Purchases and Sales Made in Q4 2021 in American Centy ETF Tr Avantis (AVDE)
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 14, 2022
Q4 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
7.69KNew |
$469K - $506K
|
7.69K
$487K
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
6.88KNew |
$419K - $453K
|
6.88K
$436K
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
6.4KNew |
$390K - $421K
|
6.4K
$406K
|
|
|
Jan 19, 2022
Q4 2021
|
Marquette Asset Management, LLC
|
BUY
|
- |
5.99K+ 156.68% |
$365K - $394K
|
9.82K
$622K
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
5.75K+ 157.48% |
$350K - $378K
|
9.4K
$596K
|
|
|
Feb 09, 2022
Q4 2021
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
5.55KNew |
$338K - $365K
|
5.55K
$352K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
5.4KNew |
$329K - $355K
|
5.4K
$342K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.27KNew |
$321K - $346K
|
5.27K
$334K
|
|
|
Feb 08, 2022
Q4 2021
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
5.24K+ 16.33% |
$319K - $345K
|
37.4K
$2.37M
|
|
|
Feb 08, 2022
Q4 2021
|
B&D White Capital Company, LLC
|
BUY
|
- |
5.21KNew |
$318K - $343K
|
5.21K
$330K
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
5.21KNew |
$318K - $343K
|
5.21K
$330K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.09K+ 5.79% |
$310K - $335K
|
93.1K
$5.9M
|
|
|
Jan 26, 2022
Q4 2021
|
Shearwater Capital LLC
|
BUY
|
- |
5.05KNew |
$308K - $332K
|
5.05K
$320K
|
|
|
Jan 28, 2022
Q4 2021
|
Capital Performance Advisors LLP
|
BUY
|
- |
4.84KNew |
$295K - $318K
|
4.84K
$307K
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
4.72K+ 7.36% |
$287K - $310K
|
68.8K
$4.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.35KNew |
$265K - $286K
|
4.35K
$275K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.05K+ 56.15% |
$247K - $266K
|
11.3K
$714K
|
|
|
Feb 07, 2022
Q4 2021
|
Vista Capital Partners, Inc.
|
BUY
|
- |
3.94K+ 122.33% |
$240K - $259K
|
7.16K
$454K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.84K+ 53.73% |
$234K - $252K
|
11K
$695K
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3.6K+ 1178.69% |
$219K - $236K
|
3.9K
$247K
|
|
|
Jan 21, 2022
Q4 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
3.59K+ 79.02% |
$218K - $236K
|
8.12K
$515K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.18KNew |
$194K - $209K
|
3.18K
$202K
|
|
|
Feb 09, 2022
Q4 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.5K+ 15.89% |
$152K - $164K
|
18.2K
$1.15M
|
|
|
Jan 20, 2022
Q4 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.47K+ 3.5% |
$150K - $162K
|
73.1K
$4.63M
|
|
|
Feb 04, 2022
Q4 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
2.44K+ 2.84% |
$148K - $160K
|
88.1K
$5.58M
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.02K+ 56.47% |
$123K - $133K
|
5.61K
$355K
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
1.96K+ 0.34% |
$119K - $129K
|
579K
$36.7M
|
|
|
Jan 18, 2022
Q4 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.64K+ 15.38% |
$100K - $108K
|
12.3K
$781K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.52KNew |
$92.3K - $99.6K
|
1.52K
$96K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.42K+ 3.29% |
$86.6K - $93.5K
|
44.7K
$2.83M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.37K+ 6.86% |
$83.2K - $89.7K
|
21.2K
$1.35M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
753+ 6.89% |
$45.9K - $49.5K
|
11.7K
$740K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
660+ 11.97% |
$40.2K - $43.4K
|
6.17K
$391K
|
|
|
Jan 18, 2022
Q4 2021
|
Applied Capital LLC
|
BUY
|
- |
601+ 5.12% |
$36.6K - $39.5K
|
12.3K
$782K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
520+ 12.3% |
$31.7K - $34.2K
|
4.75K
$301K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
452+ 34.37% |
$27.5K - $29.7K
|
1.77K
$112K
|
|
|
Feb 07, 2022
Q4 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
425+ 11.47% |
$25.9K - $27.9K
|
4.13K
$262K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
240+ 3.87% |
$14.6K - $15.8K
|
6.44K
$408K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
220New |
$13.4K - $14.5K
|
220
$13.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
151New |
$9.2K - $9.93K
|
151
$9.57K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
58New |
$3.53K - $3.81K
|
58
$3.67K
|
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
54+ 3.25% |
$3.29K - $3.55K
|
1.72K
$109K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-5- 0.03% |
$305 - $329
|
16.4K
$1.04M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-152Closed |
$9.26K - $9.99K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-246- 1.63% |
$15K - $16.2K
|
14.8K
$940K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-264Closed |
$16.1K - $17.4K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-316Closed |
$19.3K - $20.8K
|
0
$0
|
|
|
Jan 11, 2022
Q4 2021
|
Rvw Wealth, LLC
|
SELL
|
- |
-319- 0.08% |
$19.4K - $21K
|
408K
$25.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-538- 12.23% |
$32.8K - $35.4K
|
3.86K
$245K
|