Purchases and Sales Made in Q4 2022 in American Centy ETF Tr Avantis (AVDV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDV) 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
|
- |
2.94M+ 172.56% |
$139M - $168M
|
4.64M
$309M
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
BUY
|
- |
1.12MNew |
$53.2M - $64.4M
|
1.12M
$74.7M
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
514K+ 11.75% |
$24.4M - $29.5M
|
4.89M
$325M
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
400K+ 52.7% |
$19M - $22.9M
|
1.16M
$77.1M
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
331K+ 259.95% |
$15.7M - $18.9M
|
458K
$30.4M
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
323KNew |
$15.3M - $18.5M
|
323K
$21.5M
|
|
Jan 20, 2023
Q4 2022
|
Falcon Wealth Planning
|
BUY
|
- |
254KNew |
$12M - $14.5M
|
254K
$16.9M
|
|
Mar 28, 2023
Q4 2022
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
254KNew |
$12M - $14.5M
|
254K
$16.9M
|
|
Feb 01, 2023
Q4 2022
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
245KNew |
$11.6M - $14M
|
245K
$16.3M
|
|
Jan 23, 2023
Q4 2022
|
Unison Advisors LLC
|
BUY
|
- |
187K+ 13.32% |
$8.88M - $10.7M
|
1.59M
$106M
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
172KNew |
$8.17M - $9.88M
|
172K
$11.5M
|
|
Feb 09, 2023
Q4 2022
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
172KNew |
$8.13M - $9.84M
|
172K
$11.4M
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
BUY
|
- |
164K+ 2164.67% |
$7.79M - $9.42M
|
172K
$11.4M
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
BUY
|
- |
154K+ 36.8% |
$7.3M - $8.82M
|
572K
$38.1M
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
153K+ 2068.93% |
$7.26M - $8.78M
|
161K
$10.7M
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
153K+ 44.39% |
$7.25M - $8.76M
|
497K
$33.1M
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
146KNew |
$6.94M - $8.39M
|
146K
$9.73M
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
146K+ 37.14% |
$6.94M - $8.39M
|
541K
$35.9M
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
143K+ 27.35% |
$6.79M - $8.21M
|
668K
$44.4M
|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
131KNew |
$6.2M - $7.49M
|
131K
$8.69M
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
126K+ 471.58% |
$5.97M - $7.22M
|
153K
$10.2M
|
|
Mar 10, 2023
Q4 2022
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
122KNew |
$5.76M - $6.96M
|
122K
$8.08M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
111KNew |
$5.28M - $6.38M
|
111K
$7.41M
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
101K+ 40.45% |
$4.78M - $5.78M
|
350K
$23.3M
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
97.6KNew |
$4.63M - $5.59M
|
97.6K
$6.49M
|
|
Feb 08, 2023
Q4 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
88.3KNew |
$4.18M - $5.06M
|
88.3K
$5.87M
|
|
Feb 01, 2023
Q4 2022
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
68.7KNew |
$3.25M - $3.93M
|
68.7K
$4.57M
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
67.4KNew |
$3.19M - $3.86M
|
67.4K
$4.48M
|
|
Feb 07, 2023
Q4 2022
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
59.9K+ 980.84% |
$2.84M - $3.43M
|
66K
$4.39M
|
|
Feb 09, 2023
Q4 2022
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
59.6K+ 62.06% |
$2.82M - $3.41M
|
156K
$10.3M
|
|
Jan 18, 2023
Q4 2022
|
Divergent Planning, LLC
|
BUY
|
- |
54.2K+ 17.44% |
$2.57M - $3.1M
|
365K
$24.2M
|
|
Mar 01, 2023
Q4 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
50.8K+ 174.45% |
$2.41M - $2.91M
|
79.9K
$5.31M
|
|
Feb 08, 2023
Q4 2022
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
47.1KNew |
$2.23M - $2.7M
|
47.1K
$3.13M
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
46.8K+ 12.57% |
$2.22M - $2.68M
|
419K
$27.8M
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
46K+ 144.38% |
$2.18M - $2.64M
|
77.9K
$5.18M
|
|
Feb 02, 2023
Q4 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
42.6KNew |
$2.02M - $2.44M
|
42.6K
$2.83M
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
39.3K+ 495.98% |
$1.86M - $2.25M
|
47.2K
$3.14M
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
38.8K+ 8.61% |
$1.84M - $2.22M
|
489K
$32.5M
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
38.6KNew |
$1.83M - $2.21M
|
38.6K
$2.57M
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
30.7K+ 29.57% |
$1.45M - $1.76M
|
135K
$8.94M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
30.2K+ 31.74% |
$1.43M - $1.73M
|
125K
$8.33M
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
27.8K+ 136.38% |
$1.32M - $1.59M
|
48.2K
$3.2M
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
BUY
|
- |
27.7K+ 52.7% |
$1.31M - $1.59M
|
80.3K
$5.34M
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
25.9KNew |
$1.23M - $1.49M
|
25.9K
$1.72M
|
|
Feb 13, 2023
Q4 2022
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
25.2KNew |
$1.19M - $1.44M
|
25.2K
$1.68M
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
23.8K+ 30.96% |
$1.13M - $1.37M
|
101K
$6.71M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.4K+ 12.05% |
$1.11M - $1.34M
|
218K
$14.5M
|
|
Jan 18, 2023
Q4 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
22K+ 7.95% |
$1.04M - $1.26M
|
299K
$19.9M
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
21.9K+ 134.82% |
$1.04M - $1.25M
|
38.1K
$2.53M
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
21.3K+ 395.68% |
$1.01M - $1.22M
|
26.6K
$1.77M
|