Purchases and Sales Made in Q4 2021 in American Centy ETF Tr Avantis (AVUV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
601KNew |
$45.2M - $50.4M
|
601K
$56.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
480KNew |
$36.1M - $40.3M
|
480K
$45.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
306K+ 33.06% |
$23M - $25.7M
|
1.23M
$117M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
304K+ 29.41% |
$22.8M - $25.5M
|
1.34M
$127M
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
187K+ 234.6% |
$14M - $15.6M
|
266K
$25.2M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
184KNew |
$13.9M - $15.5M
|
184K
$17.5M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
148K+ 165.49% |
$11.1M - $12.4M
|
238K
$22.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
124K+ 58.6% |
$9.3M - $10.4M
|
335K
$31.7M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
120K+ 8959.28% |
$9.03M - $10.1M
|
121K
$11.5M
|
|
|
Jan 14, 2022
Q4 2021
|
Carlson Capital Management
|
BUY
|
- |
112K+ 68.4% |
$8.4M - $9.38M
|
275K
$26.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
103KNew |
$7.72M - $8.62M
|
103K
$9.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
92.5K+ 459.83% |
$6.95M - $7.76M
|
113K
$10.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
83.7K+ 474.34% |
$6.29M - $7.02M
|
101K
$9.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
83.4KNew |
$6.27M - $7M
|
83.4K
$7.9M
|
|
|
Feb 02, 2022
Q4 2021
|
Truepoint, Inc.
|
BUY
|
- |
69K+ 3.44% |
$5.19M - $5.79M
|
2.07M
$196M
|
|
|
Feb 14, 2022
Q4 2021
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
65.5KNew |
$4.92M - $5.49M
|
65.5K
$6.2M
|
|
|
Jan 28, 2022
Q4 2021
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
65.2K+ 6.6% |
$4.89M - $5.46M
|
1.05M
$99.7M
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
62.2KNew |
$4.67M - $5.21M
|
62.2K
$5.89M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
62K+ 341.42% |
$4.65M - $5.2M
|
80.1K
$7.59M
|
|
|
Feb 09, 2022
Q4 2021
|
Facet Wealth, Inc.
|
BUY
|
- |
55.9KNew |
$4.2M - $4.69M
|
55.9K
$5.29M
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
52.6KNew |
$3.95M - $4.41M
|
52.6K
$4.98M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
50.5K+ 34.11% |
$3.79M - $4.23M
|
198K
$18.8M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
46.2KNew |
$3.47M - $3.88M
|
46.2K
$4.38M
|
|
|
Feb 04, 2022
Q4 2021
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
44.7K+ 221.51% |
$3.36M - $3.75M
|
64.9K
$6.15M
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
39.7KNew |
$2.98M - $3.33M
|
39.7K
$3.76M
|
|
|
Jan 28, 2022
Q4 2021
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
38.9KNew |
$2.93M - $3.27M
|
38.9K
$3.69M
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
BUY
|
- |
38.7K+ 150.41% |
$2.91M - $3.24M
|
64.4K
$6.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
38.1K+ 38.05% |
$2.86M - $3.2M
|
138K
$13.1M
|
|
|
Jul 28, 2023
Q4 2021
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
37.7KNew |
$2.83M - $3.16M
|
37.7K
$3.57M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
37.3K+ 359.87% |
$2.8M - $3.13M
|
47.7K
$4.52M
|
|
|
Feb 16, 2022
Q4 2021
|
Evensky & Katz LLC
|
BUY
|
- |
36.4KNew |
$2.73M - $3.05M
|
36.4K
$3.44M
|
|
|
Feb 08, 2022
Q4 2021
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
34KNew |
$2.56M - $2.85M
|
34K
$3.22M
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
33.8K+ 7.07% |
$2.54M - $2.84M
|
512K
$48.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
33.8KNew |
$2.54M - $2.83M
|
33.8K
$3.2M
|
|
|
Jan 26, 2022
Q4 2021
|
Austin Asset Management CO Inc
|
BUY
|
- |
29.5KNew |
$2.22M - $2.48M
|
29.5K
$2.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
28.1KNew |
$2.11M - $2.36M
|
28.1K
$2.66M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
26.9K+ 33.72% |
$2.02M - $2.26M
|
107K
$10.1M
|
|
|
Jan 28, 2022
Q4 2021
|
Capital Performance Advisors LLP
|
BUY
|
- |
26.8KNew |
$2.01M - $2.25M
|
26.8K
$2.54M
|
|
|
Feb 11, 2022
Q4 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
26.2K+ 258.4% |
$1.97M - $2.2M
|
36.4K
$3.44M
|
|
|
Aug 11, 2023
Q4 2021
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
25.8K+ 90.1% |
$1.94M - $2.17M
|
54.5K
$5.16M
|
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
25.2K+ 26.29% |
$1.9M - $2.12M
|
121K
$11.5M
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
24.6KNew |
$1.85M - $2.06M
|
24.6K
$2.33M
|
|
|
Jan 31, 2022
Q4 2021
|
Peterson Financial Group, Inc.
|
BUY
|
- |
22.8KNew |
$1.72M - $1.92M
|
22.8K
$2.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
22.6K+ 21.1% |
$1.7M - $1.9M
|
130K
$12.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
20K+ 15.81% |
$1.5M - $1.68M
|
146K
$13.9M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
18.6KNew |
$1.4M - $1.56M
|
18.6K
$1.76M
|
|
|
May 31, 2023
Q4 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
18.2KNew |
$1.37M - $1.53M
|
18.2K
$1.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
17.1KNew |
$1.29M - $1.43M
|
17.1K
$1.62M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.4KNew |
$1.23M - $1.38M
|
16.4K
$1.55M
|
|
|
Feb 09, 2022
Q4 2021
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
15.2K+ 29.4% |
$1.14M - $1.28M
|
67K
$6.34M
|