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 |
---|---|---|---|---|---|---|---|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.62K+ 68.41% |
$258K - $287K
|
8.92K
$918K
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.47K+ 57.23% |
$247K - $275K
|
9.53K
$980K
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.36KNew |
$239K - $267K
|
3.36K
$346K
|
|
Aug 03, 2021
Q2 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.33KNew |
$237K - $264K
|
3.33K
$342K
|
|
Jul 20, 2021
Q2 2021
|
Sol Capital Management CO
|
BUY
|
- |
3.32KNew |
$236K - $263K
|
3.32K
$342K
|
|
Jul 20, 2021
Q2 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
3.24KNew |
$231K - $257K
|
3.24K
$333K
|
|
Aug 16, 2021
Q2 2021
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
3.16KNew |
$225K - $251K
|
3.16K
$325K
|
|
Aug 02, 2021
Q2 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.92K+ 24.2% |
$208K - $232K
|
15K
$1.54M
|
|
Jul 27, 2021
Q2 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
2.82KNew |
$201K - $224K
|
2.82K
$290K
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.66KNew |
$190K - $211K
|
2.66K
$274K
|
|
Jul 28, 2021
Q2 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.53K+ 32.9% |
$180K - $200K
|
10.2K
$1.05M
|
|
Aug 02, 2021
Q2 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
2.09K+ 41.16% |
$149K - $166K
|
7.18K
$739K
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
2.09KNew |
$149K - $166K
|
2.09K
$215K
|
|
Jul 27, 2021
Q2 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.34K+ 0.96% |
$95K - $106K
|
140K
$14.4M
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.22K+ 8.75% |
$86.9K - $96.9K
|
15.2K
$1.56M
|
|
Aug 13, 2021
Q2 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.1KNew |
$78K - $86.9K
|
1.1K
$113K
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.07KNew |
$76.1K - $84.8K
|
1.07K
$110K
|
|
Jul 30, 2021
Q2 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1K+ 344.83% |
$71.2K - $79.3K
|
1.29K
$133K
|
|
Aug 02, 2021
Q2 2021
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
794+ 4.73% |
$56.5K - $63K
|
17.6K
$1.81M
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
731+ 13.0% |
$52K - $58K
|
6.35K
$654K
|
|
Aug 04, 2021
Q2 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
389New |
$27.7K - $30.8K
|
389
$40K
|
|
Aug 09, 2021
Q2 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
377+ 42.22% |
$26.8K - $29.9K
|
1.27K
$131K
|
|
Aug 09, 2021
Q2 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
350+ 3.54% |
$24.9K - $27.8K
|
10.2K
$1.05M
|
|
Jul 29, 2021
Q2 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
343+ 201.76% |
$24.4K - $27.2K
|
513
$52.8K
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
248+ 29.14% |
$17.6K - $19.7K
|
1.1K
$113K
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
210New |
$14.9K - $16.7K
|
210
$21.6K
|
|
Jul 30, 2021
Q2 2021
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
159+ 0.33% |
$11.3K - $12.6K
|
48.8K
$5.02M
|
|
Jul 22, 2021
Q2 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
112+ 0.44% |
$7.97K - $8.88K
|
25.6K
$2.63M
|
|
Jul 30, 2021
Q2 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
110New |
$7.83K - $8.72K
|
110
$11.3K
|
|
Aug 10, 2021
Q2 2021
|
Larson Financial Group LLC
|
BUY
|
- |
33+ 471.43% |
$2.35K - $2.62K
|
40
$4.12K
|
|
Jul 13, 2021
Q2 2021
|
Cva Family Office, LLC
|
BUY
|
- |
30New |
$2.13K - $2.38K
|
30
$3.09K
|
|
Jul 27, 2021
Q2 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
16+ 0.18% |
$1.14K - $1.27K
|
9.06K
$932K
|
|
Aug 13, 2021
Q2 2021
|
Wms Partners, LLC
|
BUY
|
- |
12+ 0.23% |
$854 - $951
|
5.25K
$540K
|
|
Aug 11, 2021
Q2 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
6+ 0.16% |
$427 - $476
|
3.8K
$391K
|
|
Jul 27, 2021
Q2 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
2New |
$142 - $159
|
2
$206
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$71.2 - $79.3
|
1
$103
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1+ 0.02% |
$71.2 - $79.3
|
4.34K
$447K
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-14Closed |
$996 - $1.11K
|
0
$0
|
|
Jul 12, 2021
Q2 2021
|
Gradient Investments LLC
|
SELL
|
- |
-93Closed |
$6.62K - $7.37K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Evensky & Katz LLC
|
SELL
|
- |
-143- 15.56% |
$10.2K - $11.3K
|
776
$79.9K
|
|
Jul 13, 2021
Q2 2021
|
Prosperity Planning, Inc.
|
SELL
|
- |
-239- 1.17% |
$17K - $19K
|
20.2K
$2.08M
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-594- 12.91% |
$42.3K - $47.1K
|
4.01K
$412K
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-728- 16.91% |
$51.8K - $57.7K
|
3.58K
$368K
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.23KClosed |
$87.5K - $97.5K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.4KClosed |
$99.6K - $111K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.69K- 6.09% |
$121K - $134K
|
26.1K
$2.69M
|
|
Aug 05, 2021
Q2 2021
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-2.32K- 3.06% |
$165K - $184K
|
73.5K
$7.56M
|
|
Jul 23, 2021
Q2 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-7.49K- 2.69% |
$533K - $594K
|
270K
$27.8M
|
|
Aug 12, 2021
Q2 2021
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-7.56K- 71.36% |
$538K - $600K
|
3.04K
$312K
|