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 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
553+ 2404.35% |
$24.8K - $29.1K
|
576
$34.5K
|
|
Feb 07, 2023
Q4 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
437+ 7.85% |
$19.6K - $23K
|
6.01K
$359K
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
300+ 2.57% |
$13.5K - $15.8K
|
12K
$716K
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
294New |
$13.2K - $15.5K
|
294
$17.6K
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
282+ 13.71% |
$12.7K - $14.8K
|
2.34K
$140K
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
223+ 3.56% |
$10K - $11.7K
|
6.48K
$388K
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
209+ 15.45% |
$9.38K - $11K
|
1.56K
$93.5K
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
108+ 1.73% |
$4.85K - $5.69K
|
6.34K
$379K
|
|
Mar 14, 2023
Q4 2022
|
Awm Capital, LLC
|
BUY
|
- |
27+ 0.03% |
$1.21K - $1.42K
|
95.3K
$5.7M
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
19New |
$853 - $1K
|
19
$1.14K
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
13New |
$583 - $684
|
13
$778
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
9New |
$404 - $474
|
9
$539
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
9+ 1.24% |
$404 - $474
|
733
$43.9K
|
|
Jan 23, 2023
Q4 2022
|
Timber Creek Capital Management LLC
|
BUY
|
- |
3+ 0.03% |
$135 - $158
|
9.13K
$547K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1New |
$44.9 - $52.6
|
1
$59.8
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 30, 2023
Q4 2022
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-26- 0.13% |
$1.17K - $1.37K
|
19.4K
$1.16M
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-46- 0.7% |
$2.06K - $2.42K
|
6.5K
$389K
|
|
Feb 15, 2023
Q4 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-72- 0.29% |
$3.23K - $3.79K
|
24.6K
$1.47M
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-145- 0.26% |
$6.51K - $7.63K
|
55.9K
$3.34M
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-243- 3.45% |
$10.9K - $12.8K
|
6.8K
$407K
|
|
Feb 07, 2023
Q4 2022
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-304- 2.92% |
$13.6K - $16K
|
10.1K
$604K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-429- 7.43% |
$19.2K - $22.6K
|
5.34K
$320K
|
|
Jan 27, 2023
Q4 2022
|
First National Bank Sioux Falls
|
SELL
|
- |
-437- 2.72% |
$19.6K - $23K
|
15.6K
$935K
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-505- 1.96% |
$22.7K - $26.6K
|
25.3K
$1.51M
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-616- 0.28% |
$27.6K - $32.4K
|
220K
$13.2M
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-677- 1.79% |
$30.4K - $35.6K
|
37.1K
$2.22M
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-816- 3.41% |
$36.6K - $43K
|
23.1K
$1.38M
|
|
Feb 10, 2023
Q4 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-990- 6.66% |
$44.4K - $52.1K
|
13.9K
$830K
|
|
Feb 08, 2023
Q4 2022
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-992- 0.65% |
$44.5K - $52.2K
|
151K
$9.02M
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-1.53K- 13.78% |
$68.6K - $80.4K
|
9.56K
$572K
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.55K- 10.7% |
$69.7K - $81.7K
|
13K
$776K
|
|
Jan 12, 2023
Q4 2022
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-1.66K- 6.88% |
$74.4K - $87.3K
|
22.5K
$1.34M
|
|
Feb 09, 2023
Q4 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-2.03K- 9.48% |
$91.1K - $107K
|
19.4K
$1.16M
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
SELL
|
- |
-2.09K- 3.29% |
$93.8K - $110K
|
61.4K
$3.68M
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-2.84K- 5.63% |
$128K - $150K
|
47.7K
$2.85M
|
|
Feb 06, 2023
Q4 2022
|
Capital Performance Advisors LLP
|
SELL
|
- |
-2.91K- 21.23% |
$131K - $153K
|
10.8K
$647K
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.21K- 9.41% |
$144K - $169K
|
30.9K
$1.85M
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-4.29K- 15.55% |
$193K - $226K
|
23.3K
$1.39M
|
|
Jan 24, 2023
Q4 2022
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-4.9K- 35.48% |
$220K - $258K
|
8.92K
$533K
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-5.02K- 50.38% |
$225K - $264K
|
4.95K
$296K
|
|
Jan 12, 2023
Q4 2022
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-6.29K- 15.28% |
$282K - $331K
|
34.9K
$2.09M
|
|
Aug 10, 2023
Q4 2022
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-8.73K- 12.08% |
$392K - $460K
|
63.5K
$3.8M
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-8.87K- 15.72% |
$398K - $467K
|
47.5K
$2.84M
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-9.09K- 31.32% |
$408K - $479K
|
19.9K
$1.19M
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-9.1K- 40.57% |
$408K - $479K
|
13.3K
$798K
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-9.1K- 40.57% |
$408K - $479K
|
13.3K
$798K
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-16.9K- 53.97% |
$760K - $891K
|
14.4K
$864K
|
|
Feb 13, 2023
Q4 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-18.4K- 50.81% |
$826K - $969K
|
17.8K
$1.07M
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-20.8K- 5.87% |
$933K - $1.09M
|
333K
$19.9M
|