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 09, 2022
Q2 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
2.93K+ 42.06% |
$151K - $179K
|
9.89K
$569K
|
|
Jul 19, 2022
Q2 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
2.91K+ 30.73% |
$150K - $179K
|
12.4K
$714K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.82K+ 4.25% |
$145K - $173K
|
69K
$3.98M
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2.76K+ 192.48% |
$142K - $169K
|
4.2K
$242K
|
|
Aug 08, 2022
Q2 2022
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
2.73K+ 9.97% |
$141K - $168K
|
30.1K
$1.74M
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.48K+ 71.02% |
$128K - $152K
|
5.98K
$344K
|
|
Jul 25, 2022
Q2 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
2.32K+ 259.11% |
$119K - $142K
|
3.21K
$185K
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.31K+ 13.12% |
$119K - $142K
|
19.9K
$1.15M
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2.24KNew |
$115K - $137K
|
2.24K
$129K
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.96KNew |
$101K - $120K
|
1.96K
$113K
|
|
Jul 25, 2022
Q2 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.74K+ 3.62% |
$89.7K - $107K
|
49.9K
$2.87M
|
|
Jul 18, 2022
Q2 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.68K+ 19.02% |
$86.6K - $103K
|
10.5K
$607K
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.6K+ 22.25% |
$82.4K - $98.2K
|
8.8K
$507K
|
|
Aug 18, 2022
Q2 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.43K+ 6.18% |
$73.6K - $87.7K
|
24.6K
$1.42M
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.43KNew |
$73.4K - $87.4K
|
1.43K
$82.1K
|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.42K+ 33.74% |
$72.9K - $86.9K
|
5.62K
$324K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.35KNew |
$69.6K - $83K
|
1.35K
$78K
|
|
Jul 27, 2022
Q2 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
822+ 1.79% |
$42.3K - $50.4K
|
46.7K
$2.69M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
724New |
$37.2K - $44.4K
|
724
$41.7K
|
|
Jul 22, 2022
Q2 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
710+ 11.89% |
$36.5K - $43.5K
|
6.68K
$385K
|
|
Jul 14, 2022
Q2 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
676+ 6.07% |
$34.8K - $41.5K
|
11.8K
$681K
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
180New |
$9.26K - $11K
|
180
$10.4K
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
80New |
$4.12K - $4.91K
|
80
$4.61K
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
68New |
$3.5K - $4.17K
|
68
$3.92K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
23New |
$1.18K - $1.41K
|
23
$1.32K
|
|
Aug 08, 2022
Q2 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
5+ 0.03% |
$257 - $307
|
15.4K
$885K
|
|
Jul 13, 2022
Q2 2022
|
Timber Creek Capital Management LLC
|
BUY
|
- |
2+ 0.02% |
$103 - $123
|
9.13K
$526K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-39- 0.33% |
$2.01K - $2.39K
|
11.7K
$671K
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-50- 0.17% |
$2.57K - $3.07K
|
29K
$1.67M
|
|
Aug 12, 2022
Q2 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-83- 1.75% |
$4.27K - $5.09K
|
4.65K
$268K
|
|
Jul 22, 2022
Q2 2022
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-86- 0.43% |
$4.42K - $5.27K
|
19.9K
$1.14M
|
|
May 09, 2023
Q2 2022
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-154- 1.55% |
$7.92K - $9.44K
|
9.81K
$565K
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-250- 10.24% |
$12.9K - $15.3K
|
2.19K
$126K
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-536Closed |
$27.6K - $32.9K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-606- 1.07% |
$31.2K - $37.2K
|
56K
$3.23M
|
|
Jul 08, 2022
Q2 2022
|
Apella Capital, LLC
|
SELL
|
- |
-713- 4.39% |
$36.7K - $43.7K
|
15.5K
$895K
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-714- 2.12% |
$36.7K - $43.8K
|
33K
$1.9M
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-724Closed |
$37.2K - $44.4K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-730- 4.65% |
$37.6K - $44.8K
|
15K
$863K
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-799- 3.86% |
$41.1K - $49K
|
19.9K
$1.15M
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.24K- 70.69% |
$63.6K - $75.9K
|
513
$29.5K
|
|
Jul 19, 2022
Q2 2022
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-1.83K- 11.64% |
$93.9K - $112K
|
13.9K
$798K
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.12K- 89.81% |
$109K - $130K
|
240
$13.8K
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-2.4K- 5.26% |
$124K - $147K
|
43.3K
$2.49M
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-3.02K- 23.89% |
$155K - $185K
|
9.63K
$555K
|
|
Aug 09, 2022
Q2 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-3.03K- 2.7% |
$156K - $186K
|
109K
$6.3M
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-3.23KClosed |
$166K - $198K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-3.47KClosed |
$179K - $213K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.51KClosed |
$181K - $215K
|
0
$0
|