Purchases and Sales Made in Q3 2022 in American Centy ETF Tr Avantis (AVDE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
14K+ 218.92% |
$633K - $762K
|
20.3K
$1.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
13.4K+ 9.14% |
$606K - $729K
|
160K
$10.3M
|
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
12.9KNew |
$586K - $705K
|
12.9K
$833K
|
|
|
Oct 26, 2022
Q3 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
12.8KNew |
$582K - $700K
|
12.8K
$827K
|
|
|
Oct 26, 2022
Q3 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
12.7K+ 7.67% |
$575K - $691K
|
178K
$11.5M
|
|
|
Oct 12, 2022
Q3 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
10.8K+ 109.36% |
$491K - $590K
|
20.7K
$1.33M
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
10.6KNew |
$483K - $581K
|
10.6K
$686K
|
|
|
Oct 25, 2022
Q3 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
9.23K+ 69.64% |
$419K - $503K
|
22.5K
$1.45M
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
8.98K+ 45.48% |
$407K - $490K
|
28.7K
$1.85M
|
|
|
Oct 18, 2022
Q3 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
8.71K+ 55.4% |
$395K - $475K
|
24.4K
$1.57M
|
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
8.5K+ 19.24% |
$386K - $464K
|
52.7K
$3.39M
|
|
|
Oct 24, 2022
Q3 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
8.48K+ 10.08% |
$385K - $463K
|
92.6K
$5.97M
|
|
|
Oct 28, 2022
Q3 2022
|
Grove Bank & Trust
|
BUY
|
- |
8.47KNew |
$384K - $462K
|
8.47K
$546K
|
|
|
Oct 27, 2022
Q3 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
8KNew |
$363K - $436K
|
8K
$515K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.94K+ 33.49% |
$315K - $379K
|
27.7K
$1.78M
|
|
|
Oct 07, 2022
Q3 2022
|
Austin Asset Management CO Inc
|
BUY
|
- |
6.82K+ 29.56% |
$309K - $372K
|
29.9K
$1.93M
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
6.75K+ 14.69% |
$306K - $368K
|
52.7K
$3.4M
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
6.29K+ 14.25% |
$285K - $343K
|
50.4K
$3.25M
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
6.25K+ 4.15% |
$283K - $341K
|
157K
$10.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6K+ 119.16% |
$272K - $327K
|
11K
$711K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
5.99K+ 508.31% |
$272K - $327K
|
7.17K
$462K
|
|
|
Oct 31, 2022
Q3 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
5.67KNew |
$257K - $310K
|
5.67K
$366K
|
|
|
Oct 20, 2022
Q3 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.62K+ 6.58% |
$255K - $307K
|
91.1K
$5.87M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
5.39KNew |
$245K - $294K
|
5.39K
$348K
|
|
|
Oct 05, 2022
Q3 2022
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
5.26K+ 5.95% |
$239K - $287K
|
93.8K
$6.04M
|
|
|
Nov 04, 2022
Q3 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
5.22K+ 11.93% |
$237K - $285K
|
49K
$3.16M
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
4.88K+ 2.5% |
$221K - $266K
|
200K
$12.9M
|
|
|
Oct 27, 2022
Q3 2022
|
Esl Trust Services, LLC
|
BUY
|
- |
4.76K+ 0.77% |
$216K - $260K
|
625K
$40.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
4.64K+ 8.04% |
$211K - $253K
|
62.3K
$4.02M
|
|
|
Oct 21, 2022
Q3 2022
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
4.58KNew |
$208K - $250K
|
4.58K
$295K
|
|
|
Oct 12, 2022
Q3 2022
|
Prosperity Planning, Inc.
|
BUY
|
- |
4.17K+ 51.34% |
$189K - $228K
|
12.3K
$792K
|
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
3.69K+ 9.62% |
$168K - $202K
|
42.1K
$2.71M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
3.52KNew |
$160K - $192K
|
3.52K
$227K
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
3.42K+ 0.58% |
$155K - $187K
|
593K
$38.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3.32KNew |
$151K - $181K
|
3.32K
$214K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.05K+ 1869.33% |
$138K - $166K
|
3.21K
$207K
|
|
|
Nov 14, 2022
Q3 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
3.03K+ 0.24% |
$138K - $165K
|
1.29M
$83.1M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.81K+ 1.96% |
$128K - $153K
|
146K
$9.43M
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2.76K+ 5.87% |
$125K - $150K
|
49.7K
$3.2M
|
|
|
Oct 12, 2022
Q3 2022
|
Sol Capital Management CO
|
BUY
|
- |
2.75K+ 5.01% |
$125K - $150K
|
57.6K
$3.71M
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.5K+ 8.54% |
$113K - $136K
|
31.7K
$2.04M
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.23K+ 4.0% |
$101K - $121K
|
57.8K
$3.73M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.62K+ 3.07% |
$73.5K - $88.4K
|
54.5K
$3.51M
|
|
|
Nov 07, 2022
Q3 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.53K+ 6.76% |
$69.4K - $83.4K
|
24.1K
$1.56M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.46K+ 3.71% |
$66.2K - $79.7K
|
40.8K
$2.63M
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1.45K+ 59.21% |
$65.6K - $78.9K
|
3.89K
$251K
|
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
BUY
|
- |
1.41K+ 4.41% |
$63.7K - $76.7K
|
33.3K
$2.14M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.38K+ 13.61% |
$62.6K - $75.3K
|
11.5K
$742K
|
|
|
Oct 18, 2022
Q3 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.21K+ 23.43% |
$54.9K - $66K
|
6.37K
$411K
|
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.18K+ 12.2% |
$53.6K - $64.4K
|
10.9K
$700K
|