Purchases and Sales Made in Q4 2022 in American Centy ETF Tr Avantis (AVSD)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSD) 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 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
116KNew |
$4.63M - $5.61M
|
116K
$6.6M
|
|
|
Mar 01, 2023
Q4 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
96.3K+ 102.85% |
$3.85M - $4.67M
|
190K
$10.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
45.9KNew |
$1.84M - $2.23M
|
45.9K
$2.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
43.3K+ 78.92% |
$1.73M - $2.1M
|
98.3K
$5.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
28.5K+ 100.56% |
$1.14M - $1.38M
|
56.8K
$3.24M
|
|
|
Feb 02, 2023
Q4 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
19.1KNew |
$766K - $927K
|
19.1K
$1.09M
|
|
|
Feb 02, 2023
Q4 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
14.8KNew |
$592K - $717K
|
14.8K
$844K
|
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
BUY
|
- |
10.5KNew |
$420K - $508K
|
10.5K
$598K
|
|
|
Feb 08, 2023
Q4 2022
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
10.2KNew |
$409K - $495K
|
10.2K
$583K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
8.69KNew |
$348K - $421K
|
8.69K
$496K
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
BUY
|
- |
5.84KNew |
$234K - $283K
|
5.84K
$333K
|
|
|
Feb 06, 2023
Q4 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
5.04KNew |
$202K - $244K
|
5.04K
$288K
|
|
|
Jul 28, 2023
Q4 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
4.67KNew |
$187K - $226K
|
4.67K
$266K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4.5KNew |
$180K - $218K
|
4.5K
$257K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
2.97KNew |
$119K - $144K
|
2.97K
$169K
|
|
|
Feb 08, 2023
Q4 2022
|
Highland Financial Advisors, LLC
|
BUY
|
- |
2.7K+ 18.66% |
$108K - $131K
|
17.2K
$981K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.47KNew |
$59K - $71.4K
|
1.47K
$84K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.32KNew |
$52.8K - $63.9K
|
1.32K
$75.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
1.02KNew |
$40.7K - $49.2K
|
1.02K
$58K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Northland Capital Management LLC
|
SELL
|
- |
-1.47K- 1.59% |
$58.8K - $71.3K
|
91.2K
$5.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-28.4K- 43.19% |
$1.14M - $1.38M
|
37.4K
$2.13M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-47.9K- 38.64% |
$1.92M - $2.32M
|
76.1K
$4.34M
|