Purchases and Sales Made in Q2 2022 in American Centy ETF Tr Avantis (AVDE)

AVDE Quotes by TradingView

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 01, 2022 Q2 2022
Ever Source Wealth Advisors, LLC

BUY
 -
409
+ 1.42%
$20.7K - $25K
29.2K $1.88M
Sep 16, 2022 Q2 2022
Private Trust CO Na

BUY
 -
260
New
$13.2K - $15.9K
260 $16.7K
Aug 08, 2022 Q2 2022
Vista Capital Partners, Inc.

BUY
 -
234
+ 5.85%
$11.8K - $14.3K
4.23K $272K
Aug 10, 2022 Q2 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
163
New
$8.25K - $9.96K
163 $10.5K
Jul 15, 2022 Q2 2022
Herold Advisors, Inc.

BUY
 -
150
+ 0.95%
$7.59K - $9.16K
16K $1.03M
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
86
New
$4.35K - $5.25K
86 $5.53K
Aug 12, 2022 Q2 2022
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
80
+ 1.84%
$4.05K - $4.89K
4.43K $285K
Aug 11, 2022 Q2 2022
Advisor Partners LLC

Walnut Creek, CA
BUY
 -
42
+ 0.21%
$2.13K - $2.57K
20.3K $1.31M
Aug 08, 2022 Q2 2022
Wmg Financial Advisors, LLC

BUY
 -
13
+ 0.11%
$658 - $794
11.6K $745K
Aug 09, 2022 Q2 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 12, 2022 Q2 2022
Ifp Advisors, Inc

SELL
 -
-86
Closed
$4.35K - $5.25K
0 $0
Aug 10, 2022 Q2 2022
Ubs Group Ag

SELL
 -
-106
Closed
$5.36K - $6.47K
0 $0
Jul 12, 2022 Q2 2022
Baldrige Asset Management LLC

SELL
 -
-124
- 6.67%
$6.27K - $7.57K
1.74K $112K
Jul 15, 2022 Q2 2022
Global Retirement Partners, LLC

SELL
 -
-296
- 4.11%
$15K - $18.1K
6.91K $444K
Oct 17, 2024 Q2 2022
Wr Wealth Planners, LLC

Columbia, MO
SELL
 -
-336
- 61.99%
$17K - $20.5K
206 $13.2K
Jul 12, 2022 Q2 2022
Global Trust Asset Management, LLC

SELL
 -
-625
- 7.06%
$31.6K - $38.2K
8.23K $529K
Aug 15, 2022 Q2 2022
Royal Bank Of Canada

Toronto, A6
SELL
 -
-686
- 72.29%
$34.7K - $41.9K
263 $16.9K
Aug 10, 2022 Q2 2022
Altus Wealth Group LLC

Colorado Springs, CO
SELL
 -
-768
- 4.48%
$38.9K - $46.9K
16.4K $1.05M
Aug 16, 2022 Q2 2022
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
SELL
 -
-1.52K
Closed
$76.7K - $92.5K
0 $0
Jul 08, 2022 Q2 2022
Shanker Valleau Wealth Advisors, Inc.

SELL
 -
-1.91K
- 2.11%
$96.4K - $116K
88.5K $5.69M
Jul 08, 2022 Q2 2022
Apella Capital, LLC

SELL
 -
-2.3K
- 6.73%
$116K - $140K
31.8K $2.05M
Aug 12, 2022 Q2 2022
Cpwm, LLC

Seattle, WA
SELL
 -
-2.35K
- 0.95%
$119K - $144K
246K $15.8M
Jul 13, 2022 Q2 2022
Rvw Wealth, LLC

SELL
 -
-2.45K
- 0.6%
$124K - $150K
409K $26.3M
Aug 11, 2022 Q2 2022
Triad Financial Advisors, Inc.

Greensboro, NC
SELL
 -
-3.04K
- 9.21%
$154K - $186K
30K $1.93M
Jul 26, 2022 Q2 2022
Aprio Wealth Management, LLC

SELL
 -
-3.42K
Closed
$173K - $209K
0 $0
Aug 05, 2022 Q2 2022
M&T Bank Corp

SELL
 -
-3.5K
- 46.69%
$177K - $214K
4K $257K
Jul 18, 2022 Q2 2022
Abacus Planning Group, Inc.

SELL
 -
-3.58K
- 18.54%
$181K - $219K
15.7K $1.01M
Aug 15, 2022 Q2 2022
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-3.6K
Closed
$182K - $220K
0 $0
Aug 12, 2022 Q2 2022
Raymond James & Associates

St Petersburg, FL
SELL
 -
-3.87K
Closed
$196K - $236K
0 $0
Jul 28, 2022 Q2 2022
Bayshore Asset Management, LLC

SELL
 -
-3.93K
- 15.07%
$199K - $240K
22.1K $1.42M
Aug 10, 2022 Q2 2022
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-4.01K
- 18.22%
$203K - $245K
18K $1.16M
Jul 20, 2022 Q2 2022
Wealthfront Advisers LLC

SELL
 -
-4.55K
Closed
$230K - $278K
0 $0
Aug 03, 2022 Q2 2022
Janiczek Wealth Management, LLC

SELL
 -
-4.75K
- 2.37%
$241K - $290K
195K $12.6M
Jul 18, 2022 Q2 2022
Shearwater Capital LLC

SELL
 -
-5.05K
Closed
$256K - $309K
0 $0
Aug 09, 2022 Q2 2022
Henrickson Nauta Wealth Advisors, Inc.

Belmont, MI
SELL
 -
-5.08K
- 2.98%
$257K - $310K
165K $10.6M
Jul 20, 2022 Q2 2022
Applied Capital LLC

SELL
 -
-5.21K
Closed
$264K - $318K
0 $0
Aug 02, 2022 Q2 2022
Avantax Advisory Services, Inc.

SELL
 -
-5.86K
Closed
$296K - $358K
0 $0
Aug 11, 2022 Q2 2022
Capasso Planning Partners LLC

Charleston, SC
SELL
 -
-6.45K
Closed
$326K - $394K
0 $0
Jul 28, 2022 Q2 2022
Sage Rhino Capital LLC

SELL
 -
-7.28K
- 7.96%
$368K - $445K
84.2K $5.41M
Jul 27, 2022 Q2 2022
Modera Wealth Management, LLC

SELL
 -
-7.82K
Closed
$395K - $477K
0 $0
Jul 25, 2022 Q2 2022
Ml & R Wealth Management LLC

SELL
 -
-9.81K
Closed
$496K - $599K
0 $0
Aug 15, 2022 Q2 2022
Cardiff Park Advisors, LLC

San Marcos, CA
SELL
 -
-14.5K
- 30.74%
$734K - $886K
32.7K $2.1M
Jul 26, 2022 Q2 2022
Executive Wealth Management, LLC

SELL
 -
-22K
- 10.35%
$1.11M - $1.34M
191K $12.3M
Aug 09, 2022 Q2 2022
Diversified Portfolios, Inc.

Bloomfield Hills, MI
SELL
 -
-25.7K
- 44.47%
$1.3M - $1.57M
32.1K $2.06M
Aug 08, 2022 Q2 2022
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-36.2K
- 2.37%
$1.83M - $2.21M
1.49M $95.8M
Aug 15, 2022 Q2 2022
Eaton Vance Management

Boston, MA
SELL
 -
-52.6K
Closed
$2.66M - $3.22M
0 $0
Jul 29, 2022 Q2 2022
Merriman Wealth Management, LLC

SELL
 -
-60.6K
- 86.22%
$3.06M - $3.7M
9.68K $622K
Aug 12, 2022 Q2 2022
Flow Traders U.S. LLC

New York, NY
SELL
 -
-62.3K
Closed
$3.15M - $3.81M
0 $0
Aug 11, 2023 Q2 2022
Hill Investment Group Partners, LLC

St. Louis, MO
SELL
 -
-64.9K
- 83.79%
$3.28M - $3.96M
12.5K $807K

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