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
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-202- 6.57% |
$13.2K - $16.2K
|
2.87K
$279K
|
|
|
Nov 08, 2022
Q3 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-225- 3.47% |
$14.7K - $18K
|
6.26K
$608K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-303- 2.86% |
$19.8K - $24.2K
|
10.3K
$999K
|
|
|
Nov 02, 2022
Q3 2022
|
Grant
|
SELL
|
- |
-325- 5.84% |
$21.3K - $26K
|
5.24K
$509K
|
|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-335- 2.57% |
$21.9K - $26.8K
|
12.7K
$1.23M
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
SELL
|
- |
-358- 2.68% |
$23.4K - $28.6K
|
13K
$1.26M
|
|
|
Nov 08, 2022
Q3 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-431- 4.37% |
$28.2K - $34.5K
|
9.43K
$916K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-446- 69.36% |
$29.2K - $35.7K
|
197
$19.1K
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-460- 70.12% |
$30.1K - $36.8K
|
196
$19K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-588Closed |
$38.5K - $47K
|
0
$0
|
|
|
Oct 28, 2022
Q3 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-682- 6.03% |
$44.6K - $54.5K
|
10.6K
$1.03M
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-694- 2.44% |
$45.4K - $55.5K
|
27.8K
$2.7M
|
|
|
Oct 17, 2022
Q3 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-970- 11.16% |
$63.5K - $77.6K
|
7.72K
$749K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.06K- 78.97% |
$69.3K - $84.7K
|
282
$27.4K
|
|
|
Oct 12, 2022
Q3 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-1.08K- 7.09% |
$70.4K - $86K
|
14.1K
$1.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-1.16K- 25.86% |
$75.9K - $92.8K
|
3.33K
$323K
|
|
|
Nov 01, 2022
Q3 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.21K- 3.54% |
$79.4K - $97K
|
33.1K
$3.21M
|
|
|
Oct 24, 2022
Q3 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.41K- 1.04% |
$92.3K - $113K
|
135K
$13.1M
|
|
|
Oct 27, 2022
Q3 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.49K- 5.09% |
$97.7K - $119K
|
27.8K
$2.7M
|
|
|
Nov 01, 2022
Q3 2022
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-1.66K- 8.02% |
$108K - $132K
|
19K
$1.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.15K- 2.0% |
$140K - $172K
|
105K
$10.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2.24K- 14.36% |
$147K - $179K
|
13.4K
$1.3M
|
|
|
Nov 01, 2022
Q3 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-2.53K- 3.69% |
$165K - $202K
|
65.9K
$6.4M
|
|
|
Oct 12, 2022
Q3 2022
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-2.85K- 5.29% |
$186K - $228K
|
51K
$4.95M
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.85K- 1.79% |
$187K - $228K
|
157K
$15.2M
|
|
|
Oct 26, 2022
Q3 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-3.96K- 45.18% |
$259K - $316K
|
4.8K
$466K
|
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-5.27K- 14.87% |
$345K - $421K
|
30.2K
$2.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.43K- 1.92% |
$355K - $434K
|
278K
$27M
|
|
|
Oct 11, 2022
Q3 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-5.94K- 37.47% |
$388K - $475K
|
9.91K
$962K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.34K- 12.8% |
$415K - $507K
|
43.2K
$4.2M
|
|
|
Jul 20, 2023
Q3 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-6.51K- 26.4% |
$426K - $521K
|
18.1K
$1.76M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-7.34K- 5.05% |
$480K - $587K
|
138K
$13.4M
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-7.34K- 9.52% |
$480K - $587K
|
69.8K
$6.78M
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-7.35K- 36.23% |
$481K - $588K
|
12.9K
$1.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-7.38K- 5.08% |
$483K - $590K
|
138K
$13.4M
|
|
|
Oct 21, 2022
Q3 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-8.3K- 14.74% |
$543K - $664K
|
48K
$4.66M
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-8.98K- 46.09% |
$587K - $718K
|
10.5K
$1.02M
|
|
|
Oct 27, 2022
Q3 2022
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-9.39K- 8.43% |
$615K - $751K
|
102K
$9.91M
|
|
|
Nov 04, 2022
Q3 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-12.3K- 45.89% |
$804K - $982K
|
14.5K
$1.41M
|
|
|
Oct 17, 2022
Q3 2022
|
Iam Advisory, LLC
|
SELL
|
- |
-14.7K- 16.25% |
$964K - $1.18M
|
76K
$7.38M
|
|
|
Nov 10, 2022
Q3 2022
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-15.2K- 20.72% |
$992K - $1.21M
|
58K
$5.63M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-16.7K- 50.22% |
$1.1M - $1.34M
|
16.6K
$1.61M
|
|
|
Nov 09, 2022
Q3 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-17K- 31.85% |
$1.11M - $1.36M
|
36.4K
$3.54M
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-20.5K- 95.75% |
$1.34M - $1.64M
|
909
$88.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-21K- 73.06% |
$1.37M - $1.68M
|
7.73K
$750K
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-35.6K- 17.82% |
$2.33M - $2.85M
|
164K
$16M
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-36.7K- 38.85% |
$2.4M - $2.94M
|
57.8K
$5.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-42.2K- 61.11% |
$2.76M - $3.37M
|
26.8K
$2.6M
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-47.3K- 84.82% |
$3.09M - $3.78M
|
8.46K
$821K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-50.1K- 57.1% |
$3.28M - $4.01M
|
37.7K
$3.66M
|