Purchases and Sales Made in Q3 2021 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 Q3 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
Nov 09, 2021 Q3 2021
Waypoint Wealth Partners Inc.

BUY
 -
170K
+ 22.17%
$10.4M - $11.2M
936K $63.1M
Oct 13, 2021 Q3 2021
Wipfli Financial Advisors Llc,

BUY
 -
79.3K
+ 8.68%
$4.84M - $5.21M
993K $66.9M
Nov 12, 2021 Q3 2021
High Tower Advisors, LLC

Chicago, IL
BUY
 -
75.9K
+ 65.26%
$4.63M - $4.99M
192K $13M
Nov 02, 2021 Q3 2021
Vista Wealth Management Group, LLC

BUY
 -
66.3K
+ 19.83%
$4.05M - $4.36M
401K $27M
Nov 05, 2021 Q3 2021
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
56K
+ 7.79%
$3.42M - $3.68M
775K $52.2M
Oct 15, 2021 Q3 2021
Advisor Net Financial, Inc

BUY
 -
41K
+ 151.4%
$2.5M - $2.69M
68.1K $4.59M
Oct 07, 2021 Q3 2021
Garrett Investment Advisors LLC

BUY
 -
36.1K
+ 118.97%
$2.21M - $2.37M
66.5K $4.48M
Jan 18, 2022 Q3 2021
Apella Capital, LLC

BUY
 -
33.7K
New
$2.06M - $2.22M
33.7K $2.27M
Nov 12, 2021 Q3 2021
Cpwm, LLC

Seattle, WA
BUY
 -
28K
+ 14.82%
$1.71M - $1.84M
217K $14.6M
Oct 07, 2021 Q3 2021
Envestnet Asset Management Inc

BUY
 -
27.5K
+ 59.55%
$1.68M - $1.8M
73.6K $4.96M
Nov 12, 2021 Q3 2021
Chicago Partners Investment Group LLC

BUY
 -
19.4K
+ 81.18%
$1.18M - $1.27M
43.3K $2.92M
Oct 12, 2021 Q3 2021
Websterrogers Financial Advisors, LLC

BUY
 -
16.8K
+ 2.48%
$1.03M - $1.11M
696K $46.9M
Nov 15, 2021 Q3 2021
Lpl Financial LLC

Fort Mill, SC
BUY
 -
16.8K
+ 104.54%
$1.03M - $1.1M
32.9K $2.22M
Nov 02, 2021 Q3 2021
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
15.9K
+ 35.7%
$972K - $1.05M
60.5K $4.08M
Nov 12, 2021 Q3 2021
Magnus Financial Group LLC

New York, NY
BUY
 -
15.1K
New
$921K - $990K
15.1K $1.02M
Oct 07, 2021 Q3 2021
Rvw Wealth, LLC

BUY
 -
14.9K
+ 3.78%
$907K - $976K
408K $27.5M
May 31, 2023 Q3 2021
Abacus Wealth Partners, LLC

Santa Monica, CA
BUY
 -
14.9K
+ 438.65%
$907K - $976K
18.2K $1.23M
Oct 19, 2021 Q3 2021
Central Trust CO

Jefferson City, MO
BUY
 -
13.7K
+ 46.94%
$836K - $900K
42.9K $2.89M
Oct 21, 2021 Q3 2021
V Wealth Advisors LLC

BUY
 -
11K
+ 15.06%
$673K - $724K
84.2K $5.68M
Nov 01, 2021 Q3 2021
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
10.9K
New
$668K - $718K
10.9K $737K
Nov 15, 2021 Q3 2021
Eaton Vance Management

Boston, MA
BUY
 -
10.2K
+ 7.46%
$624K - $671K
147K $9.92M
Oct 26, 2021 Q3 2021
Sol Capital Management CO

BUY
 -
8.15K
+ 101.77%
$497K - $535K
16.2K $1.09M
Oct 20, 2021 Q3 2021
Northwest Wealth Management, LLC

BUY
 -
8.05K
+ 40.78%
$491K - $529K
27.8K $1.87M
Nov 12, 2021 Q3 2021
Savant Capital, LLC

BUY
 -
6.34K
+ 93.49%
$387K - $416K
13.1K $884K
Nov 09, 2021 Q3 2021
Merriman Wealth Management, LLC

BUY
 -
5.57K
+ 8.69%
$340K - $366K
69.7K $4.7M
Nov 02, 2021 Q3 2021
Cambridge Investment Research Advisors, Inc.

BUY
 -
5.51K
New
$337K - $362K
5.51K $372K
Nov 15, 2021 Q3 2021
Morgan Stanley

New York, NY
BUY
 -
4.91K
New
$300K - $323K
4.91K $331K
Oct 29, 2021 Q3 2021
Commonwealth Equity Services, LLC

BUY
 -
4.81K
+ 5.79%
$294K - $316K
88K $5.93M
Nov 15, 2021 Q3 2021
Northwestern Mutual Wealth Management CO

BUY
 -
4.55K
+ 176.2%
$278K - $299K
7.14K $481K
Oct 08, 2021 Q3 2021
Prosperity Planning, Inc.

BUY
 -
4.54K
New
$277K - $298K
4.54K $306K
Oct 21, 2021 Q3 2021
Park Avenue Securities LLC

BUY
 -
4.32K
New
$264K - $284K
4.32K $291K
Nov 02, 2021 Q3 2021
Raymond James & Associates

St Petersburg, FL
BUY
 -
4.25K
New
$259K - $279K
4.25K $286K
Oct 29, 2021 Q3 2021
Tci Wealth Advisors, Inc.

BUY
 -
3.58K
New
$219K - $235K
3.58K $242K
Oct 14, 2021 Q3 2021
Aprio Wealth Management, LLC

BUY
 -
3.42K
New
$209K - $224K
3.42K $230K
Oct 12, 2021 Q3 2021
Marquette Asset Management, LLC

BUY
 -
3.33K
+ 669.62%
$203K - $219K
3.83K $258K
Nov 03, 2021 Q3 2021
Herold Advisors, Inc.

BUY
 -
3.27K
New
$199K - $215K
3.27K $220K
Nov 10, 2021 Q3 2021
Vista Capital Partners, Inc.

BUY
 -
3.22K
New
$197K - $212K
3.22K $217K
Nov 01, 2021 Q3 2021
Moisand Fitzgerald Tamayo, LLC

BUY
 -
2.94K
+ 24.04%
$180K - $193K
15.2K $1.02M
Oct 21, 2021 Q3 2021
Schwarz Dygos Wheeler Investment Advisors LLC

Minneapolis, MN
BUY
 -
2.39K
+ 8.04%
$146K - $157K
32.1K $2.16M
Oct 12, 2021 Q3 2021
Signature Estate & Investment Advisors LLC

BUY
 -
1.6K
+ 2.32%
$97.9K - $105K
70.6K $4.76M
Nov 10, 2021 Q3 2021
Orion Portfolio Solutions, LLC

BUY
 -
1.39K
+ 23.93%
$85.1K - $91.5K
7.21K $486K
Nov 10, 2021 Q3 2021
Mercer Global Advisors Inc

Denver, CO
BUY
 -
1.11K
+ 5.92%
$67.9K - $73.1K
19.9K $1.34M
Oct 21, 2021 Q3 2021
Applied Capital LLC

BUY
 -
776
+ 7.08%
$47.4K - $51K
11.7K $791K
Oct 07, 2021 Q3 2021
Global Trust Asset Management, LLC

BUY
 -
510
+ 16.23%
$31.1K - $33.5K
3.65K $246K
Nov 04, 2021 Q3 2021
Tortoise Investment Management, LLC

BUY
 -
305
New
$18.6K - $20K
305 $20.6K
Oct 22, 2021 Q3 2021
Global Retirement Partners, LLC

BUY
 -
274
+ 4.31%
$16.7K - $18K
6.63K $447K
Oct 28, 2021 Q3 2021
Signaturefd, LLC

Atlanta, GA
BUY
 -
264
New
$16.1K - $17.3K
264 $17.8K
Nov 02, 2021 Q3 2021
Bridgewater Advisors Inc.

BUY
 -
165
+ 4.66%
$10.1K - $10.8K
3.71K $250K
Oct 14, 2021 Q3 2021
Private Advisor Group, LLC

BUY
 -
154
+ 3.78%
$9.4K - $10.1K
4.23K $285K

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