Purchases and Sales Made in Q3 2021 in American Centy ETF Tr Avantis (AVEM)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVEM) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
271K+ 22570.67% |
$17.1M - $18.8M
|
272K
$16.6M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
109K+ 311.01% |
$6.89M - $7.56M
|
144K
$8.81M
|
|
Oct 27, 2021
Q3 2021
|
B&D White Capital Company, LLC
|
BUY
|
- |
90.6K+ 1138.29% |
$5.72M - $6.27M
|
98.5K
$6.01M
|
|
Nov 09, 2021
Q3 2021
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
78.8K+ 25.21% |
$4.97M - $5.46M
|
391K
$23.9M
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
77K+ 40.45% |
$4.86M - $5.33M
|
267K
$16.3M
|
|
Nov 10, 2021
Q3 2021
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
73.4K+ 10.02% |
$4.63M - $5.08M
|
806K
$49.2M
|
|
Oct 13, 2021
Q3 2021
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
61.4K+ 3.23% |
$3.88M - $4.25M
|
1.96M
$120M
|
|
Nov 02, 2021
Q3 2021
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
61.2K+ 44.5% |
$3.86M - $4.24M
|
199K
$12.1M
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
BUY
|
- |
31.6K+ 24.55% |
$1.99M - $2.19M
|
160K
$9.79M
|
|
Oct 29, 2021
Q3 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
31.2K+ 7.36% |
$1.97M - $2.16M
|
455K
$27.8M
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
24.7K+ 25.91% |
$1.56M - $1.71M
|
120K
$7.32M
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
BUY
|
- |
24.3KNew |
$1.54M - $1.69M
|
24.3K
$1.49M
|
|
Oct 12, 2021
Q3 2021
|
Carlson Capital Management
|
BUY
|
- |
18.1KNew |
$1.14M - $1.25M
|
18.1K
$1.1M
|
|
Jan 18, 2022
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
18KNew |
$1.14M - $1.25M
|
18K
$1.1M
|
|
May 31, 2023
Q3 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
17.8KNew |
$1.12M - $1.23M
|
17.8K
$1.08M
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
17.7K+ 41.63% |
$1.11M - $1.22M
|
60.1K
$3.67M
|
|
Oct 12, 2021
Q3 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
16.9K+ 10.23% |
$1.07M - $1.17M
|
182K
$11.1M
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
14.5K+ 41.68% |
$918K - $1.01M
|
49.4K
$3.02M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.5K+ 55.39% |
$851K - $933K
|
37.8K
$2.31M
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13KNew |
$820K - $900K
|
13K
$794K
|
|
Nov 16, 2021
Q3 2021
|
E Rn Financial, LLC
|
BUY
|
- |
12.8KNew |
$809K - $888K
|
12.8K
$783K
|
|
Oct 26, 2021
Q3 2021
|
Sol Capital Management CO
|
BUY
|
- |
12.8K+ 253.92% |
$808K - $886K
|
17.8K
$1.09M
|
|
Oct 13, 2021
Q3 2021
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
11.3K+ 7.71% |
$713K - $782K
|
158K
$9.63M
|
|
Nov 15, 2021
Q3 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
9.89KNew |
$624K - $684K
|
9.89K
$603K
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.26KNew |
$584K - $641K
|
9.26K
$565K
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
9K+ 27.45% |
$568K - $623K
|
41.8K
$2.55M
|
|
Oct 20, 2021
Q3 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
8.4K+ 44.49% |
$530K - $581K
|
27.3K
$1.66M
|
|
Oct 18, 2021
Q3 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
8.38K+ 23.98% |
$529K - $580K
|
43.3K
$2.64M
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.2KNew |
$518K - $568K
|
8.2K
$501K
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
7.95K+ 0.69% |
$502K - $551K
|
1.16M
$70.6M
|
|
Nov 03, 2021
Q3 2021
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
7.91K+ 10.12% |
$499K - $548K
|
86K
$5.25M
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.63KNew |
$482K - $529K
|
7.63K
$466K
|
|
Oct 12, 2021
Q3 2021
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
5.87K+ 2.28% |
$371K - $407K
|
264K
$16.1M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.64K+ 28.21% |
$356K - $390K
|
25.6K
$1.56M
|
|
Oct 22, 2021
Q3 2021
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
5.13KNew |
$323K - $355K
|
5.13K
$313K
|
|
Nov 10, 2021
Q3 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
5.08KNew |
$321K - $352K
|
5.08K
$310K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.04K+ 47.67% |
$318K - $349K
|
15.6K
$954K
|
|
Oct 28, 2021
Q3 2021
|
Truepoint, Inc.
|
BUY
|
- |
4.35K+ 10.75% |
$274K - $301K
|
44.8K
$2.73M
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
4.12K+ 11.93% |
$260K - $285K
|
38.6K
$2.36M
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4.03K+ 226.4% |
$254K - $279K
|
5.81K
$355K
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
3.79KNew |
$239K - $263K
|
3.79K
$232K
|
|
Oct 18, 2021
Q3 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
3.63K+ 0.74% |
$229K - $251K
|
493K
$30.1M
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
3.59K+ 9.16% |
$226K - $248K
|
42.8K
$2.61M
|
|
Oct 21, 2021
Q3 2021
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
3.1K+ 10.55% |
$195K - $214K
|
32.4K
$1.98M
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
3.05K+ 8.63% |
$192K - $211K
|
38.4K
$2.34M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.85K+ 24.95% |
$180K - $197K
|
14.3K
$871K
|
|
Oct 08, 2021
Q3 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
2.77K+ 7.5% |
$175K - $192K
|
39.7K
$2.42M
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.72K+ 72.82% |
$172K - $188K
|
6.46K
$394K
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.42K+ 1343.33% |
$153K - $167K
|
2.6K
$159K
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
2.4K+ 5.19% |
$151K - $166K
|
48.7K
$2.97M
|