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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2023
Q4 2022
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
5.27KNew |
$240K - $290K
|
5.27K
$320K
|
|
|
Feb 06, 2023
Q4 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
5.18K+ 40.38% |
$236K - $285K
|
18K
$1.1M
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4.97K+ 24.45% |
$226K - $273K
|
25.3K
$1.54M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.91K+ 152.83% |
$223K - $270K
|
8.12K
$494K
|
|
|
Feb 01, 2023
Q4 2022
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
4.82KNew |
$219K - $265K
|
4.82K
$293K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.55KNew |
$207K - $250K
|
4.55K
$277K
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
4.5KNew |
$205K - $247K
|
4.5K
$274K
|
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
BUY
|
- |
4.45KNew |
$202K - $244K
|
4.45K
$270K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.44K+ 14.02% |
$202K - $244K
|
36.1K
$2.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
4.37KNew |
$199K - $240K
|
4.37K
$266K
|
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
4.28KNew |
$195K - $235K
|
4.28K
$260K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.16K+ 36.08% |
$189K - $228K
|
15.7K
$953K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.11KNew |
$187K - $226K
|
4.11K
$250K
|
|
|
Feb 10, 2023
Q4 2022
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
3.92KNew |
$178K - $215K
|
3.92K
$238K
|
|
|
Feb 08, 2023
Q4 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
3.82K+ 7.8% |
$174K - $210K
|
52.8K
$3.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.12K+ 270.77% |
$142K - $172K
|
4.28K
$260K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3K+ 5.39% |
$137K - $165K
|
58.6K
$3.56M
|
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
2.83K+ 18.17% |
$129K - $156K
|
18.4K
$1.12M
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
2.8K+ 33.06% |
$127K - $154K
|
11.3K
$685K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2.56K+ 5.14% |
$116K - $140K
|
52.3K
$3.18M
|
|
|
Jan 25, 2023
Q4 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
2.42K+ 50.65% |
$110K - $133K
|
7.2K
$438K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.34KNew |
$107K - $129K
|
2.34K
$142K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.31K+ 3.99% |
$105K - $127K
|
60.1K
$3.66M
|
|
|
Feb 02, 2023
Q4 2022
|
Esl Trust Services, LLC
|
BUY
|
- |
2.19K+ 0.35% |
$99.7K - $120K
|
627K
$38.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
2.18K+ 10.08% |
$99.2K - $120K
|
23.8K
$1.45M
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.93K+ 30.2% |
$87.6K - $106K
|
8.3K
$505K
|
|
|
Feb 09, 2023
Q4 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.52K+ 5.52% |
$69.3K - $83.6K
|
29.1K
$1.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.43KNew |
$65K - $78.5K
|
1.43K
$86.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.37K+ 7.87% |
$62.1K - $75K
|
18.7K
$1.14M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
1.3K+ 500.0% |
$59.2K - $71.4K
|
1.56K
$94.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
1.25K+ 8.24% |
$57.1K - $68.9K
|
16.5K
$1M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.15K+ 8.06% |
$52.2K - $63.1K
|
15.4K
$936K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.14K+ 4.99% |
$51.6K - $62.4K
|
23.9K
$1.45M
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
982+ 4.07% |
$44.7K - $54K
|
25.1K
$1.53M
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
905+ 27.26% |
$41.2K - $49.7K
|
4.23K
$257K
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
711+ 3.16% |
$32.4K - $39.1K
|
23.2K
$1.41M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
612+ 15.73% |
$27.8K - $33.6K
|
4.5K
$274K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
597+ 0.41% |
$27.2K - $32.8K
|
147K
$8.94M
|
|
|
Feb 06, 2023
Q4 2022
|
Vista Capital Partners, Inc.
|
BUY
|
- |
566+ 11.87% |
$25.8K - $31.1K
|
5.33K
$324K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
273New |
$12.4K - $15K
|
273
$16.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
202+ 2.71% |
$9.19K - $11.1K
|
7.67K
$466K
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
90+ 0.55% |
$4.1K - $4.95K
|
16.5K
$1M
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
25New |
$1.14K - $1.37K
|
25
$1.52K
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
22+ 0.31% |
$1K - $1.21K
|
7.19K
$437K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
9New |
$410 - $495
|
9
$547
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
7New |
$319 - $385
|
7
$426
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1New |
$45.5 - $55
|
1
$60.8
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-14- 3.38% |
$637 - $769
|
400
$24.3K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-129- 0.09% |
$5.87K - $7.09K
|
149K
$9.07M
|