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 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.14K+ 23.1% |
$74.4K - $91K
|
6.07K
$589K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
992+ 2.34% |
$64.9K - $79.3K
|
43.4K
$4.21M
|
|
|
Nov 01, 2022
Q3 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
950+ 5.66% |
$62.1K - $76K
|
17.7K
$1.72M
|
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
BUY
|
- |
912+ 24.86% |
$59.7K - $72.9K
|
4.58K
$445K
|
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
803+ 11.95% |
$52.5K - $64.2K
|
7.52K
$730K
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
800+ 3.64% |
$52.3K - $64K
|
22.8K
$2.21M
|
|
|
Oct 18, 2022
Q3 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
752+ 43.09% |
$49.2K - $60.1K
|
2.5K
$242K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
741+ 8.5% |
$48.5K - $59.3K
|
9.46K
$918K
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
720+ 24.0% |
$47.1K - $57.6K
|
3.72K
$361K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
700+ 50.0% |
$45.8K - $56K
|
2.1K
$204K
|
|
|
Nov 14, 2022
Q3 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
610+ 1.66% |
$39.9K - $48.8K
|
37.3K
$3.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
606+ 9.07% |
$39.6K - $48.5K
|
7.29K
$707K
|
|
|
Oct 12, 2022
Q3 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
565+ 7.2% |
$37K - $45.2K
|
8.41K
$816K
|
|
|
Nov 07, 2022
Q3 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
400+ 5.25% |
$26.2K - $32K
|
8.02K
$779K
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
392+ 5.19% |
$25.6K - $31.3K
|
7.95K
$771K
|
|
|
Oct 21, 2022
Q3 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
389+ 7.31% |
$25.4K - $31.1K
|
5.71K
$555K
|
|
|
Nov 08, 2022
Q3 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
378+ 7.51% |
$24.7K - $30.2K
|
5.41K
$525K
|
|
|
Oct 26, 2022
Q3 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
306+ 0.3% |
$20K - $24.5K
|
101K
$9.85M
|
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
BUY
|
- |
267+ 0.84% |
$17.5K - $21.3K
|
32.1K
$3.12M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
250+ 2.06% |
$16.4K - $20K
|
12.4K
$1.2M
|
|
|
Oct 21, 2022
Q3 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
241+ 1.11% |
$15.8K - $19.3K
|
22K
$2.14M
|
|
|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
236New |
$15.4K - $18.9K
|
236
$22.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
232+ 3.33% |
$15.2K - $18.6K
|
7.21K
$700K
|
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
227+ 1.42% |
$14.9K - $18.2K
|
16.2K
$1.57M
|
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
200+ 5.45% |
$13.1K - $16K
|
3.87K
$375K
|
|
|
Jul 28, 2023
Q3 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
194+ 0.37% |
$12.7K - $15.5K
|
52.8K
$5.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
150New |
$9.81K - $12K
|
150
$14.6K
|
|
|
Nov 02, 2022
Q3 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
145+ 1.2% |
$9.49K - $11.6K
|
12.2K
$1.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
131+ 0.14% |
$8.57K - $10.5K
|
90.6K
$8.79M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
106+ 0.5% |
$6.93K - $8.48K
|
21.2K
$2.05M
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
87+ 1.06% |
$5.69K - $6.96K
|
8.31K
$807K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
41+ 0.92% |
$2.68K - $3.28K
|
4.5K
$437K
|
|
|
Oct 28, 2022
Q3 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
37+ 0.41% |
$2.42K - $2.96K
|
9.16K
$889K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
30+ 500.0% |
$1.96K - $2.4K
|
36
$3.49K
|
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
25+ 0.83% |
$1.64K - $2K
|
3.05K
$296K
|
|
|
Nov 15, 2022
Q3 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
19+ 0.53% |
$1.24K - $1.52K
|
3.62K
$351K
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
BUY
|
- |
6+ 54.55% |
$393 - $480
|
17
$1.65K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1Closed |
$65.4 - $80
|
0
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-17- 0.44% |
$1.11K - $1.36K
|
3.81K
$369K
|
|
|
Oct 17, 2022
Q3 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-18- 0.26% |
$1.18K - $1.44K
|
6.9K
$670K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-19- 1.91% |
$1.24K - $1.52K
|
976
$94.8K
|
|
|
Oct 12, 2022
Q3 2022
|
Prosperity Planning, Inc.
|
SELL
|
- |
-60- 0.3% |
$3.93K - $4.8K
|
19.9K
$1.93M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-92Closed |
$6.02K - $7.36K
|
0
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-130- 3.23% |
$8.5K - $10.4K
|
3.9K
$379K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-131- 30.39% |
$8.57K - $10.5K
|
300
$29.1K
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-131- 0.55% |
$8.57K - $10.5K
|
23.6K
$2.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-140- 3.1% |
$9.16K - $11.2K
|
4.38K
$425K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-159- 25.08% |
$10.4K - $12.7K
|
475
$46.1K
|
|
|
Oct 28, 2022
Q3 2022
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-174- 1.46% |
$11.4K - $13.9K
|
11.8K
$1.14M
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-193- 0.62% |
$12.6K - $15.4K
|
30.7K
$2.98M
|