Purchases and Sales Made in Q4 2021 in American Centy ETF Tr Avantis (AVUS)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.7K+ 27.4% |
$569K - $621K
|
35.8K
$3.56M
|
|
|
Feb 11, 2022
Q4 2021
|
Plancorp, LLC
|
BUY
|
- |
6.55K+ 1.54% |
$484K - $528K
|
432K
$43M
|
|
|
Jan 26, 2022
Q4 2021
|
Austin Asset Management CO Inc
|
BUY
|
- |
5.91KNew |
$437K - $477K
|
5.91K
$588K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.36K+ 65.33% |
$396K - $432K
|
13.6K
$1.35M
|
|
|
Feb 09, 2022
Q4 2021
|
Facet Wealth, Inc.
|
BUY
|
- |
5.27KNew |
$390K - $425K
|
5.27K
$524K
|
|
|
Jul 20, 2023
Q4 2021
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
5.01KNew |
$370K - $404K
|
5.01K
$498K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
4.53KNew |
$335K - $365K
|
4.53K
$450K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.99K+ 31.93% |
$295K - $322K
|
16.5K
$1.64M
|
|
|
Feb 09, 2022
Q4 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
3.95K+ 13.99% |
$292K - $318K
|
32.2K
$3.2M
|
|
|
Jan 21, 2022
Q4 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
3.39K+ 29.23% |
$251K - $274K
|
15K
$1.49M
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
3.26KNew |
$241K - $263K
|
3.26K
$324K
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.99KNew |
$221K - $241K
|
2.99K
$297K
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2.98KNew |
$220K - $240K
|
2.98K
$296K
|
|
|
Aug 26, 2022
Q4 2021
|
Heritage Financial Services, LLC
|
BUY
|
- |
2.76KNew |
$204K - $222K
|
2.76K
$274K
|
|
|
Feb 08, 2022
Q4 2021
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
2.73KNew |
$202K - $220K
|
2.73K
$271K
|
|
|
Feb 01, 2022
Q4 2021
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.67KNew |
$198K - $216K
|
2.67K
$266K
|
|
|
Feb 08, 2022
Q4 2021
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
2.6KNew |
$192K - $209K
|
2.6K
$258K
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.56KNew |
$189K - $206K
|
2.56K
$255K
|
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.46K+ 8.16% |
$181K - $198K
|
32.5K
$3.23M
|
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.41K+ 13.65% |
$178K - $194K
|
20.1K
$2M
|
|
|
Feb 14, 2022
Q4 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
2.36K+ 25.51% |
$175K - $190K
|
11.6K
$1.16M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.85K+ 1.22% |
$137K - $149K
|
153K
$15.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.74KNew |
$128K - $140K
|
1.74K
$173K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.7K+ 38.54% |
$125K - $137K
|
6.1K
$606K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.69K+ 6.2% |
$125K - $136K
|
29K
$2.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.51K+ 12.44% |
$111K - $121K
|
13.6K
$1.35M
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.5K+ 30.0% |
$111K - $121K
|
6.5K
$646K
|
|
|
Feb 04, 2022
Q4 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.39K+ 1.29% |
$103K - $112K
|
109K
$10.9M
|
|
|
Feb 02, 2022
Q4 2021
|
Roosevelt Investment Group LLC
|
BUY
|
- |
1.39K+ 22.16% |
$103K - $112K
|
7.66K
$762K
|
|
|
Jan 18, 2022
Q4 2021
|
Applied Capital LLC
|
BUY
|
- |
994+ 3.53% |
$73.4K - $80.1K
|
29.2K
$2.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
828+ 4.97% |
$61.2K - $66.8K
|
17.5K
$1.74M
|
|
|
Feb 07, 2022
Q4 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
675+ 13.37% |
$49.9K - $54.4K
|
5.73K
$569K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
673+ 62.72% |
$49.7K - $54.3K
|
1.75K
$174K
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
558+ 2.02% |
$41.2K - $45K
|
28.2K
$2.8M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
534+ 7.22% |
$39.5K - $43.1K
|
7.93K
$788K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
334+ 2.3% |
$24.7K - $26.9K
|
14.9K
$1.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
283New |
$20.9K - $22.8K
|
283
$28.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
229+ 7633.33% |
$16.9K - $18.5K
|
232
$23.1K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
189+ 48.59% |
$14K - $15.2K
|
578
$57.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
181+ 6.01% |
$13.4K - $14.6K
|
3.19K
$317K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
140New |
$10.3K - $11.3K
|
140
$13.9K
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
101+ 0.91% |
$7.46K - $8.14K
|
11.2K
$1.12M
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
87New |
$6.43K - $7.01K
|
87
$8.65K
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
69+ 2.11% |
$5.1K - $5.56K
|
3.34K
$332K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
45New |
$3.33K - $3.63K
|
45
$4.47K
|
|
|
Jan 18, 2022
Q4 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
39+ 0.35% |
$2.88K - $3.14K
|
11.3K
$1.12M
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
12+ 0.21% |
$887 - $968
|
5.74K
$571K
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
11New |
$813 - $887
|
11
$1.09K
|
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
BUY
|
- |
1+ 0.42% |
$73.9 - $80.6
|
240
$23.9K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|