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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.15K+ 4.95% |
$52.3K - $62.9K
|
24.4K
$1.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.15KNew |
$52.3K - $62.9K
|
1.15K
$74.4K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.01K+ 10.28% |
$45.9K - $55.2K
|
10.8K
$700K
|
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1K+ 9.81% |
$45.5K - $54.8K
|
11.2K
$726K
|
|
|
Nov 15, 2022
Q3 2022
|
Highland Financial Advisors, LLC
|
BUY
|
- |
940+ 0.88% |
$42.6K - $51.3K
|
108K
$6.98M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
734+ 4.08% |
$33.3K - $40K
|
18.7K
$1.21M
|
|
|
Nov 07, 2022
Q3 2022
|
Vista Capital Partners, Inc.
|
BUY
|
- |
533+ 12.59% |
$24.2K - $29.1K
|
4.77K
$308K
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
509+ 1.08% |
$23.1K - $27.8K
|
47.5K
$3.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
509+ 1.08% |
$23.1K - $27.8K
|
47.5K
$3.07M
|
|
|
Nov 01, 2022
Q3 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
184+ 0.32% |
$8.35K - $10K
|
57K
$3.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
128+ 1.74% |
$5.81K - $6.98K
|
7.46K
$482K
|
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
112+ 6.46% |
$5.08K - $6.11K
|
1.85K
$119K
|
|
|
Nov 03, 2022
Q3 2022
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
60+ 0.07% |
$2.72K - $3.27K
|
80.6K
$5.21M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
36+ 0.52% |
$1.63K - $1.96K
|
6.94K
$448K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-76- 0.27% |
$3.45K - $4.15K
|
28K
$1.81M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-151Closed |
$6.85K - $8.24K
|
0
$0
|
|
|
Oct 13, 2022
Q3 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-560- 1.33% |
$25.4K - $30.6K
|
41.7K
$2.69M
|
|
|
Oct 07, 2022
Q3 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-600- 7.29% |
$27.2K - $32.7K
|
7.63K
$493K
|
|
|
Oct 18, 2022
Q3 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-733- 6.33% |
$33.2K - $40K
|
10.9K
$701K
|
|
|
Nov 08, 2022
Q3 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-765- 4.79% |
$34.7K - $41.7K
|
15.2K
$983K
|
|
|
Nov 02, 2022
Q3 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-856- 3.01% |
$38.8K - $46.7K
|
27.6K
$1.78M
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-2.68K- 8.2% |
$121K - $146K
|
30K
$1.94M
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.51K- 45.31% |
$159K - $192K
|
4.24K
$274K
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.28K- 23.1% |
$194K - $233K
|
14.2K
$920K
|
|
|
Oct 28, 2022
Q3 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-4.49K- 21.69% |
$204K - $245K
|
16.2K
$1.05M
|
|
|
Nov 10, 2022
Q3 2022
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-5.29K- 22.77% |
$240K - $289K
|
17.9K
$1.16M
|
|
|
Oct 24, 2022
Q3 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-7.58K- 2.86% |
$344K - $413K
|
258K
$16.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8.37K- 41.4% |
$380K - $457K
|
11.8K
$765K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.3K- 9.22% |
$512K - $616K
|
111K
$7.18M
|
|
|
Nov 04, 2022
Q3 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-11.6K- 38.55% |
$524K - $631K
|
18.4K
$1.19M
|
|
|
Nov 29, 2022
Q3 2022
|
Awm Capital, LLC
|
SELL
|
- |
-17.4K- 7.57% |
$790K - $951K
|
213K
$13.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Plancorp, LLC
|
SELL
|
- |
-19.9K- 2.32% |
$902K - $1.08M
|
836K
$54M
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-20.6K- 80.97% |
$934K - $1.12M
|
4.84K
$312K
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-32.1K- 36.6% |
$1.46M - $1.75M
|
55.6K
$3.59M
|
|
|
Oct 13, 2022
Q3 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-37.5K- 9.15% |
$1.7M - $2.04M
|
372K
$24M
|
|
|
Nov 09, 2022
Q3 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-38.8K- 48.59% |
$1.76M - $2.11M
|
41K
$2.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-56K- 57.68% |
$2.54M - $3.05M
|
41.1K
$2.65M
|
|
|
Jul 28, 2023
Q3 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-73.6K- 46.82% |
$3.34M - $4.01M
|
83.5K
$5.39M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-115K- 7.73% |
$5.22M - $6.28M
|
1.37M
$88.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-181K- 95.13% |
$8.22M - $9.89M
|
9.28K
$599K
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-195K- 99.97% |
$8.83M - $10.6M
|
50
$3.23K
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-314K- 43.08% |
$14.3M - $17.1M
|
415K
$26.8M
|