Purchases and Sales Made in Q4 2021 in American Centy ETF Tr Avantis (AVEM)

AVEM Quotes by TradingView

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
Apr 06, 2022 Q4 2021
Worth Pointe, LLC

La Jolla, CA
BUY
 -
8.76K
New
$534K - $584K
8.76K $533K
Feb 10, 2022 Q4 2021
Cardinal Point Wealth Management Partners, LLC

BUY
 -
8.73K
New
$532K - $581K
8.73K $531K
Feb 10, 2022 Q4 2021
Stone Point Wealth LLC

BUY
 -
8.62K
New
$526K - $574K
8.62K $524K
Feb 04, 2022 Q4 2021
Advisor Partners LLC

Walnut Creek, CA
BUY
 -
8.36K
New
$510K - $557K
8.36K $509K
Feb 11, 2022 Q4 2021
E Rn Financial, LLC

BUY
 -
8.36K
+ 65.21%
$510K - $557K
21.2K $1.29M
Feb 04, 2022 Q4 2021
Cowa, LLC

Tulsa, OK
BUY
 -
8.01K
+ 156.27%
$488K - $533K
13.1K $799K
Feb 04, 2022 Q4 2021
Sage Rhino Capital LLC

BUY
 -
7.6K
+ 17.54%
$463K - $506K
50.9K $3.1M
Feb 11, 2022 Q4 2021
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
7.15K
New
$436K - $476K
7.15K $435K
Apr 08, 2022 Q4 2021
Park Avenue Securities LLC

BUY
 -
6.93K
New
$422K - $461K
6.93K $421K
Feb 17, 2022 Q4 2021
V Wealth Advisors LLC

BUY
 -
6.9K
+ 17.88%
$421K - $460K
45.5K $2.77M
Jan 21, 2022 Q4 2021
Prosperity Planning, Inc.

BUY
 -
6.26K
+ 15.76%
$381K - $417K
46K $2.79M
Jul 20, 2023 Q4 2021
Rockwood Wealth Management, LLC

New Hope, PA
BUY
 -
5.67K
New
$346K - $378K
5.67K $345K
Feb 02, 2022 Q4 2021
Ml & R Wealth Management LLC

BUY
 -
5.58K
New
$340K - $371K
5.58K $339K
Feb 14, 2022 Q4 2021
Morgan Stanley

New York, NY
BUY
 -
5.14K
+ 219.79%
$314K - $343K
7.48K $455K
May 09, 2022 Q4 2021
Triad Financial Advisors, Inc.

Greensboro, NC
BUY
 -
4.94K
New
$301K - $329K
4.94K $301K
Feb 11, 2022 Q4 2021
Plancorp, LLC

BUY
 -
4.82K
+ 4.96%
$294K - $321K
102K $6.19M
Jan 06, 2022 Q4 2021
Versant Capital Management, Inc

BUY
 -
4.59K
+ 1.38%
$280K - $306K
337K $20.5M
Jan 28, 2022 Q4 2021
Capital Performance Advisors LLP

BUY
 -
4.58K
New
$279K - $305K
4.58K $279K
Feb 08, 2022 Q4 2021
Schwarz Dygos Wheeler Investment Advisors LLC

Minneapolis, MN
BUY
 -
4.36K
+ 13.43%
$266K - $290K
36.8K $2.24M
Feb 08, 2022 Q4 2021
Sentinel Pension Advisors Inc

Wakefield, MA
BUY
 -
4.31K
+ 10.64%
$263K - $287K
44.8K $2.72M
Feb 03, 2022 Q4 2021
Cambridge Investment Research Advisors, Inc.

BUY
 -
4.31K
New
$262K - $287K
4.31K $262K
Jan 24, 2022 Q4 2021
Tci Wealth Advisors, Inc.

BUY
 -
4.14K
New
$252K - $276K
4.14K $252K
Feb 07, 2022 Q4 2021
Vista Capital Partners, Inc.

BUY
 -
3.91K
New
$238K - $260K
3.91K $238K
Jan 20, 2022 Q4 2021
Level Financial Advisors, Inc.

BUY
 -
3.72K
New
$227K - $248K
3.72K $226K
Feb 10, 2022 Q4 2021
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
3.56K
New
$217K - $237K
3.56K $216K
Feb 10, 2022 Q4 2021
Dowling & Yahnke LLC

San Diego, CA
BUY
 -
3.47K
New
$212K - $231K
3.47K $211K
Feb 04, 2022 Q4 2021
Modera Wealth Management, LLC

BUY
 -
3.41K
New
$208K - $227K
3.41K $207K
Jan 31, 2022 Q4 2021
Commonwealth Equity Services, LLC

BUY
 -
3.15K
+ 12.3%
$192K - $210K
28.8K $1.75M
Jan 14, 2022 Q4 2021
Mraz, Amerine & Associates, Inc.

BUY
 -
2.78K
+ 27.72%
$169K - $185K
12.8K $779K
Feb 04, 2022 Q4 2021
Atria Investments LLC

Charlotte, NC
BUY
 -
2.53K
+ 11.52%
$154K - $168K
24.5K $1.49M
Feb 01, 2022 Q4 2021
Qube Research & Technologies LTD

London, X0
BUY
 -
2.48K
New
$151K - $165K
2.48K $151K
May 09, 2023 Q4 2021
Cornerstone Management, Inc.

Duluth, GA
BUY
 -
2.06K
+ 26.09%
$126K - $137K
9.97K $606K
Feb 08, 2022 Q4 2021
Raymond James & Associates

St Petersburg, FL
BUY
 -
1.88K
+ 24.11%
$115K - $125K
9.67K $588K
Jan 24, 2022 Q4 2021
Websterrogers Financial Advisors, LLC

BUY
 -
1.18K
+ 0.45%
$71.8K - $78.5K
265K $16.1M
Feb 14, 2022 Q4 2021
Cetera Advisors LLC

Denver, CO
BUY
 -
1.12K
+ 7.19%
$68.5K - $74.8K
16.7K $1.02M
Jan 21, 2022 Q4 2021
Allworth Financial LP

BUY
 -
1.12K
+ 2.32%
$68.2K - $74.5K
49.3K $3M
Feb 09, 2022 Q4 2021
Truadvice, LLC

Sarasota, FL
BUY
 -
981
+ 16.5%
$59.8K - $65.3K
6.93K $421K
Jan 25, 2022 Q4 2021
First National Bank Sioux Falls

BUY
 -
860
+ 19.11%
$52.4K - $57.3K
5.36K $326K
Jan 18, 2022 Q4 2021
Applied Capital LLC

BUY
 -
647
+ 14.76%
$39.4K - $43.1K
5.03K $306K
Feb 11, 2022 Q4 2021
Annapolis Financial Services, LLC

BUY
 -
612
New
$37.3K - $40.8K
612 $37.2K
Jan 25, 2022 Q4 2021
Cva Family Office, LLC

BUY
 -
585
New
$35.7K - $39K
585 $35.6K
Feb 04, 2022 Q4 2021
Mercer Global Advisors Inc

Denver, CO
BUY
 -
450
+ 2.58%
$27.4K - $30K
17.9K $1.09M
Feb 14, 2022 Q4 2021
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
340
+ 74.73%
$20.7K - $22.6K
795 $48.3K
Jan 31, 2022 Q4 2021
Timber Creek Capital Management LLC

BUY
 -
333
+ 3.8%
$20.3K - $22.2K
9.09K $553K
Feb 15, 2022 Q4 2021
Morris Financial Concepts, Inc.

BUY
 -
298
New
$18.2K - $19.8K
298 $18.1K
Feb 14, 2022 Q4 2021
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
295
+ 7.91%
$18K - $19.6K
4.03K $245K
Feb 11, 2022 Q4 2021
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
227
New
$13.8K - $15.1K
227 $13.8K
Feb 11, 2022 Q4 2021
Life Planning Partners, Inc

BUY
 -
226
New
$13.8K - $15.1K
226 $13.7K
Jan 26, 2022 Q4 2021
Magnolia Capital Advisors LLC

Jackson, MS
BUY
 -
182
+ 3.58%
$11.1K - $12.1K
5.26K $320K

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