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 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
13.3K+ 31.55% |
$675K - $814K
|
55.6K
$3.58M
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
12KNew |
$607K - $733K
|
12K
$772K
|
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
11.5KNew |
$579K - $699K
|
11.5K
$736K
|
|
|
Aug 08, 2022
Q2 2022
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
11.4K+ 16.54% |
$579K - $699K
|
80.6K
$5.18M
|
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
11.2K+ 132.24% |
$569K - $687K
|
19.7K
$1.27M
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
10K+ 1.73% |
$508K - $613K
|
589K
$37.9M
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
9.56K+ 19.85% |
$484K - $584K
|
57.7K
$3.71M
|
|
|
Jul 27, 2022
Q2 2022
|
Rs Crum Inc.
|
BUY
|
- |
9.22KNew |
$466K - $563K
|
9.22K
$593K
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.8K+ 73.68% |
$445K - $537K
|
20.7K
$1.33M
|
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
8.44K+ 23.65% |
$427K - $516K
|
44.1K
$2.84M
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
8.07K+ 10.13% |
$408K - $493K
|
87.7K
$5.64M
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.83K+ 50.72% |
$396K - $478K
|
23.3K
$1.5M
|
|
|
Jul 11, 2022
Q2 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
7.48K+ 35.72% |
$378K - $457K
|
28.4K
$1.83M
|
|
|
Jul 11, 2022
Q2 2022
|
Wedmont Private Capital
|
BUY
|
- |
7.36KNew |
$372K - $450K
|
7.36K
$473K
|
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
6.38KNew |
$323K - $390K
|
6.38K
$410K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.31K+ 4.6% |
$319K - $385K
|
144K
$9.23M
|
|
|
Jul 21, 2022
Q2 2022
|
Sol Capital Management CO
|
BUY
|
- |
5.65K+ 11.48% |
$286K - $345K
|
54.9K
$3.53M
|
|
|
Jul 27, 2022
Q2 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
5.47K+ 3.77% |
$277K - $334K
|
151K
$9.68M
|
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.45K+ 24.1% |
$276K - $333K
|
28.1K
$1.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.38K+ 264.0% |
$272K - $328K
|
7.41K
$477K
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.03KNew |
$255K - $307K
|
5.03K
$324K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.01K+ 10.47% |
$253K - $306K
|
52.9K
$3.4M
|
|
|
Jul 26, 2022
Q2 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
4.9K+ 99.07% |
$248K - $299K
|
9.84K
$633K
|
|
|
Jul 11, 2022
Q2 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
4.5K+ 2.57% |
$228K - $275K
|
179K
$11.5M
|
|
|
Jul 25, 2022
Q2 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
4.5K+ 51.37% |
$227K - $275K
|
13.2K
$852K
|
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
BUY
|
- |
4.49KNew |
$227K - $274K
|
4.49K
$289K
|
|
|
Jul 13, 2022
Q2 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.29K+ 5.29% |
$217K - $262K
|
85.4K
$5.49M
|
|
|
Aug 09, 2022
Q2 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
4.24K+ 10.73% |
$215K - $259K
|
43.8K
$2.82M
|
|
|
Jul 07, 2022
Q2 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
4.17K+ 72.82% |
$211K - $255K
|
9.89K
$636K
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.99KNew |
$202K - $244K
|
3.99K
$256K
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
3.88K+ 301.87% |
$196K - $237K
|
5.16K
$332K
|
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
BUY
|
- |
3.87K+ 11.22% |
$196K - $237K
|
38.4K
$2.47M
|
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
3.7K+ 19.59% |
$187K - $226K
|
22.6K
$1.45M
|
|
|
Jul 22, 2022
Q2 2022
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
3.36K+ 1.23% |
$170K - $205K
|
276K
$17.8M
|
|
|
Jul 18, 2022
Q2 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
3.29K+ 18.01% |
$166K - $201K
|
21.5K
$1.39M
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
3.12KNew |
$158K - $190K
|
3.12K
$200K
|
|
|
Jul 22, 2022
Q2 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
2.44K+ 65.21% |
$124K - $149K
|
6.19K
$398K
|
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2.4K+ 5.74% |
$121K - $147K
|
44.2K
$2.84M
|
|
|
Jul 25, 2022
Q2 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
2.27K+ 4.15% |
$115K - $138K
|
56.9K
$3.66M
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.12K+ 54.95% |
$107K - $130K
|
5.98K
$385K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.62K+ 19.0% |
$81.9K - $98.8K
|
10.1K
$652K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.52K+ 4.01% |
$76.8K - $92.7K
|
39.3K
$2.53M
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
1.18KNew |
$59.7K - $72K
|
1.18K
$75.8K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
970New |
$49.1K - $59.2K
|
970
$62.4K
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
858+ 17.5% |
$43.4K - $52.4K
|
5.76K
$370K
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
592+ 8.78% |
$30K - $36.2K
|
7.34K
$472K
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
454New |
$23K - $27.7K
|
454
$29.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
450+ 4.6% |
$22.8K - $27.5K
|
10.2K
$658K
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
BUY
|
- |
421+ 20.81% |
$21.3K - $25.7K
|
2.44K
$157K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
414New |
$20.9K - $25.3K
|
414
$26.6K
|