Purchases and Sales Made in Q2 2022 in American Centy ETF Tr Avantis (AVLV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVLV) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.56M+ 11361.37% |
$71.6M - $85.6M
|
1.58M
$110M
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
807KNew |
$37M - $44.2M
|
807K
$56.4M
|
|
Aug 15, 2022
Q2 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
356KNew |
$16.3M - $19.5M
|
356K
$24.9M
|
|
Jul 27, 2022
Q2 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
132K+ 1969.28% |
$6.07M - $7.26M
|
139K
$9.74M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
74.9KNew |
$3.43M - $4.1M
|
74.9K
$5.24M
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
47K+ 2.68% |
$2.15M - $2.57M
|
1.8M
$126M
|
|
Jul 15, 2022
Q2 2022
|
Nova R Wealth, Inc.
|
BUY
|
- |
46.1KNew |
$2.12M - $2.53M
|
46.1K
$3.23M
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
46K+ 121.04% |
$2.11M - $2.52M
|
84K
$5.87M
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
44.6K+ 24.29% |
$2.05M - $2.44M
|
228K
$16M
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
38.9K+ 208.43% |
$1.78M - $2.13M
|
57.5K
$4.02M
|
|
Jul 18, 2022
Q2 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
34.5KNew |
$1.58M - $1.89M
|
34.5K
$2.41M
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
31.1KNew |
$1.43M - $1.7M
|
31.1K
$2.18M
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
30.2K+ 1383.36% |
$1.38M - $1.65M
|
32.4K
$2.26M
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
29.7KNew |
$1.36M - $1.62M
|
29.7K
$2.07M
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
26.7K+ 58.56% |
$1.22M - $1.46M
|
72.2K
$5.05M
|
|
Jul 25, 2022
Q2 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
26.4K+ 526.92% |
$1.21M - $1.45M
|
31.4K
$2.2M
|
|
Aug 16, 2022
Q2 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
25.8KNew |
$1.18M - $1.41M
|
25.8K
$1.8M
|
|
Jul 28, 2022
Q2 2022
|
Bayshore Asset Management, LLC
|
BUY
|
- |
25.1KNew |
$1.15M - $1.38M
|
25.1K
$1.76M
|
|
Aug 10, 2022
Q2 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
19.7KNew |
$901K - $1.08M
|
19.7K
$1.38M
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
16.6K+ 820.54% |
$760K - $908K
|
18.6K
$1.3M
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
13.3KNew |
$610K - $729K
|
13.3K
$931K
|
|
Jul 26, 2022
Q2 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
11.1KNew |
$511K - $611K
|
11.1K
$780K
|
|
Jul 11, 2022
Q2 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
11.1KNew |
$507K - $606K
|
11.1K
$773K
|
|
Jul 21, 2022
Q2 2022
|
Sol Capital Management CO
|
BUY
|
- |
10.6K+ 36.29% |
$485K - $579K
|
39.7K
$2.78M
|
|
Jul 07, 2022
Q2 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
10KNew |
$459K - $548K
|
10K
$700K
|
|
Aug 12, 2022
Q2 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
9.61K+ 133.48% |
$440K - $526K
|
16.8K
$1.18M
|
|
Aug 01, 2022
Q2 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
8.99KNew |
$412K - $492K
|
8.99K
$629K
|
|
Aug 08, 2022
Q2 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
7.62KNew |
$349K - $417K
|
7.62K
$533K
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
BUY
|
- |
7.13KNew |
$327K - $391K
|
7.13K
$499K
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
6.81KNew |
$312K - $373K
|
6.81K
$477K
|
|
Aug 08, 2022
Q2 2022
|
Truepoint, Inc.
|
BUY
|
- |
6.64KNew |
$304K - $364K
|
6.64K
$464K
|
|
Jul 22, 2022
Q2 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
6.35KNew |
$291K - $348K
|
6.35K
$444K
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.16KNew |
$283K - $338K
|
6.16K
$431K
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.93KNew |
$226K - $270K
|
4.93K
$345K
|
|
Jul 26, 2022
Q2 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
4.42KNew |
$202K - $242K
|
4.42K
$309K
|
|
Jul 18, 2022
Q2 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
3.46K+ 75.17% |
$159K - $190K
|
8.06K
$564K
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
2.39K+ 17.04% |
$109K - $131K
|
16.4K
$1.15M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.9K+ 21.07% |
$87K - $104K
|
10.9K
$763K
|
|
Jul 25, 2022
Q2 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.5K+ 5.25% |
$68.8K - $82.2K
|
30.1K
$2.1M
|
|
Nov 06, 2024
Q2 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.1K+ 15.91% |
$50.2K - $60K
|
7.98K
$558K
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.02K+ 6.72% |
$46.8K - $55.9K
|
16.2K
$1.13M
|
|
Jul 07, 2022
Q2 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
908+ 7.28% |
$41.6K - $49.7K
|
13.4K
$936K
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
809New |
$37.1K - $44.3K
|
809
$56.6K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
179New |
$8.21K - $9.81K
|
179
$12.5K
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
50+ 5.0% |
$2.29K - $2.74K
|
1.05K
$73.5K
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
46New |
$2.11K - $2.52K
|
46
$3.22K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-500Closed |
$22.9K - $27.4K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-600Closed |
$27.5K - $32.9K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1K- 47.96% |
$45.8K - $54.8K
|
1.09K
$75.9K
|