Purchases and Sales Made in Q1 2022 in American Centy ETF Tr Avantis (AVEM)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVEM) during Q1 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 |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
460K+ 3504.44% |
$25.3M - $30M
|
473K
$28.9M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
387KNew |
$21.2M - $25.3M
|
387K
$23.6M
|
|
May 11, 2022
Q1 2022
|
Truepoint, Inc.
|
BUY
|
- |
352K+ 492.23% |
$19.3M - $23M
|
423K
$25.8M
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
307KNew |
$16.8M - $20M
|
307K
$18.7M
|
|
Apr 26, 2022
Q1 2022
|
Avestar Capital, LLC
|
BUY
|
- |
153KNew |
$8.4M - $9.99M
|
153K
$9.34M
|
|
May 11, 2022
Q1 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
145K+ 11.52% |
$7.97M - $9.49M
|
1.41M
$85.9M
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
137KNew |
$7.5M - $8.92M
|
137K
$8.34M
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
137KNew |
$7.5M - $8.92M
|
137K
$8.34M
|
|
Apr 29, 2022
Q1 2022
|
Libra Wealth LLC
|
BUY
|
- |
131KNew |
$7.19M - $8.56M
|
131K
$8M
|
|
Apr 25, 2022
Q1 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
107KNew |
$5.89M - $7.01M
|
107K
$6.55M
|
|
May 24, 2022
Q1 2022
|
Carlson Capital Management
|
BUY
|
- |
79.7K+ 150.09% |
$4.37M - $5.2M
|
133K
$8.11M
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
72.7K+ 286.84% |
$3.99M - $4.75M
|
98.1K
$5.99M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
61.5K+ 30.4% |
$3.37M - $4.01M
|
264K
$16.1M
|
|
Aug 11, 2023
Q1 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
59.9K+ 185.72% |
$3.29M - $3.91M
|
92.2K
$5.63M
|
|
Apr 28, 2022
Q1 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
58.5K+ 11.71% |
$3.21M - $3.82M
|
558K
$34M
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
56.6K+ 4.69% |
$3.11M - $3.7M
|
1.26M
$77.1M
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
55.4KNew |
$3.04M - $3.62M
|
55.4K
$3.38M
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
50.5KNew |
$2.77M - $3.3M
|
50.5K
$3.08M
|
|
May 09, 2022
Q1 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
47.2K+ 165.97% |
$2.59M - $3.08M
|
75.6K
$4.62M
|
|
May 10, 2022
Q1 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
45.9KNew |
$2.52M - $3M
|
45.9K
$2.8M
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
42.2K+ 1019.93% |
$2.32M - $2.76M
|
46.4K
$2.83M
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
BUY
|
- |
40.4K+ 17.7% |
$2.22M - $2.64M
|
269K
$16.4M
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
35.3K+ 10.89% |
$1.94M - $2.31M
|
360K
$22M
|
|
May 09, 2022
Q1 2022
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
32.4K+ 9.98% |
$1.78M - $2.12M
|
357K
$21.8M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.2KNew |
$1.6M - $1.91M
|
29.2K
$1.78M
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
29.1KNew |
$1.6M - $1.9M
|
29.1K
$1.78M
|
|
Apr 22, 2022
Q1 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
28K+ 1.32% |
$1.54M - $1.83M
|
2.15M
$131M
|
|
May 13, 2022
Q1 2022
|
E Rn Financial, LLC
|
BUY
|
- |
24.5K+ 115.83% |
$1.35M - $1.6M
|
45.7K
$2.79M
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
24.4KNew |
$1.34M - $1.59M
|
24.4K
$1.49M
|
|
Jul 28, 2023
Q1 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
20.2K+ 97.17% |
$1.11M - $1.32M
|
40.9K
$2.5M
|
|
May 12, 2022
Q1 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
20.1KNew |
$1.1M - $1.31M
|
20.1K
$1.23M
|
|
May 04, 2022
Q1 2022
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
18.7K+ 212.92% |
$1.02M - $1.22M
|
27.4K
$1.67M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.4K+ 245.68% |
$1.01M - $1.2M
|
25.9K
$1.58M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.4K+ 35.52% |
$1.01M - $1.2M
|
70.1K
$4.28M
|
|
Aug 01, 2022
Q1 2022
|
Awm Capital, LLC
|
BUY
|
- |
17.9KNew |
$982K - $1.17M
|
17.9K
$1.09M
|
|
May 10, 2022
Q1 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
17.7K+ 34.25% |
$970K - $1.15M
|
69.3K
$4.23M
|
|
Apr 18, 2022
Q1 2022
|
Sol Capital Management CO
|
BUY
|
- |
17.2K+ 50.13% |
$942K - $1.12M
|
51.4K
$3.14M
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
16.8K+ 28.57% |
$923K - $1.1M
|
75.7K
$4.62M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.1K+ 3268.76% |
$827K - $984K
|
15.5K
$948K
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.6KNew |
$801K - $953K
|
14.6K
$891K
|
|
May 04, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
14.5K+ 1587.62% |
$795K - $946K
|
15.4K
$941K
|
|
Apr 04, 2022
Q1 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
14.3K+ 2.76% |
$786K - $935K
|
534K
$32.6M
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
12.5K+ 10.45% |
$688K - $818K
|
132K
$8.08M
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
12.5K+ 7386.39% |
$685K - $815K
|
12.7K
$772K
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
11.9K+ 112.07% |
$651K - $775K
|
22.5K
$1.37M
|
|
May 05, 2022
Q1 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
11.3K+ 68.26% |
$620K - $737K
|
27.8K
$1.7M
|
|
Apr 29, 2022
Q1 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
11.1K+ 29.85% |
$611K - $727K
|
48.4K
$2.96M
|
|
May 09, 2022
Q1 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
10.8K+ 217.7% |
$590K - $702K
|
15.7K
$959K
|
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
9.97KNew |
$547K - $651K
|
9.97K
$608K
|
|
May 11, 2022
Q1 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
9.63K+ 26.18% |
$529K - $629K
|
46.4K
$2.83M
|