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 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.97K- 1.94% |
$182K - $212K
|
201K
$12.3M
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-5.39K- 4.35% |
$248K - $288K
|
119K
$7.24M
|
|
Oct 12, 2022
Q3 2022
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-5.8K- 12.34% |
$266K - $309K
|
41.2K
$2.51M
|
|
Nov 09, 2022
Q3 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-6.81K- 56.32% |
$313K - $364K
|
5.28K
$323K
|
|
Oct 31, 2022
Q3 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-7.34K- 5.38% |
$337K - $392K
|
129K
$7.89M
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-7.42K- 3.08% |
$340K - $396K
|
233K
$14.2M
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-7.96K- 37.03% |
$365K - $425K
|
13.5K
$826K
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-13.9K- 35.06% |
$639K - $743K
|
25.8K
$1.57M
|
|
Nov 09, 2022
Q3 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-15.7K- 25.08% |
$721K - $838K
|
46.9K
$2.86M
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
SELL
|
- |
-17.4K- 22.27% |
$798K - $928K
|
60.7K
$3.7M
|
|
Nov 29, 2022
Q3 2022
|
Awm Capital, LLC
|
SELL
|
- |
-31.2K- 24.67% |
$1.43M - $1.66M
|
95.3K
$5.81M
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-31.4K- 16.86% |
$1.44M - $1.68M
|
155K
$9.46M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-33.6K- 68.6% |
$1.54M - $1.8M
|
15.4K
$940K
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-42.3K- 14.84% |
$1.94M - $2.26M
|
243K
$14.8M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-88.8K- 71.06% |
$4.08M - $4.74M
|
36.2K
$2.21M
|
|
Oct 26, 2022
Q3 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-147K- 91.33% |
$6.74M - $7.84M
|
13.9K
$851K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-163K- 7.1% |
$7.47M - $8.69M
|
2.13M
$130M
|