Purchases and Sales Made in Q3 2021 in American Centy ETF Tr Avantis (AVUV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUV) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 28, 2021
Q3 2021
|
Truepoint, Inc.
|
BUY
|
- |
1.23M+ 157.39% |
$85.1M - $95.3M
|
2M
$196M
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
270K+ 41.17% |
$18.8M - $21M
|
926K
$90.4M
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
219K+ 21.19% |
$15.2M - $17M
|
1.25M
$122M
|
|
Nov 10, 2021
Q3 2021
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
163K+ 5092.5% |
$11.3M - $12.7M
|
166K
$16.2M
|
|
Nov 15, 2021
Q3 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
151KNew |
$10.5M - $11.7M
|
151K
$14.7M
|
|
Oct 19, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
112KNew |
$7.8M - $8.73M
|
112K
$11M
|
|
Oct 14, 2021
Q3 2021
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
78.6K+ 953.85% |
$5.46M - $6.11M
|
86.8K
$8.47M
|
|
Oct 14, 2021
Q3 2021
|
Iam Advisory, LLC
|
BUY
|
- |
70KNew |
$4.86M - $5.45M
|
70K
$6.84M
|
|
Oct 13, 2021
Q3 2021
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
58.9K+ 6.35% |
$4.09M - $4.58M
|
987K
$96.4M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
53.9K+ 57.23% |
$3.74M - $4.19M
|
148K
$14.4M
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
42.9K+ 9.86% |
$2.98M - $3.34M
|
478K
$46.7M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
42.3K+ 73.08% |
$2.94M - $3.29M
|
100K
$9.78M
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
39.2K+ 150.22% |
$2.73M - $3.05M
|
65.4K
$6.38M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38K+ 21.95% |
$2.64M - $2.96M
|
211K
$20.6M
|
|
Jan 18, 2022
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
37.8KNew |
$2.63M - $2.94M
|
37.8K
$3.69M
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
30.3K+ 51.22% |
$2.11M - $2.36M
|
89.5K
$8.73M
|
|
Oct 19, 2021
Q3 2021
|
Stewardship Advisors, LLC
|
BUY
|
- |
27.8K+ 51.36% |
$1.93M - $2.16M
|
82K
$8M
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
27.3KNew |
$1.9M - $2.12M
|
27.3K
$2.67M
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
26.4K+ 173.57% |
$1.83M - $2.05M
|
41.6K
$4.06M
|
|
Oct 12, 2021
Q3 2021
|
Carlson Capital Management
|
BUY
|
- |
25.1K+ 18.16% |
$1.74M - $1.95M
|
163K
$16M
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
24.9KNew |
$1.73M - $1.94M
|
24.9K
$2.43M
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
24.6K+ 34.49% |
$1.71M - $1.91M
|
96K
$9.37M
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
24.2K+ 14.24% |
$1.68M - $1.88M
|
194K
$19M
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
22.6K+ 39.81% |
$1.57M - $1.76M
|
79.5K
$7.76M
|
|
Oct 14, 2021
Q3 2021
|
Aprio Wealth Management, LLC
|
BUY
|
- |
19.7K+ 14.13% |
$1.37M - $1.53M
|
159K
$15.5M
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.2K+ 215.54% |
$1.34M - $1.49M
|
28.1K
$2.75M
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
18.6K+ 96.98% |
$1.3M - $1.45M
|
37.9K
$3.7M
|
|
Oct 29, 2021
Q3 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
18.6K+ 11.13% |
$1.29M - $1.45M
|
186K
$18.1M
|
|
Oct 27, 2021
Q3 2021
|
B&D White Capital Company, LLC
|
BUY
|
- |
18.4K+ 12.26% |
$1.28M - $1.43M
|
168K
$16.4M
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.7KNew |
$1.23M - $1.37M
|
17.7K
$1.72M
|
|
Nov 10, 2021
Q3 2021
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
16.3K+ 2.66% |
$1.13M - $1.27M
|
627K
$61.2M
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
16.1KNew |
$1.12M - $1.25M
|
16.1K
$1.57M
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
16KNew |
$1.11M - $1.24M
|
16K
$1.56M
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
15.9K+ 7.29% |
$1.11M - $1.24M
|
234K
$22.9M
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.9K+ 55.42% |
$966K - $1.08M
|
39K
$3.81M
|
|
Oct 27, 2021
Q3 2021
|
Grant
|
BUY
|
- |
12.5KNew |
$868K - $972K
|
12.5K
$1.22M
|
|
May 31, 2023
Q3 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
12.5KNew |
$865K - $969K
|
12.5K
$1.22M
|
|
Nov 08, 2021
Q3 2021
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
12.2K+ 20.4% |
$847K - $949K
|
72K
$7.03M
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
11.7K+ 180.41% |
$811K - $908K
|
18.1K
$1.77M
|
|
Nov 09, 2021
Q3 2021
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
11.6KNew |
$806K - $903K
|
11.6K
$1.13M
|
|
May 26, 2023
Q3 2021
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
11.5K+ 112.95% |
$799K - $894K
|
21.7K
$2.12M
|
|
Nov 15, 2021
Q3 2021
|
Foster Group, Inc.
|
BUY
|
- |
11K+ 73.92% |
$764K - $855K
|
25.9K
$2.52M
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
10.2KNew |
$706K - $790K
|
10.2K
$992K
|
|
Nov 15, 2021
Q3 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
10.2KNew |
$705K - $789K
|
10.2K
$991K
|
|
Nov 09, 2021
Q3 2021
|
Avestar Capital, LLC
|
BUY
|
- |
9.4K+ 23.53% |
$653K - $731K
|
49.3K
$4.82M
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.34KNew |
$648K - $726K
|
9.34K
$911K
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
9.1K+ 7.75% |
$632K - $708K
|
126K
$12.3M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.2K+ 14.94% |
$570K - $638K
|
63.1K
$6.16M
|
|
Nov 02, 2021
Q3 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
7.91K+ 54.14% |
$549K - $615K
|
22.5K
$2.2M
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.87K+ 52.44% |
$547K - $612K
|
22.9K
$2.23M
|