Purchases and Sales Made in Q3 2022 in American Centy ETF Tr Avantis (AVEM)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVEM) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 06, 2024
Q3 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
14K+ 18.52% |
$643K - $747K
|
89.6K
$5.47M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.6K+ 5685.42% |
$626K - $728K
|
13.9K
$848K
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
13.5K+ 297.05% |
$620K - $721K
|
18K
$1.1M
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
12.9K+ 96.61% |
$594K - $691K
|
26.3K
$1.61M
|
|
Nov 01, 2022
Q3 2022
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
12.8KNew |
$587K - $683K
|
12.8K
$781K
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12.4KNew |
$570K - $663K
|
12.4K
$758K
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
10.5K+ 63.95% |
$480K - $558K
|
26.8K
$1.64M
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
10.3K+ 246.27% |
$473K - $550K
|
14.5K
$884K
|
|
Oct 12, 2022
Q3 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
9.66K+ 70.06% |
$443K - $515K
|
23.4K
$1.43M
|
|
Nov 02, 2022
Q3 2022
|
Bayshore Asset Management, LLC
|
BUY
|
- |
9.59K+ 236.88% |
$440K - $512K
|
13.6K
$832K
|
|
Oct 14, 2022
Q3 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
9.39K+ 140.45% |
$431K - $501K
|
16.1K
$981K
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.02K+ 11.22% |
$414K - $481K
|
89.4K
$5.46M
|
|
Nov 08, 2022
Q3 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
8.66K+ 68.7% |
$397K - $462K
|
21.3K
$1.3M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
8.36KNew |
$384K - $446K
|
8.36K
$511K
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
8.02K+ 13.32% |
$368K - $428K
|
68.2K
$4.16M
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
7.93KNew |
$364K - $423K
|
7.93K
$484K
|
|
Oct 18, 2022
Q3 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
7.68K+ 82.91% |
$353K - $410K
|
16.9K
$1.03M
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
7.04KNew |
$323K - $376K
|
7.04K
$430K
|
|
Nov 04, 2022
Q3 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
6.99K+ 12.79% |
$321K - $373K
|
61.7K
$3.77M
|
|
Oct 27, 2022
Q3 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
6.92K+ 12.1% |
$317K - $369K
|
64.1K
$3.91M
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
BUY
|
- |
6.92K+ 15.97% |
$317K - $369K
|
50.2K
$3.07M
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
6.56K+ 68.11% |
$301K - $350K
|
16.2K
$988K
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
6.23KNew |
$286K - $333K
|
6.23K
$380K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.16K+ 7.73% |
$283K - $329K
|
85.9K
$5.24M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
6.12KNew |
$281K - $326K
|
6.12K
$373K
|
|
Jul 28, 2023
Q3 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
5.98K+ 10.85% |
$274K - $319K
|
61K
$3.73M
|
|
Oct 26, 2022
Q3 2022
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
5.92K+ 3.56% |
$272K - $316K
|
172K
$10.5M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.56K+ 23.13% |
$255K - $297K
|
29.6K
$1.81M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
5.52KNew |
$254K - $295K
|
5.52K
$337K
|
|
Nov 08, 2022
Q3 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
4.95K+ 5.32% |
$227K - $264K
|
98.1K
$5.99M
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4.82K+ 52.46% |
$221K - $257K
|
14K
$854K
|
|
Oct 28, 2022
Q3 2022
|
Grove Bank & Trust
|
BUY
|
- |
4.76KNew |
$218K - $254K
|
4.76K
$290K
|
|
Nov 03, 2022
Q3 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
4.73K+ 8.4% |
$217K - $252K
|
61K
$3.72M
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.65K+ 1.5% |
$213K - $248K
|
315K
$19.2M
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.38KNew |
$201K - $234K
|
4.38K
$267K
|
|
Oct 24, 2022
Q3 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
3.7K+ 1.68% |
$170K - $197K
|
223K
$13.6M
|
|
Oct 12, 2022
Q3 2022
|
Sol Capital Management CO
|
BUY
|
- |
3.66K+ 6.11% |
$168K - $195K
|
63.5K
$3.88M
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.61K+ 10.49% |
$166K - $193K
|
38K
$2.32M
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3.61KNew |
$166K - $193K
|
3.61K
$220K
|
|
Oct 26, 2022
Q3 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
3.4K+ 3.11% |
$156K - $181K
|
113K
$6.88M
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
2.68KNew |
$123K - $143K
|
2.68K
$163K
|
|
Oct 13, 2022
Q3 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
2.39K+ 5.78% |
$110K - $128K
|
43.7K
$2.67M
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
1.98K+ 48.23% |
$90.7K - $105K
|
6.07K
$371K
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.95K+ 9.77% |
$89.3K - $104K
|
21.9K
$1.33M
|
|
Oct 26, 2022
Q3 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.88K+ 15.85% |
$86.2K - $100K
|
13.7K
$838K
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
1.57K+ 0.95% |
$72.2K - $84K
|
167K
$10.2M
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.54K+ 2.23% |
$70.5K - $82K
|
70.6K
$4.31M
|
|
Nov 16, 2022
Q3 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.5KNew |
$68.9K - $80.1K
|
1.5K
$91.6K
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.5K+ 5.75% |
$68.9K - $80.1K
|
27.6K
$1.68M
|
|
Nov 01, 2022
Q3 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.32K+ 5.02% |
$60.7K - $70.6K
|
27.7K
$1.69M
|