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 |
---|---|---|---|---|---|---|---|
Oct 21, 2022
Q3 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
1.31K+ 30.67% |
$60K - $69.8K
|
5.57K
$340K
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
1.13K+ 2.41% |
$51.7K - $60.1K
|
47.8K
$2.92M
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
774+ 7.63% |
$35.5K - $41.3K
|
10.9K
$666K
|
|
Oct 25, 2022
Q3 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
773+ 24.05% |
$35.5K - $41.3K
|
3.99K
$243K
|
|
Nov 07, 2022
Q3 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
639+ 7.26% |
$29.3K - $34.1K
|
9.44K
$576K
|
|
Nov 01, 2022
Q3 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
634+ 1.27% |
$29.1K - $33.8K
|
50.5K
$3.08M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
587+ 2.73% |
$26.9K - $31.3K
|
22.1K
$1.35M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
398+ 207.29% |
$18.3K - $21.2K
|
590
$36K
|
|
Oct 26, 2022
Q3 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
319+ 2.7% |
$14.6K - $17K
|
12.1K
$741K
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
275+ 1.24% |
$12.6K - $14.7K
|
22.4K
$1.37M
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
275+ 1.24% |
$12.6K - $14.7K
|
22.4K
$1.37M
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
260+ 1.82% |
$11.9K - $13.9K
|
14.5K
$886K
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
181+ 2.83% |
$8.31K - $9.66K
|
6.58K
$402K
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
116+ 2.16% |
$5.32K - $6.19K
|
5.49K
$335K
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
90+ 0.37% |
$4.13K - $4.8K
|
24.7K
$1.51M
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-8- 0.59% |
$367 - $427
|
1.35K
$82.2K
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-12- 6.67% |
$551 - $640
|
168
$10.3K
|
|
Oct 25, 2022
Q3 2022
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-54- 0.22% |
$2.48K - $2.88K
|
24.1K
$1.47M
|
|
Oct 24, 2022
Q3 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-88- 0.23% |
$4.04K - $4.7K
|
37.8K
$2.31M
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-100- 2.13% |
$4.59K - $5.34K
|
4.6K
$281K
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-141- 6.62% |
$6.47K - $7.53K
|
1.99K
$121K
|
|
Oct 13, 2022
Q3 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-172- 0.6% |
$7.89K - $9.18K
|
28.4K
$1.73M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-204- 3.41% |
$9.36K - $10.9K
|
5.77K
$352K
|
|
Oct 13, 2022
Q3 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-260- 0.57% |
$11.9K - $13.9K
|
45.4K
$2.77M
|
|
Nov 03, 2022
Q3 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-379- 3.06% |
$17.4K - $20.2K
|
12K
$733K
|
|
Nov 09, 2022
Q3 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-476- 0.68% |
$21.8K - $25.4K
|
69.8K
$4.26M
|
|
Nov 04, 2022
Q3 2022
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-476- 2.4% |
$21.8K - $25.4K
|
19.4K
$1.18M
|
|
Oct 18, 2022
Q3 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-498- 3.24% |
$22.9K - $26.6K
|
14.9K
$907K
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-513Closed |
$23.5K - $27.4K
|
0
$0
|
|
Nov 02, 2022
Q3 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-573- 2.85% |
$26.3K - $30.6K
|
19.5K
$1.19M
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-575- 98.29% |
$26.4K - $30.7K
|
10
$610
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-660- 1.9% |
$30.3K - $35.2K
|
34.1K
$2.08M
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-665- 9.61% |
$30.5K - $35.5K
|
6.26K
$382K
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-860- 29.48% |
$39.5K - $45.9K
|
2.06K
$126K
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-898- 3.44% |
$41.2K - $47.9K
|
25.2K
$1.54M
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.16K- 5.85% |
$53.4K - $62.1K
|
18.7K
$1.14M
|
|
Nov 14, 2022
Q3 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.26K- 2.19% |
$58K - $67.5K
|
56.4K
$3.44M
|
|
Nov 03, 2022
Q3 2022
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-1.34K- 4.46% |
$61.7K - $71.7K
|
28.8K
$1.76M
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.41K- 1.6% |
$64.7K - $75.2K
|
86.7K
$5.29M
|
|
Oct 26, 2022
Q3 2022
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-1.48K- 10.02% |
$68.1K - $79.1K
|
13.3K
$813K
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-1.5K- 32.25% |
$68.9K - $80.1K
|
3.15K
$192K
|
|
Nov 10, 2022
Q3 2022
|
Plancorp, LLC
|
SELL
|
- |
-1.83K- 1.11% |
$83.8K - $97.5K
|
163K
$9.94M
|
|
May 09, 2023
Q3 2022
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-1.91K- 19.45% |
$87.6K - $102K
|
7.9K
$482K
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
SELL
|
- |
-2.99K- 19.27% |
$137K - $160K
|
12.5K
$766K
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-3.17K- 7.45% |
$145K - $169K
|
39.4K
$2.4M
|
|
Nov 10, 2022
Q3 2022
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-3.35K- 19.51% |
$154K - $179K
|
13.8K
$843K
|
|
Nov 02, 2022
Q3 2022
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-3.45K- 24.92% |
$158K - $184K
|
10.4K
$635K
|
|
Oct 21, 2022
Q3 2022
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-3.69K- 2.81% |
$170K - $197K
|
128K
$7.8M
|
|
Nov 04, 2022
Q3 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-3.89K- 25.97% |
$178K - $208K
|
11.1K
$677K
|