Purchases and Sales Made in Q3 2022 in American Centy ETF Tr Avantis (AVUV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUV) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
428K+ 48.91% |
$28M - $34.2M
|
1.3M
$126M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
386K+ 70.53% |
$25.2M - $30.8M
|
933K
$90.5M
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
265K+ 14.52% |
$17.4M - $21.2M
|
2.09M
$203M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
240K+ 143.64% |
$15.7M - $19.2M
|
406K
$39.4M
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
199K+ 6.58% |
$13M - $15.9M
|
3.22M
$312M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
177K+ 26586.17% |
$11.6M - $14.1M
|
177K
$17.2M
|
|
Oct 25, 2022
Q3 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
150K+ 3625.38% |
$9.84M - $12M
|
155K
$15M
|
|
Nov 08, 2022
Q3 2022
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
129KNew |
$8.43M - $10.3M
|
129K
$12.5M
|
|
Nov 14, 2022
Q3 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
115KNew |
$7.55M - $9.22M
|
115K
$11.2M
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
115K+ 27.8% |
$7.54M - $9.22M
|
530K
$51.4M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
107K+ 28.61% |
$7.02M - $8.58M
|
482K
$46.8M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
105K+ 9.97% |
$6.9M - $8.43M
|
1.16M
$113M
|
|
Oct 13, 2022
Q3 2022
|
Unison Advisors LLC
|
BUY
|
- |
95.8K+ 10.37% |
$6.27M - $7.66M
|
1.02M
$99M
|
|
Oct 12, 2022
Q3 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
86.6KNew |
$5.66M - $6.92M
|
86.6K
$8.4M
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
84.6K+ 324.73% |
$5.53M - $6.76M
|
111K
$10.7M
|
|
Oct 27, 2022
Q3 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
83.9KNew |
$5.49M - $6.71M
|
83.9K
$8.15M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
79.5K+ 207.03% |
$5.2M - $6.35M
|
118K
$11.4M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
73.8K+ 66.28% |
$4.83M - $5.9M
|
185K
$18M
|
|
Nov 08, 2022
Q3 2022
|
Wms Partners, LLC
|
BUY
|
- |
71.5K+ 366.8% |
$4.68M - $5.72M
|
91K
$8.84M
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
69.8KNew |
$4.57M - $5.58M
|
69.8K
$6.78M
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
67.5K+ 45.65% |
$4.42M - $5.4M
|
215K
$20.9M
|
|
Nov 14, 2022
Q3 2022
|
Carlson Capital Management
|
BUY
|
- |
66K+ 14.06% |
$4.32M - $5.28M
|
535K
$52M
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
65.3K+ 34.7% |
$4.27M - $5.22M
|
253K
$24.6M
|
|
Nov 09, 2022
Q3 2022
|
Clarus Group, Inc.
|
BUY
|
- |
57.4KNew |
$3.75M - $4.59M
|
57.4K
$5.57M
|
|
Oct 31, 2022
Q3 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
53.9KNew |
$3.53M - $4.31M
|
53.9K
$5.23M
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
48.3K+ 18.47% |
$3.16M - $3.86M
|
310K
$30.1M
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
47.4KNew |
$3.1M - $3.79M
|
47.4K
$4.6M
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
44.7K+ 15.14% |
$2.93M - $3.58M
|
340K
$33M
|
|
Oct 19, 2022
Q3 2022
|
Evensky & Katz LLC
|
BUY
|
- |
41K+ 15.42% |
$2.68M - $3.28M
|
307K
$29.8M
|
|
Nov 09, 2022
Q3 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
35.3K+ 68.86% |
$2.31M - $2.82M
|
86.5K
$8.4M
|
|
Nov 07, 2022
Q3 2022
|
Windsor Group LTD
|
BUY
|
- |
32.6K+ 46.68% |
$2.13M - $2.61M
|
102K
$9.94M
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
32.1K+ 494.09% |
$2.1M - $2.57M
|
38.6K
$3.75M
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
31.8K+ 49.57% |
$2.08M - $2.55M
|
96.1K
$9.33M
|
|
Oct 14, 2022
Q3 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
30.8K+ 6.29% |
$2.02M - $2.46M
|
520K
$50.5M
|
|
Nov 09, 2022
Q3 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
29.4KNew |
$1.92M - $2.35M
|
29.4K
$2.85M
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
26.4KNew |
$1.72M - $2.11M
|
26.4K
$2.56M
|
|
Oct 12, 2022
Q3 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
24.9K+ 41.17% |
$1.63M - $1.99M
|
85.4K
$8.29M
|
|
Oct 24, 2022
Q3 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
24.3K+ 8.64% |
$1.59M - $1.94M
|
305K
$29.6M
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
23.7K+ 884.58% |
$1.55M - $1.89M
|
26.4K
$2.56M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
23.6K+ 25.68% |
$1.55M - $1.89M
|
116K
$11.2M
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
23K+ 11.51% |
$1.5M - $1.84M
|
223K
$21.6M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20.6K+ 28.01% |
$1.35M - $1.65M
|
94.2K
$9.15M
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
20.3K+ 3.57% |
$1.33M - $1.62M
|
589K
$57.2M
|
|
Oct 21, 2022
Q3 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
18KNew |
$1.18M - $1.44M
|
18K
$1.75M
|
|
Oct 17, 2022
Q3 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
18KNew |
$1.18M - $1.44M
|
18K
$1.75M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.4K+ 34.42% |
$1.14M - $1.39M
|
67.9K
$6.59M
|
|
Aug 07, 2024
Q3 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
17.2K+ 0.73% |
$1.12M - $1.37M
|
2.36M
$229M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.3K+ 9.05% |
$1.07M - $1.31M
|
197K
$19.1M
|
|
Oct 21, 2022
Q3 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
15.3K+ 59.0% |
$1M - $1.22M
|
41.2K
$4M
|
|
Nov 14, 2022
Q3 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
15.1K+ 32.44% |
$989K - $1.21M
|
61.7K
$5.99M
|