Purchases and Sales Made in Q4 2022 in American Centy ETF Tr Avantis (AVIV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVIV) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
307KNew |
$11.7M - $14.3M
|
307K
$16.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
166KNew |
$6.34M - $7.72M
|
166K
$8.81M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
131KNew |
$5.03M - $6.12M
|
131K
$6.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
126K+ 1670.13% |
$4.81M - $5.85M
|
133K
$7.08M
|
|
|
Feb 06, 2023
Q4 2022
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
114KNew |
$4.36M - $5.3M
|
114K
$6.06M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
103KNew |
$3.94M - $4.79M
|
103K
$5.47M
|
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
95KNew |
$3.64M - $4.42M
|
95K
$5.05M
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
82.1KNew |
$3.14M - $3.82M
|
82.1K
$4.36M
|
|
|
Feb 02, 2023
Q4 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
66.5K+ 814.7% |
$2.55M - $3.1M
|
74.7K
$3.97M
|
|
|
Feb 01, 2023
Q4 2022
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
57.8KNew |
$2.21M - $2.69M
|
57.8K
$3.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
44.8K+ 45.66% |
$1.71M - $2.08M
|
143K
$7.59M
|
|
|
Jul 19, 2023
Q4 2022
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
42.4KNew |
$1.62M - $1.97M
|
42.4K
$2.26M
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
BUY
|
- |
39.3K+ 627.03% |
$1.5M - $1.83M
|
45.6K
$2.42M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
34.4KNew |
$1.32M - $1.6M
|
34.4K
$1.83M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
27.7K+ 43.84% |
$1.06M - $1.29M
|
90.9K
$4.83M
|
|
|
Feb 01, 2023
Q4 2022
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
25.3KNew |
$968K - $1.18M
|
25.3K
$1.35M
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
21.2KNew |
$810K - $985K
|
21.2K
$1.13M
|
|
|
Feb 22, 2023
Q4 2022
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
18.2KNew |
$695K - $846K
|
18.2K
$966K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
16.8K+ 25.28% |
$641K - $780K
|
83K
$4.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Bayshore Asset Management, LLC
|
BUY
|
- |
15.2K+ 19.29% |
$581K - $706K
|
93.9K
$4.99M
|
|
|
Feb 08, 2023
Q4 2022
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
14.6KNew |
$558K - $679K
|
14.6K
$775K
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
13.9KNew |
$531K - $646K
|
13.9K
$738K
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
10K+ 34.17% |
$383K - $466K
|
39.3K
$2.09M
|
|
|
Feb 01, 2023
Q4 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
8.8KNew |
$337K - $409K
|
8.8K
$468K
|
|
|
Mar 28, 2023
Q4 2022
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
7.91KNew |
$302K - $368K
|
7.91K
$420K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
6.68K+ 34.32% |
$256K - $311K
|
26.1K
$1.39M
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5.76K+ 12.74% |
$221K - $268K
|
51K
$2.71M
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
BUY
|
- |
5.22KNew |
$200K - $243K
|
5.22K
$277K
|
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
5.17KNew |
$198K - $241K
|
5.17K
$275K
|
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
4.84KNew |
$185K - $225K
|
4.84K
$257K
|
|
|
Feb 08, 2023
Q4 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
4.81KNew |
$184K - $224K
|
4.81K
$255K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.75K+ 19.95% |
$66.8K - $81.3K
|
10.5K
$558K
|
|
|
Jan 20, 2023
Q4 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
1.7K+ 4.37% |
$65K - $79K
|
40.5K
$2.15M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.55KNew |
$59.4K - $72.3K
|
1.55K
$82.5K
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
929New |
$35.5K - $43.2K
|
929
$49.4K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
650+ 42.57% |
$24.9K - $30.3K
|
2.18K
$116K
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
BUY
|
- |
500+ 1.08% |
$19.1K - $23.3K
|
46.6K
$2.48M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3+ 0.14% |
$115 - $140
|
2.11K
$112K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Northland Capital Management LLC
|
SELL
|
- |
-531- 0.64% |
$20.3K - $24.7K
|
82.5K
$4.38M
|
|
|
Feb 06, 2023
Q4 2022
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-1.12K- 3.5% |
$43K - $52.3K
|
30.9K
$1.64M
|
|
|
Feb 06, 2023
Q4 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-2.98K- 9.91% |
$114K - $139K
|
27.1K
$1.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.47K- 12.02% |
$133K - $161K
|
25.4K
$1.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-5.86K- 14.97% |
$224K - $273K
|
33.3K
$1.77M
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-20.8K- 49.89% |
$797K - $970K
|
20.9K
$1.11M
|