Purchases and Sales Made in Q4 2022 in American Centy ETF Tr Avantis (AVLV)
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 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7.9KNew |
$363K - $423K
|
7.9K
$553K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
7.8KNew |
$358K - $417K
|
7.8K
$546K
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
BUY
|
- |
7.61K+ 16.7% |
$349K - $407K
|
53.2K
$3.72M
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
6.85K+ 53.47% |
$314K - $366K
|
19.6K
$1.37M
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
5.98K+ 7.34% |
$274K - $320K
|
87.4K
$6.12M
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
5.87KNew |
$269K - $314K
|
5.87K
$411K
|
|
|
Jan 27, 2023
Q4 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
5.49K+ 54.31% |
$252K - $294K
|
15.6K
$1.09M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.44KNew |
$250K - $291K
|
5.44K
$380K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5.43K+ 74.84% |
$249K - $291K
|
12.7K
$887K
|
|
|
Feb 06, 2023
Q4 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
4.97K+ 11.41% |
$228K - $266K
|
48.6K
$3.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
4.63KNew |
$213K - $248K
|
4.63K
$324K
|
|
|
Feb 06, 2023
Q4 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
4.42KNew |
$203K - $236K
|
4.42K
$309K
|
|
|
Jan 30, 2023
Q4 2022
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
4.35KNew |
$200K - $233K
|
4.35K
$305K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.35KNew |
$200K - $233K
|
4.35K
$304K
|
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
4.02K+ 8.92% |
$184K - $215K
|
49K
$3.43M
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
3.28K+ 38.96% |
$151K - $176K
|
11.7K
$818K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
3.22KNew |
$148K - $173K
|
3.22K
$226K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.14K+ 32.62% |
$144K - $168K
|
12.8K
$893K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.87K+ 316.17% |
$132K - $154K
|
3.78K
$265K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
2.84KNew |
$130K - $152K
|
2.84K
$198K
|
|
|
Feb 13, 2023
Q4 2022
|
Bayshore Asset Management, LLC
|
BUY
|
- |
2.74K+ 9.45% |
$126K - $146K
|
31.7K
$2.22M
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1.81KNew |
$83.1K - $96.8K
|
1.81K
$127K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.5KNew |
$68.9K - $80.3K
|
1.5K
$105K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
1.48K+ 2.0% |
$68.1K - $79.4K
|
75.8K
$5.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
BUY
|
- |
1.2K+ 3.85% |
$55.1K - $64.2K
|
32.4K
$2.26M
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
924New |
$42.4K - $49.5K
|
924
$64.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
393+ 2.14% |
$18K - $21K
|
18.8K
$1.31M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
180New |
$8.27K - $9.63K
|
180
$12.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
137+ 0.6% |
$6.29K - $7.33K
|
22.9K
$1.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
63+ 0.47% |
$2.89K - $3.37K
|
13.6K
$952K
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
43+ 7.76% |
$1.97K - $2.3K
|
597
$41.8K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
42+ 12.21% |
$1.93K - $2.25K
|
386
$27K
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
40New |
$1.84K - $2.14K
|
40
$2.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
16New |
$735 - $856
|
16
$1.12K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1K- 3.31% |
$45.9K - $53.5K
|
29.2K
$2.04M
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-2.1K- 27.46% |
$96.5K - $112K
|
5.55K
$388K
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-34.2K- 1.82% |
$1.57M - $1.83M
|
1.84M
$129M
|