Purchases and Sales Made in Q3 2022 in American Centy ETF Tr Avantis (AVSF)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSF) 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 |
---|---|---|---|---|---|---|---|
Oct 31, 2022
Q3 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
685K+ 3003.1% |
$31.2M - $32.4M
|
708K
$32.7M
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
49.6K+ 3163.9% |
$2.26M - $2.35M
|
51.2K
$2.36M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
25.9K+ 40.51% |
$1.18M - $1.22M
|
89.7K
$4.14M
|
|
Oct 18, 2022
Q3 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
24.3KNew |
$1.1M - $1.15M
|
24.3K
$1.12M
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
22.2K+ 138.68% |
$1.01M - $1.05M
|
38.3K
$1.77M
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
15.2K+ 69.89% |
$690K - $718K
|
36.9K
$1.7M
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
14.2K+ 36.18% |
$645K - $671K
|
53.4K
$2.47M
|
|
Oct 27, 2022
Q3 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
12.8KNew |
$583K - $607K
|
12.8K
$593K
|
|
Nov 09, 2022
Q3 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
10.3K+ 112.46% |
$468K - $487K
|
19.5K
$899K
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.19KNew |
$327K - $340K
|
7.19K
$332K
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.77K+ 5.41% |
$80.6K - $83.8K
|
34.5K
$1.6M
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.7K+ 1.53% |
$77.3K - $80.4K
|
113K
$5.23M
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.29K+ 12.44% |
$58.8K - $61.2K
|
11.7K
$540K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.01K+ 31.5% |
$45.8K - $47.7K
|
4.21K
$194K
|
|
Oct 25, 2022
Q3 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
713+ 28.63% |
$32.4K - $33.7K
|
3.2K
$148K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-50- 0.73% |
$2.27K - $2.37K
|
6.76K
$312K
|
|
Nov 03, 2022
Q3 2022
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-161- 1.22% |
$7.32K - $7.62K
|
13K
$600K
|
|
Oct 26, 2022
Q3 2022
|
B&D White Capital Company, LLC
|
SELL
|
- |
-517- 2.86% |
$23.5K - $24.5K
|
17.6K
$812K
|
|
Nov 03, 2022
Q3 2022
|
Equius Partners, Inc.
|
SELL
|
- |
-532- 7.36% |
$24.2K - $25.2K
|
6.7K
$310K
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-20.2K- 71.95% |
$918K - $955K
|
7.87K
$364K
|