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 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.34KNew |
$148K - $162K
|
2.34K
$143K
|
|
Oct 20, 2021
Q3 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
2.06K+ 5.37% |
$130K - $143K
|
40.5K
$2.47M
|
|
Nov 01, 2021
Q3 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
2.03K+ 15.28% |
$128K - $141K
|
15.3K
$936K
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.8K+ 6.28% |
$114K - $125K
|
30.5K
$1.86M
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
1.78K+ 0.54% |
$112K - $123K
|
332K
$20.3M
|
|
Nov 08, 2021
Q3 2021
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
1.55K+ 18.28% |
$97.8K - $107K
|
10K
$612K
|
|
Oct 12, 2021
Q3 2021
|
Marquette Asset Management, LLC
|
BUY
|
- |
1.35KNew |
$85.4K - $93.7K
|
1.35K
$82.6K
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.24K+ 7.64% |
$78.1K - $85.6K
|
17.4K
$1.06M
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.04K+ 3.18% |
$65.3K - $71.7K
|
33.6K
$2.05M
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1K+ 12.31% |
$63.1K - $69.2K
|
9.12K
$557K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
622+ 103.67% |
$39.2K - $43.1K
|
1.22K
$74.6K
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
505New |
$31.9K - $35K
|
505
$30.8K
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
455New |
$28.7K - $31.5K
|
455
$27.8K
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
315New |
$19.9K - $21.8K
|
315
$19.2K
|
|
Oct 21, 2021
Q3 2021
|
Applied Capital LLC
|
BUY
|
- |
274+ 6.67% |
$17.3K - $19K
|
4.38K
$268K
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
197New |
$12.4K - $13.6K
|
197
$12K
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
144+ 0.66% |
$9.09K - $9.97K
|
22K
$1.34M
|
|
Nov 08, 2021
Q3 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
63+ 0.54% |
$3.98K - $4.36K
|
11.7K
$712K
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
61+ 1.66% |
$3.85K - $4.22K
|
3.73K
$228K
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
44New |
$2.78K - $3.05K
|
44
$2.69K
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
36New |
$2.27K - $2.49K
|
36
$2.2K
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
27+ 0.72% |
$1.7K - $1.87K
|
3.8K
$232K
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
10New |
$631 - $692
|
10
$610
|
|
Oct 08, 2021
Q3 2021
|
Timber Creek Capital Management LLC
|
BUY
|
- |
2+ 0.02% |
$126 - $138
|
8.76K
$535K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-10Closed |
$631 - $692
|
0
$0
|
|
Oct 07, 2021
Q3 2021
|
Rvw Wealth, LLC
|
SELL
|
- |
-73- 0.28% |
$4.61K - $5.05K
|
25.8K
$1.58M
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-204- 4.63% |
$12.9K - $14.1K
|
4.2K
$256K
|
|
Oct 19, 2021
Q3 2021
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-261- 5.09% |
$16.5K - $18.1K
|
4.86K
$297K
|
|
Oct 15, 2021
Q3 2021
|
First National Bank Sioux Falls
|
SELL
|
- |
-1.13K- 20.0% |
$71K - $77.9K
|
4.5K
$275K
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
SELL
|
- |
-1.83K- 3.67% |
$116K - $127K
|
48.2K
$2.94M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.16K- 83.18% |
$136K - $149K
|
436
$26.6K
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-3K- 33.54% |
$189K - $208K
|
5.95K
$363K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.99K- 33.84% |
$252K - $276K
|
7.8K
$476K
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.23KClosed |
$393K - $431K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Apella Capital, LLC
|
SELL
|
- |
-12.9KClosed |
$817K - $896K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.1K- 45.66% |
$954K - $1.05M
|
18K
$1.1M
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-62KClosed |
$3.91M - $4.29M
|
0
$0
|