Purchases and Sales Made in Q2 2022 in American Centy ETF Tr Avantis (AVUS)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUS) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.22KNew |
$77.9K - $94.8K
|
1.22K
$121K
|
|
Jul 28, 2023
Q2 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
1.15K+ 2.33% |
$73.5K - $89.4K
|
50.6K
$5.03M
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
865+ 5.64% |
$55.2K - $67.1K
|
16.2K
$1.61M
|
|
Apr 06, 2023
Q2 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
729+ 2.42% |
$46.5K - $56.6K
|
30.8K
$3.06M
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
724+ 22.94% |
$46.2K - $56.2K
|
3.88K
$386K
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
475+ 1.03% |
$30.3K - $36.9K
|
46.7K
$4.64M
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
427New |
$27.3K - $33.1K
|
427
$42.4K
|
|
Aug 12, 2022
Q2 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
368+ 3.0% |
$23.5K - $28.6K
|
12.6K
$1.25M
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
268+ 2.25% |
$17.1K - $20.8K
|
12.2K
$1.21M
|
|
Aug 03, 2022
Q2 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
147+ 1.72% |
$9.38K - $11.4K
|
8.67K
$862K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
140New |
$8.94K - $10.9K
|
140
$13.9K
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
126New |
$8.04K - $9.78K
|
126
$12.5K
|
|
Dec 18, 2023
Q2 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
107New |
$6.83K - $8.31K
|
107
$10.6K
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
104+ 3.67% |
$6.64K - $8.07K
|
2.94K
$292K
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
51+ 0.76% |
$3.26K - $3.96K
|
6.76K
$672K
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
BUY
|
- |
34New |
$2.17K - $2.64K
|
34
$3.38K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
24New |
$1.53K - $1.86K
|
24
$2.39K
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
22+ 0.05% |
$1.4K - $1.71K
|
46.3K
$4.6M
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
22+ 0.38% |
$1.4K - $1.71K
|
5.79K
$576K
|
|
Jul 11, 2022
Q2 2022
|
Austin Asset Management CO Inc
|
BUY
|
- |
20+ 0.41% |
$1.28K - $1.55K
|
4.96K
$493K
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
6New |
$383 - $466
|
6
$596
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2+ 0.06% |
$128 - $155
|
3.2K
$318K
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
1+ 0.41% |
$63.8 - $77.6
|
242
$24.1K
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
1+ 0.03% |
$63.8 - $77.6
|
3.12K
$310K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-9Closed |
$575 - $699
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-10Closed |
$638 - $776
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-24Closed |
$1.53K - $1.86K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-98- 9.08% |
$6.26K - $7.61K
|
981
$97.5K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-147- 2.47% |
$9.38K - $11.4K
|
5.79K
$576K
|
|
Jul 20, 2022
Q2 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-269- 7.95% |
$17.2K - $20.9K
|
3.11K
$309K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-406- 68.24% |
$25.9K - $31.5K
|
189
$18.8K
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-669Closed |
$42.7K - $51.9K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-2.05K- 1.82% |
$131K - $159K
|
110K
$11M
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.35K- 6.94% |
$150K - $182K
|
31.5K
$3.13M
|
|
Aug 01, 2022
Q2 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-2.67KClosed |
$171K - $207K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Applied Capital LLC
|
SELL
|
- |
-2.7KClosed |
$172K - $209K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.81KClosed |
$179K - $218K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-2.85KClosed |
$182K - $221K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-3.44KClosed |
$220K - $267K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
First National Trust CO
|
SELL
|
- |
-3.5KClosed |
$223K - $272K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Apella Capital, LLC
|
SELL
|
- |
-3.52K- 7.95% |
$224K - $273K
|
40.7K
$4.05M
|
|
Aug 08, 2022
Q2 2022
|
Truepoint, Inc.
|
SELL
|
- |
-4.5K- 58.15% |
$287K - $349K
|
3.24K
$322K
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.19KClosed |
$332K - $403K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.95K- 7.15% |
$380K - $462K
|
77.2K
$7.68M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.95K- 7.15% |
$380K - $462K
|
77.2K
$7.68M
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-6.73K- 3.56% |
$429K - $522K
|
182K
$18.1M
|
|
Aug 11, 2022
Q2 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-7.6KClosed |
$485K - $590K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.79K- 49.43% |
$497K - $605K
|
7.97K
$793K
|
|
Jul 18, 2022
Q2 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-9.81KClosed |
$626K - $762K
|
0
$0
|