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 |
---|---|---|---|---|---|---|---|
Nov 08, 2022
Q3 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
14.7K+ 40.68% |
$959K - $1.17M
|
50.7K
$4.92M
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14.5K+ 34.54% |
$950K - $1.16M
|
56.6K
$5.49M
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
14.4K+ 11.4% |
$944K - $1.15M
|
141K
$13.7M
|
|
Nov 14, 2022
Q3 2022
|
Echo Wealth Management, LLC
|
BUY
|
- |
13.3KNew |
$871K - $1.06M
|
13.3K
$1.29M
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
13.1K+ 386.62% |
$860K - $1.05M
|
16.5K
$1.61M
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
13K+ 45.94% |
$852K - $1.04M
|
41.4K
$4.01M
|
|
Oct 12, 2022
Q3 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
13K+ 9.4% |
$849K - $1.04M
|
151K
$14.7M
|
|
Oct 21, 2022
Q3 2022
|
Satovsky Asset Management LLC
|
BUY
|
- |
12.9K+ 2.33% |
$841K - $1.03M
|
565K
$54.8M
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
12.6K+ 26.82% |
$825K - $1.01M
|
59.6K
$5.79M
|
|
Nov 08, 2022
Q3 2022
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
11.9KNew |
$777K - $950K
|
11.9K
$1.15M
|
|
Oct 24, 2022
Q3 2022
|
Wealth Architects, LLC
|
BUY
|
- |
11.3K+ 14.26% |
$742K - $907K
|
90.9K
$8.82M
|
|
Nov 14, 2022
Q3 2022
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
11.2K+ 25.64% |
$731K - $894K
|
54.8K
$5.32M
|
|
Feb 01, 2023
Q3 2022
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
11KNew |
$721K - $881K
|
11K
$1.07M
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
11KNew |
$719K - $879K
|
11K
$1.07M
|
|
Nov 14, 2022
Q3 2022
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
10.6KNew |
$690K - $844K
|
10.6K
$1.02M
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
BUY
|
- |
10.6K+ 37.27% |
$690K - $844K
|
38.9K
$3.77M
|
|
Oct 13, 2022
Q3 2022
|
Foster Group, Inc.
|
BUY
|
- |
10.3K+ 10.22% |
$677K - $828K
|
112K
$10.8M
|
|
Oct 14, 2022
Q3 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
10.3K+ 86.03% |
$671K - $821K
|
22.2K
$2.15M
|
|
Oct 19, 2022
Q3 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
10.1K+ 6.97% |
$660K - $807K
|
155K
$15M
|
|
Aug 11, 2023
Q3 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
9.44K+ 3.32% |
$617K - $755K
|
294K
$28.5M
|
|
Nov 03, 2022
Q3 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
9.27K+ 43.46% |
$606K - $741K
|
30.6K
$2.97M
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.24KNew |
$605K - $739K
|
9.24K
$897K
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.63KNew |
$565K - $690K
|
8.63K
$838K
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.54K+ 10.83% |
$559K - $683K
|
87.4K
$8.48M
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
8.53K+ 57.59% |
$558K - $682K
|
23.3K
$2.27M
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
7.57K+ 25.14% |
$495K - $605K
|
37.7K
$3.66M
|
|
Nov 22, 2022
Q3 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
7.36K+ 4.53% |
$481K - $588K
|
170K
$16.5M
|
|
Oct 17, 2022
Q3 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
7.11K+ 11.05% |
$465K - $569K
|
71.5K
$6.94M
|
|
Nov 04, 2022
Q3 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
7.11K+ 56.17% |
$465K - $569K
|
19.8K
$1.92M
|
|
Oct 12, 2022
Q3 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
7.09K+ 18.73% |
$464K - $567K
|
45K
$4.36M
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
7.05K+ 175.12% |
$461K - $563K
|
11.1K
$1.07M
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
7K+ 25.22% |
$458K - $560K
|
34.8K
$3.38M
|
|
Oct 18, 2022
Q3 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
6.85K+ 8.12% |
$448K - $548K
|
91.3K
$8.86M
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
6.71K+ 2.3% |
$439K - $536K
|
299K
$29M
|
|
Oct 14, 2022
Q3 2022
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
6.56KNew |
$429K - $525K
|
6.56K
$637K
|
|
Oct 24, 2022
Q3 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
6.46K+ 6.69% |
$423K - $517K
|
103K
$10M
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
6.43KNew |
$421K - $514K
|
6.43K
$624K
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.27KNew |
$410K - $502K
|
6.27K
$609K
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
6.06K+ 2.08% |
$396K - $484K
|
297K
$28.9M
|
|
May 09, 2023
Q3 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
5.63K+ 18.92% |
$368K - $450K
|
35.4K
$3.44M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
5.43KNew |
$355K - $434K
|
5.43K
$527K
|
|
Oct 13, 2022
Q3 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
5.37K+ 7.49% |
$351K - $429K
|
77.1K
$7.48M
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5.12K+ 287.43% |
$335K - $410K
|
6.9K
$670K
|
|
Oct 25, 2022
Q3 2022
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
4.97K+ 3.96% |
$325K - $397K
|
131K
$12.7M
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
4.91KNew |
$321K - $393K
|
4.91K
$477K
|
|
Nov 14, 2022
Q3 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
4.84KNew |
$317K - $387K
|
4.84K
$470K
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.81K+ 66.06% |
$315K - $384K
|
12.1K
$1.17M
|
|
Nov 09, 2022
Q3 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
4.7K+ 12.63% |
$307K - $376K
|
41.9K
$4.07M
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
4.69K+ 4.93% |
$307K - $375K
|
100K
$9.7M
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.69K+ 25.76% |
$307K - $375K
|
22.9K
$2.22M
|