Purchases and Sales Made in Q4 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 Q4 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
Feb 23, 2022 Q4 2021
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
650K
+ 83.9%
$39.6M - $42.7M
1.42M $87.7M
Feb 11, 2022 Q4 2021
Bcr Wealth Strategies, LLC

BUY
 -
262K
New
$16M - $17.2M
262K $16.1M
Feb 09, 2022 Q4 2021
Greenup Street Wealth Management LLC

BUY
 -
246K
New
$15M - $16.2M
246K $15.2M
Feb 11, 2022 Q4 2021
Henrickson Nauta Wealth Advisors, Inc.

Belmont, MI
BUY
 -
163K
New
$9.91M - $10.7M
163K $10M
Jan 28, 2022 Q4 2021
Wipfli Financial Advisors Llc,

BUY
 -
125K
+ 12.56%
$7.6M - $8.2M
1.12M $68.8M
Feb 07, 2022 Q4 2021
American Century Companies Inc

Kansas City, MO
BUY
 -
117K
+ 10.17%
$7.16M - $7.72M
1.27M $78.3M
Aug 25, 2022 Q4 2021
Grand Wealth Management, LLC

Grand Rapids, MI
BUY
 -
98.8K
New
$6.02M - $6.5M
98.8K $6.08M
Feb 10, 2022 Q4 2021
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
91.9K
New
$5.6M - $6.04M
91.9K $5.66M
Jan 27, 2022 Q4 2021
Shanker Valleau Wealth Advisors, Inc.

BUY
 -
86.4K
New
$5.27M - $5.68M
86.4K $5.32M
Jan 31, 2022 Q4 2021
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
75.5K
New
$4.6M - $4.96M
75.5K $4.64M
Feb 14, 2022 Q4 2021
Lpl Financial LLC

Fort Mill, SC
BUY
 -
64.3K
+ 195.56%
$3.92M - $4.23M
97.3K $5.99M
Feb 10, 2022 Q4 2021
High Tower Advisors, LLC

Chicago, IL
BUY
 -
58.6K
+ 30.47%
$3.57M - $3.85M
251K $15.4M
Feb 14, 2022 Q4 2021
Waterfront Wealth Inc.

BUY
 -
50.2K
New
$3.06M - $3.3M
50.2K $3.09M
Jan 19, 2022 Q4 2021
Advisor Net Financial, Inc

BUY
 -
49.8K
+ 73.11%
$3.03M - $3.27M
118K $7.26M
Feb 15, 2022 Q4 2021
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
40.6K
New
$2.48M - $2.67M
40.6K $2.5M
Jan 19, 2023 Q4 2021
Stephens Consulting, LLC

Flint, MI
BUY
 -
37.9K
New
$2.31M - $2.49M
37.9K $2.33M
Jan 21, 2022 Q4 2021
Prairie View Partners, LLC

BUY
 -
37.8K
+ 6.07%
$2.3M - $2.48M
661K $40.7M
Jan 14, 2022 Q4 2021
Stratos Wealth Partners, Ltd.

BUY
 -
35.2K
New
$2.15M - $2.32M
35.2K $2.17M
Feb 03, 2022 Q4 2021
Executive Wealth Management, LLC

BUY
 -
33.7K
New
$2.06M - $2.22M
33.7K $2.08M
Apr 07, 2022 Q4 2021
Greenspring Advisors, LLC

BUY
 -
32.8K
New
$2M - $2.16M
32.8K $2.02M
Feb 04, 2022 Q4 2021
Envestnet Asset Management Inc

BUY
 -
32.5K
+ 44.1%
$1.98M - $2.13M
106K $6.53M
Jul 28, 2023 Q4 2021
Passive Capital Management, Llc.

Baltimore, MD
BUY
 -
32.2K
New
$1.96M - $2.12M
32.2K $1.98M
Jul 20, 2023 Q4 2021
Rockwood Wealth Management, LLC

New Hope, PA
BUY
 -
31.1K
New
$1.89M - $2.04M
31.1K $1.91M
May 31, 2023 Q4 2021
Abacus Wealth Partners, LLC

Santa Monica, CA
BUY
 -
30.4K
New
$1.85M - $2M
30.4K $1.87M
Jan 26, 2022 Q4 2021
Magnolia Capital Advisors LLC

Jackson, MS
BUY
 -
28.2K
+ 30.51%
$1.72M - $1.86M
121K $7.43M
Feb 07, 2022 Q4 2021
Ever Source Wealth Advisors, LLC

BUY
 -
27.2K
New
$1.66M - $1.79M
27.2K $1.67M
Feb 11, 2022 Q4 2021
Annapolis Financial Services, LLC

BUY
 -
24.3K
New
$1.48M - $1.6M
24.3K $1.5M
Apr 06, 2022 Q4 2021
Worth Pointe, LLC

La Jolla, CA
BUY
 -
24.3K
New
$1.48M - $1.6M
24.3K $1.5M
Feb 03, 2022 Q4 2021
Moisand Fitzgerald Tamayo, LLC

BUY
 -
20.3K
+ 133.55%
$1.24M - $1.33M
35.5K $2.18M
Feb 04, 2022 Q4 2021
Advisor Partners LLC

Walnut Creek, CA
BUY
 -
20.3K
New
$1.23M - $1.33M
20.3K $1.25M
Feb 14, 2022 Q4 2021
Morgan Stanley

New York, NY
BUY
 -
19.8K
+ 404.03%
$1.21M - $1.3M
24.8K $1.52M
Feb 11, 2022 Q4 2021
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
19.7K
New
$1.2M - $1.3M
19.7K $1.21M
Jan 19, 2022 Q4 2021
Sol Capital Management CO

BUY
 -
17.6K
+ 109.28%
$1.08M - $1.16M
33.8K $2.08M
Feb 08, 2022 Q4 2021
Central Trust CO

Jefferson City, MO
BUY
 -
16.5K
+ 38.49%
$1.01M - $1.08M
59.4K $3.65M
Feb 14, 2022 Q4 2021
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
15.2K
New
$928K - $1M
15.2K $938K
Feb 11, 2022 Q4 2021
Plancorp, LLC

BUY
 -
14.6K
+ 2.33%
$891K - $961K
641K $39.5M
May 09, 2022 Q4 2021
Triad Financial Advisors, Inc.

Greensboro, NC
BUY
 -
14.5K
New
$883K - $953K
14.5K $892K
Apr 08, 2022 Q4 2021
Park Avenue Securities LLC

BUY
 -
14.4K
+ 333.06%
$877K - $946K
18.7K $1.15M
Jan 25, 2022 Q4 2021
All Season Financial Advisors, Inc.

BUY
 -
13.9K
New
$844K - $911K
13.9K $853K
Feb 17, 2022 Q4 2021
V Wealth Advisors LLC

BUY
 -
13.4K
+ 15.9%
$816K - $880K
97.6K $6.01M
Aug 11, 2023 Q4 2021
Hill Investment Group Partners, LLC

St. Louis, MO
BUY
 -
12K
New
$731K - $789K
12K $738K
Jan 20, 2022 Q4 2021
Herold Advisors, Inc.

BUY
 -
11.8K
+ 361.38%
$719K - $776K
15.1K $927K
Jan 14, 2022 Q4 2021
Garrett Investment Advisors LLC

BUY
 -
11.4K
+ 17.12%
$694K - $748K
77.9K $4.79M
Feb 02, 2022 Q4 2021
Ml & R Wealth Management LLC

BUY
 -
9.7K
New
$591K - $638K
9.7K $597K
Jan 24, 2022 Q4 2021
Northwest Wealth Management, LLC

BUY
 -
9.55K
+ 34.37%
$582K - $628K
37.3K $2.3M
Feb 11, 2022 Q4 2021
Life Planning Partners, Inc

BUY
 -
9.34K
New
$569K - $614K
9.34K $575K
Feb 14, 2022 Q4 2021
Wmg Financial Advisors, LLC

BUY
 -
8.8K
New
$536K - $579K
8.8K $542K
Feb 08, 2022 Q4 2021
Savant Capital, LLC

BUY
 -
8.29K
+ 63.23%
$505K - $545K
21.4K $1.32M
Feb 11, 2022 Q4 2021
Silicon Hills Wealth Management, LLC

Austin, TX
BUY
 -
7.75K
New
$472K - $509K
7.75K $477K

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