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 10, 2022
Q3 2022
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
16.5K+ 270.32% |
$1.03M - $1.23M
|
22.6K
$2.24M
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
15.2K+ 178.65% |
$945K - $1.12M
|
23.6K
$2.34M
|
|
Aug 11, 2023
Q3 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
14.3K+ 21.88% |
$894K - $1.06M
|
79.9K
$7.91M
|
|
Nov 02, 2022
Q3 2022
|
Auxano Advisors, LLC
|
BUY
|
- |
14.2K+ 146.74% |
$886K - $1.05M
|
23.9K
$2.37M
|
|
Oct 26, 2022
Q3 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
13.6K+ 9.1% |
$850K - $1.01M
|
163K
$16.2M
|
|
Oct 12, 2022
Q3 2022
|
Prosperity Planning, Inc.
|
BUY
|
- |
12.8K+ 85.02% |
$795K - $945K
|
27.8K
$2.75M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
12.7K+ 9.24% |
$789K - $938K
|
149K
$14.8M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
11.3KNew |
$703K - $836K
|
11.3K
$1.12M
|
|
Nov 09, 2022
Q3 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
10.8K+ 19.5% |
$675K - $803K
|
66.4K
$6.57M
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.5K+ 198.19% |
$657K - $781K
|
15.8K
$1.57M
|
|
Nov 14, 2022
Q3 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
10KNew |
$626K - $744K
|
10K
$994K
|
|
Oct 12, 2022
Q3 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
9.47K+ 39.65% |
$590K - $702K
|
33.3K
$3.3M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.15K+ 36.62% |
$571K - $678K
|
34.1K
$3.38M
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
9.05KNew |
$564K - $671K
|
9.05K
$896K
|
|
Nov 10, 2022
Q3 2022
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
8.94K+ 169.96% |
$557K - $662K
|
14.2K
$1.41M
|
|
Oct 13, 2022
Q3 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
8.79KNew |
$548K - $652K
|
8.79K
$870K
|
|
Oct 26, 2022
Q3 2022
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
8.28K+ 0.94% |
$516K - $614K
|
885K
$87.6M
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
7.87KNew |
$491K - $583K
|
7.87K
$779K
|
|
Nov 03, 2022
Q3 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
7.36K+ 84.33% |
$459K - $546K
|
16.1K
$1.59M
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
7.14K+ 15.42% |
$445K - $529K
|
53.4K
$5.29M
|
|
Oct 26, 2022
Q3 2022
|
Avestar Capital, LLC
|
BUY
|
- |
6.99K+ 3.52% |
$436K - $518K
|
206K
$20.4M
|
|
Oct 12, 2022
Q3 2022
|
Divergent Planning, LLC
|
BUY
|
- |
5.9K+ 3.65% |
$368K - $437K
|
167K
$16.6M
|
|
Oct 28, 2022
Q3 2022
|
Redw Wealth LLC
|
BUY
|
- |
5.4KNew |
$337K - $401K
|
5.4K
$535K
|
|
Nov 01, 2022
Q3 2022
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
5.37K+ 114.35% |
$335K - $398K
|
10.1K
$997K
|
|
Oct 21, 2022
Q3 2022
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
5.11K+ 70.35% |
$319K - $379K
|
12.4K
$1.23M
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.85K+ 2.83% |
$303K - $360K
|
177K
$17.5M
|
|
Nov 01, 2022
Q3 2022
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
4.85KNew |
$302K - $360K
|
4.85K
$480K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.85K+ 4.86% |
$302K - $360K
|
105K
$10.4M
|
|
Oct 24, 2022
Q3 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
4.56KNew |
$284K - $338K
|
4.56K
$451K
|
|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
4.49KNew |
$280K - $333K
|
4.49K
$445K
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.11K+ 19.49% |
$257K - $305K
|
25.2K
$2.5M
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.87K+ 13.75% |
$241K - $287K
|
32K
$3.17M
|
|
Nov 04, 2022
Q3 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
3.73K+ 74.33% |
$233K - $277K
|
8.75K
$867K
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.63KNew |
$226K - $269K
|
3.63K
$359K
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.4K+ 7.28% |
$212K - $252K
|
50.1K
$4.96M
|
|
Nov 14, 2022
Q3 2022
|
Truepoint, Inc.
|
BUY
|
- |
3.22K+ 99.41% |
$201K - $238K
|
6.45K
$639K
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.53K+ 26.33% |
$157K - $187K
|
12.1K
$1.2M
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.5K+ 6.28% |
$156K - $186K
|
42.4K
$4.19M
|
|
Nov 07, 2022
Q3 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.18K+ 5.86% |
$136K - $162K
|
39.4K
$3.9M
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
2.08KNew |
$130K - $154K
|
2.08K
$206K
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
2.02K+ 18.45% |
$126K - $150K
|
13K
$1.28M
|
|
Nov 14, 2022
Q3 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
2.01K+ 1.1% |
$125K - $149K
|
184K
$18.2M
|
|
Oct 12, 2022
Q3 2022
|
Sol Capital Management CO
|
BUY
|
- |
1.79K+ 3.66% |
$111K - $132K
|
50.6K
$5.01M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.75K+ 0.96% |
$109K - $130K
|
185K
$18.3M
|
|
Nov 08, 2022
Q3 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
1.29K+ 6.11% |
$80.2K - $95.3K
|
22.3K
$2.21M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.2K+ 4.61% |
$74.8K - $89K
|
27.3K
$2.7M
|
|
Nov 02, 2022
Q3 2022
|
Bayshore Asset Management, LLC
|
BUY
|
- |
994+ 1.99% |
$62K - $73.7K
|
50.8K
$5.03M
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
966+ 24.9% |
$60.2K - $71.6K
|
4.85K
$480K
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
950+ 29.69% |
$59.2K - $70.4K
|
4.15K
$411K
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
861+ 26.34% |
$53.7K - $63.8K
|
4.13K
$409K
|