Purchases and Sales Made in Q2 2022 in American Centy ETF Tr Avantis (AVUV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.71M+ 130.29% |
$116M - $140M
|
3.02M
$286M
|
|
|
Aug 02, 2022
Q2 2022
|
Satovsky Asset Management LLC
|
BUY
|
- |
540K+ 4542.42% |
$36.7M - $44.1M
|
552K
$52.3M
|
|
|
Aug 04, 2022
Q2 2022
|
Plancorp, LLC
|
BUY
|
- |
394K+ 223.39% |
$26.8M - $32.2M
|
570K
$54M
|
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
330KNew |
$22.4M - $27M
|
330K
$31.3M
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
313K+ 1799.57% |
$21.3M - $25.6M
|
331K
$31.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
284K+ 18.43% |
$19.3M - $23.2M
|
1.83M
$173M
|
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
256K+ 41.27% |
$17.4M - $20.9M
|
875K
$82.8M
|
|
|
Oct 04, 2022
Q2 2022
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
220KNew |
$14.9M - $18M
|
220K
$20.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
216K+ 273.41% |
$14.7M - $17.7M
|
296K
$28M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
215K+ 36.34% |
$14.6M - $17.5M
|
805K
$76.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
199K+ 236.88% |
$13.5M - $16.3M
|
283K
$26.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
145KNew |
$9.84M - $11.8M
|
145K
$13.7M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
142K+ 61.04% |
$9.66M - $11.6M
|
375K
$35.5M
|
|
|
Aug 24, 2022
Q2 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
123KNew |
$8.39M - $10.1M
|
123K
$11.7M
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
114K+ 154.97% |
$7.77M - $9.35M
|
188K
$17.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
107KNew |
$7.29M - $8.77M
|
107K
$10.2M
|
|
|
Jul 19, 2022
Q2 2022
|
Evensky & Katz LLC
|
BUY
|
- |
104K+ 64.51% |
$7.08M - $8.52M
|
266K
$25.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
96.6KNew |
$6.56M - $7.9M
|
96.6K
$9.15M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
92.4K+ 28.66% |
$6.27M - $7.55M
|
415K
$39.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
87.2K+ 50.05% |
$5.92M - $7.12M
|
261K
$24.7M
|
|
|
Aug 04, 2022
Q2 2022
|
Highland Financial Advisors, LLC
|
BUY
|
- |
84.5KNew |
$5.74M - $6.91M
|
84.5K
$8M
|
|
|
Aug 07, 2024
Q2 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
79.8K+ 3.52% |
$5.42M - $6.52M
|
2.34M
$222M
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
79K+ 65.47% |
$5.37M - $6.46M
|
200K
$18.9M
|
|
|
Jul 26, 2022
Q2 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
78.4K+ 43.41% |
$5.33M - $6.41M
|
259K
$24.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
78.3KNew |
$5.32M - $6.4M
|
78.3K
$7.42M
|
|
|
Aug 08, 2022
Q2 2022
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
72.7K+ 15813.91% |
$4.94M - $5.95M
|
73.2K
$6.93M
|
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
BUY
|
- |
69.8KNew |
$4.74M - $5.71M
|
69.8K
$6.61M
|
|
|
Jul 18, 2022
Q2 2022
|
Carlson Capital Management
|
BUY
|
- |
67.1K+ 16.68% |
$4.56M - $5.49M
|
469K
$44.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
66.1K+ 2294.83% |
$4.49M - $5.4M
|
69K
$6.53M
|
|
|
Jul 18, 2022
Q2 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
64.4KNew |
$4.37M - $5.26M
|
64.4K
$6.1M
|
|
|
Aug 11, 2023
Q2 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
53.2K+ 23.04% |
$3.62M - $4.35M
|
284K
$26.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
49.6K+ 80.18% |
$3.37M - $4.05M
|
111K
$10.5M
|
|
|
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
BUY
|
- |
49.1K+ 78.52% |
$3.34M - $4.02M
|
112K
$10.6M
|
|
|
Jul 20, 2022
Q2 2022
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
43.6KNew |
$2.96M - $3.57M
|
43.6K
$4.13M
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
42.4KNew |
$2.88M - $3.47M
|
42.4K
$4.01M
|
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
41.3K+ 473.79% |
$2.8M - $3.37M
|
50K
$4.73M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
39.8K+ 45.9% |
$2.71M - $3.26M
|
127K
$12M
|
|
|
Jul 18, 2022
Q2 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
39.1K+ 183.35% |
$2.66M - $3.2M
|
60.5K
$5.73M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
38.9K+ 112.16% |
$2.64M - $3.18M
|
73.6K
$6.97M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
38.4K+ 3838900.0% |
$2.61M - $3.14M
|
38.4K
$3.64M
|
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
BUY
|
- |
35.4KNew |
$2.41M - $2.9M
|
35.4K
$3.35M
|
|
|
Aug 12, 2022
Q2 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
34.8K+ 62.48% |
$2.36M - $2.84M
|
90.4K
$8.56M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
34.6KNew |
$2.35M - $2.83M
|
34.6K
$3.27M
|
|
|
Jul 27, 2022
Q2 2022
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
34.4K+ 37.79% |
$2.34M - $2.82M
|
126K
$11.9M
|
|
|
Aug 04, 2022
Q2 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
34K+ 1074.74% |
$2.31M - $2.78M
|
37.2K
$3.52M
|
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
31.8K+ 50.78% |
$2.16M - $2.6M
|
94.5K
$8.95M
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
29.9K+ 5.56% |
$2.03M - $2.45M
|
568K
$53.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
28.7K+ 24.66% |
$1.95M - $2.35M
|
145K
$13.8M
|
|
|
Aug 05, 2022
Q2 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
27.9K+ 63.69% |
$1.9M - $2.28M
|
71.7K
$6.79M
|
|
|
Jul 13, 2022
Q2 2022
|
Unison Advisors LLC
|
BUY
|
- |
26.9K+ 3.0% |
$1.83M - $2.2M
|
924K
$87.4M
|