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 07, 2023
Q4 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
17.3K+ 20.04% |
$1.19M - $1.4M
|
104K
$10.1M
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
16.8K+ 670.8% |
$1.15M - $1.35M
|
19.2K
$1.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.2K+ 60.2% |
$1.11M - $1.3M
|
43K
$4.17M
|
|
|
Jul 28, 2023
Q4 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
14.7K+ 27.83% |
$1.01M - $1.18M
|
67.5K
$6.56M
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
14.6K+ 4.87% |
$996K - $1.17M
|
313K
$30.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
14.5K+ 14.1% |
$994K - $1.17M
|
118K
$11.4M
|
|
|
Oct 19, 2023
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
14KNew |
$960K - $1.13M
|
14K
$1.36M
|
|
|
Feb 01, 2023
Q4 2022
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
13.7KNew |
$938K - $1.1M
|
13.7K
$1.33M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
13.4K+ 2.27% |
$916K - $1.08M
|
602K
$58.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
13.2K+ 272.81% |
$904K - $1.06M
|
18.1K
$1.75M
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
12.9K+ 46.51% |
$885K - $1.04M
|
40.8K
$3.96M
|
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
12.8K+ 8.3% |
$877K - $1.03M
|
167K
$16.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
12.7KNew |
$867K - $1.02M
|
12.7K
$1.23M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
12.6K+ 14.42% |
$862K - $1.01M
|
100K
$9.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
12.2K+ 52.23% |
$834K - $982K
|
35.5K
$3.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Bayshore Asset Management, LLC
|
BUY
|
- |
12.1K+ 24.04% |
$825K - $971K
|
62.2K
$6.04M
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
11.9KNew |
$817K - $961K
|
11.9K
$1.16M
|
|
|
Mar 01, 2023
Q4 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
11.8K+ 21.91% |
$808K - $951K
|
65.7K
$6.38M
|
|
|
Feb 09, 2023
Q4 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
11.5K+ 26.41% |
$784K - $923K
|
54.8K
$5.32M
|
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
10.8K+ 35.16% |
$736K - $866K
|
41.3K
$4.01M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.6K+ 24.43% |
$722K - $850K
|
53.8K
$5.22M
|
|
|
Feb 06, 2023
Q4 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
10.4K+ 57.62% |
$711K - $837K
|
28.4K
$2.76M
|
|
|
Feb 09, 2023
Q4 2022
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
10.4KNew |
$711K - $836K
|
10.4K
$1.01M
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
10K+ 28.81% |
$686K - $807K
|
44.8K
$4.35M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
10K+ 25.75% |
$685K - $806K
|
48.9K
$4.74M
|
|
|
Jan 30, 2023
Q4 2022
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
9.99KNew |
$683K - $804K
|
9.99K
$969K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
9.78K+ 1001.54% |
$669K - $787K
|
10.8K
$1.04M
|
|
|
Jan 27, 2023
Q4 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
9.63K+ 3.15% |
$659K - $775K
|
315K
$30.6M
|
|
|
Jun 21, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
9.27KNew |
$634K - $746K
|
9.27K
$899K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.76KNew |
$599K - $705K
|
8.76K
$850K
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
8.75K+ 64.86% |
$599K - $705K
|
22.2K
$2.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.54KNew |
$585K - $688K
|
8.54K
$829K
|
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
8.54K+ 35.44% |
$584K - $687K
|
32.6K
$3.17M
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
8.25K+ 7.11% |
$564K - $664K
|
124K
$12.1M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
8.24K+ 5.96% |
$564K - $664K
|
146K
$14.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
8.08KNew |
$553K - $651K
|
8.08K
$784K
|
|
|
Feb 14, 2023
Q4 2022
|
Css LLC
Chicago, IL |
BUY
|
- |
8KNew |
$547K - $644K
|
8K
$777K
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
7.91KNew |
$541K - $637K
|
7.91K
$768K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.72KNew |
$528K - $622K
|
7.72K
$750K
|
|
|
Jan 17, 2023
Q4 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
7.69KNew |
$526K - $619K
|
7.69K
$746K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.47K+ 36.09% |
$511K - $601K
|
28.2K
$2.73M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.4K+ 6.69% |
$507K - $596K
|
118K
$11.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.13KNew |
$488K - $574K
|
7.13K
$692K
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.99KNew |
$478K - $563K
|
6.99K
$678K
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
6.98K+ 54.88% |
$478K - $562K
|
19.7K
$1.91M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.87K+ 14.49% |
$470K - $553K
|
54.3K
$5.27M
|
|
|
Feb 07, 2023
Q4 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
6.68K+ 3.32% |
$457K - $538K
|
208K
$20.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
6.62KNew |
$453K - $533K
|
6.62K
$643K
|
|
|
Mar 02, 2023
Q4 2022
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
6.23KNew |
$426K - $502K
|
6.23K
$605K
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
6.08K+ 80.79% |
$416K - $489K
|
13.6K
$1.32M
|