Purchases and Sales Made in Q3 2021 in American Centy ETF Tr Avantis (AVDV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
831+ 1.19% |
$51.7K - $56.2K
|
70.4K
$4.96M
|
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
831+ 1.19% |
$51.7K - $56.2K
|
70.4K
$4.96M
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
677New |
$42.1K - $45.8K
|
677
$47.7K
|
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
670+ 9.31% |
$41.7K - $45.3K
|
7.87K
$554K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
609New |
$37.9K - $41.2K
|
609
$42.9K
|
|
|
Nov 02, 2021
Q3 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
514+ 77.64% |
$32K - $34.7K
|
1.18K
$82.9K
|
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
301+ 9.82% |
$18.7K - $20.3K
|
3.37K
$237K
|
|
|
Nov 05, 2021
Q3 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
252+ 11.53% |
$15.7K - $17K
|
2.44K
$172K
|
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
205New |
$12.8K - $13.9K
|
205
$14.4K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
196New |
$12.2K - $13.2K
|
196
$13.8K
|
|
|
Nov 09, 2021
Q3 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
184+ 47.79% |
$11.4K - $12.4K
|
569
$40.1K
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
124New |
$7.72K - $8.38K
|
124
$8.74K
|
|
|
Oct 15, 2021
Q3 2021
|
First National Bank Sioux Falls
|
BUY
|
- |
100+ 2.08% |
$6.22K - $6.76K
|
4.9K
$345K
|
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
74+ 0.78% |
$4.6K - $5K
|
9.59K
$676K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
47New |
$2.92K - $3.18K
|
47
$3.31K
|
|
|
Oct 21, 2021
Q3 2021
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
21+ 0.67% |
$1.31K - $1.42K
|
3.15K
$222K
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
17New |
$1.06K - $1.15K
|
17
$1.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11New |
$684 - $743
|
11
$775
|
|
|
Nov 10, 2021
Q3 2021
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
2+ 0.0% |
$124 - $135
|
363K
$25.6M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-25Closed |
$1.56K - $1.69K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-414- 0.89% |
$25.8K - $28K
|
46.2K
$3.26M
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.04K- 21.59% |
$64.5K - $70.1K
|
3.77K
$265K
|
|
|
Oct 08, 2021
Q3 2021
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1.55K- 2.27% |
$96.3K - $105K
|
66.6K
$4.69M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.63KClosed |
$101K - $110K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.64K- 34.19% |
$102K - $111K
|
3.16K
$223K
|
|
|
Oct 18, 2021
Q3 2021
|
Sage Rhino Capital LLC
|
SELL
|
- |
-3.24K- 27.27% |
$202K - $219K
|
8.65K
$609K
|
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.52KClosed |
$219K - $238K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Marquette Asset Management, LLC
|
SELL
|
- |
-11.8K- 11.55% |
$737K - $800K
|
90.7K
$6.39M
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-14.4KClosed |
$895K - $972K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-20.7K- 68.06% |
$1.29M - $1.4M
|
9.7K
$683K
|
|
|
Oct 14, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-21KClosed |
$1.31M - $1.42M
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-26.5KClosed |
$1.65M - $1.79M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-27.9KClosed |
$1.74M - $1.88M
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Apella Capital, LLC
|
SELL
|
- |
-35.9KClosed |
$2.23M - $2.42M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-66.6K- 69.68% |
$4.14M - $4.5M
|
29K
$2.04M
|
|
|
Oct 20, 2021
Q3 2021
|
Unison Advisors LLC
|
SELL
|
- |
-496K- 39.76% |
$30.9M - $33.5M
|
752K
$53M
|