Purchases and Sales Made in Q4 2022 in American Centy ETF Tr Avantis (AVEM)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVEM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
BUY
|
- |
40K+ 16.46% |
$1.79M - $2.1M
|
283K
$16.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
39.8K+ 40.61% |
$1.79M - $2.1M
|
138K
$7.94M
|
|
|
Feb 06, 2023
Q4 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
37.4K+ 47.87% |
$1.68M - $1.97M
|
116K
$6.65M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
36.6KNew |
$1.64M - $1.93M
|
36.6K
$2.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
36.2KNew |
$1.63M - $1.91M
|
36.2K
$2.09M
|
|
|
Jul 20, 2023
Q4 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
35.8K+ 16.34% |
$1.61M - $1.88M
|
255K
$14.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
32.5K+ 16.17% |
$1.46M - $1.71M
|
234K
$13.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
31.6K+ 254.26% |
$1.42M - $1.66M
|
44K
$2.54M
|
|
|
Feb 07, 2023
Q4 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
30.3K+ 64.61% |
$1.36M - $1.6M
|
77.2K
$4.45M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
29.4KNew |
$1.32M - $1.55M
|
29.4K
$1.69M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
27.5KNew |
$1.23M - $1.45M
|
27.5K
$1.58M
|
|
|
Feb 06, 2023
Q4 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
26.9K+ 202.08% |
$1.21M - $1.42M
|
40.2K
$2.32M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
26.8K+ 90.68% |
$1.2M - $1.41M
|
56.4K
$3.25M
|
|
|
Feb 09, 2023
Q4 2022
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
25.7KNew |
$1.15M - $1.35M
|
25.7K
$1.48M
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
24.9KNew |
$1.12M - $1.31M
|
24.9K
$1.43M
|
|
|
Jan 19, 2023
Q4 2022
|
Shore Point Advisors, LLC
|
BUY
|
- |
24.4KNew |
$1.09M - $1.28M
|
24.4K
$1.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
24.1KNew |
$1.08M - $1.27M
|
24.1K
$1.39M
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
22.4K+ 85.01% |
$1M - $1.18M
|
48.7K
$2.81M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20.2KNew |
$907K - $1.06M
|
20.2K
$1.16M
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
19.7K+ 140.65% |
$883K - $1.04M
|
33.7K
$1.94M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.6K+ 15.24% |
$878K - $1.03M
|
148K
$8.52M
|
|
|
Jan 18, 2023
Q4 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
19.5K+ 15.1% |
$875K - $1.03M
|
149K
$8.57M
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
19.2K+ 1280.67% |
$862K - $1.01M
|
20.7K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
17.9K+ 62.3% |
$805K - $945K
|
46.8K
$2.69M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
17.3K+ 28.12% |
$778K - $912K
|
79K
$4.55M
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
16.6K+ 97.72% |
$743K - $872K
|
33.5K
$1.93M
|
|
|
Feb 09, 2023
Q4 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
16.4K+ 83.95% |
$736K - $864K
|
36K
$2.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
15.7KNew |
$707K - $829K
|
15.7K
$907K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
15.6K+ 96.66% |
$702K - $824K
|
31.8K
$1.83M
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
15.2KNew |
$682K - $800K
|
15.2K
$875K
|
|
|
Jan 17, 2023
Q4 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
14.9K+ 6.69% |
$671K - $787K
|
238K
$13.7M
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
14.9KNew |
$669K - $785K
|
14.9K
$859K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.7K+ 106.04% |
$661K - $775K
|
28.6K
$1.65M
|
|
|
Oct 15, 2024
Q4 2022
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
14.7KNew |
$657K - $771K
|
14.7K
$844K
|
|
|
Jan 25, 2023
Q4 2022
|
Brown Financial Advisory
|
BUY
|
- |
14.6KNew |
$653K - $767K
|
14.6K
$839K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
14.4K+ 47.96% |
$646K - $757K
|
44.4K
$2.56M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
14.1K+ 52.71% |
$634K - $744K
|
41K
$2.36M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13.9K+ 15.53% |
$623K - $731K
|
103K
$5.95M
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
13.2KNew |
$593K - $696K
|
13.2K
$762K
|
|
|
Feb 22, 2023
Q4 2022
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
12.8KNew |
$574K - $674K
|
12.8K
$737K
|
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
BUY
|
- |
12.4KNew |
$555K - $652K
|
12.4K
$713K
|
|
|
Feb 01, 2023
Q4 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
11.6KNew |
$522K - $612K
|
11.6K
$670K
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.4KNew |
$512K - $601K
|
11.4K
$658K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.3K+ 1914.75% |
$507K - $595K
|
11.9K
$685K
|
|
|
Nov 06, 2024
Q4 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
11.2K+ 12.52% |
$504K - $591K
|
101K
$5.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.8K+ 71.34% |
$484K - $567K
|
25.9K
$1.49M
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
10.7K+ 224.88% |
$480K - $563K
|
15.5K
$890K
|
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
10.4KNew |
$467K - $548K
|
10.4K
$600K
|
|
|
Jun 25, 2024
Q4 2022
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
10.3KNew |
$464K - $544K
|
10.3K
$596K
|
|
|
Jun 21, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
10.1KNew |
$453K - $531K
|
10.1K
$581K
|