Purchases and Sales Made in Q4 2022 in American Centy ETF Tr Avantis (AVDE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDE) 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 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
40.6KNew |
$1.85M - $2.23M
|
40.6K
$2.47M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
39.9K+ 54.87% |
$1.81M - $2.19M
|
113K
$6.84M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
38.2KNew |
$1.74M - $2.1M
|
38.2K
$2.32M
|
|
|
Aug 11, 2023
Q4 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
37.5K+ 57.75% |
$1.71M - $2.06M
|
102K
$6.23M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
34.7K+ 70.27% |
$1.58M - $1.91M
|
84.1K
$5.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
34.4K+ 83.8% |
$1.57M - $1.89M
|
75.5K
$4.59M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
34.1K+ 26.33% |
$1.55M - $1.87M
|
164K
$9.95M
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
33.7K+ 697.54% |
$1.54M - $1.85M
|
38.6K
$2.35M
|
|
|
Feb 08, 2023
Q4 2022
|
Highland Financial Advisors, LLC
|
BUY
|
- |
33.1K+ 30.6% |
$1.5M - $1.82M
|
141K
$8.58M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
32.7K+ 16.03% |
$1.49M - $1.8M
|
237K
$14.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
32.1K+ 19.91% |
$1.46M - $1.76M
|
193K
$11.8M
|
|
|
Jan 27, 2023
Q4 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
28.4K+ 58.38% |
$1.29M - $1.56M
|
77K
$4.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
26.1K+ 245.24% |
$1.19M - $1.43M
|
36.7K
$2.23M
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
25.6K+ 29.45% |
$1.16M - $1.4M
|
112K
$6.83M
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
25.3KNew |
$1.15M - $1.39M
|
25.3K
$1.54M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
24.1KNew |
$1.1M - $1.33M
|
24.1K
$1.47M
|
|
|
Feb 01, 2023
Q4 2022
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
23.7KNew |
$1.08M - $1.3M
|
23.7K
$1.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
20.8K+ 25.85% |
$949K - $1.15M
|
101K
$6.17M
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
20.3KNew |
$926K - $1.12M
|
20.3K
$1.24M
|
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
19.9KNew |
$906K - $1.09M
|
19.9K
$1.21M
|
|
|
Jan 26, 2023
Q4 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
19.2K+ 2.95% |
$876K - $1.06M
|
671K
$40.8M
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
19.2K+ 47.7% |
$871K - $1.05M
|
59.3K
$3.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
18.6KNew |
$845K - $1.02M
|
18.6K
$1.13M
|
|
|
Jan 26, 2023
Q4 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
17.1K+ 213.94% |
$778K - $940K
|
25.1K
$1.53M
|
|
|
Feb 02, 2023
Q4 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
16.1K+ 9.06% |
$734K - $886K
|
194K
$11.8M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16KNew |
$726K - $877K
|
16K
$971K
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
15.8K+ 64.81% |
$720K - $870K
|
40.3K
$2.45M
|
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
15.2K+ 6.89% |
$693K - $837K
|
236K
$14.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
14.7KNew |
$667K - $805K
|
14.7K
$891K
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
BUY
|
- |
13.6KNew |
$621K - $750K
|
13.6K
$830K
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
13.3K+ 21.29% |
$604K - $729K
|
75.6K
$4.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
12.9KNew |
$587K - $709K
|
12.9K
$784K
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
12.8KNew |
$583K - $704K
|
12.8K
$779K
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
12.7K+ 117.31% |
$580K - $700K
|
23.6K
$1.44M
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
11.6KNew |
$526K - $635K
|
11.6K
$702K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
11K+ 27.77% |
$499K - $603K
|
50.5K
$3.07M
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10.7K+ 20.36% |
$488K - $589K
|
63.4K
$3.85M
|
|
|
Feb 22, 2023
Q4 2022
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
9.89KNew |
$450K - $543K
|
9.89K
$601K
|
|
|
Apr 18, 2023
Q4 2022
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
9.59KNew |
$436K - $527K
|
9.59K
$583K
|
|
|
Feb 13, 2023
Q4 2022
|
Bayshore Asset Management, LLC
|
BUY
|
- |
9.55K+ 25.54% |
$434K - $525K
|
46.9K
$2.85M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.18K+ 4.93% |
$418K - $505K
|
196K
$11.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.2K+ 65.27% |
$327K - $396K
|
18.2K
$1.11M
|
|
|
Jan 30, 2023
Q4 2022
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
7.18K+ 2.43% |
$327K - $394K
|
303K
$18.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
7.13K+ 14.15% |
$325K - $392K
|
57.5K
$3.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
6.98K+ 3.48% |
$317K - $383K
|
207K
$12.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
6.66K+ 59.28% |
$303K - $366K
|
17.9K
$1.09M
|
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
6.57KNew |
$299K - $361K
|
6.57K
$400K
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
BUY
|
- |
6.1KNew |
$278K - $335K
|
6.1K
$371K
|
|
|
Jan 20, 2023
Q4 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
5.56K+ 11.37% |
$253K - $306K
|
54.5K
$3.31M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.28KNew |
$240K - $290K
|
5.28K
$321K
|