Purchases and Sales Made in Q4 2022 in American Centy ETF Tr Avantis (AVLV)

AVLV Quotes by TradingView

This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVLV) 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 21, 2023 Q4 2022
Northwestern Mutual Wealth Management CO

BUY
 -
413K
New
$19M - $22.1M
413K $28.9M
Feb 14, 2023 Q4 2022
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
278K
+ 199.08%
$12.7M - $14.9M
417K $29.2M
Jan 18, 2023 Q4 2022
Opus Capital Group, LLC

BUY
 -
263K
New
$12.1M - $14.1M
263K $18.4M
Feb 13, 2023 Q4 2022
Merriman Wealth Management, LLC

BUY
 -
260K
+ 15.73%
$11.9M - $13.9M
1.91M $134M
Feb 01, 2023 Q4 2022
Financial Advisory Service, Inc.

BUY
 -
248K
New
$11.4M - $13.3M
248K $17.4M
Feb 06, 2023 Q4 2022
Websterrogers Financial Advisors, LLC

BUY
 -
244K
New
$11.2M - $13.1M
244K $17.1M
Feb 13, 2023 Q4 2022
American Century Companies Inc

Kansas City, MO
BUY
 -
239K
+ 5110.61%
$11M - $12.8M
244K $17M
Jan 31, 2023 Q4 2022
Sage Rhino Capital LLC

BUY
 -
156K
New
$7.16M - $8.35M
156K $10.9M
Jan 18, 2023 Q4 2022
Wj Interests, LLC

Sugar Land, TX
BUY
 -
150K
New
$6.89M - $8.03M
150K $10.5M
Feb 01, 2023 Q4 2022
Allegiance Financial Group Advisory Services LLC

Vienna, VA
BUY
 -
140K
New
$6.44M - $7.51M
140K $9.82M
Jan 30, 2023 Q4 2022
Echo Wealth Management, LLC

BUY
 -
93.5K
New
$4.3M - $5.01M
93.5K $6.54M
Jan 27, 2023 Q4 2022
Concord Wealth Partners

BUY
 -
78.7K
+ 357.07%
$3.61M - $4.21M
101K $7.05M
Nov 06, 2024 Q4 2022
Concord Asset Management, Llc/Va

Abingdon, VA
BUY
 -
72.3K
+ 567.67%
$3.32M - $3.87M
85.1K $5.95M
Feb 07, 2023 Q4 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
69.5K
+ 68.97%
$3.19M - $3.72M
170K $11.9M
Feb 14, 2023 Q4 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
67.7K
+ 74.68%
$3.11M - $3.62M
158K $11.1M
Feb 09, 2023 Q4 2022
Jrm Investment Counsel, LLC

BUY
 -
65.5K
+ 27.45%
$3.01M - $3.51M
304K $21.3M
Feb 08, 2023 Q4 2022
Brainard Capital Management LLC

Austin, TX
BUY
 -
63.2K
New
$2.9M - $3.38M
63.2K $4.42M
Jan 31, 2023 Q4 2022
Kestra Advisory Services, LLC

BUY
 -
57.8K
New
$2.65M - $3.09M
57.8K $4.04M
Feb 14, 2023 Q4 2022
Jane Street Group, LLC

New York, NY
BUY
 -
48.1K
New
$2.21M - $2.57M
48.1K $3.36M
Jul 19, 2023 Q4 2022
Altiora Financial Group, LLC

Lebanon, OH
BUY
 -
45.3K
New
$2.08M - $2.43M
45.3K $3.17M
Feb 10, 2023 Q4 2022
Creative Planning

Overland Park, KS
BUY
 -
43.7K
New
$2.01M - $2.34M
43.7K $3.06M
Jan 23, 2023 Q4 2022
Moisand Fitzgerald Tamayo, LLC

BUY
 -
42.6K
+ 87.66%
$1.96M - $2.28M
91.1K $6.38M
Jan 27, 2023 Q4 2022
Bridgewater Advisors Inc.

BUY
 -
41.3K
+ 5.05%
$1.9M - $2.21M
860K $60.2M
Feb 09, 2023 Q4 2022
Chicago Partners Investment Group LLC

BUY
 -
41.3K
+ 26.89%
$1.9M - $2.21M
195K $13.6M
Feb 03, 2023 Q4 2022
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
38.8K
New
$1.78M - $2.08M
38.8K $2.72M
Feb 07, 2023 Q4 2022
Commonwealth Equity Services, LLC

BUY
 -
38.7K
+ 9.85%
$1.78M - $2.07M
431K $30.2M
Jan 26, 2023 Q4 2022
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
38.1K
+ 14.95%
$1.75M - $2.04M
293K $20.5M
Feb 02, 2023 Q4 2022
Total Wealth Planning, LLC

BUY
 -
36.4K
+ 95.67%
$1.67M - $1.95M
74.5K $5.21M
Jan 31, 2023 Q4 2022
Nova R Wealth, Inc.

BUY
 -
31.5K
+ 32.93%
$1.45M - $1.68M
127K $8.89M
Jan 11, 2023 Q4 2022
Collective Family Office LLC

BUY
 -
27.8K
+ 106.35%
$1.28M - $1.49M
54K $3.78M
Feb 09, 2023 Q4 2022
Wealth Architects, LLC

BUY
 -
26.1K
New
$1.2M - $1.4M
26.1K $1.83M
Jan 23, 2023 Q4 2022
Waypoint Capital Advisors, LLC

BUY
 -
24.3K
+ 41.21%
$1.12M - $1.3M
83.2K $5.82M
Mar 01, 2023 Q4 2022
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
23.2K
+ 30.63%
$1.07M - $1.24M
99.1K $6.93M
Jan 17, 2023 Q4 2022
Fortress Wealth Management, Inc.

BUY
 -
21.8K
+ 12.64%
$1M - $1.17M
194K $13.6M
Feb 13, 2023 Q4 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
15.4K
+ 37.06%
$707K - $824K
56.9K $3.98M
Feb 14, 2023 Q4 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
15.2K
+ 208.35%
$696K - $811K
22.4K $1.57M
Feb 13, 2023 Q4 2022
Advisory Services Network, LLC

BUY
 -
15.1K
+ 42.84%
$695K - $811K
50.5K $3.53M
Mar 28, 2023 Q4 2022
Werba Rubin Papier Wealth Management

San Jose, CA
BUY
 -
14.3K
New
$658K - $767K
14.3K $1M
Feb 22, 2023 Q4 2022
Tillman Hartley LLC

Orlando, FL
BUY
 -
13.9K
New
$638K - $743K
13.9K $972K
Feb 08, 2023 Q4 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
13.6K
+ 64.27%
$624K - $727K
34.7K $2.43M
Feb 09, 2023 Q4 2022
Greenspring Advisors, LLC

BUY
 -
12.9K
+ 108.95%
$593K - $691K
24.8K $1.73M
Feb 13, 2023 Q4 2022
Pcg Wealth Advisors, LLC

BUY
 -
12.9K
New
$591K - $689K
12.9K $901K
Feb 15, 2023 Q4 2022
Legacy Financial Group, Inc.

Tulsa, OK
BUY
 -
12.8K
New
$590K - $688K
12.8K $899K
Feb 08, 2023 Q4 2022
Ubs Group Ag

BUY
 -
12.1K
New
$554K - $646K
12.1K $844K
Feb 15, 2023 Q4 2022
Ci Private Wealth, LLC

Miami, FL
BUY
 -
11.8K
New
$540K - $629K
11.8K $823K
Jan 19, 2023 Q4 2022
Stratos Wealth Advisors, LLC

BUY
 -
11.5K
New
$526K - $613K
11.5K $801K
Feb 06, 2023 Q4 2022
Ml & R Wealth Management LLC

BUY
 -
10.9K
+ 26.02%
$501K - $584K
52.9K $3.7M
Feb 01, 2023 Q4 2022
Cypress Point Wealth Management, LLC

Dallas, TX
BUY
 -
8.82K
New
$405K - $472K
8.82K $617K
Feb 13, 2023 Q4 2022
Truepoint, Inc.

BUY
 -
8.44K
New
$387K - $452K
8.44K $590K

Track Institutional and Insider Activities on AVLV

Follow AMERICAN CENTY ETF TR AVANTIS and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells AVLV shares.

Notify only if

Insider Trading

Get notified when an American Centy ETF Tr Avantis insider buys or sells AVLV shares.

Notify only if

News

Receive news related to AMERICAN CENTY ETF TR AVANTIS

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on AVLV