Purchases and Sales Made in Q3 2022 in American Centy ETF Tr Avantis (AVSC)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSC) 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 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
64K+ 134.69% |
$2.52M - $3.05M
|
112K
$6.07M
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
18.1K+ 65.35% |
$715K - $865K
|
45.9K
$2.5M
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
14K+ 84.8% |
$554K - $670K
|
30.6K
$1.67M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14KNew |
$551K - $668K
|
14K
$762K
|
|
Oct 17, 2022
Q3 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
9.63K+ 5.82% |
$379K - $459K
|
175K
$9.53M
|
|
Oct 26, 2022
Q3 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
7.8K+ 22.66% |
$307K - $372K
|
42.2K
$2.3M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
6.46KNew |
$255K - $308K
|
6.46K
$352K
|
|
Nov 08, 2022
Q3 2022
|
Wms Partners, LLC
|
BUY
|
- |
6.28KNew |
$248K - $300K
|
6.28K
$342K
|
|
Oct 26, 2022
Q3 2022
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
5.13KNew |
$202K - $245K
|
5.13K
$279K
|
|
Oct 18, 2022
Q3 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
4.56K+ 437.14% |
$180K - $217K
|
5.6K
$305K
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
4.33K+ 39.18% |
$171K - $207K
|
15.4K
$838K
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
BUY
|
- |
3.47K+ 29.58% |
$137K - $165K
|
15.2K
$827K
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
395+ 16.81% |
$15.6K - $18.8K
|
2.75K
$149K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-275- 47.83% |
$10.8K - $13.1K
|
300
$16.3K
|