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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2023
Q4 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-726- 7.33% |
$49.7K - $58.5K
|
9.18K
$891K
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-784- 10.53% |
$53.6K - $63.1K
|
6.66K
$646K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.05K- 6.84% |
$71.5K - $84.2K
|
14.2K
$1.38M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-1.13K- 1.24% |
$77.4K - $91.1K
|
89.7K
$8.71M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.13K- 4.29% |
$77.4K - $91.1K
|
25.2K
$2.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.13K- 4.29% |
$77.4K - $91.1K
|
25.2K
$2.45M
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.14K- 3.92% |
$77.8K - $91.6K
|
27.9K
$2.71M
|
|
|
Jan 16, 2024
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-1.29K- 8.4% |
$88.1K - $104K
|
14K
$1.36M
|
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.32K- 3.99% |
$90.3K - $106K
|
31.7K
$3.08M
|
|
|
Jan 19, 2023
Q4 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-1.39K- 2.89% |
$95K - $112K
|
46.6K
$4.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-1.47K- 27.07% |
$101K - $118K
|
3.96K
$384K
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.52K- 10.46% |
$104K - $122K
|
13K
$1.26M
|
|
|
Feb 06, 2023
Q4 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-1.6K- 33.33% |
$109K - $129K
|
3.2K
$311K
|
|
|
Jul 20, 2023
Q4 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-1.63K- 8.97% |
$111K - $131K
|
16.5K
$1.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-2.73K- 4.43% |
$187K - $220K
|
59K
$5.73M
|
|
|
Jan 27, 2023
Q4 2022
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-2.78K- 3.21% |
$190K - $224K
|
83.8K
$8.13M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.83K- 7.32% |
$193K - $228K
|
35.8K
$3.47M
|
|
|
Feb 07, 2023
Q4 2022
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-2.93K- 24.03% |
$200K - $236K
|
9.27K
$899K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.94K- 38.0% |
$201K - $237K
|
4.79K
$465K
|
|
|
Jan 27, 2023
Q4 2022
|
Clarus Group, Inc.
|
SELL
|
- |
-3K- 5.24% |
$206K - $242K
|
54.4K
$5.28M
|
|
|
Jan 24, 2023
Q4 2022
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-3.44K- 5.92% |
$235K - $277K
|
54.6K
$5.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-4.35K- 4.36% |
$298K - $351K
|
95.6K
$9.28M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.14K- 3.13% |
$352K - $414K
|
159K
$15.5M
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-5.55K- 1.87% |
$380K - $447K
|
292K
$28.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-5.9K- 3.48% |
$404K - $475K
|
164K
$15.9M
|
|
|
Jan 12, 2023
Q4 2022
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-6.34K- 12.44% |
$434K - $511K
|
44.7K
$4.33M
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-6.44K- 99.75% |
$441K - $519K
|
16
$1.55K
|
|
|
Feb 13, 2023
Q4 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-7.98K- 19.05% |
$546K - $643K
|
33.9K
$3.29M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.69K- 42.34% |
$663K - $781K
|
13.2K
$1.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-11K- 32.95% |
$754K - $888K
|
22.4K
$2.18M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-11K- 32.95% |
$754K - $888K
|
22.4K
$2.18M
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-15.5K- 23.54% |
$1.06M - $1.25M
|
50.4K
$4.89M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-17.4K- 12.61% |
$1.19M - $1.4M
|
121K
$11.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22.2K- 11.27% |
$1.52M - $1.79M
|
175K
$16.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-24.1K- 41.7% |
$1.65M - $1.94M
|
33.7K
$3.27M
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-42.8K- 82.52% |
$2.93M - $3.44M
|
9.06K
$879K
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-52.2K- 36.98% |
$3.57M - $4.2M
|
88.9K
$8.63M
|
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-82.3K- 15.82% |
$5.63M - $6.63M
|
438K
$42.5M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-86.2K- 68.7% |
$5.9M - $6.94M
|
39.3K
$3.81M
|
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-112K- 25.74% |
$7.68M - $9.04M
|
324K
$31.4M
|