Purchases and Sales Made in Q3 2022 in American Centy ETF Tr Avantis (AVLV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVLV) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
393KNew |
$17.3M - $20.3M
|
393K
$27.9M
|
|
Nov 08, 2022
Q3 2022
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
239KNew |
$10.5M - $12.4M
|
239K
$17M
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
107K+ 330.96% |
$4.73M - $5.54M
|
139K
$9.9M
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
78.2K+ 4.96% |
$3.45M - $4.05M
|
1.65M
$117M
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
75K+ 4.17% |
$3.31M - $3.88M
|
1.87M
$133M
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
69.7K+ 83.0% |
$3.08M - $3.61M
|
154K
$10.9M
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
59.5K+ 191.45% |
$2.63M - $3.08M
|
90.6K
$6.43M
|
|
Oct 31, 2022
Q3 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
50.1K+ 194.51% |
$2.21M - $2.59M
|
75.9K
$5.39M
|
|
Oct 25, 2022
Q3 2022
|
Nova R Wealth, Inc.
|
BUY
|
- |
49.5K+ 107.2% |
$2.18M - $2.56M
|
95.6K
$6.79M
|
|
Oct 17, 2022
Q3 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
45KNew |
$1.99M - $2.33M
|
45K
$3.2M
|
|
Nov 14, 2022
Q3 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
36K+ 472.03% |
$1.59M - $1.86M
|
43.6K
$3.09M
|
|
Nov 03, 2022
Q3 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
33.1K+ 23.74% |
$1.46M - $1.71M
|
172K
$12.2M
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
30K+ 161.2% |
$1.32M - $1.55M
|
48.6K
$3.45M
|
|
Nov 14, 2022
Q3 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
29.1K+ 323.36% |
$1.28M - $1.51M
|
38.1K
$2.7M
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
26.7K+ 11.72% |
$1.18M - $1.38M
|
255K
$18.1M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.9K+ 34.66% |
$1.15M - $1.34M
|
101K
$7.16M
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
25.3K+ 156.09% |
$1.12M - $1.31M
|
41.5K
$2.95M
|
|
Nov 14, 2022
Q3 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
25.1K+ 7.05% |
$1.11M - $1.3M
|
381K
$27.1M
|
|
Oct 17, 2022
Q3 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
24.5K+ 70.9% |
$1.08M - $1.27M
|
58.9K
$4.18M
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
20.6KNew |
$911K - $1.07M
|
20.6K
$1.46M
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
BUY
|
- |
19K+ 266.68% |
$840K - $985K
|
26.2K
$1.86M
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
16.8K+ 29.25% |
$742K - $871K
|
74.3K
$5.28M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
16.6KNew |
$733K - $860K
|
16.6K
$1.18M
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.5KNew |
$598K - $701K
|
13.5K
$962K
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.8KNew |
$565K - $663K
|
12.8K
$908K
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.8KNew |
$565K - $663K
|
12.8K
$908K
|
|
Oct 28, 2022
Q3 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
11.8K+ 1.46% |
$519K - $609K
|
819K
$58.1M
|
|
Oct 26, 2022
Q3 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
10.6K+ 33.6% |
$466K - $546K
|
42K
$2.98M
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
9.63KNew |
$425K - $498K
|
9.63K
$683K
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
9.29K+ 12.87% |
$410K - $481K
|
81.5K
$5.78M
|
|
Nov 10, 2022
Q3 2022
|
Concord Wealth Partners
|
BUY
|
- |
8.73K+ 65.59% |
$385K - $452K
|
22K
$1.56M
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
BUY
|
- |
8.42KNew |
$372K - $436K
|
8.42K
$598K
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.27KNew |
$321K - $377K
|
7.27K
$516K
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6.17K+ 568.66% |
$272K - $319K
|
7.26K
$515K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.07K+ 40.28% |
$268K - $314K
|
21.1K
$1.5M
|
|
Oct 12, 2022
Q3 2022
|
Sol Capital Management CO
|
BUY
|
- |
5.88K+ 14.8% |
$259K - $304K
|
45.6K
$3.24M
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
5.7K+ 19.21% |
$251K - $295K
|
35.4K
$2.51M
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
5.35KNew |
$236K - $277K
|
5.35K
$380K
|
|
Nov 06, 2024
Q3 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
4.76K+ 59.66% |
$210K - $246K
|
12.7K
$904K
|
|
Nov 14, 2022
Q3 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
4.68KNew |
$206K - $242K
|
4.68K
$332K
|
|
Nov 02, 2022
Q3 2022
|
Bayshore Asset Management, LLC
|
BUY
|
- |
3.84K+ 15.3% |
$170K - $199K
|
28.9K
$2.05M
|
|
Oct 14, 2022
Q3 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
3.76K+ 59.24% |
$166K - $195K
|
10.1K
$717K
|
|
Nov 09, 2022
Q3 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
3.1K+ 15.76% |
$137K - $160K
|
22.8K
$1.62M
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.82KNew |
$124K - $146K
|
2.82K
$200K
|
|
Oct 27, 2022
Q3 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.66K+ 14.86% |
$73.1K - $85.7K
|
12.8K
$909K
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.57K+ 9.33% |
$69.2K - $81.1K
|
18.4K
$1.3M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.01K+ 9.27% |
$44.6K - $52.3K
|
11.9K
$846K
|
|
Nov 02, 2022
Q3 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
801+ 7.25% |
$35.3K - $41.5K
|
11.9K
$842K
|
|
Oct 25, 2022
Q3 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
554New |
$24.4K - $28.7K
|
554
$39.3K
|
|
Oct 13, 2022
Q3 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
320+ 74.42% |
$14.1K - $16.6K
|
750
$53.2K
|