Purchases and Sales Made in Q3 2022 in American Centy ETF Tr Avantis (AVDE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDE) during Q3 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 |
---|---|---|---|---|---|---|---|
Jul 20, 2023
Q3 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
568K+ 214.39% |
$25.8M - $31M
|
833K
$53.8M
|
|
Nov 08, 2022
Q3 2022
|
Wms Partners, LLC
|
BUY
|
- |
375K+ 433.74% |
$17M - $20.5M
|
461K
$29.8M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
305K+ 20.26% |
$13.8M - $16.6M
|
1.81M
$117M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
257KNew |
$11.7M - $14M
|
257K
$16.6M
|
|
Nov 14, 2022
Q3 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
228KNew |
$10.3M - $12.4M
|
228K
$14.7M
|
|
Oct 21, 2022
Q3 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
220K+ 50.95% |
$9.98M - $12M
|
652K
$42.1M
|
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
174K+ 543.69% |
$7.91M - $9.51M
|
206K
$13.3M
|
|
Oct 26, 2022
Q3 2022
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
161K+ 22.07% |
$7.29M - $8.76M
|
888K
$57.4M
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
157K+ 82.55% |
$7.11M - $8.55M
|
347K
$22.4M
|
|
Oct 18, 2024
Q3 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
131K+ 180.21% |
$5.94M - $7.15M
|
204K
$13.2M
|
|
Oct 19, 2022
Q3 2022
|
Evensky & Katz LLC
|
BUY
|
- |
110KNew |
$4.97M - $5.98M
|
110K
$7.08M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
85.5K+ 48.99% |
$3.88M - $4.67M
|
260K
$16.8M
|
|
Oct 17, 2022
Q3 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
75.1K+ 14.11% |
$3.41M - $4.1M
|
607K
$39.2M
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
63K+ 52.83% |
$2.86M - $3.44M
|
182K
$11.8M
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
60.9K+ 17.55% |
$2.76M - $3.32M
|
408K
$26.3M
|
|
Nov 08, 2022
Q3 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
59.8K+ 58.98% |
$2.71M - $3.26M
|
161K
$10.4M
|
|
Aug 11, 2023
Q3 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
52.4K+ 417.83% |
$2.38M - $2.86M
|
65K
$4.19M
|
|
Nov 08, 2022
Q3 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
50.2K+ 137.13% |
$2.28M - $2.74M
|
86.8K
$5.6M
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
49.5K+ 300.86% |
$2.24M - $2.7M
|
65.9K
$4.26M
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
BUY
|
- |
49.4KNew |
$2.24M - $2.7M
|
49.4K
$3.19M
|
|
Oct 11, 2022
Q3 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
48.9KNew |
$2.22M - $2.67M
|
48.9K
$3.16M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
48.4K+ 59.64% |
$2.2M - $2.64M
|
130K
$8.36M
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
44.3K+ 6.49% |
$2.01M - $2.41M
|
726K
$46.9M
|
|
Oct 14, 2022
Q3 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
42.5K+ 685.58% |
$1.93M - $2.32M
|
48.6K
$3.14M
|
|
Oct 03, 2022
Q3 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
42K+ 23.4% |
$1.91M - $2.29M
|
221K
$14.3M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
39.6KNew |
$1.8M - $2.16M
|
39.6K
$2.56M
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
39.5KNew |
$1.79M - $2.16M
|
39.5K
$2.55M
|
|
Oct 25, 2022
Q3 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
38.1K+ 6.97% |
$1.73M - $2.08M
|
584K
$37.7M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
36.7K+ 24.49% |
$1.66M - $2M
|
186K
$12M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
36.2K+ 9.77% |
$1.64M - $1.98M
|
407K
$26.3M
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
BUY
|
- |
32.8K+ 445.56% |
$1.49M - $1.79M
|
40.2K
$2.59M
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
29.9K+ 17.2% |
$1.36M - $1.63M
|
204K
$13.2M
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
29.1K+ 11.83% |
$1.32M - $1.59M
|
275K
$17.7M
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
29K+ 198.68% |
$1.32M - $1.58M
|
43.6K
$2.81M
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
28.7K+ 42.24% |
$1.3M - $1.57M
|
96.6K
$6.24M
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
28.3K+ 50.9% |
$1.29M - $1.55M
|
84K
$5.43M
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
28.2K+ 63.3% |
$1.28M - $1.54M
|
72.7K
$4.69M
|
|
Oct 26, 2022
Q3 2022
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
23.9K+ 4.72% |
$1.08M - $1.3M
|
529K
$34.2M
|
|
Nov 01, 2022
Q3 2022
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
21.6KNew |
$981K - $1.18M
|
21.6K
$1.4M
|
|
Nov 09, 2022
Q3 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
21.4K+ 10.74% |
$972K - $1.17M
|
221K
$14.3M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
20.3KNew |
$921K - $1.11M
|
20.3K
$1.31M
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
19.9K+ 15.42% |
$905K - $1.09M
|
149K
$9.64M
|
|
Nov 04, 2022
Q3 2022
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
19.3K+ 6.97% |
$874K - $1.05M
|
296K
$19.1M
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
19K+ 165.74% |
$861K - $1.04M
|
30.4K
$1.96M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.1K+ 6491.63% |
$774K - $932K
|
17.3K
$1.12M
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
17K+ 294.5% |
$770K - $926K
|
22.7K
$1.47M
|
|
Oct 17, 2022
Q3 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
15.6KNew |
$707K - $851K
|
15.6K
$1.01M
|
|
Oct 25, 2022
Q3 2022
|
Nova R Wealth, Inc.
|
BUY
|
- |
15.5KNew |
$704K - $847K
|
15.5K
$1M
|
|
Nov 02, 2022
Q3 2022
|
Bayshore Asset Management, LLC
|
BUY
|
- |
15.3K+ 68.97% |
$692K - $832K
|
37.4K
$2.41M
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
14.7K+ 31.28% |
$667K - $802K
|
61.7K
$3.98M
|