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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
17New |
$940 - $1.1K
|
17
$1.03K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
13New |
$719 - $839
|
13
$791
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Applied Capital LLC
|
SELL
|
- |
-36- 0.69% |
$1.99K - $2.32K
|
5.21K
$317K
|
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-550- 5.85% |
$30.4K - $35.5K
|
8.85K
$538K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-818- 46.29% |
$45.2K - $52.8K
|
949
$57.7K
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-2.16K- 3.95% |
$120K - $140K
|
52.6K
$3.2M
|
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.33K- 0.35% |
$129K - $150K
|
659K
$40M
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.42K- 5.41% |
$134K - $156K
|
42.3K
$2.57M
|
|
|
May 09, 2022
Q1 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-3.16K- 44.13% |
$175K - $204K
|
4K
$243K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.18KClosed |
$176K - $205K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
B&D White Capital Company, LLC
|
SELL
|
- |
-5.21KClosed |
$288K - $336K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-5.21KClosed |
$288K - $336K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Applied Capital LLC
|
SELL
|
- |
-7.09K- 57.48% |
$392K - $458K
|
5.25K
$319K
|
|
|
May 11, 2022
Q1 2022
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-7.22K- 0.57% |
$399K - $466K
|
1.26M
$76.9M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.29K- 75.58% |
$459K - $535K
|
2.68K
$163K
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-11.5K- 32.45% |
$636K - $743K
|
23.9K
$1.46M
|
|
|
May 09, 2022
Q1 2022
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-12.9K- 1.59% |
$712K - $832K
|
796K
$48.4M
|
|
|
May 12, 2022
Q1 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-17.7K- 23.48% |
$980K - $1.14M
|
57.7K
$3.51M
|
|
|
May 31, 2023
Q1 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-30.4KClosed |
$1.68M - $1.96M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-31.5K- 96.15% |
$1.74M - $2.04M
|
1.26K
$76.8K
|
|
|
Aug 25, 2022
Q1 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-42.5K- 43.02% |
$2.35M - $2.74M
|
56.3K
$3.42M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-53.8K- 43.91% |
$2.98M - $3.47M
|
68.7K
$4.18M
|
|
|
May 16, 2022
Q1 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-121KClosed |
$6.68M - $7.79M
|
0
$0
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-247K- 99.78% |
$13.7M - $15.9M
|
542
$33K
|
|
|
Apr 14, 2022
Q1 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-336K- 48.68% |
$18.6M - $21.7M
|
354K
$21.5M
|