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 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
32+ 0.56% |
$2.3K - $2.59K
|
5.77K
$530K
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
26New |
$1.87K - $2.11K
|
26
$2.39K
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
24New |
$1.73K - $1.94K
|
24
$2.2K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
20New |
$1.44K - $1.62K
|
20
$1.84K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
17+ 2.94% |
$1.22K - $1.38K
|
595
$54.6K
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
9+ 900.0% |
$647 - $729
|
10
$918
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
9New |
$647 - $729
|
9
$826
|
|
Apr 29, 2022
Q1 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1+ 0.03% |
$71.9 - $81
|
3.19K
$293K
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
BUY
|
- |
1+ 0.42% |
$71.9 - $81
|
241
$22.1K
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1+ 1.15% |
$71.9 - $81
|
88
$8.08K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-68- 0.2% |
$4.89K - $5.51K
|
33.9K
$3.11M
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-69- 2.07% |
$4.96K - $5.59K
|
3.27K
$300K
|
|
Apr 28, 2022
Q1 2022
|
Applied Capital LLC
|
SELL
|
- |
-91- 3.26% |
$6.54K - $7.37K
|
2.7K
$248K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-140Closed |
$10.1K - $11.3K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-159- 2.61% |
$11.4K - $12.9K
|
5.94K
$545K
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-229- 98.71% |
$16.5K - $18.6K
|
3
$275
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-263Closed |
$18.9K - $21.3K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-404- 12.48% |
$29K - $32.7K
|
2.83K
$260K
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-734- 4.45% |
$52.8K - $59.5K
|
15.8K
$1.45M
|
|
Apr 13, 2022
Q1 2022
|
Austin Asset Management CO Inc
|
SELL
|
- |
-976- 16.51% |
$70.2K - $79.1K
|
4.94K
$453K
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-998- 7.36% |
$71.7K - $80.9K
|
12.6K
$1.15M
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.12K- 3.13% |
$80.6K - $90.8K
|
34.7K
$3.18M
|
|
Apr 13, 2022
Q1 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.47K- 13.05% |
$106K - $119K
|
9.81K
$901K
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.54K- 4.72% |
$110K - $124K
|
31K
$2.85M
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.7K- 12.52% |
$122K - $138K
|
11.9K
$1.09M
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.75KClosed |
$126K - $141K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-2.18K- 66.87% |
$157K - $176K
|
1.08K
$99K
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-2.47K- 2.04% |
$178K - $200K
|
119K
$10.9M
|
|
May 16, 2022
Q1 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-2.53K- 2.51% |
$182K - $205K
|
98.3K
$9.03M
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.56KClosed |
$184K - $208K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
SELL
|
- |
-3.3K- 48.53% |
$237K - $267K
|
3.5K
$321K
|
|
May 12, 2022
Q1 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-5.27KClosed |
$379K - $427K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-8.9KClosed |
$640K - $721K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-11.2KClosed |
$808K - $910K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-13.6K- 35.58% |
$979K - $1.1M
|
24.7K
$2.26M
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-20.4K- 57.44% |
$1.47M - $1.65M
|
15.1K
$1.39M
|
|
May 09, 2022
Q1 2022
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-20.7K- 2.97% |
$1.49M - $1.68M
|
676K
$62.1M
|
|
Apr 20, 2022
Q1 2022
|
Applied Capital LLC
|
SELL
|
- |
-26.4K- 90.44% |
$1.9M - $2.14M
|
2.79K
$256K
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-27.2K- 60.35% |
$1.96M - $2.2M
|
17.9K
$1.64M
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-32.3K- 22.02% |
$2.32M - $2.62M
|
114K
$10.5M
|
|
May 31, 2023
Q1 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-33.1KClosed |
$2.38M - $2.68M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-117K- 6.86% |
$8.39M - $9.45M
|
1.58M
$145M
|
|
May 10, 2022
Q1 2022
|
B&D White Capital Company, LLC
|
SELL
|
- |
-331K- 85.03% |
$23.8M - $26.8M
|
58.2K
$5.35M
|
|
Apr 14, 2022
Q1 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-798K- 52.39% |
$57.4M - $64.7M
|
725K
$66.6M
|