Purchases and Sales Made in Q4 2022 in American Centy ETF Tr Avantis (AVSF)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVSF) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
621KNew |
$28M - $28.7M
|
621K
$28.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
395KNew |
$17.8M - $18.2M
|
395K
$18.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
301K+ 42.51% |
$13.6M - $13.9M
|
1.01M
$46.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
183K+ 2319.62% |
$8.24M - $8.44M
|
190K
$8.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
53.9KNew |
$2.43M - $2.49M
|
53.9K
$2.49M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
45.9KNew |
$2.07M - $2.12M
|
45.9K
$2.12M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
37K+ 41.29% |
$1.67M - $1.71M
|
127K
$5.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
21.4KNew |
$965K - $988K
|
21.4K
$988K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
18.7K+ 50.7% |
$845K - $865K
|
55.6K
$2.57M
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
15.2K+ 130.34% |
$688K - $705K
|
26.9K
$1.24M
|
|
|
Feb 22, 2023
Q4 2022
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
14.8KNew |
$668K - $684K
|
14.8K
$683K
|
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
9.48KNew |
$428K - $438K
|
9.48K
$438K
|
|
|
Jan 12, 2023
Q4 2022
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
6.73KNew |
$304K - $311K
|
6.73K
$311K
|
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
6.53K+ 33.59% |
$295K - $302K
|
26K
$1.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.24K+ 5.51% |
$282K - $288K
|
119K
$5.51M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.83KNew |
$263K - $270K
|
5.83K
$269K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.32KNew |
$240K - $246K
|
5.32K
$246K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.81KNew |
$217K - $223K
|
4.81K
$222K
|
|
|
Feb 10, 2023
Q4 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
2.9K+ 11.95% |
$131K - $134K
|
27.2K
$1.26M
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
2.33K+ 72.81% |
$105K - $108K
|
5.54K
$256K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.29KNew |
$103K - $106K
|
2.29K
$106K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
1.96KNew |
$88.3K - $90.4K
|
1.96K
$90.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
1KNew |
$45.2K - $46.2K
|
1K
$46.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
168+ 2.34% |
$7.59K - $7.77K
|
7.35K
$340K
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
145New |
$6.55K - $6.7K
|
145
$6.7K
|
|
|
Jan 23, 2023
Q4 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
140+ 1.09% |
$6.32K - $6.47K
|
13K
$599K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
137+ 3.26% |
$6.19K - $6.33K
|
4.35K
$201K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
8New |
$361 - $370
|
8
$370
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-360- 2.77% |
$16.3K - $16.6K
|
12.6K
$583K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-874- 2.53% |
$39.5K - $40.4K
|
33.7K
$1.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-5.1K- 11.09% |
$230K - $236K
|
40.9K
$1.89M
|
|
|
Feb 07, 2023
Q4 2022
|
B&D White Capital Company, LLC
|
SELL
|
- |
-6.26K- 35.61% |
$283K - $290K
|
11.3K
$523K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-31.8K- 62.16% |
$1.44M - $1.47M
|
19.4K
$895K
|