Purchases and Sales Made in Q3 2022 in American Centy ETF Tr Avantis (AVUS)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
560K+ 85.7% |
$34.9M - $41.5M
|
1.21M
$120M
|
|
|
Oct 24, 2022
Q3 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
487K+ 3365.46% |
$30.4M - $36.1M
|
502K
$49.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
456K+ 7872.52% |
$28.4M - $33.8M
|
462K
$45.7M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
432K+ 23.65% |
$26.9M - $32M
|
2.26M
$223M
|
|
|
Oct 26, 2022
Q3 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
398K+ 11205.41% |
$24.8M - $29.5M
|
401K
$39.7M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
230K+ 730.48% |
$14.4M - $17.1M
|
262K
$25.9M
|
|
|
Nov 29, 2022
Q3 2022
|
Awm Capital, LLC
|
BUY
|
- |
215K+ 88.71% |
$13.4M - $16M
|
458K
$45.3M
|
|
|
Jul 28, 2023
Q3 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
201K+ 398.04% |
$12.6M - $14.9M
|
252K
$25M
|
|
|
Jul 20, 2023
Q3 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
198K+ 121.23% |
$12.3M - $14.7M
|
361K
$35.8M
|
|
|
Nov 08, 2022
Q3 2022
|
Wms Partners, LLC
|
BUY
|
- |
158K+ 301.23% |
$9.83M - $11.7M
|
210K
$20.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
157K+ 47.45% |
$9.78M - $11.6M
|
488K
$48.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
151KNew |
$9.44M - $11.2M
|
151K
$15M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
130K+ 21.33% |
$8.13M - $9.66M
|
742K
$73.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
125K+ 8406.33% |
$7.78M - $9.25M
|
126K
$12.5M
|
|
|
Oct 26, 2022
Q3 2022
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
124K+ 24.27% |
$7.75M - $9.22M
|
637K
$63.1M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
108K+ 25.47% |
$6.76M - $8.03M
|
534K
$52.9M
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
94.7K+ 35.87% |
$5.9M - $7.02M
|
359K
$35.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
91.6KNew |
$5.71M - $6.79M
|
91.6K
$9.07M
|
|
|
Oct 25, 2022
Q3 2022
|
Brio Consultants, LLC
|
BUY
|
- |
90K+ 2687.64% |
$5.61M - $6.67M
|
93.4K
$9.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Echo Wealth Management, LLC
|
BUY
|
- |
74.4KNew |
$4.64M - $5.52M
|
74.4K
$7.37M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
65K+ 6.57% |
$4.05M - $4.82M
|
1.05M
$104M
|
|
|
Nov 08, 2022
Q3 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
60.7K+ 82.65% |
$3.79M - $4.5M
|
134K
$13.3M
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
BUY
|
- |
60.6K+ 100960.0% |
$3.78M - $4.49M
|
60.6K
$6M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
59.7K+ 25.1% |
$3.73M - $4.43M
|
298K
$29.5M
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
57.1K+ 51.74% |
$3.56M - $4.23M
|
167K
$16.6M
|
|
|
Oct 11, 2022
Q3 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
50.4KNew |
$3.14M - $3.73M
|
50.4K
$4.99M
|
|
|
Oct 25, 2022
Q3 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
45.6K+ 6.85% |
$2.84M - $3.38M
|
711K
$70.4M
|
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
BUY
|
- |
44.6K+ 161.37% |
$2.78M - $3.31M
|
72.3K
$7.16M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
44.3K+ 59.03% |
$2.76M - $3.29M
|
119K
$11.8M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
43.6K+ 645.85% |
$2.72M - $3.24M
|
50.4K
$4.99M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
42.7K+ 41.01% |
$2.66M - $3.16M
|
147K
$14.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
41.1K+ 1370266.62% |
$2.56M - $3.05M
|
41.1K
$4.07M
|
|
|
Oct 17, 2022
Q3 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
40.4K+ 31.49% |
$2.52M - $2.99M
|
169K
$16.7M
|
|
|
Oct 26, 2022
Q3 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
39.9K+ 53.9% |
$2.49M - $2.96M
|
114K
$11.3M
|
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
36.3K+ 19.14% |
$2.27M - $2.69M
|
226K
$22.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
34K+ 10.92% |
$2.12M - $2.52M
|
346K
$34.2M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
33.6K+ 116.01% |
$2.09M - $2.49M
|
62.5K
$6.19M
|
|
|
Nov 08, 2022
Q3 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
33.3K+ 27.18% |
$2.08M - $2.47M
|
156K
$15.4M
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
33.1KNew |
$2.07M - $2.46M
|
33.1K
$3.28M
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
33K+ 23.15% |
$2.06M - $2.45M
|
176K
$17.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
30.5K+ 42.22% |
$1.9M - $2.26M
|
103K
$10.2M
|
|
|
Oct 18, 2022
Q3 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
27.5K+ 17.68% |
$1.72M - $2.04M
|
183K
$18.2M
|
|
|
Oct 17, 2022
Q3 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
24.4KNew |
$1.52M - $1.81M
|
24.4K
$2.42M
|
|
|
Nov 15, 2022
Q3 2022
|
Highland Financial Advisors, LLC
|
BUY
|
- |
23.3K+ 15.64% |
$1.46M - $1.73M
|
173K
$17.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
23.2KNew |
$1.45M - $1.72M
|
23.2K
$2.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
22.4K+ 197.64% |
$1.4M - $1.66M
|
33.7K
$3.34M
|
|
|
Nov 09, 2022
Q3 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
21.9K+ 8.32% |
$1.36M - $1.62M
|
285K
$28.2M
|
|
|
Oct 24, 2022
Q3 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
20.7K+ 5.46% |
$1.29M - $1.54M
|
401K
$39.7M
|
|
|
Nov 04, 2022
Q3 2022
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
19.7K+ 3.21% |
$1.23M - $1.46M
|
632K
$62.6M
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
17.8K+ 26.45% |
$1.11M - $1.32M
|
85K
$8.42M
|