Purchases and Sales Made in Q2 2022 in American Centy ETF Tr Avantis (AVEM)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVEM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2022
Q2 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
15.9KNew |
$820K - $977K
|
15.9K
$918K
|
|
|
Jul 11, 2022
Q2 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
15.6K+ 2.93% |
$805K - $959K
|
550K
$31.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
15.2K+ 33.16% |
$782K - $932K
|
61K
$3.52M
|
|
|
Jul 28, 2023
Q2 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
14.2K+ 34.65% |
$729K - $869K
|
55.1K
$3.17M
|
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
14.1KNew |
$724K - $863K
|
14.1K
$811K
|
|
|
Jul 07, 2022
Q2 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
13.8KNew |
$709K - $845K
|
13.8K
$794K
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.6K+ 54.81% |
$700K - $835K
|
38.5K
$2.22M
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
13.5K+ 155.75% |
$694K - $827K
|
22.2K
$1.28M
|
|
|
Aug 05, 2022
Q2 2022
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
12.6K+ 3.53% |
$648K - $773K
|
370K
$21.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
12.6KNew |
$648K - $773K
|
12.6K
$726K
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
12.1KNew |
$622K - $742K
|
12.1K
$697K
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.7K+ 69.75% |
$552K - $658K
|
26.1K
$1.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
10K+ 41.16% |
$516K - $616K
|
34.4K
$1.98M
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9.68K+ 81.92% |
$498K - $593K
|
21.5K
$1.24M
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
8.71K+ 17.98% |
$448K - $534K
|
57.1K
$3.29M
|
|
|
Jul 21, 2022
Q2 2022
|
Sol Capital Management CO
|
BUY
|
- |
8.41K+ 16.35% |
$433K - $516K
|
59.8K
$3.45M
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
8.35K+ 16.1% |
$429K - $512K
|
60.2K
$3.47M
|
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
8.29K+ 162.06% |
$426K - $508K
|
13.4K
$772K
|
|
|
Aug 09, 2022
Q2 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
8.26K+ 17.79% |
$425K - $507K
|
54.7K
$3.15M
|
|
|
Jul 27, 2022
Q2 2022
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
8.22K+ 51.53% |
$423K - $504K
|
24.2K
$1.39M
|
|
|
Aug 01, 2022
Q2 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
7.85KNew |
$404K - $481K
|
7.85K
$452K
|
|
|
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
BUY
|
- |
7.73K+ 5.05% |
$397K - $474K
|
161K
$9.26M
|
|
|
Aug 12, 2022
Q2 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
7.44K+ 14.82% |
$383K - $456K
|
57.7K
$3.32M
|
|
|
Jul 26, 2022
Q2 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
7.02K+ 145.41% |
$361K - $431K
|
11.9K
$683K
|
|
|
Aug 30, 2022
Q2 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
6.94KNew |
$357K - $425K
|
6.94K
$400K
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.92KNew |
$356K - $424K
|
6.92K
$399K
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6.4KNew |
$329K - $393K
|
6.4K
$369K
|
|
|
Jul 11, 2022
Q2 2022
|
Wedmont Private Capital
|
BUY
|
- |
6.37KNew |
$328K - $390K
|
6.37K
$367K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.31K+ 35.59% |
$324K - $387K
|
24K
$1.38M
|
|
|
Jul 27, 2022
Q2 2022
|
Rs Crum Inc.
|
BUY
|
- |
6.05KNew |
$311K - $371K
|
6.05K
$348K
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.77K+ 8.23% |
$297K - $354K
|
75.8K
$4.37M
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.68K+ 127.62% |
$292K - $349K
|
10.1K
$584K
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.5K+ 20.74% |
$283K - $337K
|
32K
$1.84M
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
5.48K+ 50.41% |
$282K - $336K
|
16.4K
$942K
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
5.37KNew |
$276K - $330K
|
5.37K
$310K
|
|
|
Jul 25, 2022
Q2 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
5.19K+ 54.01% |
$267K - $318K
|
14.8K
$852K
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
5.16K+ 125.76% |
$265K - $316K
|
9.27K
$534K
|
|
|
Jul 11, 2022
Q2 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
4.71K+ 30.58% |
$242K - $289K
|
20.1K
$1.16M
|
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.7KNew |
$242K - $288K
|
4.7K
$271K
|
|
|
Jul 22, 2022
Q2 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
4.26KNew |
$219K - $261K
|
4.26K
$245K
|
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4.18KNew |
$215K - $257K
|
4.18K
$241K
|
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
BUY
|
- |
4.1KNew |
$211K - $251K
|
4.1K
$236K
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
4.06KNew |
$209K - $249K
|
4.06K
$234K
|
|
|
Jul 28, 2022
Q2 2022
|
Bayshore Asset Management, LLC
|
BUY
|
- |
4.05KNew |
$208K - $248K
|
4.05K
$233K
|
|
|
Jul 22, 2022
Q2 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
3.93K+ 642.65% |
$202K - $241K
|
4.55K
$262K
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
3.76K+ 1.12% |
$193K - $230K
|
338K
$19.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
3.66K+ 5.5% |
$188K - $225K
|
70.3K
$4.05M
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.62K+ 4.71% |
$186K - $222K
|
80.4K
$4.63M
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.55K+ 1.16% |
$183K - $218K
|
311K
$17.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.24K+ 17.79% |
$167K - $199K
|
21.5K
$1.24M
|