
$1.07M
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
343New |
$21K - $22.5K
|
343
$22.5K
|
|
Jul 27, 2021
Q2 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
316New |
$19.4K - $20.8K
|
316
$20.7K
|
|
Aug 03, 2021
Q2 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
184+ 1.53% |
$11.3K - $12.1K
|
12.2K
$801K
|