Purchases and Sales Made in Q1 2022 in American Centy ETF Tr Avantis (AVDE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDE) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5.7K+ 28.91% |
$315K - $368K
|
25.4K
$1.55M
|
|
|
May 11, 2022
Q1 2022
|
Truepoint, Inc.
|
BUY
|
- |
4.69KNew |
$259K - $303K
|
4.69K
$285K
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4.6K+ 117.95% |
$254K - $297K
|
8.5K
$517K
|
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.55KNew |
$252K - $294K
|
4.55K
$277K
|
|
|
May 13, 2022
Q1 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
4.42K+ 8.81% |
$245K - $286K
|
54.6K
$3.32M
|
|
|
Apr 29, 2022
Q1 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
4.4K+ 31.77% |
$243K - $284K
|
18.3K
$1.11M
|
|
|
Apr 28, 2022
Q1 2022
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
4K+ 4.62% |
$221K - $258K
|
90.4K
$5.5M
|
|
|
Apr 07, 2022
Q1 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
3.95K+ 0.97% |
$218K - $255K
|
412K
$25M
|
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3.87K+ 10.21% |
$214K - $250K
|
41.8K
$2.54M
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.76K+ 32.15% |
$208K - $243K
|
15.4K
$939K
|
|
|
Apr 08, 2022
Q1 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
3.75KNew |
$207K - $242K
|
3.75K
$228K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.6KNew |
$199K - $232K
|
3.6K
$219K
|
|
|
Apr 27, 2022
Q1 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
3.35K+ 3.8% |
$185K - $216K
|
91.4K
$5.56M
|
|
|
Apr 18, 2022
Q1 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
2.77K+ 31.51% |
$153K - $179K
|
11.6K
$704K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.57K+ 7.29% |
$142K - $166K
|
37.8K
$2.3M
|
|
|
Apr 29, 2022
Q1 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
2.35K+ 36.74% |
$130K - $152K
|
8.75K
$532K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.35K+ 37.99% |
$130K - $151K
|
8.52K
$518K
|
|
|
May 03, 2022
Q1 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
2.32K+ 41.8% |
$128K - $150K
|
7.87K
$479K
|
|
|
May 11, 2022
Q1 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
2.18K+ 5.84% |
$121K - $141K
|
39.5K
$2.4M
|
|
|
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
2.09K+ 27.17% |
$116K - $135K
|
9.78K
$595K
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.04KNew |
$113K - $131K
|
2.04K
$124K
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
2.02KNew |
$112K - $131K
|
2.02K
$123K
|
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
BUY
|
- |
1.67K+ 5.14% |
$92.4K - $108K
|
34.1K
$2.08M
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.63K+ 5.99% |
$90K - $105K
|
28.8K
$1.75M
|
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.42K+ 2.06% |
$78.2K - $91.3K
|
70.3K
$4.27M
|
|
|
May 05, 2022
Q1 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.22K+ 29.54% |
$67.5K - $78.8K
|
5.35K
$325K
|
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.07K+ 484.09% |
$58.9K - $68.7K
|
1.29K
$78.1K
|
|
|
Jul 20, 2023
Q1 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1K+ 3.23% |
$55.5K - $64.8K
|
32.1K
$1.95M
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
931+ 13.52% |
$51.5K - $60.1K
|
7.82K
$475K
|
|
|
May 09, 2022
Q1 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
773+ 4.72% |
$42.7K - $49.9K
|
17.1K
$1.04M
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
770+ 5.11% |
$42.6K - $49.7K
|
15.8K
$963K
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
744+ 3.5% |
$41.1K - $48K
|
22K
$1.34M
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
741+ 4.88% |
$41K - $47.8K
|
15.9K
$969K
|
|
|
May 10, 2022
Q1 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
697+ 3.83% |
$38.5K - $45K
|
18.9K
$1.15M
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
674+ 5.98% |
$37.3K - $43.5K
|
11.9K
$726K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
586+ 11.12% |
$32.4K - $37.8K
|
5.86K
$356K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
389New |
$21.5K - $25.1K
|
389
$23.7K
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
304+ 4.72% |
$16.8K - $19.6K
|
6.74K
$410K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
193+ 0.4% |
$10.7K - $12.5K
|
47.8K
$2.91M
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
181+ 0.03% |
$10K - $11.7K
|
579K
$35.2M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
168+ 4.54% |
$9.29K - $10.8K
|
3.87K
$235K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
156+ 3.29% |
$8.63K - $10.1K
|
4.9K
$298K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
151New |
$8.35K - $9.75K
|
151
$9.18K
|
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
141+ 8.21% |
$7.8K - $9.1K
|
1.86K
$113K
|
|
|
Apr 18, 2022
Q1 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
110+ 1.13% |
$6.08K - $7.1K
|
9.81K
$597K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
106New |
$5.86K - $6.84K
|
106
$6.45K
|
|
|
Apr 14, 2022
Q1 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
100+ 2.07% |
$5.53K - $6.46K
|
4.94K
$300K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
86New |
$4.76K - $5.55K
|
86
$5.23K
|
|
|
Apr 08, 2022
Q1 2022
|
Trust CO
|
BUY
|
- |
72New |
$3.98K - $4.65K
|
72
$4.38K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
31New |
$1.71K - $2K
|
31
$1.89K
|