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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2022
Q1 2022
|
Iam Advisory, LLC
|
BUY
|
- |
18K+ 24.16% |
$1.35M - $1.48M
|
92.3K
$8.96M
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
17.8K+ 291.01% |
$1.34M - $1.47M
|
23.9K
$2.32M
|
|
|
Apr 28, 2022
Q1 2022
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
17.4K+ 44.71% |
$1.31M - $1.44M
|
56.4K
$5.47M
|
|
|
Apr 22, 2022
Q1 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
16.8K+ 333.07% |
$1.26M - $1.39M
|
21.8K
$2.12M
|
|
|
May 12, 2022
Q1 2022
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
15.3K+ 283.19% |
$1.15M - $1.26M
|
20.7K
$2.01M
|
|
|
Apr 22, 2022
Q1 2022
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
14.7K+ 19.19% |
$1.11M - $1.21M
|
91.2K
$8.85M
|
|
|
Apr 18, 2022
Q1 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
14.6K+ 22.34% |
$1.1M - $1.21M
|
80.1K
$7.78M
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
14.1KNew |
$1.07M - $1.17M
|
14.1K
$1.37M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.1K+ 29.66% |
$1.07M - $1.17M
|
61.8K
$6M
|
|
|
Apr 19, 2022
Q1 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
13.8K+ 8.3% |
$1.04M - $1.14M
|
181K
$17.5M
|
|
|
Jul 28, 2023
Q1 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
13.8K+ 36.7% |
$1.04M - $1.14M
|
51.5K
$5M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.3KNew |
$1.01M - $1.1M
|
13.3K
$1.3M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
13.2K+ 21.21% |
$993K - $1.09M
|
75.3K
$7.31M
|
|
|
May 16, 2022
Q1 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.9KNew |
$968K - $1.06M
|
12.9K
$1.25M
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
12.3K+ 39.75% |
$927K - $1.02M
|
43.3K
$4.2M
|
|
|
May 03, 2022
Q1 2022
|
Satovsky Asset Management LLC
|
BUY
|
- |
11.9KNew |
$895K - $982K
|
11.9K
$1.15M
|
|
|
Apr 20, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
11.4K+ 295.05% |
$862K - $945K
|
15.3K
$1.49M
|
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
10.1K+ 19.2% |
$760K - $833K
|
62.7K
$6.08M
|
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
10.1KNew |
$757K - $830K
|
10.1K
$976K
|
|
|
May 05, 2022
Q1 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
9.81KNew |
$739K - $810K
|
9.81K
$952K
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
9.75K+ 9.13% |
$735K - $805K
|
117K
$11.3M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.21K+ 12.98% |
$694K - $761K
|
80.2K
$7.79M
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
8.95K+ 47.09% |
$674K - $739K
|
27.9K
$2.71M
|
|
|
May 03, 2022
Q1 2022
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
8.66K+ 9.07% |
$652K - $715K
|
104K
$10.1M
|
|
|
Apr 25, 2022
Q1 2022
|
Grant
|
BUY
|
- |
8.31K+ 63.23% |
$626K - $686K
|
21.4K
$2.08M
|
|
|
May 12, 2022
Q1 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
7.97KNew |
$601K - $658K
|
7.97K
$774K
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
7.66K+ 185.18% |
$577K - $633K
|
11.8K
$1.15M
|
|
|
Apr 13, 2022
Q1 2022
|
Austin Asset Management CO Inc
|
BUY
|
- |
7.53K+ 25.49% |
$567K - $622K
|
37.1K
$3.6M
|
|
|
Apr 26, 2022
Q1 2022
|
Avestar Capital, LLC
|
BUY
|
- |
7.5K+ 13.62% |
$565K - $619K
|
62.6K
$6.07M
|
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
7.17KNew |
$540K - $592K
|
7.17K
$696K
|
|
|
Apr 29, 2022
Q1 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
6.44K+ 240.36% |
$485K - $532K
|
9.13K
$886K
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.35KNew |
$478K - $524K
|
6.35K
$617K
|
|
|
May 16, 2022
Q1 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
6.19K+ 245.79% |
$467K - $511K
|
8.71K
$846K
|
|
|
May 09, 2022
Q1 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
5.86KNew |
$441K - $484K
|
5.86K
$569K
|
|
|
May 02, 2022
Q1 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
5.83K+ 93.57% |
$439K - $481K
|
12.1K
$1.17M
|
|
|
Apr 12, 2022
Q1 2022
|
Hya Advisors, Inc
|
BUY
|
- |
5.7K+ 50.9% |
$429K - $470K
|
16.9K
$1.64M
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
5.34KNew |
$402K - $441K
|
5.34K
$518K
|
|
|
Apr 07, 2022
Q1 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
5.33KNew |
$402K - $440K
|
5.33K
$518K
|
|
|
May 16, 2022
Q1 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.02KNew |
$378K - $415K
|
5.02K
$487K
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
5K+ 1.88% |
$377K - $413K
|
271K
$26.3M
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
4.52K+ 80.15% |
$340K - $373K
|
10.1K
$985K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.34K+ 16.07% |
$327K - $358K
|
31.3K
$3.04M
|
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
BUY
|
- |
4.33K+ 13.51% |
$326K - $358K
|
36.4K
$3.53M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.22K+ 22.71% |
$318K - $348K
|
22.8K
$2.21M
|
|
|
Apr 13, 2022
Q1 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
3.81K+ 21.75% |
$287K - $315K
|
21.3K
$2.07M
|
|
|
May 12, 2022
Q1 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
3.63K+ 34.59% |
$273K - $300K
|
14.1K
$1.37M
|
|
|
Apr 14, 2022
Q1 2022
|
First Financial Corp
|
BUY
|
- |
3.62KNew |
$273K - $299K
|
3.62K
$352K
|
|
|
Apr 11, 2022
Q1 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
3.56K+ 8.73% |
$268K - $294K
|
44.3K
$4.3M
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
3.48K+ 56.12% |
$262K - $287K
|
9.68K
$939K
|
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
BUY
|
- |
3.31K+ 3.97% |
$249K - $273K
|
86.8K
$8.42M
|