Purchases and Sales Made in Q2 2022 in American Centy ETF Tr Avantis (AVDE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDE) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
622K+ 581.17% |
$31.5M - $38M
|
729K
$46.9M
|
|
|
Jul 22, 2022
Q2 2022
|
Esl Trust Services, LLC
|
BUY
|
- |
620KNew |
$31.4M - $37.9M
|
620K
$39.9M
|
|
|
Jul 18, 2022
Q2 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
532KNew |
$26.9M - $32.5M
|
532K
$34.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
265KNew |
$13.4M - $16.2M
|
265K
$17.1M
|
|
|
Jul 20, 2023
Q2 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
233K+ 725.88% |
$11.8M - $14.2M
|
265K
$17M
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
222K+ 178.52% |
$11.2M - $13.6M
|
347K
$22.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
218K+ 143.12% |
$11.1M - $13.3M
|
371K
$23.9M
|
|
|
Aug 04, 2022
Q2 2022
|
Plancorp, LLC
|
BUY
|
- |
215K+ 33.5% |
$10.9M - $13.1M
|
856K
$55.1M
|
|
|
Jul 25, 2022
Q2 2022
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
151K+ 42.68% |
$7.65M - $9.24M
|
506K
$32.5M
|
|
|
Jul 07, 2022
Q2 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
149K+ 10.97% |
$7.52M - $9.08M
|
1.5M
$96.7M
|
|
|
Jul 29, 2022
Q2 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
142K+ 48.94% |
$7.18M - $8.67M
|
432K
$27.8M
|
|
|
Aug 01, 2022
Q2 2022
|
Awm Capital, LLC
|
BUY
|
- |
116K+ 100.9% |
$5.85M - $7.06M
|
230K
$14.8M
|
|
|
Aug 04, 2022
Q2 2022
|
Highland Financial Advisors, LLC
|
BUY
|
- |
107KNew |
$5.42M - $6.54M
|
107K
$6.89M
|
|
|
Aug 05, 2022
Q2 2022
|
Wms Partners, LLC
|
BUY
|
- |
86.4KNew |
$4.37M - $5.28M
|
86.4K
$5.56M
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
85.6K+ 750.51% |
$4.33M - $5.23M
|
97K
$6.24M
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
79.1K+ 496.43% |
$4M - $4.83M
|
95K
$6.11M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
78.5K+ 2928.7% |
$3.97M - $4.79M
|
81.1K
$5.22M
|
|
|
Aug 25, 2022
Q2 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
71.9K+ 913.71% |
$3.64M - $4.39M
|
79.8K
$5.13M
|
|
|
Jul 14, 2022
Q2 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
61.2K+ 12.63% |
$3.1M - $3.74M
|
546K
$35.1M
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
55.7KNew |
$2.82M - $3.4M
|
55.7K
$3.58M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
53.8K+ 78.28% |
$2.72M - $3.29M
|
123K
$7.88M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
53.8K+ 78.28% |
$2.72M - $3.29M
|
123K
$7.88M
|
|
|
Aug 10, 2022
Q2 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
48.3K+ 31.99% |
$2.45M - $2.95M
|
199K
$12.8M
|
|
|
Jul 28, 2023
Q2 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
47.8K+ 43.76% |
$2.42M - $2.92M
|
157K
$10.1M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
47.7K+ 46.77% |
$2.41M - $2.91M
|
150K
$9.63M
|
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
47KNew |
$2.38M - $2.87M
|
47K
$3.02M
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
47KNew |
$2.38M - $2.87M
|
47K
$3.02M
|
|
|
Aug 12, 2022
Q2 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
45.4K+ 44.99% |
$2.3M - $2.77M
|
146K
$9.41M
|
|
|
Aug 25, 2022
Q2 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
45.1K+ 80.1% |
$2.28M - $2.75M
|
101K
$6.52M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
44K+ 33.79% |
$2.23M - $2.69M
|
174K
$11.2M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
44K+ 33.66% |
$2.22M - $2.69M
|
175K
$11.2M
|
|
|
Aug 10, 2022
Q2 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
42.2KNew |
$2.14M - $2.58M
|
42.2K
$2.71M
|
|
|
Aug 11, 2022
Q2 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
29.3K+ 400.88% |
$1.48M - $1.79M
|
36.6K
$2.35M
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
28.5K+ 31.43% |
$1.44M - $1.74M
|
119K
$7.67M
|
|
|
Jul 22, 2022
Q2 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
27.5K+ 68.08% |
$1.39M - $1.68M
|
67.9K
$4.37M
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
27.1K+ 135.93% |
$1.37M - $1.65M
|
47K
$3.02M
|
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
23.4K+ 3.55% |
$1.18M - $1.43M
|
682K
$43.9M
|
|
|
Aug 08, 2022
Q2 2022
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
23.2KNew |
$1.18M - $1.42M
|
23.2K
$1.49M
|
|
|
Jul 11, 2022
Q2 2022
|
Austin Asset Management CO Inc
|
BUY
|
- |
23.1KNew |
$1.17M - $1.41M
|
23.1K
$1.48M
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
23K+ 96.15% |
$1.17M - $1.41M
|
47K
$3.02M
|
|
|
Aug 12, 2022
Q2 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
22K+ 1.74% |
$1.12M - $1.35M
|
1.29M
$82.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.2K+ 65103.23% |
$1.02M - $1.23M
|
20.2K
$1.3M
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
18.5KNew |
$937K - $1.13M
|
18.5K
$1.19M
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
17.8K+ 63.04% |
$899K - $1.09M
|
45.9K
$2.95M
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
16.9K+ 14.98% |
$853K - $1.03M
|
129K
$8.32M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
16.4KNew |
$832K - $1M
|
16.4K
$1.06M
|
|
|
Aug 08, 2022
Q2 2022
|
Truepoint, Inc.
|
BUY
|
- |
15.5K+ 330.97% |
$786K - $949K
|
20.2K
$1.3M
|
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
15.3K+ 286.62% |
$776K - $937K
|
20.7K
$1.33M
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
14.8K+ 49.98% |
$750K - $906K
|
44.5K
$2.86M
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
14.6KNew |
$738K - $891K
|
14.6K
$939K
|