Purchases and Sales Made in Q4 2022 in American Centy ETF Tr Avantis (AVUS)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
763+ 1.52% |
$48.3K - $55.5K
|
50.9K
$5.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
703+ 21.91% |
$44.5K - $51.1K
|
3.91K
$387K
|
|
|
Jan 25, 2023
Q4 2022
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
407+ 1.8% |
$25.7K - $29.6K
|
23.1K
$2.28M
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
BUY
|
- |
388+ 0.77% |
$24.5K - $28.2K
|
51K
$5.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
BUY
|
- |
378+ 5.86% |
$23.9K - $27.5K
|
6.83K
$676K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
344New |
$21.8K - $25K
|
344
$34.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
342+ 3.41% |
$21.6K - $24.9K
|
10.4K
$1.03M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
275+ 4.73% |
$17.4K - $20K
|
6.09K
$603K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
264New |
$16.7K - $19.2K
|
264
$26.1K
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
251+ 0.64% |
$15.9K - $18.2K
|
39.6K
$3.92M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
228+ 2.04% |
$14.4K - $16.6K
|
11.4K
$1.13M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
211+ 1.63% |
$13.3K - $15.3K
|
13.2K
$1.3M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
181+ 13.02% |
$11.4K - $13.2K
|
1.57K
$156K
|
|
|
Mar 14, 2023
Q4 2022
|
Awm Capital, LLC
|
BUY
|
- |
124+ 0.03% |
$7.84K - $9.01K
|
458K
$45.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
109New |
$6.89K - $7.92K
|
109
$10.8K
|
|
|
Jan 24, 2023
Q4 2022
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
83+ 0.58% |
$5.25K - $6.03K
|
14.3K
$1.41M
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
58New |
$3.67K - $4.22K
|
58
$5.74K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
32New |
$2.02K - $2.33K
|
32
$3.17K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
32New |
$2.02K - $2.33K
|
32
$3.17K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
18New |
$1.14K - $1.31K
|
18
$1.78K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
10New |
$633 - $727
|
10
$990
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
7New |
$443 - $509
|
7
$693
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1- 0.03% |
$63.3 - $72.7
|
2.88K
$285K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-41- 0.02% |
$2.59K - $2.98K
|
177K
$17.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-109- 0.72% |
$6.89K - $7.92K
|
15.1K
$1.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-145- 1.86% |
$9.17K - $10.5K
|
7.66K
$758K
|
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-150- 0.98% |
$9.49K - $10.9K
|
15.1K
$1.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-300- 8.27% |
$19K - $21.8K
|
3.33K
$329K
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-353- 4.86% |
$22.3K - $25.7K
|
6.92K
$685K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-544- 6.37% |
$34.4K - $39.5K
|
7.99K
$792K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-548- 1.46% |
$34.7K - $39.8K
|
37.1K
$3.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-928- 4.15% |
$58.7K - $67.5K
|
21.4K
$2.12M
|
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.07K- 8.22% |
$67.6K - $77.6K
|
11.9K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-1.45K- 4.53% |
$91.6K - $105K
|
30.6K
$3.03M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.6K- 34.37% |
$101K - $116K
|
3.06K
$303K
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.63K- 13.43% |
$103K - $118K
|
10.5K
$1.04M
|
|
|
Jan 20, 2023
Q4 2022
|
Wealth Management Partners, LLC
|
SELL
|
- |
-2K- 13.33% |
$127K - $145K
|
13K
$1.29M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.16K- 39.88% |
$136K - $157K
|
3.25K
$322K
|
|
|
Jan 27, 2023
Q4 2022
|
Heritage Financial Services, LLC
|
SELL
|
- |
-2.59K- 16.08% |
$164K - $188K
|
13.5K
$1.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
SELL
|
- |
-2.99K- 0.58% |
$189K - $217K
|
509K
$50.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-3.57K- 5.38% |
$226K - $260K
|
62.8K
$6.22M
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-4.56K- 13.25% |
$288K - $331K
|
29.8K
$2.95M
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
SELL
|
- |
-6.3K- 15.36% |
$398K - $458K
|
34.7K
$3.44M
|
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-9.35K- 5.44% |
$591K - $680K
|
163K
$16.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-10.4K- 30.88% |
$658K - $756K
|
23.3K
$2.31M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-12.6K- 99.63% |
$794K - $912K
|
47
$4.65K
|
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-13.3K- 5.03% |
$839K - $964K
|
251K
$24.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-19.7K- 13.02% |
$1.25M - $1.43M
|
132K
$13M
|