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 09, 2022
Q1 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
8.82K+ 15.26% |
$484K - $576K
|
66.6K
$4.07M
|
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
8.23K+ 63.57% |
$451K - $537K
|
21.2K
$1.29M
|
|
|
May 13, 2022
Q1 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
8.05K+ 19.1% |
$442K - $526K
|
50.2K
$3.07M
|
|
|
May 12, 2022
Q1 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
6.96KNew |
$382K - $454K
|
6.96K
$425K
|
|
|
May 02, 2022
Q1 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
6.95K+ 79.66% |
$381K - $454K
|
15.7K
$957K
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.85K+ 38.06% |
$376K - $447K
|
24.8K
$1.52M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.41K+ 10.72% |
$352K - $418K
|
66.2K
$4.04M
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
6.35K+ 13.95% |
$348K - $414K
|
51.9K
$3.17M
|
|
|
Apr 18, 2022
Q1 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
6.2K+ 67.77% |
$340K - $405K
|
15.4K
$937K
|
|
|
May 06, 2022
Q1 2022
|
Camden Capital, LLC
|
BUY
|
- |
6.09KNew |
$334K - $398K
|
6.09K
$372K
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
6.07KNew |
$333K - $396K
|
6.07K
$370K
|
|
|
Apr 27, 2022
Q1 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
5.56K+ 10.91% |
$305K - $363K
|
56.5K
$3.45M
|
|
|
Jul 20, 2023
Q1 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
5.55K+ 97.78% |
$304K - $362K
|
11.2K
$685K
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.21K+ 24.47% |
$286K - $340K
|
26.5K
$1.62M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.52KNew |
$248K - $295K
|
4.52K
$276K
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.45KNew |
$244K - $291K
|
4.45K
$272K
|
|
|
Apr 29, 2022
Q1 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
4.38KNew |
$240K - $286K
|
4.38K
$267K
|
|
|
Apr 18, 2022
Q1 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
4.03K+ 72.3% |
$221K - $263K
|
9.61K
$587K
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
3.95K+ 57.06% |
$217K - $258K
|
10.9K
$664K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
3.93KNew |
$215K - $256K
|
3.93K
$240K
|
|
|
Aug 25, 2022
Q1 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
3.89K+ 11.0% |
$213K - $254K
|
39.3K
$2.4M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.87K+ 13.44% |
$212K - $252K
|
32.6K
$1.99M
|
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
3.7K+ 1.77% |
$203K - $241K
|
213K
$13M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.67K+ 8.7% |
$201K - $240K
|
45.8K
$2.8M
|
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
BUY
|
- |
3.6KNew |
$197K - $235K
|
3.6K
$219K
|
|
|
Apr 11, 2022
Q1 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
3.47K+ 6.32% |
$190K - $227K
|
58.4K
$3.57M
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
3.42K+ 3.13% |
$187K - $223K
|
112K
$6.86M
|
|
|
Apr 22, 2022
Q1 2022
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
3.14K+ 24.51% |
$172K - $205K
|
16K
$974K
|
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
BUY
|
- |
2.34K+ 16.81% |
$128K - $153K
|
16.3K
$992K
|
|
|
May 10, 2022
Q1 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
2.18K+ 24.29% |
$119K - $142K
|
11.1K
$680K
|
|
|
Apr 29, 2022
Q1 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
2.1K+ 31.11% |
$115K - $137K
|
8.86K
$541K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2.03K+ 28.34% |
$111K - $132K
|
9.18K
$560K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.75KNew |
$96K - $114K
|
1.75K
$107K
|
|
|
Jun 13, 2022
Q1 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.53K+ 7.06% |
$83.8K - $99.7K
|
23.2K
$1.41M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.47K+ 8.79% |
$80.8K - $96.1K
|
18.2K
$1.11M
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.11K+ 10.36% |
$60.9K - $72.4K
|
11.8K
$721K
|
|
|
Apr 29, 2022
Q1 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
856+ 9.93% |
$47K - $55.9K
|
9.48K
$578K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
724New |
$39.7K - $47.3K
|
724
$44.2K
|
|
|
May 06, 2022
Q1 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
688+ 1.54% |
$37.8K - $44.9K
|
45.5K
$2.78M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
669+ 2.03% |
$36.7K - $43.7K
|
33.7K
$2.05M
|
|
|
Apr 08, 2022
Q1 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
612+ 11.42% |
$33.6K - $40K
|
5.97K
$365K
|
|
|
Apr 29, 2022
Q1 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
597+ 200.34% |
$32.8K - $39K
|
895
$54.6K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
522+ 1.06% |
$28.6K - $34.1K
|
49.8K
$3.04M
|
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
516+ 2.56% |
$28.3K - $33.7K
|
20.7K
$1.26M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
398+ 2.23% |
$21.8K - $26K
|
18.3K
$1.12M
|
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
386+ 10.38% |
$21.2K - $25.2K
|
4.1K
$251K
|
|
|
May 10, 2022
Q1 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
268+ 3.87% |
$14.7K - $17.5K
|
7.2K
$439K
|
|
|
Apr 14, 2022
Q1 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
249+ 5.44% |
$13.7K - $16.3K
|
4.83K
$295K
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
192New |
$10.5K - $12.5K
|
192
$11.7K
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
107+ 2.66% |
$5.87K - $6.98K
|
4.13K
$252K
|