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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q3 2021
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
7.76K+ 37.09% |
$539K - $603K
|
28.7K
$2.78M
|
|
Nov 05, 2021
Q3 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7.52K+ 10.39% |
$522K - $584K
|
79.9K
$7.75M
|
|
Oct 12, 2021
Q3 2021
|
Hya Advisors, Inc
|
BUY
|
- |
7KNew |
$486K - $544K
|
7K
$679K
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6.21K+ 481.16% |
$431K - $483K
|
7.5K
$728K
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.15K+ 153.32% |
$427K - $478K
|
10.2K
$986K
|
|
Oct 15, 2021
Q3 2021
|
First National Bank Sioux Falls
|
BUY
|
- |
6.12KNew |
$425K - $476K
|
6.12K
$594K
|
|
Oct 12, 2021
Q3 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
5.65K+ 2.09% |
$393K - $439K
|
276K
$26.8M
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
4.57KNew |
$317K - $355K
|
4.57K
$443K
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.22KNew |
$293K - $328K
|
4.22K
$410K
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.2K+ 44.09% |
$292K - $327K
|
13.7K
$1.33M
|
|
Nov 03, 2021
Q3 2021
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
4.19K+ 8.81% |
$291K - $326K
|
51.8K
$5.02M
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4KNew |
$278K - $311K
|
4K
$388K
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.91KNew |
$272K - $304K
|
3.91K
$380K
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
BUY
|
- |
3.85K+ 13.35% |
$268K - $300K
|
32.7K
$3.18M
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
3.79KNew |
$263K - $294K
|
3.79K
$367K
|
|
Oct 13, 2021
Q3 2021
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
3.71K+ 1.69% |
$258K - $288K
|
223K
$21.7M
|
|
Oct 26, 2021
Q3 2021
|
Sol Capital Management CO
|
BUY
|
- |
3.45K+ 103.83% |
$239K - $268K
|
6.77K
$657K
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.35K+ 99.55% |
$232K - $260K
|
6.71K
$651K
|
|
Nov 09, 2021
Q3 2021
|
Wealth Architects, LLC
|
BUY
|
- |
3.25K+ 14.46% |
$226K - $253K
|
25.7K
$2.5M
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.06KNew |
$213K - $238K
|
3.06K
$297K
|
|
Oct 22, 2021
Q3 2021
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
2.62K+ 14.93% |
$182K - $204K
|
20.2K
$1.96M
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.93K+ 10.99% |
$134K - $150K
|
19.5K
$1.89M
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
BUY
|
- |
1.9KNew |
$132K - $148K
|
1.9K
$184K
|
|
Oct 20, 2021
Q3 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.71K+ 23.8% |
$119K - $133K
|
8.89K
$863K
|
|
Nov 12, 2021
Q3 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.69K+ 50.84% |
$117K - $131K
|
5.02K
$487K
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.41KNew |
$97.9K - $110K
|
1.41K
$137K
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.34KNew |
$92.9K - $104K
|
1.34K
$130K
|
|
Oct 20, 2021
Q3 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.2K+ 7.56% |
$83.5K - $93.5K
|
17.1K
$1.66M
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
995+ 35.27% |
$69.1K - $77.4K
|
3.82K
$370K
|
|
Oct 12, 2021
Q3 2021
|
Marquette Asset Management, LLC
|
BUY
|
- |
773+ 0.27% |
$53.7K - $60.1K
|
286K
$27.7M
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
699+ 33.48% |
$48.6K - $54.4K
|
2.79K
$271K
|
|
Oct 08, 2021
Q3 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
663+ 3.64% |
$46.1K - $51.6K
|
18.9K
$1.83M
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
658New |
$45.7K - $51.2K
|
658
$63.9K
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
618+ 9.73% |
$42.9K - $48.1K
|
6.97K
$677K
|
|
Nov 10, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
499+ 0.44% |
$34.7K - $38.8K
|
113K
$11M
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
487New |
$33.8K - $37.9K
|
487
$47.3K
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
389+ 1.52% |
$27K - $30.2K
|
25.9K
$2.52M
|
|
Nov 02, 2021
Q3 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
374+ 72.9% |
$26K - $29.1K
|
887
$86.1K
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
295+ 140.48% |
$20.5K - $22.9K
|
505
$49K
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
262+ 6.04% |
$18.2K - $20.4K
|
4.6K
$447K
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
244New |
$16.9K - $19K
|
244
$23.7K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
242+ 22.02% |
$16.8K - $18.8K
|
1.34K
$130K
|
|
Nov 09, 2021
Q3 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
168+ 43.19% |
$11.7K - $13.1K
|
557
$54.1K
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
149+ 11.73% |
$10.3K - $11.6K
|
1.42K
$138K
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
133+ 4.99% |
$9.24K - $10.3K
|
2.8K
$272K
|
|
Nov 12, 2021
Q3 2021
|
Wms Partners, LLC
|
BUY
|
- |
132+ 2.52% |
$9.17K - $10.3K
|
5.38K
$522K
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
101New |
$7.02K - $7.85K
|
101
$9.81K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
73+ 6.82% |
$5.07K - $5.68K
|
1.14K
$111K
|
|
Nov 15, 2021
Q3 2021
|
Plancorp, LLC
|
BUY
|
- |
65+ 0.04% |
$4.51K - $5.05K
|
170K
$16.6M
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
49New |
$3.4K - $3.81K
|
49
$4.76K
|