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 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
69.3K+ 13.08% |
$4.74M - $5.58M
|
599K
$58.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Wallington Asset Management, LLC
|
BUY
|
- |
68.3KNew |
$4.67M - $5.5M
|
68.3K
$6.63M
|
|
|
Feb 02, 2023
Q4 2022
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
68.1K+ 222.98% |
$4.66M - $5.48M
|
98.6K
$9.57M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
64.8KNew |
$4.43M - $5.22M
|
64.8K
$6.29M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
63.6K+ 54.93% |
$4.35M - $5.12M
|
179K
$17.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
61.6K+ 372.23% |
$4.21M - $4.96M
|
78.1K
$7.58M
|
|
|
Jan 13, 2023
Q4 2022
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
60.4K+ 50.27% |
$4.13M - $4.86M
|
181K
$17.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Unison Advisors LLC
|
BUY
|
- |
59K+ 5.79% |
$4.04M - $4.75M
|
1.08M
$105M
|
|
|
Feb 01, 2023
Q4 2022
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
58.3KNew |
$3.99M - $4.7M
|
58.3K
$5.66M
|
|
|
Sep 05, 2023
Q4 2022
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
55.4KNew |
$3.79M - $4.46M
|
55.4K
$5.38M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
51.4K+ 27.72% |
$3.51M - $4.14M
|
237K
$23M
|
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
49.6KNew |
$3.39M - $3.99M
|
49.6K
$4.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
BUY
|
- |
46.8K+ 2.45% |
$3.2M - $3.77M
|
1.96M
$190M
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
BUY
|
- |
45.3K+ 44.27% |
$3.1M - $3.65M
|
148K
$14.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
44.4K+ 61.41% |
$3.04M - $3.58M
|
117K
$11.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
41K+ 253.44% |
$2.81M - $3.3M
|
57.2K
$5.55M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
40.8KNew |
$2.79M - $3.28M
|
40.8K
$3.96M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
40.2KNew |
$2.75M - $3.24M
|
40.2K
$3.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
37.1KNew |
$2.54M - $2.99M
|
37.1K
$3.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
36.3K+ 96.35% |
$2.48M - $2.92M
|
74K
$7.18M
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
36.2K+ 2.78% |
$2.48M - $2.92M
|
1.34M
$130M
|
|
|
Feb 09, 2023
Q4 2022
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
32K+ 24.82% |
$2.19M - $2.58M
|
161K
$15.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
BUY
|
- |
31.6KNew |
$2.16M - $2.55M
|
31.6K
$3.07M
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
BUY
|
- |
31K+ 96.65% |
$2.12M - $2.5M
|
63.1K
$6.13M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
30.9K+ 691.46% |
$2.12M - $2.49M
|
35.4K
$3.44M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
28.9K+ 30.62% |
$1.97M - $2.32M
|
123K
$11.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
28.4K+ 41.85% |
$1.94M - $2.29M
|
96.3K
$9.35M
|
|
|
Feb 22, 2023
Q4 2022
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
28.3KNew |
$1.94M - $2.28M
|
28.3K
$2.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
28K+ 26.65% |
$1.92M - $2.26M
|
133K
$12.9M
|
|
|
Jan 30, 2023
Q4 2022
|
Echo Wealth Management, LLC
|
BUY
|
- |
26.5K+ 198.8% |
$1.81M - $2.13M
|
39.8K
$3.86M
|
|
|
Oct 15, 2024
Q4 2022
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
26.3KNew |
$1.8M - $2.11M
|
26.3K
$2.55M
|
|
|
Aug 11, 2023
Q4 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
25.7K+ 8.76% |
$1.76M - $2.07M
|
319K
$31M
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
25KNew |
$1.71M - $2.01M
|
25K
$2.43M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
24.8K+ 25.77% |
$1.69M - $1.99M
|
121K
$11.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
22.5K+ 6.62% |
$1.54M - $1.81M
|
363K
$35.2M
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
22.4K+ 487.97% |
$1.53M - $1.8M
|
26.9K
$2.61M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
21.7K+ 52.59% |
$1.49M - $1.75M
|
63.1K
$6.13M
|
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
21.3KNew |
$1.46M - $1.72M
|
21.3K
$2.07M
|
|
|
Feb 09, 2023
Q4 2022
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
21.2KNew |
$1.45M - $1.71M
|
21.2K
$2.06M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20.5KNew |
$1.4M - $1.65M
|
20.5K
$1.99M
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
20.5K+ 13.56% |
$1.4M - $1.65M
|
172K
$16.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
20.4K+ 236.88% |
$1.4M - $1.65M
|
29.1K
$2.82M
|
|
|
Jan 31, 2023
Q4 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
20.2K+ 45.0% |
$1.38M - $1.63M
|
65.2K
$6.33M
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
20K+ 38.98% |
$1.37M - $1.61M
|
71.2K
$6.92M
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
19.6KNew |
$1.34M - $1.58M
|
19.6K
$1.9M
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
BUY
|
- |
18.9KNew |
$1.3M - $1.53M
|
18.9K
$1.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
18.6K+ 49.29% |
$1.27M - $1.5M
|
56.2K
$5.46M
|
|
|
Feb 06, 2023
Q4 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
17.8K+ 106.52% |
$1.22M - $1.44M
|
34.6K
$3.36M
|
|
|
Jan 24, 2023
Q4 2022
|
Satovsky Asset Management LLC
|
BUY
|
- |
17.8K+ 3.15% |
$1.22M - $1.43M
|
582K
$56.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
17.3K+ 98.9% |
$1.19M - $1.4M
|
34.9K
$3.38M
|