Purchases and Sales Made in Q2 2021 in American Centy ETF Tr Avantis (AVUV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUV) during Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Jul 29, 2021
Q2 2021
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
928KNew |
$66.1M - $73.6M
|
928K
$86.4M
|
|
Aug 04, 2021
Q2 2021
|
Truepoint, Inc.
|
BUY
|
- |
731K+ 1531.23% |
$52M - $58M
|
779K
$72.5M
|
|
Aug 02, 2021
Q2 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
386K+ 777.98% |
$27.5M - $30.6M
|
436K
$40.5M
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
269KNew |
$19.2M - $21.4M
|
269K
$25.1M
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
208K+ 46.58% |
$14.8M - $16.5M
|
656K
$61.1M
|
|
Aug 02, 2021
Q2 2021
|
Allworth Financial LP
|
BUY
|
- |
167K+ 291.34% |
$11.9M - $13.2M
|
224K
$20.9M
|
|
Jul 29, 2021
Q2 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
167KNew |
$11.9M - $13.2M
|
167K
$15.6M
|
|
Aug 05, 2021
Q2 2021
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
140K+ 29.82% |
$9.99M - $11.1M
|
611K
$56.9M
|
|
Jul 23, 2021
Q2 2021
|
Aprio Wealth Management, LLC
|
BUY
|
- |
139KNew |
$9.92M - $11.1M
|
139K
$13M
|
|
Aug 05, 2021
Q2 2021
|
B&D White Capital Company, LLC
|
BUY
|
- |
113K+ 304.45% |
$8.03M - $8.95M
|
150K
$14M
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
73.6K+ 73.81% |
$5.24M - $5.83M
|
173K
$16.1M
|
|
Aug 13, 2021
Q2 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
72.3KNew |
$5.15M - $5.74M
|
72.3K
$6.73M
|
|
Aug 12, 2021
Q2 2021
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
47.6KNew |
$3.38M - $3.77M
|
47.6K
$4.43M
|
|
Jul 12, 2021
Q2 2021
|
Carlson Capital Management
|
BUY
|
- |
43.8K+ 46.32% |
$3.12M - $3.47M
|
138K
$12.9M
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
41.6KNew |
$2.96M - $3.3M
|
41.6K
$3.87M
|
|
Aug 03, 2021
Q2 2021
|
Avestar Capital, LLC
|
BUY
|
- |
39.9KNew |
$2.84M - $3.17M
|
39.9K
$3.72M
|
|
Jan 18, 2022
Q2 2021
|
Apella Capital, LLC
|
BUY
|
- |
34.1KNew |
$2.42M - $2.7M
|
34.1K
$3.17M
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
32.4KNew |
$2.31M - $2.57M
|
32.4K
$3.02M
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
30.5KNew |
$2.17M - $2.42M
|
30.5K
$2.84M
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
30.3K+ 109.72% |
$2.15M - $2.4M
|
57.9K
$5.39M
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
28.3K+ 91.6% |
$2.01M - $2.24M
|
59.2K
$5.51M
|
|
Aug 03, 2021
Q2 2021
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
27.4K+ 84.74% |
$1.95M - $2.17M
|
59.8K
$5.57M
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
25.1KNew |
$1.79M - $1.99M
|
25.1K
$2.34M
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
22.1K+ 67.6% |
$1.58M - $1.76M
|
54.9K
$5.11M
|
|
Aug 11, 2023
Q2 2021
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
20.9KNew |
$1.49M - $1.66M
|
20.9K
$1.95M
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
19.7K+ 13.08% |
$1.4M - $1.56M
|
170K
$15.8M
|
|
Jul 28, 2021
Q2 2021
|
Unison Advisors LLC
|
BUY
|
- |
19.6K+ 0.88% |
$1.4M - $1.56M
|
2.25M
$209M
|
|
Jul 28, 2021
Q2 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
19K+ 1.88% |
$1.35M - $1.51M
|
1.03M
$96.1M
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.7K+ 23.15% |
$1.26M - $1.4M
|
94.1K
$8.76M
|
|
Aug 09, 2021
Q2 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
17.5KNew |
$1.25M - $1.39M
|
17.5K
$1.63M
|
|
Jul 27, 2021
Q2 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
16K+ 492.94% |
$1.14M - $1.27M
|
19.2K
$1.79M
|
|
Jul 12, 2021
Q2 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
15.9KNew |
$1.13M - $1.26M
|
15.9K
$1.48M
|
|
Aug 06, 2021
Q2 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
13.8K+ 13.38% |
$985K - $1.1M
|
117K
$10.9M
|
|
Aug 02, 2021
Q2 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
13.2K+ 13.51% |
$936K - $1.04M
|
111K
$10.3M
|
|
Aug 16, 2021
Q2 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
13KNew |
$925K - $1.03M
|
13K
$1.21M
|
|
Aug 13, 2021
Q2 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
12.8K+ 6.22% |
$910K - $1.01M
|
218K
$20.3M
|
|
Jul 16, 2021
Q2 2021
|
Stewardship Advisors, LLC
|
BUY
|
- |
12K+ 28.53% |
$856K - $953K
|
54.2K
$5.04M
|
|
Aug 09, 2021
Q2 2021
|
Foster Group, Inc.
|
BUY
|
- |
10.5K+ 239.85% |
$747K - $832K
|
14.9K
$1.38M
|
|
Aug 16, 2021
Q2 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
10K+ 21.33% |
$711K - $793K
|
56.9K
$5.3M
|
|
Aug 03, 2021
Q2 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
9.82K+ 15.95% |
$699K - $779K
|
71.4K
$6.65M
|
|
Jul 19, 2021
Q2 2021
|
Marquette Asset Management, LLC
|
BUY
|
- |
9.79K+ 3.56% |
$696K - $776K
|
285K
$26.5M
|
|
Jul 19, 2021
Q2 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.75K+ 181.97% |
$622K - $694K
|
13.6K
$1.26M
|
|
Jul 29, 2021
Q2 2021
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
8.24KNew |
$586K - $653K
|
8.24K
$767K
|
|
Aug 16, 2021
Q2 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
6.47KNew |
$460K - $513K
|
6.47K
$602K
|
|
Jul 23, 2021
Q2 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
6.33KNew |
$451K - $502K
|
6.33K
$589K
|
|
Aug 13, 2021
Q2 2021
|
Plancorp, LLC
|
BUY
|
- |
5.7K+ 3.46% |
$406K - $452K
|
170K
$15.9M
|
|
Aug 13, 2021
Q2 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.67KNew |
$403K - $449K
|
5.67K
$528K
|
|
Aug 02, 2021
Q2 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
5.22K+ 55.58% |
$371K - $414K
|
14.6K
$1.36M
|
|
Jul 13, 2021
Q2 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
4.95K+ 37.38% |
$352K - $393K
|
18.2K
$1.69M
|
|
Jul 29, 2021
Q2 2021
|
Ieq Capital, LLC
|
BUY
|
- |
4KNew |
$285K - $317K
|
4K
$372K
|