Purchases and Sales Made in Q3 2021 in American Centy ETF Tr Avantis (AVUS)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUS) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
153KNew |
$11M - $11.8M
|
153K
$15.2M
|
|
Nov 09, 2021
Q3 2021
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
144K+ 28.2% |
$10.4M - $11.1M
|
656K
$65.2M
|
|
Nov 02, 2021
Q3 2021
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
133K+ 32.35% |
$9.6M - $10.3M
|
545K
$54.2M
|
|
Oct 13, 2021
Q3 2021
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
122K+ 8.02% |
$8.78M - $9.41M
|
1.64M
$163M
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
92.9K+ 46.3% |
$6.7M - $7.17M
|
294K
$29.2M
|
|
Nov 10, 2021
Q3 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
86.8KNew |
$6.26M - $6.7M
|
86.8K
$8.63M
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
59.2K+ 309.56% |
$4.27M - $4.57M
|
78.4K
$7.79M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
45.9K+ 97.25% |
$3.31M - $3.54M
|
93K
$9.25M
|
|
Jan 18, 2022
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
44.7KNew |
$3.22M - $3.45M
|
44.7K
$4.45M
|
|
Nov 03, 2021
Q3 2021
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
42K+ 16.47% |
$3.03M - $3.25M
|
297K
$29.6M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
41.6K+ 59.32% |
$2.99M - $3.21M
|
112K
$11.1M
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
34.7KNew |
$2.5M - $2.67M
|
34.7K
$3.44M
|
|
Oct 12, 2021
Q3 2021
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
33.9K+ 2.19% |
$2.44M - $2.62M
|
1.58M
$157M
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
32.2KNew |
$2.32M - $2.48M
|
32.2K
$3.2M
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
28.1KNew |
$2.03M - $2.17M
|
28.1K
$2.79M
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
27.3KNew |
$1.97M - $2.11M
|
27.3K
$2.71M
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
26K+ 17.07% |
$1.87M - $2M
|
178K
$17.7M
|
|
Nov 09, 2021
Q3 2021
|
Avestar Capital, LLC
|
BUY
|
- |
23.7K+ 35.22% |
$1.71M - $1.83M
|
91K
$9.05M
|
|
Oct 07, 2021
Q3 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
23.4K+ 5.14% |
$1.69M - $1.81M
|
479K
$47.6M
|
|
May 31, 2023
Q3 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
22.8K+ 525.48% |
$1.65M - $1.76M
|
27.2K
$2.7M
|
|
Oct 27, 2021
Q3 2021
|
B&D White Capital Company, LLC
|
BUY
|
- |
21.1K+ 64.41% |
$1.52M - $1.63M
|
53.9K
$5.36M
|
|
Nov 15, 2021
Q3 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
18KNew |
$1.3M - $1.39M
|
18K
$1.79M
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.7KNew |
$1.2M - $1.29M
|
16.7K
$1.66M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.2K+ 681.63% |
$1.02M - $1.09M
|
16.3K
$1.62M
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
12.2KNew |
$879K - $942K
|
12.2K
$1.21M
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
11.5K+ 13.82% |
$827K - $886K
|
94.5K
$9.4M
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11.4K+ 57.05% |
$823K - $882K
|
31.4K
$3.13M
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
11.1KNew |
$802K - $859K
|
11.1K
$1.11M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.1K+ 7.9% |
$797K - $853K
|
151K
$15M
|
|
Dec 10, 2021
Q3 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
10.1K+ 132.83% |
$726K - $778K
|
17.7K
$1.76M
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.2KNew |
$591K - $633K
|
8.2K
$815K
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
8.1K+ 9.82% |
$584K - $625K
|
90.5K
$9M
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.4KNew |
$533K - $571K
|
7.4K
$735K
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
7.34KNew |
$529K - $567K
|
7.34K
$730K
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6.93K+ 791.43% |
$499K - $535K
|
7.8K
$775K
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
5.73KNew |
$413K - $442K
|
5.73K
$569K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.42K+ 18.58% |
$319K - $341K
|
28.2K
$2.81M
|
|
Oct 26, 2021
Q3 2021
|
Sol Capital Management CO
|
BUY
|
- |
3.93K+ 56.36% |
$283K - $303K
|
10.9K
$1.08M
|
|
Oct 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
3.42KNew |
$246K - $264K
|
3.42K
$340K
|
|
Nov 05, 2021
Q3 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3.01KNew |
$217K - $232K
|
3.01K
$299K
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.85KNew |
$205K - $220K
|
2.85K
$283K
|
|
Oct 08, 2021
Q3 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.34K+ 13.01% |
$96.3K - $103K
|
11.6K
$1.15M
|
|
Nov 03, 2021
Q3 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.23K+ 15.31% |
$88.6K - $94.9K
|
9.26K
$920K
|
|
Oct 21, 2021
Q3 2021
|
Applied Capital LLC
|
BUY
|
- |
1.15K+ 4.24% |
$82.6K - $88.5K
|
28.2K
$2.8M
|
|
Oct 20, 2021
Q3 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.12K+ 3.25% |
$80.6K - $86.4K
|
35.5K
$3.53M
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
961+ 8.27% |
$69.3K - $74.2K
|
12.6K
$1.25M
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
642+ 2.38% |
$46.3K - $49.6K
|
27.6K
$2.75M
|
|
Nov 15, 2021
Q3 2021
|
Plancorp, LLC
|
BUY
|
- |
462+ 0.11% |
$33.3K - $35.7K
|
426K
$42.3M
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
460New |
$33.2K - $35.5K
|
460
$45.7K
|
|
Nov 05, 2021
Q3 2021
|
Roosevelt Investment Group LLC
|
BUY
|
- |
418+ 7.14% |
$30.1K - $32.3K
|
6.27K
$624K
|