Purchases and Sales Made in Q1 2022 in American Centy ETF Tr Avantis (AVDV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVDV) 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 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
979K+ 225.08% |
$56.7M - $64.8M
|
1.41M
$91.8M
|
|
May 10, 2022
Q1 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
553K+ 4530.42% |
$32M - $36.6M
|
565K
$36.7M
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
529K+ 17.21% |
$30.6M - $35M
|
3.6M
$234M
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
339K+ 41.68% |
$19.6M - $22.4M
|
1.15M
$74.8M
|
|
Aug 11, 2023
Q1 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
229K+ 535.69% |
$13.2M - $15.1M
|
271K
$17.6M
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
129K+ 376.56% |
$7.48M - $8.56M
|
164K
$10.6M
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
86.9K+ 70.35% |
$5.03M - $5.75M
|
210K
$13.7M
|
|
Apr 22, 2022
Q1 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
84.1K+ 8.76% |
$4.87M - $5.57M
|
1.04M
$67.7M
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
77.2KNew |
$4.47M - $5.11M
|
77.2K
$5.01M
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
70.2K+ 37.35% |
$4.07M - $4.65M
|
258K
$16.8M
|
|
May 24, 2022
Q1 2022
|
Carlson Capital Management
|
BUY
|
- |
69.3K+ 31.18% |
$4.01M - $4.59M
|
291K
$18.9M
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
56.2K+ 97.55% |
$3.26M - $3.72M
|
114K
$7.39M
|
|
May 04, 2022
Q1 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
55.1KNew |
$3.19M - $3.65M
|
55.1K
$3.58M
|
|
Apr 25, 2022
Q1 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
50.2K+ 28.17% |
$2.9M - $3.32M
|
228K
$14.8M
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
48.7K+ 736.8% |
$2.82M - $3.22M
|
55.3K
$3.59M
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
38.2K+ 635.36% |
$2.21M - $2.53M
|
44.2K
$2.87M
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
34.7K+ 8.23% |
$2.01M - $2.29M
|
456K
$29.6M
|
|
Apr 25, 2022
Q1 2022
|
Collective Family Office LLC
|
BUY
|
- |
29.7K+ 69.8% |
$1.72M - $1.97M
|
72.3K
$4.7M
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
29K+ 7849.73% |
$1.68M - $1.92M
|
29.4K
$1.91M
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
26.9KNew |
$1.56M - $1.78M
|
26.9K
$1.75M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
25K+ 115.02% |
$1.45M - $1.65M
|
46.7K
$3.03M
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
24.6KNew |
$1.42M - $1.63M
|
24.6K
$1.6M
|
|
Apr 21, 2022
Q1 2022
|
Bayshore Asset Management, LLC
|
BUY
|
- |
23.2KNew |
$1.34M - $1.53M
|
23.2K
$1.5M
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
22.2KNew |
$1.28M - $1.47M
|
22.2K
$1.44M
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
21.4K+ 76.8% |
$1.24M - $1.42M
|
49.3K
$3.2M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
21.2K+ 54.68% |
$1.23M - $1.4M
|
59.9K
$3.89M
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
20.7K+ 12.39% |
$1.2M - $1.37M
|
187K
$12.2M
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
20KNew |
$1.16M - $1.32M
|
20K
$1.3M
|
|
May 16, 2022
Q1 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
19.9KNew |
$1.15M - $1.32M
|
19.9K
$1.29M
|
|
Apr 22, 2022
Q1 2022
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
18.3K+ 25.75% |
$1.06M - $1.21M
|
89.4K
$5.81M
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
16.3K+ 183.8% |
$945K - $1.08M
|
25.2K
$1.64M
|
|
May 13, 2022
Q1 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
16.1KNew |
$932K - $1.07M
|
16.1K
$1.04M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.7K+ 12.49% |
$911K - $1.04M
|
142K
$9.2M
|
|
May 04, 2022
Q1 2022
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
14.8K+ 304.97% |
$856K - $979K
|
19.6K
$1.27M
|
|
Apr 29, 2022
Q1 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
14.3K+ 33.12% |
$827K - $946K
|
57.5K
$3.73M
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13.5K+ 256.16% |
$783K - $896K
|
18.8K
$1.22M
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
13.3KNew |
$771K - $881K
|
13.3K
$864K
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
12.2K+ 99.81% |
$704K - $805K
|
24.3K
$1.58M
|
|
May 10, 2022
Q1 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
11.7K+ 247.97% |
$675K - $772K
|
16.4K
$1.06M
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
11.5K+ 3.17% |
$664K - $759K
|
374K
$24.3M
|
|
Apr 18, 2022
Q1 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
10.7K+ 170.41% |
$620K - $709K
|
17K
$1.1M
|
|
Apr 22, 2022
Q1 2022
|
Foster Group, Inc.
|
BUY
|
- |
9.97K+ 121.82% |
$577K - $660K
|
18.2K
$1.18M
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
9.74K+ 5.3% |
$564K - $645K
|
194K
$12.6M
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
9.52K+ 7617.6% |
$551K - $630K
|
9.65K
$626K
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
9.26KNew |
$536K - $613K
|
9.26K
$601K
|
|
May 11, 2022
Q1 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
9.13K+ 30.79% |
$529K - $605K
|
38.8K
$2.52M
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
8.47K+ 215.34% |
$490K - $560K
|
12.4K
$805K
|
|
May 03, 2022
Q1 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
8.26K+ 6.92% |
$478K - $547K
|
128K
$8.28M
|
|
Apr 18, 2022
Q1 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
7.25K+ 26.82% |
$420K - $480K
|
34.3K
$2.22M
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.88K+ 23.73% |
$398K - $455K
|
35.9K
$2.33M
|