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 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
101+ 2.96% |
$5.54K - $6.59K
|
3.51K
$214K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
72+ 5.89% |
$3.95K - $4.7K
|
1.29K
$79K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
46+ 0.71% |
$2.52K - $3K
|
6.54K
$399K
|
|
|
Apr 26, 2022
Q1 2022
|
Timber Creek Capital Management LLC
|
BUY
|
- |
38+ 0.42% |
$2.09K - $2.48K
|
9.13K
$557K
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
35+ 0.05% |
$1.92K - $2.28K
|
76.8K
$4.69M
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
6New |
$329 - $392
|
6
$366
|
|
|
Aug 04, 2022
Q1 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$54.9 - $65.3
|
15.4K
$937K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1- 0.63% |
$54.9 - $65.3
|
159
$9.71K
|
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-34- 0.8% |
$1.87K - $2.22K
|
4.2K
$256K
|
|
|
May 09, 2022
Q1 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-70- 0.59% |
$3.84K - $4.57K
|
11.7K
$714K
|
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-193- 0.34% |
$10.6K - $12.6K
|
56.6K
$3.46M
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-227Closed |
$12.5K - $14.8K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-242- 9.31% |
$13.3K - $15.8K
|
2.36K
$144K
|
|
|
Apr 29, 2022
Q1 2022
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-373- 1.84% |
$20.5K - $24.3K
|
20K
$1.22M
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-476- 16.32% |
$26.1K - $31.1K
|
2.44K
$149K
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-554- 2.77% |
$30.4K - $36.2K
|
19.5K
$1.19M
|
|
|
May 13, 2022
Q1 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-627- 1.29% |
$34.4K - $40.9K
|
48.2K
$2.94M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-676- 6.99% |
$37.1K - $44.1K
|
9K
$549K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-810- 18.82% |
$44.4K - $52.9K
|
3.5K
$213K
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-2.46K- 0.73% |
$135K - $160K
|
334K
$20.4M
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.48KClosed |
$136K - $162K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2.76K- 65.81% |
$152K - $180K
|
1.44K
$87.7K
|
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.56KClosed |
$195K - $232K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-3.79KClosed |
$208K - $248K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-3.91KClosed |
$214K - $255K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-4.09K- 25.24% |
$224K - $267K
|
12.1K
$739K
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.24K- 21.6% |
$233K - $277K
|
15.4K
$939K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.58K- 1.41% |
$251K - $299K
|
320K
$19.5M
|
|
|
Apr 20, 2022
Q1 2022
|
Applied Capital LLC
|
SELL
|
- |
-5.03KClosed |
$276K - $328K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-5.26KClosed |
$289K - $344K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-6.58K- 5.96% |
$361K - $429K
|
104K
$6.34M
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.88K- 28.09% |
$377K - $449K
|
17.6K
$1.07M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.47K- 27.78% |
$410K - $488K
|
19.4K
$1.19M
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-9.54K- 65.12% |
$524K - $623K
|
5.11K
$312K
|
|
|
Apr 07, 2022
Q1 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-17.2K- 15.59% |
$942K - $1.12M
|
93K
$5.68M
|
|
|
May 04, 2022
Q1 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-18.9K- 7.04% |
$1.04M - $1.23M
|
249K
$15.2M
|
|
|
Apr 25, 2022
Q1 2022
|
Collective Family Office LLC
|
SELL
|
- |
-22.6K- 56.0% |
$1.24M - $1.47M
|
17.7K
$1.08M
|
|
|
May 02, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-23.1K- 96.2% |
$1.27M - $1.51M
|
913
$55.7K
|
|
|
May 31, 2023
Q1 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-25.6KClosed |
$1.4M - $1.67M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-31.3K- 63.82% |
$1.72M - $2.04M
|
17.7K
$1.08M
|
|
|
May 03, 2022
Q1 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-93.4K- 95.88% |
$5.12M - $6.1M
|
4.01K
$245K
|
|
|
Apr 14, 2022
Q1 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-142K- 53.77% |
$7.81M - $9.29M
|
122K
$7.47M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-156K- 85.81% |
$8.58M - $10.2M
|
25.9K
$1.58M
|
|
|
Nov 14, 2024
Q1 2022
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-200K- 61.75% |
$11M - $13.1M
|
124K
$7.57M
|
|
|
May 18, 2022
Q1 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-469K- 99.0% |
$25.7M - $30.6M
|
4.73K
$289K
|