Purchases and Sales Made in Q1 2022 in American Centy ETF Tr Avantis (AVUS)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUS) during Q1 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 |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
230K+ 303.58% |
$16.5M - $18.6M
|
305K
$30.3M
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
210K+ 736.15% |
$15.1M - $17M
|
238K
$23.7M
|
|
May 16, 2022
Q1 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
172KNew |
$12.4M - $14M
|
172K
$17.1M
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
165KNew |
$11.9M - $13.4M
|
165K
$16.4M
|
|
Apr 22, 2022
Q1 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
163K+ 9.0% |
$11.7M - $13.2M
|
1.97M
$196M
|
|
May 03, 2022
Q1 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
149K+ 42.1% |
$10.7M - $12.1M
|
504K
$50.1M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
114K+ 28.75% |
$8.2M - $9.24M
|
511K
$50.8M
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
102K+ 841.69% |
$7.35M - $8.28M
|
114K
$11.4M
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
87.3K+ 85.88% |
$6.28M - $7.08M
|
189K
$18.8M
|
|
Apr 12, 2022
Q1 2022
|
Hya Advisors, Inc
|
BUY
|
- |
83.8K+ 386.79% |
$6.02M - $6.79M
|
105K
$10.5M
|
|
May 04, 2022
Q1 2022
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
75.8K+ 153.83% |
$5.45M - $6.15M
|
125K
$12.4M
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
68.8KNew |
$4.95M - $5.57M
|
68.8K
$6.84M
|
|
May 10, 2022
Q1 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
66.7K+ 67.57% |
$4.79M - $5.4M
|
165K
$16.4M
|
|
May 05, 2022
Q1 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
63.7KNew |
$4.58M - $5.16M
|
63.7K
$6.33M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
61.3K+ 17.98% |
$4.41M - $4.97M
|
402K
$40M
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
60.3K+ 270.52% |
$4.34M - $4.89M
|
82.6K
$8.22M
|
|
May 04, 2022
Q1 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
58.8K+ 9.04% |
$4.23M - $4.77M
|
709K
$70.5M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
51.3K+ 241.36% |
$3.68M - $4.15M
|
72.5K
$7.21M
|
|
May 13, 2022
Q1 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
46.3K+ 58.37% |
$3.33M - $3.75M
|
126K
$12.5M
|
|
Apr 18, 2022
Q1 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
44.2K+ 63.13% |
$3.18M - $3.58M
|
114K
$11.4M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
43.4KNew |
$3.12M - $3.52M
|
43.4K
$4.31M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
39.9K+ 92.11% |
$2.87M - $3.23M
|
83.2K
$8.27M
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
39.8KNew |
$2.86M - $3.22M
|
39.8K
$3.95M
|
|
Aug 25, 2022
Q1 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
35.9K+ 214.08% |
$2.58M - $2.91M
|
52.7K
$5.24M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
35.6K+ 23.64% |
$2.56M - $2.89M
|
186K
$18.5M
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
34.6K+ 148.08% |
$2.49M - $2.81M
|
58K
$5.77M
|
|
Apr 18, 2022
Q1 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
33K+ 298.43% |
$2.37M - $2.67M
|
44K
$4.38M
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
31.9K+ 143.61% |
$2.3M - $2.59M
|
54.2K
$5.39M
|
|
Apr 07, 2022
Q1 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
28.9K+ 5.59% |
$2.08M - $2.34M
|
546K
$54.3M
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
27.9K+ 67.04% |
$2M - $2.26M
|
69.5K
$6.91M
|
|
Jul 20, 2023
Q1 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
26.2K+ 522.69% |
$1.88M - $2.12M
|
31.2K
$3.1M
|
|
Apr 29, 2022
Q1 2022
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
25.3K+ 4.37% |
$1.82M - $2.05M
|
604K
$60M
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
23.4KNew |
$1.68M - $1.9M
|
23.4K
$2.33M
|
|
Apr 26, 2022
Q1 2022
|
Avestar Capital, LLC
|
BUY
|
- |
22.2K+ 10.87% |
$1.6M - $1.8M
|
226K
$22.5M
|
|
Apr 21, 2022
Q1 2022
|
Bayshore Asset Management, LLC
|
BUY
|
- |
21.7KNew |
$1.56M - $1.76M
|
21.7K
$2.16M
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
21.5K+ 15.05% |
$1.55M - $1.74M
|
164K
$16.3M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.8K+ 262.46% |
$1.5M - $1.69M
|
28.7K
$2.86M
|
|
Apr 20, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
20.5K+ 102.39% |
$1.48M - $1.67M
|
40.6K
$4.04M
|
|
Jul 28, 2023
Q1 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
19.9K+ 67.47% |
$1.43M - $1.61M
|
49.5K
$4.92M
|
|
Apr 18, 2022
Q1 2022
|
Sol Capital Management CO
|
BUY
|
- |
19.8K+ 106.38% |
$1.42M - $1.61M
|
38.4K
$3.82M
|
|
Aug 01, 2022
Q1 2022
|
Awm Capital, LLC
|
BUY
|
- |
19.6KNew |
$1.41M - $1.59M
|
19.6K
$1.95M
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
18.6K+ 58.59% |
$1.34M - $1.51M
|
50.3K
$5M
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
18.1K+ 20.42% |
$1.3M - $1.47M
|
107K
$10.6M
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
13.9K+ 12.98% |
$998K - $1.12M
|
121K
$12M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.7K+ 89.93% |
$985K - $1.11M
|
28.9K
$2.88M
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
13.6KNew |
$980K - $1.1M
|
13.6K
$1.35M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.5K+ 82.88% |
$969K - $1.09M
|
29.7K
$2.96M
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
12.8K+ 31.59% |
$924K - $1.04M
|
53.5K
$5.32M
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
BUY
|
- |
12.6KNew |
$906K - $1.02M
|
12.6K
$1.25M
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
9.58KNew |
$689K - $777K
|
9.58K
$953K
|