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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
20K+ 6.04% |
$950K - $1.15M
|
352K
$23.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Bayshore Asset Management, LLC
|
BUY
|
- |
19.9K+ 35.14% |
$941K - $1.14M
|
76.4K
$5.08M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18.9KNew |
$894K - $1.08M
|
18.9K
$1.25M
|
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
18.5KNew |
$875K - $1.06M
|
18.5K
$1.23M
|
|
|
Feb 22, 2023
Q4 2022
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
18.4KNew |
$874K - $1.06M
|
18.4K
$1.23M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
17.4K+ 82.2% |
$824K - $997K
|
38.5K
$2.56M
|
|
|
Feb 09, 2023
Q4 2022
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
16.4K+ 158.96% |
$776K - $938K
|
26.7K
$1.77M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
15.7K+ 36.19% |
$744K - $900K
|
59.1K
$3.93M
|
|
|
Feb 06, 2023
Q4 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
15.7K+ 57.28% |
$742K - $897K
|
43K
$2.86M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
15.6K+ 106.14% |
$740K - $895K
|
30.3K
$2.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.6K+ 173.54% |
$739K - $893K
|
24.6K
$1.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
15.2K+ 53.54% |
$720K - $870K
|
43.6K
$2.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
14.5K+ 248.4% |
$689K - $834K
|
20.4K
$1.36M
|
|
|
Jan 17, 2023
Q4 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
14.1K+ 14.6% |
$668K - $807K
|
111K
$7.35M
|
|
|
Feb 06, 2023
Q4 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
14.1K+ 20.75% |
$666K - $806K
|
81.8K
$5.44M
|
|
|
Oct 15, 2024
Q4 2022
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
13.9KNew |
$660K - $798K
|
13.9K
$925K
|
|
|
Feb 01, 2023
Q4 2022
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
13.6K+ 19.42% |
$645K - $780K
|
83.7K
$5.56M
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
13.4K+ 628.71% |
$633K - $766K
|
15.5K
$1.03M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
12.4K+ 14.52% |
$586K - $708K
|
97.5K
$6.48M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.4K+ 213.03% |
$586K - $708K
|
18.2K
$1.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
12.1K+ 3.65% |
$573K - $692K
|
343K
$22.8M
|
|
|
Jan 26, 2023
Q4 2022
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
11.2KNew |
$531K - $642K
|
11.2K
$745K
|
|
|
Feb 07, 2023
Q4 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
10.7K+ 7.1% |
$506K - $612K
|
161K
$10.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
8.06K+ 55.9% |
$382K - $462K
|
22.5K
$1.49M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
8.05K+ 51.11% |
$382K - $461K
|
23.8K
$1.58M
|
|
|
Feb 02, 2023
Q4 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
7.52K+ 5.23% |
$356K - $431K
|
151K
$10M
|
|
|
Jun 21, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
7.44KNew |
$352K - $426K
|
7.44K
$494K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
7.24K+ 53.6% |
$343K - $415K
|
20.8K
$1.38M
|
|
|
Jan 17, 2023
Q4 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
6.78KNew |
$321K - $388K
|
6.78K
$451K
|
|
|
Feb 14, 2023
Q4 2022
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
6.69K+ 32.06% |
$317K - $383K
|
27.5K
$1.83M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.5K+ 28.71% |
$308K - $373K
|
29.1K
$1.94M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.39KNew |
$303K - $366K
|
6.39K
$425K
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.33K+ 19.38% |
$300K - $363K
|
39K
$2.59M
|
|
|
Feb 09, 2023
Q4 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
6.21K+ 26.55% |
$294K - $356K
|
29.6K
$1.97M
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
6.07K+ 4.45% |
$287K - $348K
|
142K
$9.47M
|
|
|
Oct 19, 2023
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
5.71KNew |
$270K - $327K
|
5.71K
$379K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.46KNew |
$259K - $313K
|
5.46K
$363K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
5.35K+ 18434.48% |
$253K - $306K
|
5.38K
$357K
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5.24KNew |
$248K - $300K
|
5.24K
$348K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.19K+ 14.86% |
$246K - $298K
|
40.1K
$2.67M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
5.08K+ 35.3% |
$241K - $291K
|
19.5K
$1.29M
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
4.92KNew |
$233K - $282K
|
4.92K
$327K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
4.76K+ 9.74% |
$225K - $273K
|
53.6K
$3.56M
|
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
4.75K+ 47.25% |
$225K - $272K
|
14.8K
$984K
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.45K+ 50.66% |
$211K - $255K
|
13.2K
$881K
|
|
|
Jul 20, 2023
Q4 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
4.34KNew |
$206K - $249K
|
4.34K
$289K
|
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
4.28K+ 6.13% |
$203K - $245K
|
74.1K
$4.93M
|
|
|
Jan 17, 2023
Q4 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
4.16K+ 7.49% |
$197K - $238K
|
59.7K
$3.97M
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
BUY
|
- |
4.12KNew |
$195K - $236K
|
4.12K
$274K
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
4.07K+ 20.72% |
$193K - $233K
|
23.7K
$1.57M
|