Purchases and Sales Made in Q1 2022 in American Centy ETF Tr Avantis (AVUV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUV) during Q1 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 |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
5.66M+ 8722.81% |
$426M - $467M
|
5.73M
$559M
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
469K+ 386.09% |
$35.3M - $38.7M
|
591K
$57.6M
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
311K+ 25.25% |
$23.4M - $25.7M
|
1.54M
$151M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
202K+ 60.15% |
$15.2M - $16.6M
|
537K
$52.4M
|
|
Aug 11, 2023
Q1 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
176K+ 323.6% |
$13.3M - $14.6M
|
231K
$22.5M
|
|
May 24, 2022
Q1 2022
|
Carlson Capital Management
|
BUY
|
- |
127K+ 46.16% |
$9.57M - $10.5M
|
402K
$39.3M
|
|
Apr 28, 2022
Q1 2022
|
Evensky & Katz LLC
|
BUY
|
- |
125K+ 344.18% |
$9.43M - $10.3M
|
162K
$15.8M
|
|
Apr 22, 2022
Q1 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
107K+ 10.13% |
$8.03M - $8.8M
|
1.16M
$113M
|
|
May 10, 2022
Q1 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
102K+ 56.12% |
$7.69M - $8.43M
|
284K
$27.7M
|
|
May 06, 2022
Q1 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
92.7K+ 19.3% |
$6.98M - $7.65M
|
573K
$55.9M
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
86.8KNew |
$6.54M - $7.17M
|
86.8K
$8.47M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
84.7K+ 35.65% |
$6.38M - $6.99M
|
322K
$31.5M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
80.2K+ 276.53% |
$6.04M - $6.62M
|
109K
$10.7M
|
|
May 11, 2022
Q1 2022
|
Truepoint, Inc.
|
BUY
|
- |
70.9K+ 3.42% |
$5.34M - $5.85M
|
2.14M
$209M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
67.9K+ 66.99% |
$5.12M - $5.61M
|
169K
$16.5M
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
64.7KNew |
$4.87M - $5.34M
|
64.7K
$6.31M
|
|
Apr 14, 2022
Q1 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
64.3KNew |
$4.84M - $5.31M
|
64.3K
$6.27M
|
|
Apr 27, 2022
Q1 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
62.4K+ 32.05% |
$4.7M - $5.16M
|
257K
$25.1M
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
54.3K+ 721.44% |
$4.09M - $4.48M
|
61.8K
$6.03M
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
53.5K+ 326.2% |
$4.03M - $4.42M
|
70K
$6.83M
|
|
Apr 22, 2022
Q1 2022
|
Foster Group, Inc.
|
BUY
|
- |
48K+ 143.29% |
$3.62M - $3.96M
|
81.5K
$7.96M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
46.8KNew |
$3.53M - $3.87M
|
46.8K
$4.57M
|
|
May 12, 2022
Q1 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
43.8KNew |
$3.3M - $3.62M
|
43.8K
$4.28M
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
43.7KNew |
$3.29M - $3.6M
|
43.7K
$4.26M
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
40.8K+ 495.21% |
$3.07M - $3.37M
|
49K
$4.79M
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
40.6K+ 50.71% |
$3.06M - $3.35M
|
121K
$11.8M
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
39.5K+ 99.54% |
$2.97M - $3.26M
|
79.1K
$7.73M
|
|
May 13, 2022
Q1 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
36.2KNew |
$2.72M - $2.99M
|
36.2K
$3.53M
|
|
May 11, 2022
Q1 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
35.6K+ 1214.14% |
$2.68M - $2.94M
|
38.6K
$3.77M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
34.4K+ 17.35% |
$2.59M - $2.84M
|
233K
$22.7M
|
|
May 03, 2022
Q1 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
33.6K+ 50.18% |
$2.53M - $2.77M
|
101K
$9.82M
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
30.6KNew |
$2.3M - $2.52M
|
30.6K
$2.98M
|
|
Apr 25, 2022
Q1 2022
|
Collective Family Office LLC
|
BUY
|
- |
28.8KNew |
$2.17M - $2.38M
|
28.8K
$2.81M
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
27.6K+ 18.87% |
$2.08M - $2.28M
|
174K
$17M
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
26.8KNew |
$2.02M - $2.21M
|
26.8K
$2.61M
|
|
Apr 25, 2022
Q1 2022
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
26.5KNew |
$1.99M - $2.19M
|
26.5K
$2.59M
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
26.2K+ 5.11% |
$1.97M - $2.16M
|
538K
$52.6M
|
|
May 04, 2022
Q1 2022
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
26K+ 208.03% |
$1.96M - $2.15M
|
38.5K
$3.76M
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
BUY
|
- |
23.7K+ 394.0% |
$1.79M - $1.96M
|
29.7K
$2.9M
|
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
23.5KNew |
$1.77M - $1.94M
|
23.5K
$2.29M
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
22.9K+ 561.6% |
$1.72M - $1.89M
|
27K
$2.63M
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
22.6K+ 132.3% |
$1.7M - $1.87M
|
39.7K
$3.88M
|
|
May 10, 2022
Q1 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
21.6K+ 76.66% |
$1.62M - $1.78M
|
49.7K
$4.85M
|
|
Apr 21, 2022
Q1 2022
|
Bayshore Asset Management, LLC
|
BUY
|
- |
21.2K+ 487.39% |
$1.6M - $1.75M
|
25.5K
$2.49M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
21K+ 152.71% |
$1.58M - $1.73M
|
34.7K
$3.39M
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
20.6KNew |
$1.55M - $1.7M
|
20.6K
$2.01M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.6K+ 14.86% |
$1.55M - $1.7M
|
159K
$15.5M
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
20.1KNew |
$1.52M - $1.66M
|
20.1K
$1.97M
|
|
May 13, 2022
Q1 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
19.3K+ 53.0% |
$1.45M - $1.59M
|
55.7K
$5.43M
|
|
Apr 13, 2022
Q1 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
18K+ 2.99% |
$1.36M - $1.49M
|
619K
$60.4M
|