Purchases and Sales Made in Q4 2022 in American Centy ETF Tr Avantis (AVDE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.84MNew |
$129M - $156M
|
2.84M
$179M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.59M+ 458.04% |
$72.3M - $87.3M
|
1.93M
$122M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.02M+ 245.15% |
$46.3M - $55.9M
|
1.43M
$90.3M
|
|
|
Mar 28, 2023
Q4 2022
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
682KNew |
$31M - $37.5M
|
682K
$43M
|
|
|
Feb 09, 2023
Q4 2022
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
600KNew |
$27.3M - $33M
|
600K
$37.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
462KNew |
$21M - $25.4M
|
462K
$29.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
BUY
|
- |
426K+ 92.27% |
$19.4M - $23.4M
|
887K
$55.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
397KNew |
$18.1M - $21.8M
|
397K
$25M
|
|
|
Jan 20, 2023
Q4 2022
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
366KNew |
$16.7M - $20.1M
|
366K
$23.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
350KNew |
$15.9M - $19.2M
|
350K
$22M
|
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
306KNew |
$13.9M - $16.8M
|
306K
$19.3M
|
|
|
Jul 20, 2023
Q4 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
266K+ 31.94% |
$12.1M - $14.6M
|
1.1M
$69.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
246K+ 2648.17% |
$11.2M - $13.5M
|
255K
$16.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
246K+ 450.67% |
$11.2M - $13.5M
|
300K
$18.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
244K+ 814.66% |
$11.1M - $13.4M
|
274K
$17.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
230K+ 1419.29% |
$10.5M - $12.6M
|
246K
$15.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
213KNew |
$9.67M - $11.7M
|
213K
$13.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
152K+ 37.24% |
$6.9M - $8.33M
|
559K
$35.2M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
139K+ 34.19% |
$6.34M - $7.66M
|
547K
$34.5M
|
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
134K+ 10.42% |
$6.12M - $7.39M
|
1.42M
$89.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
132KNew |
$5.99M - $7.24M
|
132K
$8.3M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
130K+ 71.3% |
$5.92M - $7.15M
|
312K
$19.7M
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
121K+ 32.65% |
$5.53M - $6.67M
|
493K
$31.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
115KNew |
$5.23M - $6.32M
|
115K
$7.24M
|
|
|
Feb 06, 2023
Q4 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
115KNew |
$5.22M - $6.31M
|
115K
$7.23M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
109KNew |
$4.97M - $6M
|
109K
$6.88M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
107K+ 40.99% |
$4.85M - $5.86M
|
367K
$23.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
89K+ 92.12% |
$4.05M - $4.89M
|
186K
$11.7M
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
84.6K+ 169106.0% |
$3.85M - $4.65M
|
84.6K
$5.33M
|
|
|
Jul 28, 2023
Q4 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
80.5K+ 96.36% |
$3.66M - $4.42M
|
164K
$10.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
78.7KNew |
$3.58M - $4.33M
|
78.7K
$4.96M
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
78.1K+ 37.83% |
$3.55M - $4.29M
|
284K
$17.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
74.7K+ 141.8% |
$3.4M - $4.11M
|
127K
$8.03M
|
|
|
Feb 07, 2023
Q4 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
71.8K+ 174.99% |
$3.27M - $3.94M
|
113K
$7.11M
|
|
|
Feb 08, 2023
Q4 2022
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
69.6KNew |
$3.17M - $3.83M
|
69.6K
$4.39M
|
|
|
Oct 15, 2024
Q4 2022
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
65.3KNew |
$2.97M - $3.59M
|
65.3K
$4.11M
|
|
|
Feb 06, 2023
Q4 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
58.5KNew |
$2.66M - $3.21M
|
58.5K
$3.69M
|
|
|
Mar 10, 2023
Q4 2022
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
55KNew |
$2.5M - $3.02M
|
55K
$3.47M
|
|
|
Jan 30, 2023
Q4 2022
|
Echo Wealth Management, LLC
|
BUY
|
- |
53.5KNew |
$2.44M - $2.94M
|
53.5K
$3.37M
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
52.3K+ 8.94% |
$2.38M - $2.87M
|
637K
$40.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
51.3K+ 433.31% |
$2.34M - $2.82M
|
63.2K
$3.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
BUY
|
- |
51.1K+ 6.11% |
$2.32M - $2.81M
|
887K
$55.9M
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
49.2K+ 6.78% |
$2.24M - $2.71M
|
775K
$48.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
48.6KNew |
$2.21M - $2.67M
|
48.6K
$3.06M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
47.6K+ 120.11% |
$2.16M - $2.61M
|
87.2K
$5.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
46.9K+ 71.09% |
$2.13M - $2.58M
|
113K
$7.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
44.9K+ 216.63% |
$2.04M - $2.47M
|
65.6K
$4.13M
|
|
|
Jan 17, 2023
Q4 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
44.6K+ 17.3% |
$2.03M - $2.45M
|
302K
$19M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
41K+ 36.82% |
$1.86M - $2.25M
|
152K
$9.59M
|
|
|
Feb 09, 2023
Q4 2022
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
40.9KNew |
$1.86M - $2.25M
|
40.9K
$2.58M
|