Purchases and Sales Made in Q4 2022 in American Centy ETF Tr Avantis (AVUV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.67M+ 127.52% |
$183M - $215M
|
4.76M
$451M
|
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
BUY
|
- |
520K+ 169.56% |
$35.6M - $41.9M
|
827K
$78.3M
|
|
|
Mar 28, 2023
Q4 2022
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
456KNew |
$31.2M - $36.7M
|
456K
$43.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
443KNew |
$30.3M - $35.6M
|
443K
$41.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
395K+ 42.37% |
$27M - $31.8M
|
1.33M
$126M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
388K+ 12.04% |
$26.5M - $31.2M
|
3.61M
$341M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
348K+ 294.9% |
$23.8M - $28M
|
465K
$44.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
336KNew |
$23M - $27.1M
|
336K
$31.8M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
333K+ 41.19% |
$22.8M - $26.8M
|
1.14M
$108M
|
|
|
Feb 08, 2023
Q4 2022
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
301KNew |
$20.6M - $24.2M
|
301K
$28.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
289K+ 5884.38% |
$19.8M - $23.3M
|
294K
$27.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
281K+ 158.31% |
$19.2M - $22.6M
|
458K
$43.4M
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
262KNew |
$17.9M - $21.1M
|
262K
$24.8M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
237KNew |
$16.2M - $19.1M
|
237K
$22.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
235K+ 2134.69% |
$16M - $18.9M
|
246K
$23.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
233KNew |
$16M - $18.8M
|
233K
$22.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Falcon Wealth Planning
|
BUY
|
- |
227KNew |
$15.5M - $18.3M
|
227K
$21.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
218K+ 53.61% |
$14.9M - $17.5M
|
624K
$59.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
211K+ 995.75% |
$14.4M - $17M
|
232K
$21.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
211KNew |
$14.4M - $17M
|
211K
$19.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
207K+ 366.52% |
$14.2M - $16.7M
|
264K
$25M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
187KNew |
$12.8M - $15.1M
|
187K
$17.7M
|
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
177KNew |
$12.1M - $14.3M
|
177K
$16.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
BUY
|
- |
157K+ 29.3% |
$10.7M - $12.6M
|
692K
$65.6M
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
154K+ 60.78% |
$10.5M - $12.4M
|
408K
$38.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
150KNew |
$10.3M - $12.1M
|
150K
$14.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
BUY
|
- |
132K+ 144.62% |
$9.01M - $10.6M
|
223K
$21.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
131KNew |
$8.95M - $10.5M
|
131K
$12.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
119KNew |
$8.11M - $9.55M
|
119K
$11.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
118KNew |
$8.1M - $9.54M
|
118K
$11.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
116K+ 1676.01% |
$7.92M - $9.32M
|
123K
$11.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
110KNew |
$7.52M - $8.85M
|
110K
$10.4M
|
|
|
Mar 10, 2023
Q4 2022
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
109KNew |
$7.47M - $8.79M
|
109K
$10.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
99.6KNew |
$6.82M - $8.02M
|
99.6K
$9.43M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
98.7KNew |
$6.75M - $7.95M
|
98.7K
$9.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
98.3K+ 35.37% |
$6.73M - $7.92M
|
376K
$35.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
94.8K+ 308.72% |
$6.49M - $7.63M
|
125K
$11.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
94K+ 668.96% |
$6.43M - $7.57M
|
108K
$10.2M
|
|
|
Jan 17, 2023
Q4 2022
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
89.6KNew |
$6.13M - $7.22M
|
89.6K
$8.49M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
83.9KNew |
$5.74M - $6.76M
|
83.9K
$7.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
82.2K+ 26.55% |
$5.62M - $6.62M
|
392K
$37.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
81.2KNew |
$5.56M - $6.54M
|
81.2K
$7.69M
|
|
|
Feb 06, 2023
Q4 2022
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
80.1KNew |
$5.48M - $6.45M
|
80.1K
$7.59M
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
77.4KNew |
$5.29M - $6.23M
|
77.4K
$7.33M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
77.2K+ 16.01% |
$5.28M - $6.22M
|
560K
$53M
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
BUY
|
- |
73.1K+ 14.38% |
$5M - $5.89M
|
581K
$55M
|
|
|
Jan 26, 2023
Q4 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
72.8K+ 86.75% |
$4.98M - $5.86M
|
157K
$14.8M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
72.6K+ 32.57% |
$4.97M - $5.84M
|
295K
$28M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
71.4KNew |
$4.88M - $5.75M
|
71.4K
$6.76M
|
|
|
Jan 24, 2023
Q4 2022
|
Bullseye Investment Management, LLC
|
BUY
|
- |
70.8KNew |
$4.85M - $5.7M
|
70.8K
$6.71M
|