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 |
---|---|---|---|---|---|---|---|
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
3.26K+ 31.64% |
$245K - $269K
|
13.5K
$1.32M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.23K+ 10.29% |
$243K - $266K
|
34.6K
$3.36M
|
|
Apr 04, 2022
Q1 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
3.21KNew |
$241K - $265K
|
3.21K
$311K
|
|
May 04, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
3.19K+ 1152.35% |
$240K - $264K
|
3.47K
$337K
|
|
Apr 18, 2022
Q1 2022
|
Sol Capital Management CO
|
BUY
|
- |
3.16K+ 32.67% |
$238K - $261K
|
12.8K
$1.25M
|
|
Apr 29, 2022
Q1 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
3.1K+ 32.95% |
$233K - $256K
|
12.5K
$1.21M
|
|
Apr 25, 2022
Q1 2022
|
Brickley Wealth Management
|
BUY
|
- |
3.09KNew |
$232K - $255K
|
3.09K
$300K
|
|
May 12, 2022
Q1 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
3.03K+ 2.34% |
$228K - $250K
|
133K
$12.9M
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.02K+ 10.76% |
$228K - $250K
|
31.1K
$3.02M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.94KNew |
$221K - $243K
|
2.94K
$285K
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
2.75K+ 73.63% |
$207K - $227K
|
6.49K
$630K
|
|
May 09, 2022
Q1 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
2.71KNew |
$204K - $223K
|
2.71K
$263K
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.69K+ 23.08% |
$202K - $222K
|
14.3K
$1.39M
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
2.67KNew |
$201K - $221K
|
2.67K
$260K
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
BUY
|
- |
2.65K+ 37.25% |
$199K - $218K
|
9.75K
$946K
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.52K+ 1.51% |
$190K - $208K
|
169K
$16.4M
|
|
Apr 14, 2022
Q1 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.4K+ 8.93% |
$180K - $198K
|
29.2K
$2.84M
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.18K+ 5.23% |
$164K - $180K
|
43.8K
$4.25M
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.94K+ 22.03% |
$146K - $160K
|
10.7K
$1.04M
|
|
Apr 08, 2022
Q1 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1.79K+ 35.69% |
$135K - $148K
|
6.81K
$661K
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1.78K+ 51.42% |
$134K - $147K
|
5.23K
$508K
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.73K+ 46.56% |
$131K - $143K
|
5.46K
$530K
|
|
Apr 29, 2022
Q1 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
1.29K+ 9.97% |
$97.4K - $107K
|
14.3K
$1.38M
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.21K+ 407.09% |
$90.8K - $99.5K
|
1.5K
$146K
|
|
Apr 29, 2022
Q1 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.08K+ 30.86% |
$81K - $88.8K
|
4.56K
$443K
|
|
Apr 18, 2022
Q1 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
1K+ 27.28% |
$75.4K - $82.7K
|
4.67K
$453K
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
900+ 7.03% |
$67.8K - $74.3K
|
13.7K
$1.33M
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
855+ 20.93% |
$64.4K - $70.6K
|
4.94K
$480K
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
846+ 9.13% |
$63.7K - $69.9K
|
10.1K
$981K
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
811New |
$61.1K - $67K
|
811
$78.7K
|
|
Apr 22, 2022
Q1 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
766+ 10.86% |
$57.7K - $63.2K
|
7.82K
$759K
|
|
Apr 14, 2022
Q1 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
750+ 22.06% |
$56.5K - $61.9K
|
4.15K
$403K
|
|
Apr 29, 2022
Q1 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
733+ 2.86% |
$55.2K - $60.5K
|
26.4K
$2.56M
|
|
May 13, 2022
Q1 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
688+ 2.04% |
$51.8K - $56.8K
|
34.5K
$3.35M
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
666New |
$50.2K - $55K
|
666
$64.7K
|
|
May 12, 2022
Q1 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
593+ 11.9% |
$44.7K - $49K
|
5.58K
$541K
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
509+ 16.15% |
$38.3K - $42K
|
3.66K
$355K
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
495+ 4.24% |
$37.3K - $40.9K
|
12.2K
$1.18M
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
463+ 5.36% |
$34.9K - $38.2K
|
9.1K
$884K
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
442+ 24.5% |
$33.3K - $36.5K
|
2.25K
$218K
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
404+ 5.67% |
$30.4K - $33.4K
|
7.53K
$731K
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
343+ 193.79% |
$25.8K - $28.3K
|
520
$50.5K
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
317New |
$23.9K - $26.2K
|
317
$30.8K
|
|
Apr 08, 2022
Q1 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
280+ 3.53% |
$21.1K - $23.1K
|
8.21K
$797K
|
|
May 11, 2022
Q1 2022
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
279+ 2.54% |
$21K - $23K
|
11.3K
$1.09M
|
|
May 02, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
277New |
$20.9K - $22.9K
|
277
$26.9K
|
|
May 10, 2022
Q1 2022
|
Wms Partners, LLC
|
BUY
|
- |
269+ 5.09% |
$20.3K - $22.2K
|
5.56K
$539K
|
|
May 06, 2022
Q1 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
226+ 1.26% |
$17K - $18.7K
|
18.2K
$1.77M
|
|
May 10, 2022
Q1 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
218+ 3.09% |
$16.4K - $18K
|
7.28K
$707K
|
|
Apr 21, 2022
Q1 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
154+ 2.57% |
$11.6K - $12.7K
|
6.15K
$597K
|