Purchases and Sales Made in Q3 2021 in American Centy ETF Tr Avantis (AVDE)
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
$63.3M
|
|
|
Oct 13, 2021
Q3 2021
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
79.3K+ 8.68% |
$4.84M - $5.21M
|
993K
$67.1M
|
|
|
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
$27.1M
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
56K+ 7.79% |
$3.42M - $3.68M
|
775K
$52.4M
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
41K+ 151.4% |
$2.5M - $2.69M
|
68.1K
$4.6M
|
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
36.1K+ 118.97% |
$2.21M - $2.37M
|
66.5K
$4.49M
|
|
|
Jan 18, 2022
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
33.7KNew |
$2.06M - $2.22M
|
33.7K
$2.28M
|
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
28K+ 14.82% |
$1.71M - $1.84M
|
217K
$14.7M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
27.5K+ 59.55% |
$1.68M - $1.8M
|
73.6K
$4.97M
|
|
|
Oct 12, 2021
Q3 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
19.4K+ 3.22% |
$1.19M - $1.28M
|
623K
$42.1M
|
|
|
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
$47M
|
|
|
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
$4.09M
|
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
15.1KNew |
$921K - $990K
|
15.1K
$1.02M
|
|
|
Oct 07, 2021
Q3 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
14.9K+ 3.78% |
$907K - $976K
|
408K
$27.6M
|
|
|
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
$2.9M
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
11K+ 15.06% |
$673K - $724K
|
84.2K
$5.69M
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.9KNew |
$668K - $718K
|
10.9K
$739K
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
10.2K+ 7.46% |
$624K - $671K
|
147K
$9.94M
|
|
|
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
$1.88M
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
6.34K+ 93.49% |
$387K - $416K
|
13.1K
$886K
|
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
5.57K+ 8.69% |
$340K - $366K
|
69.7K
$4.71M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.51KNew |
$337K - $362K
|
5.51K
$373K
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.91KNew |
$300K - $323K
|
4.91K
$332K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.81K+ 5.79% |
$294K - $316K
|
88K
$5.94M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.55K+ 176.2% |
$278K - $299K
|
7.14K
$482K
|
|
|
Oct 08, 2021
Q3 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
4.54KNew |
$277K - $298K
|
4.54K
$307K
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
4.32KNew |
$264K - $284K
|
4.32K
$292K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.25KNew |
$259K - $279K
|
4.25K
$287K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3.58KNew |
$219K - $235K
|
3.58K
$242K
|
|
|
Oct 14, 2021
Q3 2021
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.42KNew |
$209K - $224K
|
3.42K
$231K
|
|
|
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
|
- |
3.27KNew |
$199K - $215K
|
3.27K
$221K
|
|
|
Nov 10, 2021
Q3 2021
|
Vista Capital Partners, Inc.
|
BUY
|
- |
3.22KNew |
$197K - $212K
|
3.22K
$218K
|
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2.94K+ 24.04% |
$180K - $193K
|
15.2K
$1.03M
|
|
|
Oct 21, 2021
Q3 2021
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
2.39K+ 8.04% |
$146K - $157K
|
32.1K
$2.17M
|
|
|
Oct 12, 2021
Q3 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.6K+ 2.32% |
$97.9K - $105K
|
70.6K
$4.77M
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.39K+ 23.93% |
$85.1K - $91.5K
|
7.21K
$487K
|
|
|
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
$793K
|
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
510+ 16.23% |
$31.1K - $33.5K
|
3.65K
$247K
|
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
305New |
$18.6K - $20K
|
305
$20.6K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
274+ 4.31% |
$16.7K - $18K
|
6.63K
$448K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
264New |
$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
$286K
|