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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-164- 8.88% |
$7.46K - $9.01K
|
1.68K
$106K
|
|
|
Jan 19, 2023
Q4 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-220- 4.81% |
$10K - $12.1K
|
4.36K
$274K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-395- 0.07% |
$18K - $21.7K
|
592K
$37.3M
|
|
|
Mar 14, 2023
Q4 2022
|
Awm Capital, LLC
|
SELL
|
- |
-640- 0.3% |
$29.1K - $35.2K
|
212K
$13.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-766- 5.93% |
$34.9K - $42.1K
|
12.2K
$766K
|
|
|
Jan 18, 2023
Q4 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-847- 2.03% |
$38.5K - $46.6K
|
40.8K
$2.57M
|
|
|
Feb 10, 2023
Q4 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-1.06K- 9.72% |
$48K - $58K
|
9.8K
$617K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.5K- 8.0% |
$68.2K - $82.3K
|
17.2K
$1.08M
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.5K- 15.28% |
$68.3K - $82.4K
|
8.32K
$524K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.63K- 5.89% |
$74.1K - $89.5K
|
26K
$1.64M
|
|
|
Jan 24, 2023
Q4 2022
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-1.77K- 9.84% |
$80.3K - $97K
|
16.2K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.89K- 27.23% |
$86K - $104K
|
5.05K
$318K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.08K- 3.37% |
$94.7K - $114K
|
59.6K
$3.75M
|
|
|
Feb 06, 2023
Q4 2022
|
Capital Performance Advisors LLP
|
SELL
|
- |
-2.45K- 22.6% |
$112K - $135K
|
8.4K
$529K
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-2.9K- 15.73% |
$132K - $159K
|
15.5K
$978K
|
|
|
Jan 31, 2023
Q4 2022
|
Nova R Wealth, Inc.
|
SELL
|
- |
-3K- 19.29% |
$136K - $165K
|
12.5K
$790K
|
|
|
Feb 14, 2023
Q4 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-3.52K- 1.54% |
$160K - $194K
|
224K
$14.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-3.71K- 4.01% |
$169K - $204K
|
88.9K
$5.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-4.04K- 14.45% |
$184K - $222K
|
23.9K
$1.51M
|
|
|
Jan 12, 2023
Q4 2022
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-5.09K- 5.42% |
$231K - $279K
|
88.7K
$5.59M
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-5.83K- 20.29% |
$265K - $320K
|
22.9K
$1.44M
|
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-6.58K- 11.53% |
$299K - $362K
|
50.5K
$3.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-6.79K- 16.13% |
$309K - $373K
|
35.3K
$2.22M
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-6.91K- 7.59% |
$314K - $380K
|
84.2K
$5.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-7.45K- 6.8% |
$339K - $409K
|
102K
$6.43M
|
|
|
Feb 09, 2023
Q4 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-7.91K- 9.41% |
$360K - $435K
|
76.1K
$4.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.68K- 21.27% |
$395K - $477K
|
32.1K
$2.02M
|
|
|
Feb 01, 2023
Q4 2022
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-9.79K- 1.1% |
$445K - $538K
|
879K
$55.3M
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
SELL
|
- |
-11.1K- 33.28% |
$504K - $608K
|
22.2K
$1.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
SELL
|
- |
-14.8K- 25.6% |
$671K - $811K
|
42.9K
$2.7M
|
|
|
Oct 18, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-15.4K- 5.88% |
$702K - $848K
|
247K
$15.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-16.5K- 10.32% |
$750K - $906K
|
143K
$9.02M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-21.7K- 45.74% |
$989K - $1.19M
|
25.8K
$1.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-21.7K- 45.74% |
$989K - $1.19M
|
25.8K
$1.62M
|
|
|
Aug 10, 2023
Q4 2022
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-22.3K- 9.27% |
$1.02M - $1.23M
|
218K
$13.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-37.8K- 86.7% |
$1.72M - $2.08M
|
5.8K
$365K
|
|
|
Nov 16, 2023
Q4 2022
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-48.9K- 65.1% |
$2.22M - $2.69M
|
26.2K
$1.65M
|
|
|
Jan 23, 2023
Q4 2022
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-94.4K- 15.54% |
$4.29M - $5.19M
|
513K
$32.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-251K- 97.63% |
$11.4M - $13.8M
|
6.08K
$383K
|
|
|
Feb 06, 2023
Q4 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-257K- 48.48% |
$11.7M - $14.1M
|
273K
$17.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-795K- 57.83% |
$36.2M - $43.7M
|
580K
$36.5M
|