Purchases and Sales Made in Q4 2021 in American Centy ETF Tr Avantis (AVEM)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVEM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2022
Q4 2021
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
455K+ 56.41% |
$27.7M - $30.3M
|
1.26M
$76.7M
|
|
|
Jan 28, 2022
Q4 2021
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
158K+ 8.04% |
$9.61M - $10.5M
|
2.12M
$129M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
110KNew |
$6.73M - $7.35M
|
110K
$6.71M
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
109KNew |
$6.64M - $7.26M
|
109K
$6.62M
|
|
|
Jan 11, 2022
Q4 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
84.3K+ 326.52% |
$5.14M - $5.62M
|
110K
$6.7M
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
69.4K+ 34.92% |
$4.23M - $4.62M
|
268K
$16.3M
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
67.9K+ 42.32% |
$4.14M - $4.52M
|
228K
$13.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
58K+ 40.2% |
$3.54M - $3.86M
|
202K
$12.3M
|
|
|
Feb 17, 2022
Q4 2021
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
57.8KNew |
$3.52M - $3.85M
|
57.8K
$3.51M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
57.3K+ 21.41% |
$3.49M - $3.81M
|
325K
$19.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
56.8KNew |
$3.46M - $3.78M
|
56.8K
$3.45M
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
52.3K+ 19.24% |
$3.19M - $3.49M
|
324K
$19.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
51.6KNew |
$3.15M - $3.44M
|
51.6K
$3.14M
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
49.4K+ 4.27% |
$3.01M - $3.29M
|
1.21M
$73.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
48.8KNew |
$2.97M - $3.25M
|
48.8K
$2.97M
|
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
44.4K+ 9.76% |
$2.71M - $2.96M
|
499K
$30.4M
|
|
|
Jan 18, 2022
Q4 2021
|
Collective Family Office LLC
|
BUY
|
- |
40.3KNew |
$2.46M - $2.69M
|
40.3K
$2.45M
|
|
|
Aug 25, 2022
Q4 2021
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
35.4KNew |
$2.16M - $2.36M
|
35.4K
$2.15M
|
|
|
Jan 14, 2022
Q4 2021
|
Carlson Capital Management
|
BUY
|
- |
35K+ 193.88% |
$2.14M - $2.33M
|
53.1K
$3.23M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
34.7K+ 243.44% |
$2.12M - $2.31M
|
49K
$2.98M
|
|
|
Feb 11, 2022
Q4 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
32.3K+ 326.6% |
$1.97M - $2.15M
|
42.2K
$2.56M
|
|
|
Aug 11, 2023
Q4 2021
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
32.3KNew |
$1.97M - $2.15M
|
32.3K
$1.96M
|
|
|
Jan 11, 2022
Q4 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
26.8K+ 5.44% |
$1.63M - $1.79M
|
520K
$31.6M
|
|
|
Feb 02, 2022
Q4 2021
|
Truepoint, Inc.
|
BUY
|
- |
26.7K+ 59.56% |
$1.63M - $1.78M
|
71.4K
$4.34M
|
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
26.5K+ 14.53% |
$1.62M - $1.77M
|
209K
$12.7M
|
|
|
May 31, 2023
Q4 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
25.6KNew |
$1.56M - $1.71M
|
25.6K
$1.56M
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
25.4KNew |
$1.55M - $1.69M
|
25.4K
$1.54M
|
|
|
Apr 07, 2022
Q4 2021
|
Greenspring Advisors, LLC
|
BUY
|
- |
24KNew |
$1.46M - $1.6M
|
24K
$1.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
21.6KNew |
$1.32M - $1.44M
|
21.6K
$1.32M
|
|
|
Jul 28, 2023
Q4 2021
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
20.7KNew |
$1.26M - $1.38M
|
20.7K
$1.26M
|
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
20.3KNew |
$1.24M - $1.35M
|
20.3K
$1.24M
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
20.2KNew |
$1.23M - $1.34M
|
20.2K
$1.23M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
20KNew |
$1.22M - $1.33M
|
20K
$1.22M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
18K+ 43.18% |
$1.1M - $1.2M
|
59.8K
$3.64M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
16.7K+ 27.71% |
$1.02M - $1.11M
|
76.8K
$4.67M
|
|
|
Feb 09, 2022
Q4 2021
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
16.5KNew |
$1.01M - $1.1M
|
16.5K
$1.01M
|
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
BUY
|
- |
16.4K+ 91.97% |
$1M - $1.09M
|
34.3K
$2.08M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.9K+ 36.72% |
$847K - $925K
|
51.7K
$3.14M
|
|
|
Jan 27, 2022
Q4 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
13.1K+ 85.44% |
$799K - $873K
|
28.4K
$1.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
12.9KNew |
$789K - $862K
|
12.9K
$787K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
12.2K+ 133.38% |
$742K - $810K
|
21.3K
$1.29M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12K+ 157.1% |
$731K - $799K
|
19.6K
$1.19M
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
11.7K+ 38.39% |
$713K - $779K
|
42.2K
$2.56M
|
|
|
Feb 09, 2022
Q4 2021
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
11.3K+ 13.18% |
$691K - $755K
|
97.4K
$5.92M
|
|
|
Jan 18, 2022
Q4 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
11.3K+ 232.93% |
$690K - $754K
|
16.2K
$984K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10.7KNew |
$652K - $713K
|
10.7K
$651K
|
|
|
Jan 24, 2022
Q4 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
10K+ 36.81% |
$612K - $668K
|
37.3K
$2.27M
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
9.43K+ 19.08% |
$575K - $628K
|
58.9K
$3.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
9.15KNew |
$558K - $609K
|
9.15K
$556K
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
8.85K+ 152.27% |
$539K - $589K
|
14.7K
$891K
|