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 16, 2021
Q2 2021
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-7.76K- 12.93% |
$552K - $615K
|
52.2K
$5.38M
|
|
Jul 13, 2021
Q2 2021
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-9.41K- 4.11% |
$669K - $746K
|
219K
$22.6M
|
|
Aug 13, 2021
Q2 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-35.5K- 55.15% |
$2.53M - $2.82M
|
28.9K
$2.97M
|
|
Aug 12, 2021
Q2 2021
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-40.2K- 92.63% |
$2.86M - $3.19M
|
3.2K
$329K
|
|
Aug 02, 2021
Q2 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-66.3KClosed |
$4.71M - $5.25M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-266K- 98.68% |
$18.9M - $21.1M
|
3.54K
$365K
|