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 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-5.17K- 11.25% |
$389K - $427K
|
40.8K
$3.96M
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-6.72KClosed |
$506K - $555K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-7.8K- 22.93% |
$588K - $644K
|
26.2K
$2.55M
|
|
May 16, 2022
Q1 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-8.62K- 5.73% |
$650K - $712K
|
142K
$13.8M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.53K- 76.79% |
$718K - $787K
|
2.88K
$280K
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-12.5K- 6.03% |
$942K - $1.03M
|
195K
$18.9M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-13K- 28.19% |
$981K - $1.08M
|
33.2K
$3.22M
|
|
Apr 18, 2022
Q1 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-16.1K- 70.27% |
$1.21M - $1.33M
|
6.79K
$659K
|
|
May 31, 2023
Q1 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-18.2KClosed |
$1.37M - $1.5M
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-25K- 1.87% |
$1.88M - $2.06M
|
1.31M
$127M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-28.5K- 25.33% |
$2.15M - $2.36M
|
84.1K
$8.17M
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-47.5K- 39.14% |
$3.57M - $3.92M
|
73.8K
$7.17M
|
|
May 12, 2022
Q1 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-52.7K- 94.33% |
$3.97M - $4.35M
|
3.17K
$307K
|
|
Apr 14, 2022
Q1 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-60.8K- 87.41% |
$4.58M - $5.02M
|
8.76K
$850K
|
|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-61.6K- 95.29% |
$4.64M - $5.09M
|
3.05K
$296K
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-64.5K- 99.82% |
$4.86M - $5.33M
|
116
$11.3K
|
|
Apr 11, 2022
Q1 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-69.9K- 80.77% |
$5.26M - $5.77M
|
16.6K
$1.62M
|
|
Aug 07, 2024
Q1 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-455K- 16.72% |
$34.2M - $37.5M
|
2.26M
$220M
|
|
May 18, 2022
Q1 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-5.64M- 98.45% |
$425M - $465M
|
88.8K
$8.62M
|