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 04, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
8.95K+ 1197.46% |
$643K - $725K
|
9.69K
$963K
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
8.34K+ 74.31% |
$600K - $676K
|
19.6K
$1.95M
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
7.86K+ 4.65% |
$565K - $637K
|
177K
$17.6M
|
|
May 11, 2022
Q1 2022
|
Truepoint, Inc.
|
BUY
|
- |
7.73KNew |
$556K - $627K
|
7.73K
$769K
|
|
May 09, 2022
Q1 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
7.6KNew |
$547K - $616K
|
7.6K
$756K
|
|
Aug 11, 2023
Q1 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
7.39KNew |
$531K - $599K
|
7.39K
$735K
|
|
May 03, 2022
Q1 2022
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
7.33KNew |
$527K - $594K
|
7.33K
$728K
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.44K+ 22.23% |
$463K - $522K
|
35.4K
$3.52M
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.95K+ 7.71% |
$428K - $482K
|
83.2K
$8.27M
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
5.82KNew |
$418K - $472K
|
5.82K
$579K
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.35K+ 12.73% |
$384K - $433K
|
47.4K
$4.71M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.19KNew |
$373K - $421K
|
5.19K
$516K
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.07K+ 17.98% |
$364K - $410K
|
33.2K
$3.3M
|
|
May 16, 2022
Q1 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
4.99K+ 19.93% |
$359K - $405K
|
30K
$2.99M
|
|
May 19, 2022
Q1 2022
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
4.49KNew |
$323K - $364K
|
4.49K
$446K
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.26KNew |
$306K - $345K
|
4.26K
$424K
|
|
Apr 29, 2022
Q1 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
4.05K+ 232.6% |
$291K - $328K
|
5.78K
$575K
|
|
May 10, 2022
Q1 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
3.44KNew |
$248K - $279K
|
3.44K
$342K
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.38KNew |
$243K - $274K
|
3.38K
$336K
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3.18K+ 10.28% |
$229K - $258K
|
34.2K
$3.4M
|
|
Apr 27, 2022
Q1 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
3.09K+ 2.82% |
$222K - $250K
|
112K
$11.2M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.07K+ 2.01% |
$221K - $249K
|
156K
$15.5M
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.81KNew |
$202K - $228K
|
2.81K
$279K
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
2.37KNew |
$170K - $192K
|
2.37K
$235K
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.24K+ 5.09% |
$161K - $182K
|
46.2K
$4.6M
|
|
Aug 30, 2022
Q1 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
2.15K+ 77.95% |
$154K - $174K
|
4.91K
$488K
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
2.12K+ 1.19% |
$152K - $171K
|
180K
$17.9M
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
BUY
|
- |
1.82K+ 4.29% |
$131K - $147K
|
44.2K
$4.4M
|
|
Apr 29, 2022
Q1 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.55K+ 4.38% |
$112K - $126K
|
37K
$3.68M
|
|
May 10, 2022
Q1 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.15K+ 3.58% |
$82.8K - $93.3K
|
33.3K
$3.31M
|
|
May 05, 2022
Q1 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.14K+ 19.98% |
$82.2K - $92.7K
|
6.87K
$683K
|
|
May 02, 2022
Q1 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
859+ 11.21% |
$61.8K - $69.6K
|
8.52K
$847K
|
|
May 02, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
747New |
$53.7K - $60.5K
|
747
$74.3K
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
669New |
$48.1K - $54.2K
|
669
$66.5K
|
|
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
630+ 5.42% |
$45.3K - $51K
|
12.3K
$1.22M
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
546+ 1.19% |
$39.3K - $44.2K
|
46.3K
$4.6M
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
465+ 3.13% |
$33.4K - $37.7K
|
15.3K
$1.53M
|
|
May 11, 2022
Q1 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
443+ 16.24% |
$31.8K - $35.9K
|
3.17K
$315K
|
|
May 13, 2022
Q1 2022
|
Plancorp, LLC
|
BUY
|
- |
423+ 0.1% |
$30.4K - $34.3K
|
433K
$43M
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
283New |
$20.3K - $22.9K
|
283
$28.1K
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
267+ 1.53% |
$19.2K - $21.6K
|
17.8K
$1.77M
|
|
May 11, 2022
Q1 2022
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
254+ 9.79% |
$18.3K - $20.6K
|
2.85K
$283K
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
210New |
$15.1K - $17K
|
210
$20.9K
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
206+ 3.17% |
$14.8K - $16.7K
|
6.71K
$667K
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
203New |
$14.6K - $16.4K
|
203
$20.2K
|
|
Apr 14, 2022
Q1 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
184+ 1.8% |
$13.2K - $14.9K
|
10.4K
$1.04M
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
166+ 5.55% |
$11.9K - $13.5K
|
3.16K
$314K
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
152+ 337.78% |
$10.9K - $12.3K
|
197
$19.6K
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
60New |
$4.31K - $4.86K
|
60
$5.96K
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
51New |
$3.67K - $4.13K
|
51
$5.07K
|