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 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
3.48KNew |
$262K - $292K
|
3.48K
$338K
|
|
Jan 19, 2022
Q4 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3.4KNew |
$255K - $285K
|
3.4K
$330K
|
|
Jan 31, 2022
Q4 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
3.11K+ 13.82% |
$234K - $261K
|
25.6K
$2.49M
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.06K+ 99.87% |
$230K - $256K
|
6.12K
$594K
|
|
Jan 28, 2022
Q4 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
2.94KNew |
$220K - $246K
|
2.94K
$285K
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
BUY
|
- |
2.92K+ 43.16% |
$219K - $245K
|
9.69K
$940K
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2.9K+ 520.47% |
$218K - $243K
|
3.46K
$336K
|
|
Jan 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
2.68KNew |
$201K - $225K
|
2.68K
$260K
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.64K+ 6.77% |
$198K - $221K
|
41.6K
$4.04M
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.59K+ 16.17% |
$194K - $217K
|
18.6K
$1.8M
|
|
Jan 27, 2022
Q4 2021
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
2.52KNew |
$189K - $211K
|
2.52K
$245K
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
2.4K+ 3374.65% |
$180K - $201K
|
2.47K
$239K
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.36K+ 467.92% |
$178K - $198K
|
2.87K
$278K
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.25KNew |
$169K - $188K
|
2.25K
$218K
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.22KNew |
$167K - $187K
|
2.22K
$216K
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
2.08K+ 8.36% |
$157K - $175K
|
27K
$2.62M
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.82K+ 47.62% |
$136K - $152K
|
5.63K
$547K
|
|
Jan 25, 2022
Q4 2021
|
First National Bank Sioux Falls
|
BUY
|
- |
1.81K+ 29.55% |
$136K - $152K
|
7.93K
$770K
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.8KNew |
$136K - $151K
|
1.8K
$175K
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.53K+ 22.82% |
$115K - $128K
|
8.24K
$800K
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
1.52K+ 14.92% |
$114K - $127K
|
11.7K
$1.13M
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.49K+ 14.67% |
$112K - $125K
|
11.6K
$1.13M
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.35K+ 48.44% |
$101K - $113K
|
4.14K
$402K
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.3K+ 17.27% |
$97.3K - $109K
|
8.79K
$854K
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
1.04KNew |
$77.9K - $87K
|
1.04K
$101K
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
980+ 19.53% |
$73.6K - $82.2K
|
6K
$582K
|
|
Feb 08, 2022
Q4 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
903+ 5.28% |
$67.8K - $75.7K
|
18K
$1.75M
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
871+ 3.09% |
$65.4K - $73.1K
|
29K
$2.82M
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
807+ 24.62% |
$60.6K - $67.7K
|
4.09K
$397K
|
|
Feb 09, 2022
Q4 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
790+ 12.59% |
$59.3K - $66.3K
|
7.06K
$686K
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
757+ 2.77% |
$56.9K - $63.5K
|
28.1K
$2.73M
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
698New |
$52.4K - $58.5K
|
698
$67.8K
|
|
Jan 13, 2022
Q4 2021
|
Grant
|
BUY
|
- |
635+ 5.08% |
$47.7K - $53.3K
|
13.1K
$1.28M
|
|
Feb 14, 2022
Q4 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
607+ 6.27% |
$45.6K - $50.9K
|
10.3K
$999K
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
580+ 20.74% |
$43.6K - $48.6K
|
3.38K
$328K
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
574New |
$43.1K - $48.1K
|
574
$55.7K
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
566New |
$42.5K - $47.5K
|
566
$54.9K
|
|
Jan 24, 2022
Q4 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
512+ 5.76% |
$38.5K - $42.9K
|
9.4K
$913K
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
498+ 18.76% |
$37.4K - $41.8K
|
3.15K
$306K
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
456New |
$34.3K - $38.2K
|
456
$44.3K
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
372+ 76.39% |
$27.9K - $31.2K
|
859
$83.4K
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
356+ 726.53% |
$26.7K - $29.9K
|
405
$39.3K
|
|
Feb 15, 2022
Q4 2021
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
330New |
$24.8K - $27.7K
|
330
$32K
|
|
Aug 25, 2022
Q4 2021
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
280New |
$21K - $23.5K
|
280
$27.2K
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
250New |
$18.8K - $21K
|
250
$24.3K
|
|
Jan 28, 2022
Q4 2021
|
Hbc Financial Services, Pllc
|
BUY
|
- |
228New |
$17.1K - $19.1K
|
228
$22.1K
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
195+ 193.07% |
$14.6K - $16.4K
|
296
$28.7K
|
|
Jan 19, 2022
Q4 2021
|
Marquette Asset Management, LLC
|
BUY
|
- |
182+ 0.06% |
$13.7K - $15.3K
|
286K
$27.7M
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
177New |
$13.3K - $14.8K
|
177
$17.2K
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
157+ 2.25% |
$11.8K - $13.2K
|
7.13K
$692K
|