Purchases and Sales Made in Q4 2021 in American Centy ETF Tr Avantis (AVDV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDV) 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 |
---|---|---|---|---|---|---|---|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-205Closed |
$12.6K - $13.8K
|
0
$0
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
SELL
|
- |
-766- 2.09% |
$47.1K - $51.6K
|
35.9K
$2.47M
|
|
Jan 25, 2022
Q4 2021
|
First National Bank Sioux Falls
|
SELL
|
- |
-800- 16.33% |
$49.2K - $53.9K
|
4.1K
$282K
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.18KClosed |
$72.3K - $79.2K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-1.84K- 2.55% |
$113K - $124K
|
70.2K
$4.83M
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.02K- 20.82% |
$124K - $136K
|
7.68K
$529K
|
|
Feb 15, 2022
Q4 2021
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-3.15KClosed |
$194K - $212K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-3.75K- 30.29% |
$230K - $253K
|
8.63K
$594K
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.77KClosed |
$232K - $254K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.54KClosed |
$279K - $306K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.51K- 21.71% |
$339K - $371K
|
19.9K
$1.37M
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-5.56K- 9.08% |
$342K - $374K
|
55.6K
$3.83M
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.85K- 42.13% |
$421K - $462K
|
9.41K
$648K
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-10.8K- 77.16% |
$665K - $728K
|
3.2K
$220K
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-21KClosed |
$1.29M - $1.41M
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-21.3K- 38.31% |
$1.31M - $1.44M
|
34.3K
$2.36M
|
|
Feb 08, 2022
Q4 2021
|
B&D White Capital Company, LLC
|
SELL
|
- |
-27.5K- 36.76% |
$1.69M - $1.85M
|
47.3K
$3.26M
|
|
Feb 07, 2022
Q4 2021
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-38.7K- 10.67% |
$2.38M - $2.61M
|
324K
$22.3M
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-49.7K- 28.3% |
$3.06M - $3.35M
|
126K
$8.68M
|
|
Jan 18, 2022
Q4 2021
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-75.2K- 67.28% |
$4.62M - $5.07M
|
36.6K
$2.52M
|