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 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-552- 12.99% |
$33.6K - $36.3K
|
3.7K
$234K
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
SELL
|
- |
-1.27K- 3.76% |
$77.3K - $83.4K
|
32.5K
$2.06M
|
|
Jan 24, 2022
Q4 2021
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-5K- 0.72% |
$304K - $328K
|
691K
$43.8M
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-5.57K- 7.99% |
$339K - $366K
|
64.1K
$4.06M
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.63KClosed |
$404K - $436K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12.8K- 21.23% |
$783K - $844K
|
47.7K
$3.02M
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-17.3KClosed |
$1.05M - $1.14M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-92.3K- 62.75% |
$5.62M - $6.07M
|
54.8K
$3.47M
|
|
Feb 09, 2022
Q4 2021
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-127K- 13.59% |
$7.75M - $8.37M
|
809K
$51.3M
|