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 |
---|---|---|---|---|---|---|---|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
160New |
$9.75K - $10.7K
|
160
$9.77K
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
133+ 369.44% |
$8.11K - $8.86K
|
169
$10.3K
|
|
Feb 14, 2022
Q4 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
109+ 0.94% |
$6.64K - $7.26K
|
11.8K
$718K
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
38+ 0.59% |
$2.32K - $2.53K
|
6.5K
$397K
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25+ 5.73% |
$1.52K - $1.67K
|
461
$28.1K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-10Closed |
$610 - $666
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-16- 0.75% |
$975 - $1.07K
|
2.13K
$130K
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-44Closed |
$2.68K - $2.93K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-197Closed |
$12K - $13.1K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-315Closed |
$19.2K - $21K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-505Closed |
$30.8K - $33.6K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.22K- 69.39% |
$74.1K - $80.9K
|
536
$32.7K
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.53KClosed |
$93.3K - $102K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-3.05K- 7.95% |
$186K - $203K
|
35.3K
$2.16M
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.8KClosed |
$232K - $253K
|
0
$0
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
SELL
|
- |
-4.09K- 22.7% |
$249K - $272K
|
13.9K
$849K
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.66K- 19.85% |
$406K - $444K
|
26.9K
$1.64M
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-8.2KClosed |
$500K - $546K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.26KClosed |
$565K - $617K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-13KClosed |
$792K - $866K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-15.7K- 32.21% |
$956K - $1.04M
|
33K
$2.01M
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-24.3KClosed |
$1.48M - $1.62M
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-31.1K- 88.01% |
$1.89M - $2.07M
|
4.23K
$258K
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-32.2K- 75.23% |
$1.96M - $2.14M
|
10.6K
$647K
|
|
Feb 09, 2022
Q4 2021
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-66.7K- 17.03% |
$4.06M - $4.44M
|
325K
$19.8M
|
|
Feb 08, 2022
Q4 2021
|
B&D White Capital Company, LLC
|
SELL
|
- |
-89.6K- 90.9% |
$5.46M - $5.97M
|
8.96K
$547K
|
|
Jan 18, 2022
Q4 2021
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-103K- 65.17% |
$6.27M - $6.85M
|
54.9K
$3.35M
|