Purchases and Sales Made in Q4 2022 in American Centy ETF Tr Avantis (AVES)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVES) 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 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
203KNew |
$7.56M - $8.76M
|
203K
$9.95M
|
|
|
Feb 01, 2023
Q4 2022
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
188KNew |
$7M - $8.1M
|
188K
$9.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
136K+ 37.04% |
$5.06M - $5.86M
|
502K
$24.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
83KNew |
$3.1M - $3.58M
|
83K
$4.07M
|
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
76.1KNew |
$2.84M - $3.29M
|
76.1K
$3.73M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
48.6K+ 457.38% |
$1.81M - $2.1M
|
59.2K
$2.91M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
40.7KNew |
$1.52M - $1.76M
|
40.7K
$2M
|
|
|
Feb 13, 2023
Q4 2022
|
Bayshore Asset Management, LLC
|
BUY
|
- |
39.9K+ 119.29% |
$1.49M - $1.72M
|
73.4K
$3.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
34.1K+ 18.78% |
$1.27M - $1.47M
|
215K
$10.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
30.7K+ 159.09% |
$1.14M - $1.32M
|
49.9K
$2.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
29.2KNew |
$1.09M - $1.26M
|
29.2K
$1.43M
|
|
|
Feb 01, 2023
Q4 2022
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
20.9KNew |
$780K - $904K
|
20.9K
$1.03M
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
20.1KNew |
$749K - $867K
|
20.1K
$985K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
18.2K+ 293.75% |
$679K - $786K
|
24.4K
$1.2M
|
|
|
Jul 03, 2024
Q4 2022
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
17.9KNew |
$669K - $775K
|
17.9K
$880K
|
|
|
Jun 25, 2024
Q4 2022
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
17.2KNew |
$640K - $742K
|
17.2K
$842K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
14.7KNew |
$550K - $637K
|
14.7K
$723K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.3K+ 1865.01% |
$533K - $617K
|
15.1K
$739K
|
|
|
Feb 14, 2023
Q4 2022
|
Css LLC
Chicago, IL |
BUY
|
- |
12.4K+ 51.1% |
$461K - $534K
|
36.5K
$1.79M
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
11.9K+ 61.46% |
$445K - $515K
|
31.3K
$1.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
10.8KNew |
$403K - $466K
|
10.8K
$530K
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
10K+ 48.0% |
$374K - $433K
|
30.9K
$1.52M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.94K+ 122.06% |
$371K - $430K
|
18.1K
$888K
|
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
BUY
|
- |
7.06K+ 77.03% |
$263K - $305K
|
16.2K
$796K
|
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
7KNew |
$261K - $302K
|
7K
$343K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6.9KNew |
$257K - $298K
|
6.9K
$339K
|
|
|
Feb 01, 2023
Q4 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
6.03KNew |
$225K - $260K
|
6.03K
$296K
|
|
|
Oct 15, 2024
Q4 2022
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
5.49KNew |
$205K - $237K
|
5.49K
$269K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.95K+ 15.93% |
$185K - $214K
|
36K
$1.77M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.86KNew |
$181K - $210K
|
4.86K
$238K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
4.65K+ 6.49% |
$174K - $201K
|
76.4K
$3.75M
|
|
|
Jan 12, 2023
Q4 2022
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
4.55K+ 67.02% |
$170K - $197K
|
11.3K
$557K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.35K+ 12.36% |
$125K - $145K
|
30.5K
$1.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.33K+ 8.55% |
$124K - $144K
|
42.2K
$2.07M
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
3.17KNew |
$118K - $137K
|
3.17K
$155K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.18K+ 19.79% |
$81.4K - $94.3K
|
13.2K
$649K
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1.51K+ 15.54% |
$56.3K - $65.2K
|
11.2K
$551K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.2K+ 14.9% |
$44.9K - $52K
|
9.28K
$455K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
930New |
$34.7K - $40.2K
|
930
$45.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
800+ 55.17% |
$29.8K - $34.6K
|
2.25K
$110K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
485+ 421.74% |
$18.1K - $21K
|
600
$29.4K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
296+ 4.61% |
$11K - $12.8K
|
6.71K
$329K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-191- 1.86% |
$7.13K - $8.25K
|
10.1K
$495K
|
|
|
Jan 19, 2023
Q4 2022
|
Northland Capital Management LLC
|
SELL
|
- |
-360- 0.41% |
$13.4K - $15.6K
|
87.4K
$4.29M
|
|
|
Feb 03, 2023
Q4 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.23K- 8.09% |
$45.8K - $53K
|
13.9K
$684K
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-7.9K- 43.93% |
$295K - $341K
|
10.1K
$495K
|
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-9.67K- 10.74% |
$361K - $418K
|
80.3K
$3.94M
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-20.5K- 83.64% |
$765K - $886K
|
4.01K
$197K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-40.6K- 54.32% |
$1.51M - $1.75M
|
34.1K
$1.67M
|